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Customer experience | Sales, Customer Insights,...
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Issues regarding Dynamics 365 Integration Twig template in Wordpress

Posted on by 1,654
Hi,


I am having the below issues regarding using Twig template in Wordpress:

1. Currently I am using the shortcode [msdyncrm_form]. But as this is deprecated I want to replace my below code using the Twig template. Let me know how I can achieve this? I am passing the record id in the URL as a query string.

[msdyncrm_form entity="contact" name="Contact Form" mode="edit" parameter_name='id' captcha="true" message="Thanks!" hide_form="true"] 

2. How can I upload attachments(Notes) to Dynamics 365 using a twig template?

3. How to filter the related lookup fields using Twig syntax? For example: I want to filter the "States" based on the selected "Country".

Please advise your valuable suggestions.


Thanks.

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