前言介紹
- 這款 WordPress 外掛「Integrate Dynamics 365 CRM」是 2022-09-21 上架。
- 目前有 60 個安裝啟用數。
- 上一次更新是 2024-09-27，距離現在已有 219 天。
- 外掛最低要求 WordPress 5.5 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.0 以上。
- 有 4 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
crm | forms | microsoft | dynamics 365 | dynamics crm |
內容簡介
啟用 WordPress 網站與 Dynamics 365 CRM 的整合
Integrate Dynamics 365 CRM 外掛提供完整的雙向數據同步，可將 WordPress 物件的數據與 Dynamics CRM 物件的數據進行同步。換言之，可從 WordPress 物件同步數據至 Dynamics CRM 物件，也可將 Dynamics CRM 物件的數據同步至 WordPress 物件。
該 Dynamics 365 CRM 整合外掛可提供來自 Dynamics 365 平台（如 Dynamics 365 Sales、Dynamics 365 Business Central 及其他 Dynamics 365 應用程式）的物件數據同步至 WordPress，反之亦然。此外掛使用 Microsoft Dynamics 365 Web API 從 Microsoft Dynamics 365 平台提取這些數據，使此整合完全相容。當 WordPress (WP) 的數據被儲存時，您的 Dynamics CRM 中的所有記錄都將被建立、更新或刪除。
此外掛除了同步 WordPress 數據物件和 Dynamics CRM 數據物件外，還可以與表單建立器（如 Gravity Forms、Contact Forms 7 等）和電子商務應用程式（如 WooCommerce）進行整合，從而允許您將所有表單數據和自訂物件與您的 Dynamics 365 同步，以及將 WooCommerce 訂單數據、購買歷史、銷售數據和其他詳細信息進行同步。
整合
WooCommerce 整合：從 WooCommerce 將所有銷售數據、訂單數據、庫存數據進行同步，以進行庫存管理、購買歷史和所有用戶數據同步至 Dynamics 365 CRM Sales 應用程式/任何 Dynamics 365 CRM 應用程式。將您的 WordPress WooCommerce 商店的相應數據欄位映射到相應的 Dynamics 365 CRM 物件欄位。
Contact Forms 7 整合：啟用 Contact Form 7 整合，以將 Contact Form 7 表單的所有輸入數據同步至其相應的 Dynamics 365 應用程式欄位，從而完成簡單的客戶入駐流程。
Gravity Forms 整合：將 Gravity Forms 與 Dynamics 365 整合，並將用戶輸入的所有表單數據、自訂物件無縫地發送至您的 Dynamics 365 實例，以進行簡單的客戶開發、銷售機會同步、聯繫人同步、帳戶同步。
主要功能
連接 Dynamics 365 CRM：與所有 Dynamics 365 應用程式進行深度整合，包括銷售、服務、行銷、人力資源、商務等。
Dynamics 365 CRM 線上/本機應用程式：支援 Dynamics 365 CRM 線上或本機應用程式
即時同步：即時同步使用 Microsoft 的 Web APIs，在 WordPress 和 Dynamics CRM 之間自動同步記錄更改（建立/更新/刪除）。
雙向數據同步：啟用高效的雙向物件數據同步，可在 WordPress 和 Dynamics 365 CRM 之間進行 WP => Dynamics CRM 同步和 Dynamics CRM => WP 同步。
Web-to-lead 表單整合：與常見的 WordPress 應用程式（如 Contact Forms 7 和 Gravity Forms）完全整合，以進行簡單的客戶開發、銷售機會同步、自訂物件數據同步等。
WooCommerce 整合：輕鬆連接 WooCommerce，以在您的客戶購買產品時同步您所有 WooCommerce 數據。
Dynamics 365 Sales 支援：將 Dynamics 365 Sales 中的所有 CRM 物件（如聯繫人、帳戶、銷售機會等）同步至 WordPress。
Dynamics 365 Business Central 支援：將訂單、產品、購買歷史等庫存數據在 WordPress 和 Dynamics Business Central 應用程式之間進行同步。
文件
有關 Dynamics 365 CRM - WordPress (WP) 整合外掛的文檔：https://plugins.miniorange.com/wordpress-dynamics-365-integration-guide。
在此文檔中，您可獲取 Integrate Dynamics 365 CRM 外掛文件的幫助，並保證內容和期望。
網站
訪問我們的網站了解其他外掛：http://miniorange.com/plugins
原文外掛簡介
Enable Dynamics 365 CRM integration with WordPress
The Integrate Dynamics 365 CRM plugin enables seamless bi-directional data synchronization between WordPress and Dynamics CRM objects, i.e., syncing data from WordPress object to Dynamics CRM object and vice-versa, ensuring seamless integration with Dynamics 365 CRM and Business Central.
Key Features | Pricing | Setup Guides | Integrations | WooCommerce Dynamics CRM
Check our step-by-step video guide for effortless configuration. Streamline your bi-directional synchronization process in minutes. To check out additional resources you can click here.
[https://youtu.be/6Igj4CiRNww&t=1s]
The Dynamics 365 CRM integration plugin enables seamless object data synchronization between WordPress and various Dynamics 365 platforms, including Dynamics 365 Sales, Dynamics 365 Business Central, and other Dynamics 365 applications. This integration ensures smooth, bi-directional data sync from your WordPress site to Dynamics 365 CRM applications, including Dynamics 365 Business Central. The plugin uses Microsoft Dynamics 365 Web API to fetch this data from Microsoft Dynamics 365 platforms, making the Dynamics CRM integration fully homogeneous. All records in your Dynamics CRM will be created/updated/deleted when the data in WordPress (WP) is saved, updated or deleted, ensuring a seamless sync between WordPress, Dynamics 365 CRM and Business Central.
Aside from syncing WordPress data objects and Dynamics CRM data objects, Integrate Dynamics 365 CRM plugin also enables integrations with form builders such as Gravity Forms, Contact Forms 7, as well as eCommerce apps like WooCommerce. Thereby, WooCommerce Dynamics CRM Integration allows you to sync all form data and custom objects with your Dynamics 365 CRM applications, including Dynamics 365 Business Central, as well as sync your WooCommerce order data, purchase history, sales data, and other details.
Integrations
WooCommerce Dynamics CRM Integration: Using the WooCommerce Dynamics CRM Integration sync all of your sales data, order data, inventory data for inventory management, purchase history, and all user data from WooCommerce to your Dynamics 365 CRM Sales app/any Dynamics 365 CRM app, ensuring that Dynamics 365 CRM and Business Central remains updated with all necessary information.
Contact Forms 7 Integration: Enable Contact Form 7 integration with Dynamics CRM to sync all input data from Contact Form 7 forms to their respective Dynamics 365 app fields, thereby completing an easy customer onboarding cycle with Dynamics CRM Integration. Also making sure that Dynamics 365 CRM and business central is always in sync with the latest customer data.
Gravity Forms Integration: Integrate Gravity Forms with Dynamics 365 to seamlessly send all form data, custom objects input by users into your Dynamics 365 instance, for easy lead generation, lead sync, contact sync, account sync using Dynamics CRM Integration, ensuring that all Dynamics 365 CRM and business central processes are efficiently managed.
Key Features
Connect Dynamics 365 CRM: Deep integration with all Dynamics 365 apps for Sales, Service, Marketing, HR, Commerce, etc, using the Dynamics CRM Integration while ensuring that it remains the central hub for all customer data management.
Dynamics 365 CRM Online/On-premise app: Support for Dynamics 365 CRM Online/On-premise applications makes sure that Dynamics CRM and business central remains fully operational and integrated regardless of the deployment type.
Real-time sync: Real-time Sync uses Microsoft’s Web APIs to automatically sync record changes (create/update/delete) between WordPress and Dynamics CRM in real-time, utilizing the Dynamics CRM integration.
Bi-directional data sync: Enable efficient bidirectional object data sync between WordPress and Dynamics 365 CRM, i.e. WP to Dynamics CRM Sync and Dynamics CRM to WP Sync with Dynamics CRM integration.
Web-to-lead forms integrations: Full integration with popular WordPress apps such as Contact Forms 7 & Gravity Forms for easy lead generation, leads sync, custom object data synchronization and more with Dynamics CRM integration.
WooCommerce integration: Easily connect WooCommerce to sync all of your WooCommerce data whenever your customers purchase your products.
Dynamics 365 Sales Support: Sync all CRM Objects like contacts, accounts, leads, etc. from Dynamics 365 Sales to WordPress through Dynamics CRM integration.
Dynamics 365 Business Central Support: Sync inventory data like orders, products, customer, purchase history, refund sync between WordPress and Dynamics Business Central application with Dynamics CRM integration.
Documentation
Documentation for Dynamics 365 CRM – WordPress (WP) Integration Plugin:
Here you can get the help of the Integrate Dynamics 365 CRM plugin documentation with ensured content and expectations.
Website
Check out our website for other plugins http://miniorange.com/plugins or click here to see all our listed WordPress plugins.
For more support or info email us at [email protected] or Contact us.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Integrate Dynamics 365 CRM」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
0.0.5 | 1.0.0 | 1.0.1 | 1.0.2 | 1.0.3 | 1.0.4 | 1.0.5 | 1.0.6 | 1.0.7 | 1.0.8 | 1.0.9 | trunk |
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