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Gravity Forms & Dynamics 365 Integration

Last updated 1 week ago

A Gravity Forms add-on that sends form submissions into Microsoft Dynamics 365 Real-time Marketing using the Dynamics Form Capture JavaScript flow.

What it does

  • Adds a Gravity Forms feed add-on for mapping form fields to Dynamics 365 marketing form fields
  • Fetches Dynamics 365 realtime marketing forms dynamically from your Dynamics environment
  • Supports field mapping, static field values, and lead-name mapping
  • Injects the Dynamics Form Capture script on frontend Gravity Forms pages
  • Submits the captured payload to Dynamics 365 and logs submission result back to the Gravity Forms entry
  • Forces Gravity Forms shortcodes to use AJAX so the capture script can run reliably

Installation

  1. Copy the plugin folder into wp-content/plugins/dowo-gf-d365
  2. Activate the plugin from the WordPress admin Plugins screen
  3. Open Gravity Forms > Settings > DOWO D365 Add-On
  4. Enter your Azure Tenant ID, Client ID, Client Secret, and Dynamics 365 Resource URL
  5. Save settings and test the connection

See docs/SETUP.md for full plugin configuration instructions before proceeding to form mapping.

See docs/HEALTH-TROUBLESHOOTING.md for connection diagnostics, weekly alert setup, and common fixes.

Setup

  1. Go to a Gravity Form
  2. Add a new DOWO D365 Feed
  3. Select the Dynamics 365 marketing form to use
  4. Save the feed
  5. Open the field mapping page and map Gravity Form fields to Dynamics 365 fields
  6. Optionally add static mappings and configure lead name mapping

Notes

  • The plugin uses Dynamics 365 Real-time Marketing Form Capture JS to serialize and submit Gravity Forms data.
  • The admin feed UI also allows static values and a lead-name mapping helper.
  • The plugin keeps client secret data in WordPress settings, but do not commit secret values to source control.

Reference

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