applying CRM form to WordPress

  • Resolved salesnow

    (@salesnow)


    3 years, 2 months ago

    The documentation says this is possible with the free plugin but I simply can’t find a way to expose a CRM form as a data capture form using the plugin.

    I’m sure it’s simple but I can’t see it anywhere. Can you help a newbie please?

Viewing 5 replies - 16 through 20 (of 20 total)

  • Hi alexacrm,

    I am not sure if it is – if you can tell me where to look, I will check. As we are using it in German it might though.

    @salesnow Thank you for the suggestion. I tried it with the new plugin, but haven’t managed to get the twigs to render yet. I’ll give it another try this week.

    Best
    Kim

    Plugin Author alexacrm

    (@alexacrm)

    Kim

    what I’m interested to know if your CRM has German as a base language and if any other languages are installed. Your sys admin should be able to tell you if you don’t know where to look. We observed a similar behavior previously when system forms were half-translated during the upgrades so I wonder when was your instance provisioned in the first place and whether it was an upgrade from the on-premises installation.

    Note that new Dataverse plugin does not support CRM forms in the free version. Instead, you can bind any form of your choice to a table in Dataverse to send submissions there (it includes edits as well).

    Thanks
    George

    Good morning George,

    just checked: German is the base language – there are no other languages installed. We didn’t use the on-premise version before and our instance was first installed around early-2020.

    Here’s the info from the “About” tab:

    Ver?ffentlichungszyklus 2 im Jahr 2021 aktiviert
    Serverversion: 9.2.21123.00172
    Clientversion: 1.4.3750-2112.3

    Let me know if you have other questions with regard to our installation.

    With regard to the new plugin my first step was trying to get the views to work ??

    Best
    Kim

    Plugin Author alexacrm

    (@alexacrm)

    Kim,

    try adding language attribute to your form tag:

    [msdyncrm_twig]
{% form entity="lead" name="Contact Us" mode="create" language=1031 %}
{% endform %}
[/msdyncrm_twig]
    • This reply was modified 3 years, 1 month ago by alexacrm.

    Hi George,

    that does in fact solve most of it – certainly enough for us to use it. Still if you are interested in digging deeper, I have uploaded you screenshots of the form as it is in D365 and how it renders in WP (I used the twig you provided only changing the name attribute). As well as a screenshot of one of the fields (emailadress1), which “does not have a label”.

    Links:
    https://ibb.co/RTDyTfJ
    https://ibb.co/XYsmkb7
    https://ibb.co/c1bfzm6

    Best
    Kim

    d365-form-lead
    field-emailadress11
    wp-form-lead<br />hochladen fotos<br />

Viewing 5 replies - 16 through 20 (of 20 total)
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