Integrate Dynamic with Request a Quote for WooCommerce

Hi @downingdesign

our plugin is generic and would allow you to send data to Dynamics 365/CRM as required but some extra work around the data schema would be required (i.e. what table to send it to, column mapping, etc).

Contact us at [email protected] if you need further information and/or estimates

Best regards,
AlexaCRM Support

Thanks for the quick response.

Is it possible to do this using the plugin backend without coding. Is there a Documentation for this?

@downingdesign

with this plugin not without coding, I’m afraid. You need to capture the events from WooCommerc, map the fields, and send data to Dynamics.

The other option is to use Power Automate to receive notifications from WooCommerce directly on Power Platform and deal with them there. It’s a low/no code option but some additional configuration would be required to make it work. We can help but it’s outside the scope of the plugin – feel free to contact us about it.

Thanks
AlexaCRM Support

Hi,

I can access the form submission event and get all the fields data (see the code below). So if I use the plugin is there a filter or hook for me to use to call Dynamic inside this function.

add_action('addify_quote_created', 'dynamics_contact');

function dynamics_contact($quote_id){
    
    $first_name = get_post_meta( $quote_id, 'afrfq_field_first_name', true );
    $last_name = get_post_meta( $quote_id, 'afrfq_field_last_name', true );
    $email = get_post_meta( $quote_id, 'afrfq_field_email', true );
    $subscribe_to_newsletter = get_post_meta( $quote_id, 'afrfq_field_subscribe_to_newsletter', true );
    
  
}

Hi @downingdesign

the plugin uses php-crm-toolkit to access Dynamics 365. You can use the toolkit functionality inside your code. ACRM() function provides you with access to the connection and ASDK() gives you access to the org service. For example

$quote = ASDK()->entity( 'quote' );
$quote->name = 'New quote';
ASDK()->create($quote);

HTH

Thank you very much.

Is there a good documentation for this? Also, can I achieve this using the free plugin

Yes php-crm-toolkit and definitely yes. ??

You need to have some basic Dynamisc 365/CRM knowledge. And of course it’ll be up to you to handle the errors.

My advice would be to consider asynchronous integration using Power Automate but for simple scenarios direct approach will definitely work.

Thanks.

I think you are talking about https://flow.microsoft.com/en-us/connectors/shared_wordpress/wordpress/

No, that connector is not helpful in your scenario. You’d be looking at HTTP trigger and WooCommerce webhooks. As I mentioned earlier, we can help but that’s outside of the plugin scope altogether – feel free to email [email protected] for details.