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Dynamics 365: Umbraco CMS Integration

A form picker and rendering component for forms managed within a Microsoft Dynamics 365 Marketing instance.

The package uses the 0Auth protocol for authentication; connect to your Dynamics 365 instance by adding the following settings to `Web.config`:

<add key="Umbraco.Cms.Integrations.Crm.Dynamics.HostUrl" value="https://[INSTANCE]/api.crm4.dynamics.com/" />

<add key="Umbraco.Cms.Integrations.Crm.Dynamics.ApiPath" value="api/data/v9.2/" />

Backoffice usage

To use the form picker, a new data type should be created based on the Dynamics Form Picker property editor.

The Connect button prompts the user with the Microsoft authorization window, which after a successful authentication will send the authorization code back. The retrieved access token will be saved in the database and used for future requests.

Revoke action will remove the access token from the database and the authorization process will need to be repeated.

Front-end rendering

A strongly typed model will be generated by the property value converter, and an HTML helper is available to easily render the form on the front-end.

Ensure your template has a reference to the following using statement:

@using Umbraco.Cms.Integrations.Crm.Dynamics.Helpers;

And render the form using (assuming a property based on the created data type, with alias dynamicsForm has been created):

@Html.RenderDynamicsForm(Model.DynamicsForm)

The selected form is embedded either through an iframe or using JS scripts.

Changes

1.0.0 (September 13th 2022)

  • Initial release

Screenshots

NuGet install instructions for Umbraco 9+

dotnet add package Umbraco.Cms.Integrations.Crm.Dynamics

Package owner

Umbraco HQ

Umbraco HQ

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Package Compatibility

This package is compatible with the following versions as reported by community members who have downloaded this package:
Untested or doesn't work on Umbraco Cloud
Version 11.0.x (untested)
Version 10.3.x (untested)
Version 10.2.x (untested)
Version 10.1.x (untested)
Version 10.0.x (untested)
Version 9.5.x (100%)
Version 9.4.x (100%)
Version 9.3.x (100%)
Version 9.2.x (100%)
Version 9.1.x (100%)
Version 9.0.x (100%)
Version 8.18.x (100%)

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Previously reported to work on versions:

Package Information

  • Package owner: Umbraco HQ
  • Created: 13/09/2022
  • Current version 1.0.0
  • .NET version 4.7.2
  • License MIT
  • Downloads on Our: 10
  • Downloads on NuGet: 59
  • Total downloads : 69