How to Connect Dynamics 365 Marketing to WordPress


In this guide, you will learn how to install WP Fusion and set up a direct connection to integrate your WordPress website with your Dynamic 365 account.

To get started install and activate the WP Fusion plugin, then navigate to Settings » WP Fusion.

From the ‘Select Your CRM’ list choose ‘Dynamic 365 ’.

Once you’ve entered the CRM URL, Click ‘Authorize with Dynamic 365’ to initialize the connection and generate access and refresh tokens for your website.

Once you’ve approved the integration with Microsoft, the WP Fusion settings page will reload, and WP Fusion will connect to Dynamics 365 to validate your credentials and load your available marketing lists and custom fields. Once the connection is completed, click Save Changes below to save the changes.

That’s it! Your site is connected, and new WordPress users and customers will automatically be synced with Dynamics 365 in real time.

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