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Setting Up the Gravity Forms Dynamics CRM Add-On

After you have successfully completed installation of the Gravity Forms Dynamics CRM Add-On, you're ready to begin the initial setup. In this article, we will show you how to perform the initial setup steps required within the Gravity Forms Dynamics CRM Add-On.

Note: This article assumes that you already have an Dynamics CRM Online or On-Premises account. If you do not already have one, you may sign up for an account on the Microsoft Dynamics CRM website.

  1. If you have not already done so, log into your WordPress admin dashboard.
  2. Once logged in, hover over Forms, then click on Settings on the left side navigation menu.
  3. From this page, click on the Dynamics CRM tab to access the settings for Dynamics CRM.
  4. The first setting you will need to define is the Dynamics CRM URL setting. If you are unsure of your CRM URL, you may obtain this by simply taking a look at your URL when logged into Dynamics CRM.
  5. Once you have entered your Dynamics CRM URL, simply click the Update Settings button to save your settings.
  6. If using Dynamics CRM Online, click the Connect to Dynamics button to authorize the app.
  7. If using Dynamics CRM on-premises, enter your username and password and click the Update Settings button to save your settings.

You should now have completed the initial setup of the Gravity Forms Dynamics CRM Add-On. You're now ready to continue on to creating a feed.