%19$s
', esc_html__( 'Create an Azure App Registration', 'advanced-form-integration' ), esc_html__( 'Sign in to portal.azure.com with an administrator account.', 'advanced-form-integration' ), esc_html__( 'Navigate to Azure Active Directory → App registrations → New registration.', 'advanced-form-integration' ), esc_html__( 'Enter a friendly name (e.g., “AFI Dynamics Integration”), leave the redirect URI blank, and register the app.', 'advanced-form-integration' ), esc_html__( 'From the Overview blade copy the “Application (client) ID” and the “Directory (tenant) ID”; you will paste these above.', 'advanced-form-integration' ), esc_html__( 'Create a Client Secret', 'advanced-form-integration' ), esc_html__( 'Open Certificates & secrets → New client secret.', 'advanced-form-integration' ), esc_html__( 'Supply a description, choose an expiry, and click Add.', 'advanced-form-integration' ), esc_html__( 'Copy the generated value immediately; this is the Client Secret you must store in the settings above. It will not be shown again.', 'advanced-form-integration' ), esc_html__( 'For security, save the secret in a password vault so you can rotate it before it expires.', 'advanced-form-integration' ), esc_html__( 'Grant API Permissions', 'advanced-form-integration' ), esc_html__( 'Go to API permissions → Add a permission → Microsoft APIs → Dynamics CRM.', 'advanced-form-integration' ), esc_html__( 'Choose Delegated permissions, tick user_impersonation, and add the permission.', 'advanced-form-integration' ), esc_html__( 'Click “Grant admin consent” so the application can call the Dynamics API.', 'advanced-form-integration' ), esc_html__( 'Collect Your Instance URL', 'advanced-form-integration' ), esc_html__( 'Open your Dynamics environment and copy the base URL (e.g., https://yourorg.crm.dynamics.com).', 'advanced-form-integration' ), esc_html__( 'Paste the exact host into Instance URL above. Regional hosts (crm4, crm11, etc.) must match your tenant.', 'advanced-form-integration' ), esc_html__( 'Click Save in this settings screen to store the credentials.', 'advanced-form-integration' ), esc_html__( 'After saving, the integration requests Azure AD tokens using the Client Credentials flow and calls the Dynamics 365 Web API (v9.2).', 'advanced-form-integration' ) ); echo adfoin_platform_settings_template($title, $key, $arguments, $instructions); } add_action('adfoin_action_fields', 'adfoin_dynamics365_action_fields'); function adfoin_dynamics365_action_fields() { ?> 'firstname', 'value' => 'First Name', 'description' => 'Contact first name')); array_push($fields, array('key' => 'lastname', 'value' => 'Last Name', 'description' => 'Contact last name')); // Email fields array_push($fields, array('key' => 'emailaddress1', 'value' => 'Primary Email', 'description' => 'Primary email address')); array_push($fields, array('key' => 'emailaddress2', 'value' => 'Secondary Email', 'description' => 'Secondary email address')); array_push($fields, array('key' => 'emailaddress3', 'value' => 'Third Email', 'description' => 'Third email address')); // Phone fields array_push($fields, array('key' => 'telephone1', 'value' => 'Business Phone', 'description' => 'Business phone number')); array_push($fields, array('key' => 'telephone2', 'value' => 'Home Phone', 'description' => 'Home phone number')); array_push($fields, array('key' => 'telephone3', 'value' => 'Other Phone', 'description' => 'Other phone number')); array_push($fields, array('key' => 'mobilephone', 'value' => 'Mobile Phone', 'description' => 'Mobile phone number')); array_push($fields, array('key' => 'fax', 'value' => 'Fax', 'description' => 'Fax number')); // Address fields array_push($fields, array('key' => 'address1_line1', 'value' => 'Address Line 1', 'description' => 'Primary address line 1')); array_push($fields, array('key' => 'address1_line2', 'value' => 'Address Line 2', 'description' => 'Primary address line 2')); array_push($fields, array('key' => 'address1_city', 'value' => 'City', 'description' => 'Primary address city')); array_push($fields, array('key' => 'address1_stateorprovince', 'value' => 'State/Province', 'description' => 'Primary address state or province')); array_push($fields, array('key' => 'address1_postalcode', 'value' => 'Postal Code', 'description' => 'Primary address postal code')); array_push($fields, array('key' => 'address1_country', 'value' => 'Country', 'description' => 'Primary address country')); // Business information array_push($fields, array('key' => 'jobtitle', 'value' => 'Job Title', 'description' => 'Contact job title')); array_push($fields, array('key' => 'department', 'value' => 'Department', 'description' => 'Contact department')); array_push($fields, array('key' => 'companyname', 'value' => 'Company Name', 'description' => 'Company name')); array_push($fields, array('key' => 'websiteurl', 'value' => 'Website URL', 'description' => 'Website URL')); // Lead source and status array_push($fields, array('key' => 'leadsourcecode', 'value' => 'Lead Source', 'description' => 'Source of the lead')); array_push($fields, array('key' => 'statuscode', 'value' => 'Status Code', 'description' => 'Contact status code')); array_push($fields, array('key' => 'preferredcontactmethodcode', 'value' => 'Preferred Contact Method', 'description' => 'Preferred contact method')); // Assignment array_push($fields, array('key' => 'ownerid', 'value' => 'Owner ID', 'description' => 'ID of the user who owns this contact')); // Social and web array_push($fields, array('key' => 'websiteurl', 'value' => 'Website', 'description' => 'Website URL')); // Additional fields array_push($fields, array('key' => 'birthdate', 'value' => 'Birth Date', 'description' => 'Birth date (YYYY-MM-DD format)')); array_push($fields, array('key' => 'spousesname', 'value' => 'Spouse Name', 'description' => 'Spouse name')); array_push($fields, array('key' => 'anniversary', 'value' => 'Anniversary', 'description' => 'Anniversary date (YYYY-MM-DD format)')); array_push($fields, array('key' => 'description', 'value' => 'Description', 'description' => 'Additional description or notes')); wp_send_json_success($fields); } function adfoin_dynamics365_credentials_list() { foreach (adfoin_read_credentials('dynamics365') as $option) { printf('', esc_attr($option['id']), esc_html($option['title'])); } } function adfoin_dynamics365_get_access_token($credentials) { $tenant_id = $credentials['tenantId']; $client_id = $credentials['clientId']; $client_secret = $credentials['clientSecret']; $instance_url = isset( $credentials['instanceUrl'] ) ? rtrim( $credentials['instanceUrl'], '/' ) : ''; if ( empty( $tenant_id ) || empty( $client_id ) || empty( $client_secret ) || empty( $instance_url ) ) { return false; } $token_url = "https://login.microsoftonline.com/{$tenant_id}/oauth2/v2.0/token"; $parsed_instance = wp_parse_url( $instance_url ); $resource_origin = isset( $parsed_instance['scheme'], $parsed_instance['host'] ) ? $parsed_instance['scheme'] . '://' . $parsed_instance['host'] : 'https://crm.dynamics.com'; $scope = $resource_origin . '/.default'; $args = array( 'method' => 'POST', 'headers' => array( 'Content-Type' => 'application/x-www-form-urlencoded' ), 'body' => http_build_query(array( 'grant_type' => 'client_credentials', 'client_id' => $client_id, 'client_secret' => $client_secret, 'scope' => $scope )) ); $response = wp_remote_request($token_url, $args); if (is_wp_error($response)) { return false; } $body = json_decode(wp_remote_retrieve_body($response), true); return isset($body['access_token']) ? $body['access_token'] : false; } function adfoin_dynamics365_request($endpoint, $method = 'POST', $data = array(), $record = array(), $cred_id = '') { $credentials = adfoin_get_credentials_by_id('dynamics365', $cred_id); $instance_url = isset($credentials['instanceUrl']) ? rtrim($credentials['instanceUrl'], '/') : ''; if (!$instance_url) { return; } $access_token = adfoin_dynamics365_get_access_token($credentials); if (!$access_token) { return; } $url = $instance_url . '/api/data/v9.2/' . $endpoint; $args = array( 'timeout' => 30, 'method' => $method, 'headers' => array( 'Authorization' => 'Bearer ' . $access_token, 'Content-Type' => 'application/json', 'OData-MaxVersion' => '4.0', 'OData-Version' => '4.0', 'Accept' => 'application/json' ), ); if ($method === 'POST' || $method === 'PUT') { $args['body'] = json_encode($data); } $response = wp_remote_request($url, $args); if ($record) { adfoin_add_to_log($response, $url, $args, $record); } return $response; } function adfoin_dynamics365_create_contact($fields, $record, $cred_id) { $contact_data = array(); // Name fields if (!empty($fields['firstname'])) { $contact_data['firstname'] = $fields['firstname']; } if (!empty($fields['lastname'])) { $contact_data['lastname'] = $fields['lastname']; } // Email fields if (!empty($fields['emailaddress1'])) { $contact_data['emailaddress1'] = $fields['emailaddress1']; } if (!empty($fields['emailaddress2'])) { $contact_data['emailaddress2'] = $fields['emailaddress2']; } if (!empty($fields['emailaddress3'])) { $contact_data['emailaddress3'] = $fields['emailaddress3']; } // Phone fields if (!empty($fields['telephone1'])) { $contact_data['telephone1'] = $fields['telephone1']; } if (!empty($fields['telephone2'])) { $contact_data['telephone2'] = $fields['telephone2']; } if (!empty($fields['telephone3'])) { $contact_data['telephone3'] = $fields['telephone3']; } if (!empty($fields['mobilephone'])) { $contact_data['mobilephone'] = $fields['mobilephone']; } if (!empty($fields['fax'])) { $contact_data['fax'] = $fields['fax']; } // Address fields if (!empty($fields['address1_line1'])) { $contact_data['address1_line1'] = $fields['address1_line1']; } if (!empty($fields['address1_line2'])) { $contact_data['address1_line2'] = $fields['address1_line2']; } if (!empty($fields['address1_city'])) { $contact_data['address1_city'] = $fields['address1_city']; } if (!empty($fields['address1_stateorprovince'])) { $contact_data['address1_stateorprovince'] = $fields['address1_stateorprovince']; } if (!empty($fields['address1_postalcode'])) { $contact_data['address1_postalcode'] = $fields['address1_postalcode']; } if (!empty($fields['address1_country'])) { $contact_data['address1_country'] = $fields['address1_country']; } // Business information if (!empty($fields['jobtitle'])) { $contact_data['jobtitle'] = $fields['jobtitle']; } if (!empty($fields['department'])) { $contact_data['department'] = $fields['department']; } if (!empty($fields['companyname'])) { $contact_data['companyname'] = $fields['companyname']; } if (!empty($fields['websiteurl'])) { $contact_data['websiteurl'] = $fields['websiteurl']; } // Lead source and status if (!empty($fields['leadsourcecode'])) { $contact_data['leadsourcecode'] = intval($fields['leadsourcecode']); } if (!empty($fields['statuscode'])) { $contact_data['statuscode'] = intval($fields['statuscode']); } if (!empty($fields['preferredcontactmethodcode'])) { $contact_data['preferredcontactmethodcode'] = intval($fields['preferredcontactmethodcode']); } // Assignment if (!empty($fields['ownerid'])) { $contact_data['ownerid@odata.bind'] = '/systemusers(' . $fields['ownerid'] . ')'; } // Additional fields if (!empty($fields['birthdate'])) { $contact_data['birthdate'] = $fields['birthdate']; } if (!empty($fields['spousesname'])) { $contact_data['spousesname'] = $fields['spousesname']; } if (!empty($fields['anniversary'])) { $contact_data['anniversary'] = $fields['anniversary']; } if (!empty($fields['description'])) { $contact_data['description'] = $fields['description']; } // Send request to Dynamics 365 API return adfoin_dynamics365_request('contacts', 'POST', $contact_data, $record, $cred_id); } add_action('adfoin_dynamics365_job_queue', 'adfoin_dynamics365_job_queue', 10, 1); function adfoin_dynamics365_job_queue($data) { adfoin_dynamics365_send_data($data['record'], $data['posted_data']); } function adfoin_dynamics365_send_data($record, $posted_data) { $record_data = json_decode($record['data'], true); if (isset($record_data['action_data']['cl']) && adfoin_check_conditional_logic($record_data['action_data']['cl'], $posted_data)) return; $data = isset($record_data['field_data']) ? $record_data['field_data'] : $record_data; $cred_id = isset($data['credId']) ? $data['credId'] : (isset($record['cred_id']) ? $record['cred_id'] : ''); $task = $record['task']; $contact_fields = array(); foreach ($data as $key => $value) { $parsed_value = adfoin_get_parsed_values($value, $posted_data); if ($parsed_value !== '' && $parsed_value !== null) { $contact_fields[$key] = $parsed_value; } } if ($task == 'create_contact') { adfoin_dynamics365_create_contact($contact_fields, $record, $cred_id); } }