How to Send WooCommerce Orders to Dynamics 365 Customer Service

Dynamics 365 Customer Service is a helpdesk platform. WooCommerce powers millions of online stores. Dynamics 365 Customer Service is where your customer and order data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting WooCommerce to helpdesk, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with WooCommerce installed and configured.
• A Dynamics 365 Customer Service account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Dynamics 365 Customer Service to AFI

Dynamics 365 Customer Service uses OAuth 2.0 for authentication. In AFI → Settings → Dynamics 365 Customer Service, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WooCommerce to Dynamics 365 Customer Service.

2. Pick your trigger

Select WooCommerce as the form provider. AFI fires when an order status changes, giving you access to customer details, billing and shipping addresses, line items, totals, and payment method.

3. Select Dynamics 365 Customer Service as the destination

Choose Dynamics 365 Customer Service from the platform dropdown and pick Create Case. This creates a case in Dynamics 365 Customer Service.

4. Map fields

Match each Dynamics 365 Customer Service field on the left to the corresponding WooCommerce order field on the right. Common mappings include customer name, email, phone, billing address, order total, and product details. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule. For example, only sync orders above a specific total, or only completed orders.

6. Save and test

Click Save Integration. Place a test order in your WooCommerce store. Check Dynamics 365 Customer Service to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps title, description, and email to Dynamics 365 Customer Service with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which WooCommerce events trigger the integration?

AFI fires when an order status changes (for example, pending to processing, or processing to completed). This covers new orders, successful payments, refunds, and cancellations.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect WooCommerce to Dynamics 365 Customer Service in minutes.