How to Send WooCommerce Orders to Dynamics 365 Marketing

Dynamics 365 Marketing is a marketing automation platform. If you want WooCommerce orders synced to Dynamics 365 Marketing, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-order fees, no external dependencies.

What you will need

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

Connect Dynamics 365 Marketing to AFI

Dynamics 365 Marketing uses OAuth 2.0 for authentication. In AFI → Settings → Dynamics 365 Marketing, 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 Marketing.

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 Marketing as the destination

Choose Dynamics 365 Marketing from the platform dropdown and pick Add Lead. This creates a lead in Dynamics 365 Marketing.

4. Map fields

Match each Dynamics 365 Marketing 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 Marketing 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 name, email, and phone to Dynamics 365 Marketing 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 Marketing in minutes.