How to Send SliceWP Data to Dynamics 365 Field Service
Dynamics 365 Field Service is a field service platform. Getting SliceWP data into Dynamics 365 Field Service does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.
The direct approach
AFI delivers affiliate and referral data straight from WordPress to Dynamics 365 Field Service. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.
What you will need
- A WordPress site with SliceWP installed and configured.
- A Dynamics 365 Field Service account.
- The Advanced Form Integration plugin (free from WordPress.org).
Connect Dynamics 365 Field Service to AFI
Dynamics 365 Field Service uses OAuth 2.0 for authentication. In AFI → Settings → Dynamics 365 Field 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 SliceWP to Dynamics 365 Field Service.
2. Pick your trigger
Select SliceWP as the form provider. AFI fires when an affiliate registers or a commission is recorded, giving you access to affiliate details, referral amounts, and commission data.
3. Select Dynamics 365 Field Service as the destination
Choose Dynamics 365 Field Service from the platform dropdown and pick Create Work Order. This creates a work order in Dynamics 365 Field Service.
4. Map fields
Match each Dynamics 365 Field Service field on the left to the corresponding SliceWP field on the right. Common mappings include affiliate name, email, referral ID, commission amount, and status. You can also use smart tags like {{_submission_date}}.
5. Add conditions if needed
Only want to send certain referrals? Set up a conditional rule based on any field value.
6. Save and test
Click Save Integration. Trigger a test event in SliceWP. Check Dynamics 365 Field 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 name, email, and phone to Dynamics 365 Field Service with unlimited referrals. Pro adds custom field mapping. No per-referral fees on any plan.
Frequently asked questions
Which SliceWP events trigger the integration?
AFI fires when an affiliate registers or a commission is recorded. This covers new affiliate registrations, referral creations, and commission status changes.
Will adding this slow down my site?
No. AFI sends data to the destination after the affiliate event completes. Your site performance is not affected.
Can I send affiliate data to multiple platforms?
Yes. Create a separate integration for each destination, and every event flows to all of them simultaneously.
Get started
Install Advanced Form Integration free from WordPress.org and connect SliceWP to Dynamics 365 Field Service in minutes.
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