How to Send BuddyBoss Data to Dynamics 365

Dynamics 365 is a CRM that helps you manage contacts and track interactions. Here is how to pipe BuddyBoss data straight into Dynamics 365 using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to CRM. No task meter, no monthly bill.

What you will need

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

Connect Dynamics 365 to AFI

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

2. Pick your trigger

Select BuddyBoss as the form provider. AFI fires when a member registers, updates their profile, or joins a group, giving you access to member details, profile fields, and activity data.

3. Select Dynamics 365 as the destination

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

4. Map fields

Match each Dynamics 365 field on the left to the corresponding BuddyBoss field on the right. Common mappings include member name, email, profile data, and activity type. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain activities? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test a member registers, updates their profile, or joins a group in BuddyBoss. Check Dynamics 365 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 with unlimited events. Pro adds custom field mapping. No per-event fees on any plan.

Frequently asked questions

Which BuddyBoss events trigger the integration?

AFI fires when a member registers, updates their profile, or joins a group. This covers member registrations, profile updates, and group joins.

Will adding this slow down my site?

No. AFI sends data to the destination after the community event completes. Your members are not affected.

Can I send member 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 BuddyBoss to Dynamics 365 in minutes.