AFI AFI

Dataverse

Estimated reading: 2 minutes Updated July 31, 2026

Overview

AFI pushes records into Microsoft Dataverse, the data platform behind Power Apps and Dynamics 365. Use it to populate any Dataverse table from WordPress form submissions for downstream Power Automate flows.

Supported actions

  • Create / Update Record — insert or upsert a record in any Dataverse table on the connected environment.

Authentication

  1. Register an Azure AD application — Azure portal > App registrations > New registration.
  2. Grant the app Dataverse user_impersonation API permission and admin consent.
  3. Generate a client secret (Certificates & secrets).
  4. In AFI go to Settings > Dataverse and paste the Tenant ID, Client ID, Client Secret, and the Dataverse environment URL (e.g. https://yourorg.crm.dynamics.com).

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick Dataverse as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto Dataverse’s fields. Logical names of Dataverse columns (fullname, emailaddress1, etc.) are used for mapping.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Environment URL must match the target Dataverse org exactly.
  • Application user: the registered app must be added as a Dataverse application user with appropriate security roles, otherwise calls return 403.
  • OData filters / lookups require the foreign key field name with _value suffix.

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