Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is Microsoft’s ERP solution for small and mid-sized businesses, covering accounting, inventory, and customer management. Advanced Form Integration sends form submissions to Business Central as new customers or contacts.

What you’ll need

• An active Business Central tenant.
• An Azure AD app registration with Client ID, Tenant ID, Client Secret, granted the Business Central API permissions.
• Your Business Central environment name and company ID.
• The Advanced Form Integration plugin installed and activated.

Connect Business Central to AFI

1. In WordPress, go to AFI → Settings → Dynamics 365 Business Central.
2. Enter the Tenant ID, Client ID, Client Secret, environment name, and company ID.
3. Click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Dynamics 365 Business Central.
4. In Task, choose Create Customer or Create Contact.
5. Map the form fields:

• For customer: Display Name (required), Type (Company / Person), Email, Phone Number, Website, Tax Liable.
• Address Line 1/2, City, State, Country/Region Code, Postal Code.
• Currency Code, Payment Terms Code.
• For contact: similar fields plus Company Number to link to an existing customer.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Related docs

• Send Contact Form 7 to Dynamics 365 Business Central
• Conditional Logic