How to Send Everest Forms Submissions to Dynamics 365 Field Service

Dynamics 365 Field Service is a field service platform. Getting Everest Forms submissions into Dynamics 365 Field Service does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

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

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• 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 Everest Forms to Dynamics 365 Field Service.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

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 Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. 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 submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to Dynamics 365 Field Service in minutes.