How to Send FormCraft Submissions to Dynamics 365 Field Service
Dynamics 365 Field Service is a field service platform. FormCraft is a versatile drag-and-drop form builder for WordPress. Dynamics 365 Field Service is where that data needs to go. Here is how to connect them without Zapier or code.
Why connect directly?
Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.
What you will need
- A WordPress site with FormCraft 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 FormCraft to Dynamics 365 Field Service.
2. Pick your trigger
Select FormCraft 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 FormCraft 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 FormCraft 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 success message without any delay.
Can I connect multiple FormCraft 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 FormCraft to Dynamics 365 Field Service in minutes.
Leave a Reply