WBS Connect for Dataverse
WBS Connect for Dataverse turns a WordPress site into a front end for your own Microsoft Dataverse (or Dynamics 365) environment. Records from any Dataverse table render as card grids and detail pages via shortcodes, and site forms create records directly in Dataverse. The data stays in Dataverse; only the presentation layer lives in WordPress.
Features
- Collections. Publish any Dataverse table by naming the table, the columns and an optional status filter. No code required; developers can also register collections via a filter.
- Grid and detail on one page.
[wbsdvc_collection]renders the card grid, and the same page renders the detail view when a record is selected, so links stay short. - Clean detail URLs. Point a collection at a slug column and detail links use readable slugs (
?dvc=my-record) instead of raw record ids. Id links keep working as a fallback. - Write-back forms. Map form fields to columns of any table; submissions create records in Dataverse, optionally related to the record the form was shown on. Every submission is nonce-verified, honeypot-checked and rate limited.
- Server-side authentication. The plugin signs in with an Entra ID app registration (client-credentials flow) and a Dataverse application user with a least-privilege role. Credentials never reach the browser;
wp-config.phpconstants are the recommended home for them. - Caching and fail-open. Reads are cached with a configurable TTL. When Dataverse is unreachable, pages show a friendly notice instead of failing; the site never goes blank.
- Display-ready values. Choices, money, dates and lookups arrive formatted by Dataverse itself, in the environment’s locale.
- Themeable. All output runs through templates a theme can override, so markup, classes and SEO belong to the site owner.
Requirements
- PHP 8.0 or newer, WordPress 6.0 or newer.
- Access to a working Microsoft Dataverse or Dynamics 365 environment is required. Without one the plugin has no function. Free developer environments are available from Microsoft: https://learn.microsoft.com/power-platform/developer/plan
External services
This plugin connects to two external services, both operated by Microsoft and both belonging to you, the site owner. Data flows only between your WordPress host and your own Microsoft tenant’s endpoints; nothing is sent to WOODS Business Solutions or any other third party, and the plugin contains no telemetry.
- Microsoft Entra ID token endpoint (
login.microsoftonline.com). The plugin requests OAuth2 access tokens here using the tenant id, client id and client secret you configure. This happens whenever a cached token has expired. - Your Microsoft Dataverse environment (the
*.dynamics.comURL you configure, for examplehttps://yourorg.crm4.dynamics.com). The plugin reads the records you chose to publish and creates the records your visitors submit through configured forms (typically a name, email address, phone number and message). This happens on page views of pages using the shortcodes (subject to caching) and on form submissions.
These services are governed by Microsoft’s terms and privacy statement:
- Terms: https://www.microsoft.com/licensing/terms
- Privacy: https://privacy.microsoft.com/privacystatement
WOODS Business Solutions is an independent company and is not affiliated with, endorsed by or sponsored by Microsoft. Dataverse, Dynamics 365 and Microsoft are trademarks of the Microsoft group of companies, used here solely to describe compatibility.