WBS Connect for Dataverse

Last updated: September 2026, plugin 1.5.2

WBS Connect for Dataverse turns a WordPress site into a front end for your own Microsoft Dataverse or Dynamics 365 environment. Records from any table render as card grids and detail pages, site forms create or update records in Dataverse, and the data never leaves your tenant. These pages document the free plugin from WordPress.org and the Pro add-on.

What the plugin does

• Collections. Publish a table by naming it, the columns to show and an optional status filter. Visitors get search, filter dropdowns, sort choices and paging, all server-rendered.
• Detail pages. The same page renders one record when ?dvc=<slug> is in the URL, with pictures from Image columns and downloads from File columns served through your site.
• Forms. Typed fields (text, email, date, choice, lookup and more) that create a record per submission, or update the record on the page in update mode. Nonce, honeypot, rate limit and optional Cloudflare Turnstile on every write.
• Blocks. Dataverse Collection, Dataverse Record and Dataverse Form blocks for the block editor, with a dropdown of configured items and a live preview.
• Webhooks. Signed JSON messages to Power Automate, Teams or any endpoint when a form creates a record or the connection fails and recovers.
• Health alerts. An email on the first failed request and on recovery, plus a scheduled probe twice a day that catches an expired client secret on a quiet site.
• Server-side auth. An Entra ID app registration and a Dataverse application user with a least-privilege role. Credentials stay in wp-config.php or the options table and never reach the browser.

Requirements: PHP 8.0 or newer, WordPress 6.0 or newer, and a Dataverse environment you administer. The plugin ships with no data and no Microsoft account; free developer environments are available from Microsoft.

Documentation

• Getting startedApp registration, application user and role, wp-config constants, the connection test, your first collection and block.
• CollectionsEvery collection field, shortcode and block attributes, search, filters, sort and paging, slug URLs, caching, templates, images and files.
• FormsField types and typing rules, update mode, success message and redirect, Turnstile, spam defences, the WBS Forms bridge and the Pro integrations.
• BlocksThe three blocks, their attributes, the editor preview and how the front-end styling reaches the editor.
• WebhooksEvents, payload schema, headers, signature verification and the Test link.
• Health alertsWhat triggers an alert, the cooldown, the scheduled probe, recipients and the health event action.
• Hooks and templatesEvery filter and action in the free plugin with its signature, and every template with its variables.
• Pro and BusinessLicense activation, environments, certificate auth, form-builder integrations, multisite, and the Business tier: visitor sign-in, my records and access rules.
• Migrating from DataPressConcept mapping from AlexaCRM DataPress and the legacy Dynamics 365 Integration plugin, a real walkthrough, and what has no equivalent yet.

Versions

The current release is 1.5.2 (September 2026). The full changelog is on the WordPress.org plugin page. Existing collections and forms keep working across upgrades; 1.5.0 needs Write on a table only if you switch a form to update mode.

Support and reviews

• Free plugin: the support forum on WordPress.org.
• Pro and Business: support@woods.consulting from the address the license was issued to, with your site URL and the license state shown on the License tab.
• Projects, migrations and a first collection set up with you: contact WOODS Business Solutions.
• If the plugin does its job for you, a review on WordPress.org helps other Dataverse teams find it.