Cordex Forms for Dataverse
door My IT and Apps
WordPress forms straight into Dataverse & Dynamics 365. No middleware, no per-record fees.
Cordex Forms connects your WordPress website directly to Microsoft Dataverse and Dynamics 365 Customer Engagement.
Every form submission on your site becomes a record in your own environment - no middleware platform in the middle, no third party holding your data, and no per-record or usage fees. Ever.
This free companion solution installs an in-environment overview and setup hub for Cordex Forms - including a live latest-version check, a plan comparison and step-by-step connection guidance - plus the Cordex Forms Integration security role: least-privilege access (create, read, write, append) on the account, contact, note and activity tables, ready to assign to the plugin's application user. No manual privilege hunting, no over-permissioned service accounts.
Why teams choose Cordex Forms
- Direct, server-side connection - service principal (Microsoft Entra ID app registration) authentication from your WordPress server to Dataverse. Credentials never reach the visitor's browser.
- Nothing gets lost - submissions are encrypted at rest (libsodium) and queued locally if Dataverse is unreachable, with automatic retry and exponential backoff.
- Built-in drag-and-drop form builder - build forms against your Dataverse tables with text, option set, yes/no, numeric, currency and date/time columns. Twelve theme presets included.
- Anti-spam by default - nonce protection, honeypot fields and rate limiting keep junk out of your CRM.
- Privacy-first - immutable consent version history, configurable capture of landing page, referrer and IP, and integration with WordPress privacy export and erase tools.
Free vs Pro
Lite (free, unlimited sites): built-in form builder, core column types, encrypted queue, retry and anti-spam.
Pro (USD $149/year): adds WPForms integration, premium column types, live lookups, de-duplication, file and image uploads, and front-end data grids with search and sort.
Business (USD $399/year, 5 sites): adds multi-environment support and editable record forms.
Enterprise (USD $899/year, unlimited sites): adds white-labelling, SharePoint storage, audit trail and malware scanning for uploads.
Minimum Requirements
- WordPress 6.2+ with PHP 7.4+ (plugin installed from WordPress.org)
- A Microsoft Dataverse environment or Dynamics 365 CE (online) with System Administrator Access
- A Microsoft Entra ID app registration added as an application user
Get started free today = install this solution, open its configuration page, and connect your first form in minutes.