Your WordPress forms, straight into Microsoft Dynamics 365.
Cordex Forms writes every form submission into Microsoft Dataverse and Dynamics 365 CE - no middleware, no per-record fees, no records lost when the connection blips. Install the free plugin, map your fields, and the next submission is a record in your CRM.
Getting a WordPress enquiry into Dynamics 365 usually means one of three bad options: paste data by hand, pay a per-task automation service that meters every record, or commission a custom integration you then have to maintain. All three leak data, cost more as you grow, and put your Dataverse credentials somewhere they shouldn't be.
Cordex Forms is a direct, secure bridge from your WordPress forms to Dataverse and Dynamics 365 CE. The free tier proves it on its own - a built-in form that creates a record on every submission, no other plugin required. Pro connects the forms you already built in WPForms, unlocks every Dataverse column type, and shows CRM records right on your own pages.
Everything you need to turn form fills into CRM records
Capture the right data, first time
Map form fields to Dataverse columns from a controlled list - text, choice, number, date, yes/no out of the box, and on Pro the full set including Lookup, Customer and Owner. Mandatory columns are pre-selected so nothing invalid reaches CRM.
Use the forms you already have
Pro plugs into WPForms, so the forms you designed in the builder write straight to Dataverse - with live record lookups, file and image uploads, and multi-select choices.
Stop creating duplicates
De-duplication updates the matching record on a repeat submission instead of spawning a second one. Stamp constant values - a source, status or owner - onto columns with no form field.
Show your CRM on your site
On-site data grids display Dataverse records with search, sort and related master/detail views. On Business, design your own record pages - pick the fields, arrange them into section cards and rename any label - then let mapped users edit them inline. A portal experience on your own site, without a Power Pages licence.
Run it like a real project
Business connects multiple environments - dev, test, UAT, pre-prod, prod - and switches the active one in a click, so your ALM process doesn’t stop at the website.
Make it yours
Enterprise white-labels the whole plugin - your name, logo, tagline and support link - for the clients you deliver to.
Send documents to SharePoint
On Enterprise, file and image uploads land in the record's own SharePoint folder, in a structure you define, with per-form folder paths created automatically, instead of a Dataverse column.
Keep a full audit trail
Enterprise adds an append-only record of every submission, delivery, retry and configuration change, with a retention period you control, so you always know what happened and when.
Scan every upload for malware
On Enterprise, every uploaded file is virus-scanned before it is stored, through a built-in ClamAV adapter or your own scanner. Infected files are refused, and uploads fail closed if the scanner is unreachable.
From install to first record in minutes
Install the free plugin
Download Cordex Forms from WordPress.org and activate it on your site - signed, automatic updates included.
Connect Dataverse
Point the plugin at your Entra ID app registration. Tokens are acquired and cached server-side; secrets never reach the browser.
Map your fields
Match each form field to a Dataverse column from a controlled list. Mandatory columns are pre-selected for you.
Submit → record
Publish the form. The next submission is a record in Dynamics 365 - with consent stamped and delivery guaranteed.
The forms you already built, now writing to Dataverse
On Pro, Cordex Forms adds a settings panel right inside the WPForms builder. Keep designing forms the way you always have - then, on the Cordex Forms tab, pick your Dataverse table and map each field to a column. No rebuilding, no export/import.
- ✓A Cordex Forms tab in the WPForms builder - map fields without leaving the form.
- ✓Every Dataverse column type, including Lookup, File & Image and multi-select choice.
- ✓Live record lookups let visitors search and pick real Dataverse records.
- ✓De-duplication and default column values applied per form.
See your whole Dataverse integration on one screen
Every form, grid and record page on your site, the Dataverse table it touches and the environment it targets, laid out as one live source-to-target map, right down to the field-level column mapping. Open it and you can see, at a glance, exactly what is wired to what.
- ✓Colour-coded by direction, writes to Dataverse in indigo, reads in teal.
- ✓A live connection health check on every environment, Connected or Unreachable, on the map.
- ✓Any form a required premium column would block is flagged, with the reason.
- ✓On Business, point each component at its own environment and see all five, dev to prod, side by side.
Security-first - because you're connecting your customer database
Every design decision starts from the assumption that the thing on the other end of the pipe is your most sensitive data. Here's how Cordex Forms protects it.
Credentials never leave the server
Tokens are acquired and cached server-side against Microsoft Entra ID; secrets are encrypted at rest and never rendered to the browser.
Only mapped data reaches CRM
Field mapping runs off a server-side allowlist - arbitrary or injected fields are dropped and logged.
No submission is lost
Failed writes are encrypted, queued and retried with backoff; a repeat delivery can’t create a second record.
Consent & privacy are first-class
A required, versioned consent checkbox is stamped on every record, with WordPress export and erasure hooks for data-subject requests.
Abuse is handled quietly
Silent bot traps, submission-timing checks and per-IP rate limiting are on by default.
Open where it counts
The free core is GPL on WordPress.org with signed updates; the Pro add-on ships as a signed, integrity-verified package.
Built for the people who move records into Dynamics
Marketing & sales
Capture enquiries and records directly into Dynamics 365 - no manual re-keying.
WordPress agencies
Deliver Dynamics-connected sites for clients, with your own branding on Enterprise.
IT & operations
Form data in Dataverse without standing up middleware or handing credentials to a third party.
Portal-style builds
Display and edit Dataverse records on public or gated pages - without a portal licence.
Start free. Upgrade when you're ready.
Annual licences - each includes a year of updates and support. Prices in USD; local currency can be shown at checkout.
Lite
Everything you need to send submissions straight to Dataverse.
Get the plugin- ✓No site or form limits - no licence checks
- ✓Built-in submission form builder
- ✓Core Dataverse column types
- ✓Versioned consent capture
- ✓Submission metadata (UTM, referrer…)
- ✓Anti-abuse + outage-proof delivery queue
- ✓Privacy controls & config backup
- ✓Community support
Pro
Connect the forms you already built in WPForms.
Buy Pro- ✓Everything in Free
- ✓1 site · unlimited forms
- ✓WPForms integration
- ✓Every Dataverse column type
- ✓Live record lookups
- ✓Multi-select choices
- ✓File & image upload
- ✓Customer, Owner & recipients
- ✓Owner assignment on submit
- ✓De-duplication
- ✓Default column values
- ✓Front-end data grids & subgrids
- ✓Standard support
Business
Operate at scale, across environments.
Buy Business- ✓Everything in Pro
- ✓5 sites · unlimited forms
- ✓Multiple environments + 1-click switch
- ✓Environment map + live health
- ✓Per-component environment targeting
- ✓Editable record forms
- ✓Security-context impersonation
- ✓Rename & resize fields, labels & columns
- ✓Standard support
Enterprise
Your brand, unlimited reach.
Buy Enterprise- ✓Everything in Business
- ✓Unlimited sites · unlimited forms
- ✓White-label branding
- ✓Your name, logo, tagline & support link
- ✓Audit trail, retention you control
- ✓SharePoint document storage
- ✓Per-form SharePoint folders
- ✓Upload malware scanning
- ✓Priority support
Unlimited sites covers your own organisation. Reselling, hosting or white-labelling for third-party customers needs an OEM / Reseller agreement (below).
The free plugin has no site or form limits and no licence checks in its code; the per-site counts on paid plans are licence terms of the Cordex Forms Pro add-on. All paid plans include a year of updates and support. Talk to us about Business or Enterprise →
Building for clients, or bundling Cordex Forms into your own product?
Agencies delivering to customers, ISVs embedding the plugin, and hosting providers need a redistribution agreement, priced per end-customer, per-tenant or by revenue share. The standard tiers licence Cordex Forms for your own organisation's use only.
See full plan comparison ▾
| Feature | Lite Free | Pro $149/yr | Business $399/yr |
Enterprise $899/yr |
|---|---|---|---|---|
| Licensed sites | Unlimited | 1 | 5 | Unlimited |
| Unlimited submission forms | ✓ | ✓ | ✓ | ✓ |
| No per-record or usage fees | ✓ | ✓ | ✓ | ✓ |
| Built-in submission form builder | ✓ | ✓ | ✓ | ✓ |
| Layout designer, columns, sections, colours | ✓ | ✓ | ✓ | ✓ |
| Core column types (text, choice, number, currency, date, yes/no) | ✓ | ✓ | ✓ | ✓ |
| Encrypted delivery queue (retry & backoff) | ✓ | ✓ | ✓ | ✓ |
| Privacy controls (IP truncation, full-purge uninstall) | ✓ | ✓ | ✓ | ✓ |
| Configuration export & import | ✓ | ✓ | ✓ | ✓ |
| Versioned consent & submission metadata | ✓ | ✓ | ✓ | ✓ |
| WPForms integration | - | ✓ | ✓ | ✓ |
| Every Dataverse column type | - | ✓ | ✓ | ✓ |
| Live record lookups | - | ✓ | ✓ | ✓ |
| Multi-select choices | - | ✓ | ✓ | ✓ |
| File & image upload | - | ✓ | ✓ | ✓ |
| De-duplication | - | ✓ | ✓ | ✓ |
| Default column values | - | ✓ | ✓ | ✓ |
| Conditional rules (show / hide / require / set) | - | ✓ | ✓ | ✓ |
| Required document sets | - | ✓ | ✓ | ✓ |
| Customer, Owner & activity recipients | - | ✓ | ✓ | ✓ |
| Owner assignment on submit | - | ✓ | ✓ | ✓ |
| Front-end data grids (search, sort, master/detail) | - | ✓ | ✓ | ✓ |
| Environment map + live connection health | - | - | ✓ | ✓ |
| Multiple environments + 1-click switch | - | - | ✓ | ✓ |
| Per-component environment targeting | - | - | ✓ | ✓ |
| Security-context impersonation | - | - | ✓ | ✓ |
| On-page record editing | - | - | ✓ | ✓ |
| Rename & resize fields, labels & columns | - | - | ✓ | ✓ |
| White-label branding | - | - | - | ✓ |
| Audit trail (retention you control) | - | - | - | ✓ |
| SharePoint document storage + per-form folders | - | - | - | ✓ |
| Upload malware scanning | - | - | - | ✓ |
| Support | Community | Standard | Standard | Priority |
Install and connect your first form
A quick walkthrough from a fresh WordPress site to a live record in Dynamics 365. The full documentation ships with the plugin.
Install Cordex Forms
From your WordPress admin, go to Plugins → Add New, search for "Cordex Forms", install and activate. Or download it directly from WordPress.org.
Register an Entra ID app
Create an app registration in Microsoft Entra ID with Dataverse permissions, then add its client ID and secret in Cordex Forms → Settings. Credentials are encrypted server-side.
Choose your Dataverse table
Select the table new records should land in (e.g. Leads or Contacts). Cordex Forms reads the schema and lists every available column.
Map form fields to columns
Drag each form field onto a Dataverse column. Mandatory columns are pre-selected, and you can stamp default values on columns with no matching field.
Add the form & test
Drop the Cordex Forms block (or connect a WPForms form on Pro) onto a page, submit a test entry, and confirm the record appears in Dynamics 365.
Common questions when something isn't right
Frequently asked questions
Talk to a human at My IT & Apps
Questions about setup, licensing, or a Business / Enterprise rollout? Send us the details and we'll get back to you.
cordex-forms@myitandapps.com.auA My IT & Apps product · myitandapps.com.au