# Getting Started
# Introduction
The Gravity Forms Dynamics Add-On (opens new window) for WordPress is the best way to connect WordPress to Dynamics CRM and Dynamics 365. Hundreds of companies in more than 23 countries use our product to send leads, contacts, cases and more from WordPress to Dynamics CRM and Dynamics 365. Easily create leads, contacts, accounts, cases, and more in Microsoft Dynamics 365 when a form is submitted.
# Prerequisites
- Microsoft Dynamics CRM (opens new window) 2011, 2013, 2015, 2016, Microsoft Dynamics 365 (opens new window) (Online or On-Premises) or later.
- WordPress (opens new window) 3.3 or later.
- Gravity Forms (opens new window) 1.9.10.16 or later (any license level).
For on-premises instances, Dynamics CRM or Dynamics 365 must be setup as an Internet-Facing Deployment (IFD) (opens new window) with claims-based authentication for external access (opens new window) using ADFS or Active Directory authentication.
If you would like us to verify compatibility with your instance of Dynamics CRM or Dynamics 365 prior to purchase, please contact us (opens new window) and include the URL of your Dynamics CRM or Dynamics 365 instance.
# Required Permissions
Please make sure the authenticated account has the following permissions in Dynamics:
- Entity:
- Read (prvReadEntity)
- Field:
- Read (prvReadField) prvReadOrganization prvReadList prvReadEntity prvReadAttribute prvReadAttributeMap prvReadEntityMap prvReadField prvReadRelationship prvReadUser
- Relationship:
- Read (prvReadRelationship)
- User/SystemUser:
- Read (prvReadUser)
- Account:
- Create (prvCreateAccount)
- Read (prvReadAccount)
- Write (prvWriteAccount)
- Append (prvAppendAccount)
- AppendTo (prvAppendToAccount)
- AssignLead (prvAssignAccount)
- Contact:
- Create (prvCreateContact)
- Read (prvReadContact)
- Write (prvWriteContact)
- Append (prvAppendContact)
- AppendTo (prvAppendToContact)
- AssignLead (prvAssignContact)
- Case (Incident):
- Create (prvCreateIncident)
- Read (prvReadIncident)
- Write (prvWriteIncident)
- Append (prvAppendIncident)
- AppendTo (prvAppendToIncident)
- AssignLead (prvAssignIncident)
- Lead:
- Create (prvCreateLead)
- Read (prvReadLead)
- Write (prvWriteLead)
- Append (prvAppendLead)
- AppendTo (prvAppendToLead)
- AssignLead (prvAssignLead)
These permissions can be set for the user's role in Dynamics by going to Settings > Security > Security Roles and clicking on the role for the given user.
Then, under the appropriate tab (Core Records tab for Account, Contact and Lead, Service tab for Case, Business Management tab for User, and Customization tab for Entity, Field and Relationship), ensure the role for the given user has the permissions outlined above and then click "Save and Close."