-**Dataverse Admin Area Settings:**
+**DataPress Admin Area Settings:**
Adjust the `ICDS_DATETIME_VALUE` setting with options like:
diff --git a/datapress/addons/gravity-forms.md b/datapress/addons/gravity-forms.md
index b2f8f75..2acde69 100644
--- a/datapress/addons/gravity-forms.md
+++ b/datapress/addons/gravity-forms.md
@@ -16,7 +16,7 @@ keywords: [DataPress Gravity Forms addon, create DataPress form with Gravity For
Our plugin supports Gravity Forms. So you can use it instead of our Custom or Power Apps forms
:::info
-Premium feature! This feature is available in the addon to the premium extension.
+Premium feature! This feature is available in the premium extension.
:::
## Form configuration
@@ -31,13 +31,13 @@ Premium feature! This feature is available in the addon to the premium extension
- Once all required fields are set up, click the **Save Form** button to finalize the form creation.
-2. **Configure Dataverse Feed**
+2. **Configure DataPress Feed**
-- After saving the form, you must set up a **Dataverse Feed** to integrate the form with Dataverse.
+- After saving the form, you must set up a **DataPress Feed** to integrate the form with Dataverse.
-- Without closing your Gravity Form, go to **Settings** → **Dataverse**.
+- Without closing your Gravity Form, go to **Settings** → **DataPress**.
-- Follow the necessary configuration steps to map form fields to Dataverse columns.
+- Follow the necessary configuration steps to map form fields to table columns.
@@ -64,7 +64,7 @@ If you want to set default values dynamically for columns using the form's field
1. Add a new field, go to `Advanced Settings` and check the `Allow field to be populated dynamically` checkbox.
2. Specify a parameter name just below the `Allow field to be populated dynamically` checkbox and save the parameter name.
-3. Map the field to one of the Dataverse columns in the `Dataverse Feed` settings.
+3. Map the field to one of the table columns in the `DataPress Feed` settings.
4. Remember your Gravity Form id.
5. Go to `Pages` -> `Add New` and choose `Custom HTML` block
@@ -96,9 +96,9 @@ Example for `companyid` parameter name (actual column name is `parentcustomerid`
To bind a record on a page created with the help of Gravity Forms, follow these steps:
-1. Create a Gravity Form with an Update Action in Dataverse Feed:
+1. Create a Gravity Form with an Update Action in DataPress Feed:
- First, create a Gravity Form that includes the necessary fields for your record.
-- Configure the form to perform an update action in your Dataverse feed.
+- Configure the form to perform an update action in your DataPress feed.
@@ -140,15 +140,15 @@ This shortcode will populate the form fields with values from the record with th
:::note
-**Duplicating Gravity Forms with Dataverse Feed**
+**Duplicating Gravity Forms with DataPress Feed**
-If you need to reuse an existing form setup, Gravity Forms makes duplication fast and efficient—especially when working with Dataverse integration.
+If you need to reuse an existing form setup, Gravity Forms makes duplication fast and efficient—especially when working with DataPress integration.
When you duplicate a form through the Gravity Forms admin interface:
- The form structure and all fields are copied.
-- The associated Dataverse feed is duplicated automatically—retaining table mappings, action types (create or update), and field relationships.
+- The associated DataPress feed is duplicated automatically—retaining table mappings, action types (create or update), and field relationships.
-This eliminates the need to manually reconfigure Dataverse integration for each new form. It’s particularly useful for scenarios like:
+This eliminates the need to manually reconfigure DataPress integration for each new form. It’s particularly useful for scenarios like:
- Building multiple forms for similar entities (e.g. contacts, leads, events)
- Creating multilingual or region-specific versions of forms
- Iterating new versions for testing, staging, or conditional logic workflows.
@@ -226,7 +226,7 @@ When a user must select only one value from the list, use **Radio Buttons**:
- Select the **table** and the **column** where the choice values are stored.
-Map the selected **Form Field** to the corresponding **Dataverse column** in Dataverse Feed.
+Map the selected **Form Field** to the corresponding table column in DataPress Feed.
**Multi-Selection (Choices) - Multi Select**
@@ -238,7 +238,7 @@ For cases where multiple values can be selected, use **Multi Select**:
- Select the **table** and the **column** where the multi-choice values are stored.
-- Map the selected **Form Field** to the corresponding **Dataverse column** in Dataverse Feed.
+- Map the selected **Form Field** to the corresponding table column in DataPress Feed.
### Date and time columns
@@ -259,8 +259,8 @@ To create a record with `date and time` data type columns you need to follow nex
@@ -276,7 +276,7 @@ To create a record with `date and time` data type columns you need to follow nex
Here are two options. We recommend using **Local Date** and **Local Time** for the **User Local** behavior option, and **Date Only**, **Time Only** (or **UTC Date** and **UTC Time**) for the **Time Zone Independent** and **Date Only** behavior options.
[Read more](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/behavior-format-date-time-field)
-**Dataverse Admin Area Settings:**
+**DataPress Admin Area Settings:**
Adjust the `ICDS_DATETIME_VALUE` setting with options like:
@@ -318,7 +318,7 @@ At current moment we don't support uploading multiple files.
To configure error notifications:
1. Navigate to the Gravity Forms plugin settings.
-2. Open the Dataverse menu.
+2. Open the DataPress menu.
3. Specify one or more email addresses to receive error messages.
You can enter any valid email address — not just admin accounts. This allows you to notify stakeholders whenever an error occurs during form submission or CRM integration.
\ No newline at end of file
diff --git a/datapress/configuration/date_and_time.md b/datapress/configuration/date_and_time.md
index 53017ca..a37a4e5 100644
--- a/datapress/configuration/date_and_time.md
+++ b/datapress/configuration/date_and_time.md
@@ -18,7 +18,7 @@ When working with date and time values, you can customize how they are displayed
For more details, refer to the [Microsoft Dataverse Date and Time documentation](https://learn.microsoft.com/power-apps/maker/data-platform/behavior-format-date-time-field).
## Advanced Configuration
-To configure advanced settings for date and time fields, navigate to the **Dataverse Admin Area** and open the **Settings tab**. At the bottom of the page, you will find the `ICDS_DATETIME_VALUE` Advanced settings. Options available:
+To configure advanced settings for date and time fields, navigate to the **DataPress Admin Area** and open the **Settings tab**. At the bottom of the page, you will find the `ICDS_DATETIME_VALUE` Advanced settings. Options available:
- **Legacy**
- **UTC**
diff --git a/datapress/getting-started.md b/datapress/getting-started.md
index 8be8382..07c15c0 100644
--- a/datapress/getting-started.md
+++ b/datapress/getting-started.md
@@ -26,7 +26,7 @@ If you don't have a Dataverse / Dynamics 365 organization yet, you can sign up f
## Get the plugin
-Enter your WordPress Admin Area and go to *Plugins > Add New*. Enter *"Dataverse Integration"* into the search box, hit Enter. Locate the plugin, click *Install Now*, then *Activate*. Alternatively, go to [WordPress.org](https://wordpress.org/plugins/integration-cds/) and download the latest version of the plugin and install it manually.
+Enter your WordPress Admin Area and go to *Plugins > Add New*. Enter *"DataPress Integration"* into the search box, hit Enter. Locate the plugin, click *Install Now*, then *Activate*. Alternatively, go to [WordPress.org](https://wordpress.org/plugins/integration-cds/) and download the latest version of the plugin and install it manually.
## Get credentials
@@ -42,7 +42,7 @@ To create application id and client secret or certificate you need to complete t
1. [Register an app](https://learn.microsoft.com/entra/identity-platform/quickstart-register-app?tabs=certificate#register-an-application) in Microsoft Entra ID. During the registration select **Accounts in this organizational directory only** as Supported account types. Stop the walkthrough after the step when the app is registered, do not add redirect URI or change platform settings. Copy Application (client) ID and set it aside.
2. [Add client secret credentials](https://learn.microsoft.com/entra/identity-platform/quickstart-register-app?tabs=certificate#add-credentials). You can use either client secret or certificate. If using the secret make sure to copy and set it aside. If using certificate, make sure you have a certificate file (.cer) and its password protected copy (.pfx).
-3. Create an application user in Dataverse by following [these instructions](https://docs.microsoft.com/power-platform/admin/manage-application-users#create-an-application-user). Make sure to [assign security roles](https://docs.microsoft.com/power-platform/admin/manage-application-users#manage-roles-for-an-application-user) to the user. We recommend assigning **Basis User** built-in role or another role with same or wider privileges. If you have the WordPress solution installed in your Dataverse instance, assign **WordPress App User** role to the app user. This security role provides access to additional tables included with the solution, for example **WordPress Sites**.
+3. Create an application user in DataPress by following [these instructions](https://docs.microsoft.com/power-platform/admin/manage-application-users#create-an-application-user). Make sure to [assign security roles](https://docs.microsoft.com/power-platform/admin/manage-application-users#manage-roles-for-an-application-user) to the user. We recommend assigning **Basis User** built-in role or another role with same or wider privileges. If you have the WordPress solution installed in your instance, assign **WordPress App User** role to the app user. This security role provides access to additional tables included with the solution, for example **WordPress Sites**.
4. If you have the WordPress solution installed, add the app user to **WordPress Site Password** column security profile. This [column level security](https://learn.microsoft.com/power-platform/admin/field-level-security) ensures that the app user has access to the secure columns included with the solution, even without system administrator privileges.
You can also use [Azure CLI](https://learn.microsoft.com/cli/azure/install-azure-cli) (command line interface) to create app user and secret.
@@ -80,7 +80,7 @@ If you define these keys in your site’s wp-config.php file, those values will
To verify whether the keys are set:
-- Navigate to Dataverse → Settings
+- Navigate to DataPress → Settings
- Scroll to the bottom of the page to locate the Advanced Settings section
- The current key values will be displayed there
@@ -101,7 +101,7 @@ define('ICDS_AUTH_KEY', 'TfsFu)- pF\"6KNx@VT,FV@*`lM;Ls(nRy0/e:h^TnJ6/Ee$-cm@o2o
define('ICDS_FORM_AUTH_KEY', 'ny%:T/j@I>/sMm8Unyi{+~oS/]PQKp3ZXIXb/)iLU|V]Q7gh^e4!fmka3xz[zpgN');
```
-To generate a suitable key you can use an online generator provided by Wordpress at https://api.wordpress.org/secret-key/1.0/. If you generate key this way you should save this key (go to Dataverse -> Settings tab -> at the end of the page Advanced Settings, paste the key here, one of key - ICDS_AUTH_KEY, when you reload link and get key one more time - ICDS_FORM_AUTH_KEY).
+To generate a suitable key you can use an online generator provided by Wordpress at https://api.wordpress.org/secret-key/1.0/. If you generate key this way you should save this key (go to DataPress -> Settings tab -> at the end of the page Advanced Settings, paste the key here, one of key - ICDS_AUTH_KEY, when you reload link and get key one more time - ICDS_FORM_AUTH_KEY).
@@ -109,7 +109,7 @@ To generate a suitable key you can use an online generator provided by Wordpress
Once you got required credentials, it's time to connect the plugin to CRM.
-Go to your WordPress Admin Area and access the *Dataverse* menu. Switch to the *Connection* tab and choose the authentication method. Then follow these steps:
+Go to your WordPress Admin Area and access the *DataPress* menu. Switch to the *Connection* tab and choose the authentication method. Then follow these steps:
`For OAuth 2.0 / Shared Secret authentication method`
1. Enter the *Organization URL* -- for example, `https://contoso.crm.dynamics.com`
@@ -155,32 +155,44 @@ Premium feature! This feature is available in the premium extension.
### Install WordPress Premium Solution
-1. Sign in into WordPress as admin user.
-2. Select **Dataverse** in the left-hand side navigation.
-3. Go to the **Addons** tab
-4. Download **Dataverse Integration Premium**
-5. Click **Back to WordPress**
-6. Click **Plugins** -> **Add New Plugin** and upload the downloaded .zip file.
+1. Sign in into WordPress as an administrator.
+2. In the left-hand navigation menu, select **DataPress**.
+3. Navigate to the **Extensions** tab.
+4. Locate and download the **DataPress Integration Premium** package.
+5. Click **Back to WordPress** to return to the main dashboard.
+6. Go to **Plugins** → **Add New Plugin**, then upload the downloaded `.zip` file.
-### Configure Dataverse Solution or click Add registration in DataPress Admin Panel (Connection tab)
+ Alternatively, you can download the premium plugin directly from the Plugins tab in the **WordPress admin area**.
-To configure the Dataverse Solution, you can either:
+:::note
+Important Notice about **DataPress 2.85** and Later
+
+Starting from version 2.85, the DataPress admin interface has been significantly updated. To ensure your experience matches the instructions in this documentation, please make sure you have updated the DataPress plugin to version **2.85 or higher**.
+
+If you are using an older version, the interface and available features may differ, resulting in a mismatch with the documented steps.
+
+**All addon functionality is now built into the premium plugin.**
+
+You can manage all extensions directly in the Extensions tab. From the Registered extensions section, you can enable or disable individual addons as needed.
+:::
+
+### Configure DataPress Solution or click Add registration in DataPress Admin Panel (Connection tab)
-Open the DataPress Admin Panel, go to the Connection tab, and click Add Registration, or
+To configure the solution, you can either:
-Follow the manual steps outlined below.
+Open the DataPress Admin Panel, go to the Connection tab, and click Add Registration, or follow the manual steps outlined below.
Once the connection is configured, proceed to the Status tab to complete your registration:
- Enter your Company Name, First Name, Last Name, and Email
- Click Register
If you already have a registration, you can skip this step.
-
-To edit page using Elementor you need to download, install and activate `Dataverse Integration Elementor Extension` from Dataverse Admin Area, Addons page. - ## Install Premium Features ### Create Application Password @@ -51,13 +49,13 @@ To edit page using Elementor you need to download, install and activate `Dataver 3. Click Edit Profile. 4. Type password name in New Application Password Name text box and click the Add New Application Password button. It will be *application password*. -### Configure Dataverse Solution +### Configure DataPress Solution When the plugin is connected to CRM, and you can start building the integration. Then you will see that you have been connected to your environment. The `Site Registration in Dataverse` paragraph will appeare at the bottom of the page. Click `Add registration`. In that case you will see `Site Registration in Dataverse: Registered` status and can open Connection details. -If you click the `Add registration` button at the moment of plugin connection you can skip `Configure Dataverse Solution` paragraph. Or anyway you can configure Dataverse Solution instead of clicking `Add registration`. +If you click the `Add registration` button at the moment of plugin connection you can skip `Configure DataPress Solution` paragraph. Or anyway you can configure Dataverse Solution instead of clicking `Add registration`. You can skip this paragraph if you click the `Add registration` button at the moment of plugin connection. @@ -67,7 +65,7 @@ When adding a registration, you may encounter a 403 error. Follow [these steps]( ::: -1. Download latest [Dataverse solution](https://wpab.alexacrm.com/release/WordPressIntegration_latest_managed.zip). +1. Download latest [DataPress solution](https://wpab.alexacrm.com/release/WordPressIntegration_latest_managed.zip). 2. Sign in into https://make.powerapps.com. 3. Select **Solutions** then click **Import solution** and import downloaded solution(from step 1) into your Dataverse / Dynamics 365 instance. 4. Select **Apps** then select **WordPress**. @@ -86,13 +84,38 @@ When adding a registration, you may encounter a 403 error. Follow [these steps]( ### Install WordPress Premium Solution -1. Sign in into WordPress as admin user. -2. Select **Dataverse** in the left-hand side navigation. -3. Select **Addons** in the left-hand side navigation. -4. Download **DataPress (Dataverse Integration) Premium**. -5. Select **Back to WordPress** in the left-hand side navigation. -6. Navigate to **Plugins** > **Add New** > **Upload Plugin**. -7. Activate the plugin once it's installed. +1. Sign in into WordPress as an administrator. +2. In the left-hand navigation menu, select **DataPress**. +3. Navigate to the **Extensions** tab. +4. Locate and download the **DataPress Integration Premium** package. +5. Click **Back to WordPress** to return to the main dashboard. +6. Go to **Plugins** → **Add New Plugin**, then upload the downloaded `.zip` file. + +:::note +Important Notice about **DataPress 2.85** and Later + +Starting from version 2.85, the DataPress admin interface has been significantly updated. To ensure your experience matches the instructions in this documentation, please make sure you have updated the DataPress plugin to version **2.85 or higher**. + +If you are using an older version, the interface and available features may differ, resulting in a mismatch with the documented steps. + +For backward compatibility, we continue to provide links to previously used addons in the **Extensions** tab. However, please note: + +These addons are **deprecated** and should not be used with DataPress 2.85 or later. + +
+
+
+
+**All addon functionality is now built into the premium plugin.**
+
+Use of deprecated addons is at your own risk.
+
+You can manage all extensions directly in the Extensions tab. From the Registered extensions section, you can enable or disable individual addons as needed.
+
+
+
+
+
+:::
## Rollback process
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+