Form Reform Dynamics
Integrate Form Reform with Microsoft Dynamics 365. This extension for Form Reform provides specialised form handlers for querying Microsoft Dynamics, and for forwarding and updating form data to Microsoft Dynamics.
Form Handlers included
- A form handler Forward to Dynamics for forwarding form submissions to Microsoft Dynamics.
- A form handler Update to Dynamics to update an existing record in Microsoft Dynamics with data from a form submission.
- A form handler Get From Dynamics to query Microsoft Dynamics and make the data retrieved available to the form handler pipeline.
Sending data
All data sent to Microsoft Dynamics is fully configurable by mapping form inputs to Dynamics properties.
Receiving data
Data queried from Microsoft Dynamics is fully configurable using Dynamics query data operations and is made available to form handlers using {{place_holders}} in the dynamics and dynamics_get categories.
Use cases
A simple use of Form Reform Dynamics
- When a contact or inquiry form is submitted, create a new lead in Microsoft Dynamics.
A more sophisticated use of Form Reform Dynamics
In an ideal configuration, part of your process for handling new leads in Microsoft Dynamics should be to check for existing leads for the same person to correlate and consolidate.
Nevertheless, once you have a lead, perhaps you simply want to add some notes to it rather than create a new lead.
- When a contact or inquiry form is submitted, query if a lead for the same email address and name already exists in Microsoft Dynamics.
- If a lead already exists
- Update some of the properties for the existing lead in Microsoft Dynamics
- Else (no existing lead)
- Create a new lead in Microsoft Dynamics.
By combining the form handlers in Form Reform Dynamics with the conditional processing of the Form Reform handler pipeline, many possibilities are available.
Turning it the other way round
Our examples above are predominantly about using forms on your Concrete CMS site to add and update your Microsoft Dynamics data. But we can also do things the other way round.
For a registered user, you could provide a form so they can query what data you hold for them in Microsoft Dynamics.
Think security!
Whatever forms functionality you configure using Form Reform Dynamics, think about privacy and security.
Consider whether the Microsoft Dynamics record and properties you are querying or updating really belongs to the person completing the form, how to ensure information does not get into the wrong hands and how to ensure information is not corrupted by bad actors or by simple user mistakes.
A model solution for further integration
Many external APIs follow a CRUD model of functionality Create, Read, Update and Delete. Form Reform Dynamics is essentially a model implementation of the CRU(-D) without the Delete part of that functionality. Delete would have been easy to implement, but we deliberately left it out because it is dangerous.
With that in mind, Form Reform Dynamics has already been used as a starting point for custom integrations that we can't at present spill the beans on.
If you have a requirement for specific form handling integrations, Form Reform Dynamics could be your starting point. I can advise you through the process or be hired to develop the integration for you.
If you are a developer, perhaps you would like to add further such Form Reform extensions to the marketplace.

Form Reform Dynamics
jl_form_reform_dynamics - v0.1.1
Form handlers for querying Microsoft Dynamics, forwarding and updating form data to Microsoft Dynamics.
- Forward to Dynamics
- Get From Dynamics
- Update to Dynamics

Form Reform
jl_form_reform - v9.2.10 - resources v9.2.29
Reform the way forms are built. Build a form out of blocks. Take control of how form submissions are processed and how the submitted data is stored. Easy to extend. Easy to reconfigure. Tangible data. Easy to add your own integrations.
ConcreteCMS Marketplace v9.2.10
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Checkbox List Combi Input
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Custom Text Input
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Handle Input
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Like Input
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Lowercase Input
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Masked Text Input
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Numeric Digits Input
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Prohibit Repeated Form
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Radioset Combi Input
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Rating Input
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Repeatable Group
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Require Form
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Rich Text Input
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Select Combi Input
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Text Suggestions
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Up Down Vote Input
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Uppercase Input
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Submit Button
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Message Display
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Captcha
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Honeypot
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Text Input
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Email Input
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Number Input
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Password Input
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Text Confirm Input
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Password Confirm Input
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Telephone Number Input
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Checkbox Input
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Text Area Input
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Select Input
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Radioset Input
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Checkbox List Input
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Form Reform Documentation
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Country Input
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Continent Input
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Country State Input
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Hidden Input
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Url Input
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Range Input
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Date Input
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DateTime Input
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Time Input
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Checkbox + Message Input
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CCM Token
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Email Confirm Input
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Spinner
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Grouped Select Input
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Radio Matrix Input
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Checkbox Matrix Input
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State Input
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Address Lookup Input
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Latitude / Longitude Input
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Drag & Drop File Input
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Webcam File Input
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Screengrab File Input
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Form Reform
/dashboard/system/form_reform
Reform the way forms are built. Build a form out of blocks. Take control of how form submissions are processed and how the submitted data is stored. Easy to extend. Easy to reconfigure. Tangible data. Easy to add your own integrations. -
Form Handler Plugins
/dashboard/system/form_reform/plugin_list
Plugins for Form Handlers. -
Form Reform Blocks
/dashboard/system/form_reform/form_reform_blocks
Blocks for Form Reform. -
Form Reform Global Settings
/dashboard/system/form_reform/global_settings
Edit global settings and defaults for Form Reform Submission. -
Form Reform
/dashboard/reports/form_reform
Reform the way forms are built. Build a form out of blocks. Take control of how form submissions are processed and how the submitted data is stored. Easy to extend. Easy to reconfigure. Tangible data. Easy to add your own integrations. -
Form Submissions
/dashboard/reports/form_reform/form_reform_default
Default storage for Form Reform submissions. -
Advanced Configuration
/dashboard/system/form_reform/advanced_config
Advanced Configuration for Form Reform including adapting styles for non-Bootstrap 5 themes.
- Address Geocode
- Clear Data Category
- Clear Errors
- Clear Quarantine Files
- Comment
- Condition Else
- Condition Else If
- Condition End
- Condition If
- End
- Extend Form Data
- Extend From List
- Extend With Text Item
- Fail
- Import Quarantine Files
- Iterate Data
- Iterate Data End
- Iterate Repeatable Group
- Iterate Repeatable Group End
- Log Errors
- Log Handler Results
- Log Pipeline
- Log Submission
- Log Submission Data
- Magic Tabs Jump
- Merge From Cookie Store
- Merge From Default Store
- Merge From Session Store
- Message
- Next Form State
- None
- On Error
- On Success
- Redirect
- Save to CSV
- Save to Cookie
- Save to Default
- Save to Session
- Send Email
- Set Error
- Set Error Conditional
- Spam Detect
- Validate Input Fields
- Wait

Form Reform Display
jl_form_reform_display - v9.0.4
List and display form submissions from Form Reform.
ConcreteCMS Marketplace v9.0.4
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Completion List
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List Results
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Display Result
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List Cookie / Session / Attribute Results
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Display Cookie / Session / Attribute Result
- Form Reform Default Store

Form Reform UTM
jl_form_reform_utm - v9.0.0
Not just Form Reform and not just UTM! Capture and hold incoming UTM (or other) tags and make the tag values available to Form Reform and/or Conditional Redirect as {{place_holders}}. You don't need Form Reform to use this.
ConcreteCMS Marketplace v9.0.0
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UTM configuration
/dashboard/system/form_reform/utm
Redirects to UTM Configuration in SEO settings. -
UTM configuration
/dashboard/system/seo/utm
Capture and hold incoming UTM (or other) tags and make the tag values available to Form Reform as {{place_holders}}. Also integrates with Conditional Redirect. You don't need Form Reform to use this!

Form Reform Attributes, Express and Users
jl_form_reform_save_to_attributes - v9.0.10
Save submitted forms to Express objects and user attributes. Add and remove users from groups.
ConcreteCMS Marketplace v9.0.10
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Options Attribute Checkbox List Input
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Options Attribute Radioset Input
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Options Attribute Select Input
- Merge From User Textarea Attribute
- Save to Current User
- Save to Current User Textarea Attribute
- Save to Express
- User Groups

Form Reform Image Picker
jl_form_reform_image_picker - v9.0.0
Form Reform Image Picker provides an image picking input block for Form Reform. The Image Picker Input is preconfigured to connect to most Omni Gallery gallery and slider display widgets, the core gallery block, and thumbnail showing templates for the core page list block. Advanced settings allow the Image Picker Input to be configured to pick images from other galleries and sliders.
ConcreteCMS Marketplace v9.0.0
- Extend From File Properties

Form Reform Dynamics
jl_form_reform_dynamics - v0.1.1
Form handlers for querying Microsoft Dynamics, forwarding and updating form data to Microsoft Dynamics.
- Forward to Dynamics
- Get From Dynamics
- Update to Dynamics

Form Reform Developer
jl_form_reform_developer - v9.0.3
A growing suite of resources to assist those developing blocks, handlers and more complex forms for Form Reform.
ConcreteCMS Marketplace v9.0.3
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Plugin Dialogue Explorer
/dashboard/system/form_reform/plugin_dialogue_explorer
A reference copy of all plugin dialogues. They won't save and may only partially work. Just here for browsing. -
Block Dialogue Explorer
/dashboard/system/form_reform/block_dialogue_explorer
A reference copy of all form input block dialogues. They won't save and may only partially work. Just here for browsing.
- Dump Added Static Handler Categories
- Dump Form Data
- Dump Post Data
- Dump Query Data
- Dump Static Data Values
- Log Added Static Handler Categories
- Log Static Data Values
- Post Data Review
- Validate Form Structure