Partner Stories

How to Use WhatsApp + AI for Real-Time CRM Conversations

Published by Inogic

Long email threads and delayed responses are losing ground.

With over 2.8 billion monthly active users, WhatsApp is now the world’s #1 preferred messaging platform.

Now imagine combining the conversational power of WhatsApp with the structured workflows of Microsoft Dynamics 365 CRM — and adding an intelligent AI layer on top. That’s exactly what WhatsApp4Dynamics delivers.

WhatsApp4Dynamics: AI-Powered WhatsApp Integration for Dynamics 365 CRM

Powered by the WhatsApp Business API, Twilio, and InoWiz Copilot AI, WhatsApp4Dynamics bridges the gap between real-time messaging and CRM intelligence.

Top Benefits of WhatsApp Integration in Dynamics 365 CRM

1. Instant Lead Engagement
Engage new leads instantly with WhatsApp messages sent directly from CRM.
Example: A new lead submits a form — within seconds, your rep sends a personalized WhatsApp message using a pre-approved template.

2. Unified Chat Management
Manage all WhatsApp conversations natively within Dynamics 365 — complete with sender info, timestamps, message status, and direction.
Example: View when a message was read and route it instantly to the right team member.

3. Real-Time Notifications & Team Collaboration
Get live chat notifications, assign chats to team members, and collaborate internally without breaking the customer experience.
Example: A support agent can privately loop in a product specialist with one click — the customer never sees the internal discussion.

4. AI-Powered Smart Assistance with InoWiz Copilot AI

  • Chat Summarization: Instantly summarize conversations and CRM records — no more scrolling through endless messages.

  • Sentiment Analysis: Detect if a customer is happy, neutral, or frustrated, and respond accordingly.

  • AI Text Rephrasing: Rephrase replies to sound more professional, concise, or empathetic.

Watch our video on how InoWiz AI Copilot transforms CRM conversations.

Key Features of WhatsApp4Dynamics

  • Chat History Export – Export chats in Excel, CSV, or HTML for audits, analysis, or reporting.

  • Send Multimedia Attachments – Share documents, images, PDFs, or Excel files directly in chat.

  • Message Templates with Buttons & Quick Replies – Use Meta-approved interactive messages like:
    “Thanks for your interest! Would you like to: 🔘 Book a demo 🔘 Talk to Sales 🔘 Browse Plans”

  • Separate Marketing vs Utility Sessions – Auto-organize chats for campaigns vs. service interactions.

  • Pre & Post-Chat Questionnaires – Automate lead qualification or gather feedback.
    Examples:

    • Before chat: “Which product are you interested in?”

    • After chat: “Rate your support experience: ⭐️⭐️⭐️⭐️⭐️”

Why It Matters

If you’re still relying on emails or phone calls, you’re not meeting customers where they are — on WhatsApp.

With WhatsApp4Dynamics, you transform Dynamics 365 CRM into a real-time communication hub powered by AI, delivering unmatched speed, personalization, and efficiency.

✅ Try WhatsApp4Dynamics free for 15 days
Visit our website or find us on Microsoft AppSource.

Prefer a guided walkthrough?
Email us at crm@inogic.com

Customer Engagement Dynamics 365 Dynamics CRM