WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

About This Solution

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly with Microsoft Dynamics 365 CRM, enabling seamless two-way messaging, automation, and collaboration. 

Beyond messaging, WhatsApp4Dynamics enhances customer communication with AI-powered InoWiz Copilot, offering sentiment analysis, chat summarization, and smart message rephrasing. Engage customers instantly, automate notifications, and convert conversations into actionable CRM records.

Try it free for 15 days, or request a custom demo today!

Website | Microsoft AppSource

Key Features of WhatsApp4Dynamics

With WhatsApp4Dynamics, organizations can:

• Enable Two-Way WhatsApp Messaging
  Communicate seamlessly with customers through two-way messaging directly from Dynamics 365 CRM, send and receive messages without leaving the CRM interface.
• AI-Powered InoWiz Copilot Integration
  Enhance productivity with built-in AI features for sentiment analysis, chat summarization, and smart message rephrasing, helping agents respond faster and more effectively.
• Automate and Personalize Communication
  Use pre-approved WhatsApp templates and automated triggers to send personalized messages based on CRM actions such as lead creation, case updates, or order confirmations.
• Real-Time Notifications and Chat Management
  Stay informed with live notifications for new messages and track all WhatsApp interactions through an intuitive chat UI within Dynamics 365.
• Attachments and Media Sharing
  Send and receive images, documents, and other supported files directly from the chat window, maintaining context and improving customer communication.
• Consent Management with Opt-In/Opt-Out Tracking
  Ensure compliance with marketing consent regulations using built-in single and double opt-in workflows for WhatsApp marketing communications.
• Internal Collaboration – Assign & Discuss Chat
  Assign chats to team members or start private discussions within the CRM without the customer knowing, ensuring smooth handoffs and real-time internal support.
• Mapping CRM Records
  Automatically map WhatsApp chats to CRM entities (e.g., Lead, Contact, Account) based on phone numbers for contextual, informed conversations.

Business Benefits

Organizations using WhatsApp4Dynamics experience:

• Faster Customer Engagement – Respond to queries instantly and boost satisfaction.
• Streamlined Communication – Manage all WhatsApp interactions from Dynamics 365.
• Increased Productivity – AI-assisted tools simplify agent responses and decision-making.
• Enhanced Team Collaboration – Assign, discuss, and track chat ownership seamlessly.

Deployment and Compatibility

• Supports Dynamics 365 CRM Online, Dataverse, and Power Apps
• Compatible with CRM version 9.x and above
• Available for online deployment models

Why Choose WhatsApp4Dynamics?

Unlike basic WhatsApp connectors, WhatsApp4Dynamics delivers a complete, CRM-aware communication experience. It combines automation, AI, and collaboration to transform WhatsApp into a powerful customer engagement channel, right within Dynamics 365.

Its intuitive interface, compliance-ready features, and deep CRM integration make it an essential solution for businesses aiming to elevate customer interactions and accelerate growth.

Demo and Trial

Get your 15-Day Free Trial or email us at crm@inogic.com for a personalized demo.