Connect Microsoft Dynamics 365 with WhatsApp to sync entities, log conversations in activity timelines, and orchestrate WhatsApp campaigns from Dynamics segments.
Contact Sync
Data Export
Availability
To Start
What you get with WhatsApp CRM for Microsoft Dynamics 365
Sync WhatsApp contacts with Dynamics 365 Dataverse entities including Leads, Contacts, Accounts, and Opportunities. Support for custom entities and relationships.
Log WhatsApp conversations as Activity records in Dynamics 365. Chat transcripts appear in entity timelines alongside emails, phone calls, and appointments.
Trigger WhatsApp messages from Power Automate flows. Build custom workflows that send WhatsApp notifications based on Dynamics 365 events, approvals, or data changes.
Use Dynamics 365 Customer Insights segments to target WhatsApp broadcasts. Leverage unified customer profiles and AI-driven segments for precise targeting.
Simple setup process - connect in minutes
Benefits for your Microsoft Dynamics 365 workflow
Unify Dynamics 365 and WhatsApp customer data in Dataverse
Automate WhatsApp messaging with Power Automate flows
Enrich Dynamics 365 activity timelines with WhatsApp conversations
Leverage Customer Insights AI for intelligent WhatsApp targeting
Integrate with the broader Microsoft ecosystem including Teams and Outlook
Common ways to use WhatsApp CRM with Microsoft Dynamics 365
Auto-create Dynamics 365 Leads from WhatsApp inquiries with entity mapping and business rules
Trigger WhatsApp notifications via Power Automate when Dynamics 365 opportunities reach specific stages
Use Customer Insights segments to send targeted WhatsApp campaigns to high-value accounts
Log WhatsApp support conversations as Dynamics 365 Cases with SLA tracking
Sync Dynamics 365 Marketing event registrations with WhatsApp for reminders and updates
Common questions about Microsoft Dynamics 365 integration
The integration supports Dynamics 365 Sales, Customer Service, Marketing, and Customer Insights. Custom Dataverse entities across any Dynamics 365 module are also supported through the entity mapping configuration.
Yes, the integration provides a Power Automate connector with actions for sending WhatsApp messages, creating broadcasts, and managing contacts. You can build flows triggered by any Dynamics 365 event.
The integration is designed for Dynamics 365 Online (cloud). On-premises Dynamics 365 deployments require a hybrid connection through Azure Relay or a similar gateway to enable API access.
The integration uses OAuth 2.0 with Azure AD app registration. You configure client credentials or certificate-based authentication for server-to-server communication, ensuring secure data access without user interaction.
WhatsApp CRM works with many platforms
Sync your Microsoft Dynamics 365 contacts and conversations with WhatsApp CRM