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Create a whatsapp button into lead/contact form that behaves similar to the phone call button

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Posted on by Marceloerthal

Hi Folks,

is it possible to create a /whatsapp button/ that has similar behavior to the phone call button attached to the phone fields?

When I click in the CRM phone button next to the phone field, This is what happens:

1) CRM calls the associated phone app on windows (similar to a hiperlink tel:)

2) Opens the create phone activity quick form

At the whatsapp button it would happen similar:

1) CRM calls a whatsapp start chat URL

2) Opens the create /whatsapp activity/ (custom activity entity) quick form.

Any thoughts how to do it?

Regards

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RudyZhang Microsoft Employee on at

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Hi,

Our team has analyzed your requirements, but based on the information you have provided our team is unable to determine which button you are referring to, are you referring to a button similar to the one in the image below? If not, please give us a specific picture.

According to our team's testing, when you click on the above button, it will call a "TEL:XXXX", and when you click on this link, it will call the device that supports the phone to make the call.

WhatsApp has a similar feature, you can refer to the documentation in the link below.
https://faq.whatsapp.com/5913398998672934?cms_id=5913398998672934&draft=false

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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Marceloerthal on at

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Hey Rudy!

it´s exactly this button!!!!!

I would like to create anoter one for whatsapp! I know how to produce the whatsapp link, what I could not figure out is how to create a button like that... I am not a expert dynamics sales developer and I did not find a way to do it using power apps or the old dynamics sales configuration interface.

Also, I need it to perform 2 actions:

1) call the whatsapp link (easy to compose)

2) open a quick form create whatsapp activity (custom activity)

Can you help me with that?

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HS-30042052-0 10 on at

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Yes, it's possible to create a WhatsApp button that behaves like the phone call button in your CRM. Clicking it would:

1- Open a WhatsApp chat URL: similar to how the phone call button opens the phone app, this button would use the "wa.me" URL format to initiate a chat with the contact's phone number.

2- Trigger a custom activity: upon clicking, this button would automatically open a quick form for a "WhatsApp activity" (a custom entity you create) with the contact details pre-filled.

This functionality can be achieved through custom development, potentially involving Javascript and CRM platform APIs.

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danielmbarksdale 2 on at

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The answers really helped me, I'll try to do that too.

basketball

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Community member 2 on at

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Pricebuddypk

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