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Integration of WhatsApp for Approve/Reject of Workflows in D365 F&O

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Posted on by Raj Borad

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Hello,

We have a requirement for the use of WhatsApp for the Approval or Rejection of Workflows of POs and PRs.

Is there standard Integration available in FO for WhatsApp?

I want to know the feasibility or approach which we can try to achieve it?

Thank you,

Raj D Borad

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Komi Siabi 13,093 Most Valuable Professional on at

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Hi,

I am afraid you can use WhatsApp to approve or reject workflows in D365FO.

However, I know you can send message to WhatsApp from Dynamics 365 Finance and Operations. To achieve it, WhatsApp endpoints can be consume via twilio.

https://www.twilio.com/docs/whatsapp

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Anthony Blake 2,956 Super User 2025 Season 2 on at

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Hi Raj,

This is really interesting.

While this isn't available out of the box, it seems all the building blocks are available to achieve it.

WhatsApp (Meta) have APIs for interactive messages using its business accounts: https://developers.facebook.com/docs/whatsapp/guides/interactive-messages/

There are workflow APIs available in D365 Finance, as workflow can be interacted with in Power Automate. If they don't suffice, custom services or OData actions could also be used to achieve workflow approval.

Combine the APIs at either end with some middleware, Power Automate or Azure perhaps, and there is no reason why this could not be built.

Anthony

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Jonas "Jones" Melgaard 4,930 Most Valuable Professional on at

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Ludwig Reinhard recently did a blog post about an WhatsApp integration, but a way different scenario than yours.

I'd have a look at it, and maybe get some inspiration on how to do this.

https://dynamicsax-fico.com/2024/09/22/order-pizza-with-smart-glasses-and-power-automate/

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Raj Borad 1,424 on at

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Thank you all for your answers,

I will look into the suggestions suggested by you all.

We need to start with the simple Acknowledgement message to Vendor/Customer related to Payment Details rather than Workflow Approve/Reject.

Looking forward for the more suggestions from the Community experts.

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Anthony Blake 2,956 Super User 2025 Season 2 on at

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How about for the simple acknowledgement:

Business Event -> Power Automate/Logic App -> WhatsApp API

I gave the WhatsApp API a try last night (it's an App in Meta like Instagram or Facebook), but there was an outage affecting test phone numbers so I didn't get very far.

The postman workspace is here for the API to give it a try is here: https://www.postman.com/meta/whatsapp-business-platform/folder/f8now8a/get-started

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