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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I attach a Wha...
Microsoft Dynamics CRM (Archived)

How can I attach a WhatsApp chat to a contact in Dynamics CRM

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Posted on by Community Member Microsoft Employee

I am working within an organization that wants to know / record all contact they have with their customers .  The majority of the contacts are international students who use WhatsApp to communicate.  I have checked and I cant see anything on marketplace that will solve this problem.  Does anyone know if this has to be custom code , or has anyone tried doing this. Many thanks in advance.  Janet

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  • Inogic Profile Picture
    Inogic 24,094 on at
    How can I attach a WhatsApp chat to a contact in Dynamics CRM
    Hi,
     
    If you are looking for a solution to integrate WhatsApp with Microsoft Dynamics 365 CRM and record all the contacts you have with your customers, you need to check out Whatsapp4Dynamics, an innovative integration app by Inogic.
    Inogic’s Microsoft Dynamics 365 and WhatsApp Business integration allows you to:
    • Interact with WhatsApp contacts from your CRM system and see the full chat history of each contact. This helps you to do effective follow-ups and campaigns or real-time chat and make data-driven decisions based on chat history.
    • Convert WhatsApp messages into CRM records with just one click. You can create leads, opportunities, cases, or any other entity from a WhatsApp chat.
    Other features include:
    • Receive instant updates of incoming and outgoing WhatsApp messages. You can also view and manage your WhatsApp activities from the Whatsapp4Dynamics dashboard or the activity timeline.
    • Schedule WhatsApp messages based on CRM events and actions. You can use workflows or Power Automate to trigger WhatsApp messages based on certain conditions or events in CRM.
    Install WhatsApp4Dynamics from Inogic's website or Microsoft AppSource.
    For more details, you can refer to the WhatsApp4Dynamics Guide . Feel free to email on crm@inogic.com for more information or if you need a Live Demo as per your specific requirements.
     
    Thanks!
  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: How can I attach a WhatsApp chat to a contact in Dynamics CRM

    The simplest way is to use the "email conversation" function in WhatsApp to send the chat to an email queue in CRM.  Here's an example: missdynamicscrm.blogspot.com/.../converting-whatsapp-message-to-case-in-CRM-2013.html

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