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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to integrate Whats...
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How to integrate WhatsApp with Microsoft Dynamics 365?

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Posted on by waleedbinafzal 343

Hi,

We are using Microsoft Dynamics 365 for Field Service and now we want to integrate WhatsApp with our D365 instance. I know that there are options like Twilio who are providing the seamless integration however, I am a bit confuse what is the procedure to move forward. Is there any additional D365 license required to achieve this integration? As I saw that we must have to have OmniChannel for Customer Service License to do this integration. 

Is there anyone who know about the procedure or can guide me in this regard? 

Thanks,

Waleed.

  • Inogic Profile Picture
    Inogic 24,094 on at
    How to integrate WhatsApp with Microsoft Dynamics 365?
    If you are using Microsoft Dynamics 365 for Field Service, you can integrate WhatsApp Business with your CRM system using Whatsapp4Dynamics an innovative app integration by Inogic. This supports all Dynamic 365 modules like Sales, Customer Service and Field Services. Whatsapp4Dynamics lets you access WhatsApp from any CRM record or create a new record from a WhatsApp chat. You can also send and receive WhatsApp messages, view chat history, schedule messages, and more.
    You just need to install the app from Inogic's website or Microsoft AppSource.
    For more details, you can check out the WhatsApp4Dynamics Guide
    Benefits of Inogic Microsoft Dynamics 365 and WhatsApp CRM integration:
    • See all your WhatsApp chats within CRM
    • Get updates on your messages quickly
    • Make CRM records from WhatsApp chats
    • Schedule messages based on CRM events and much more!
    Thanks!
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  • Community Member Profile Picture
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    RE: How to integrate WhatsApp with Microsoft Dynamics 365?

    Requirements for integrating Microsoft Dynamics CRM with WhatsApp. Before you will be able to integrate Dynamics with WhatsApp, you will need Twilio and D365 Omnichannel. Once you have these two tools, you will need to set up Twilio and grant it access to D365 Omnichannel<a href="youtubevanced.org">.</a>

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  • samwillm Profile Picture
    samwillm 142 on at
    RE: How to integrate WhatsApp with Microsoft Dynamics 365?

    WhatsApp is a popular messaging app with over billion users worldwide. Microsoft Dynamics 365 is a popular CRM platform. You can now integrate WhatsApp with Microsoft Dynamics 365 to provide a better customer experience.

    With the integration, you can send WhatsApp messages directly from Microsoft Dynamics 365 Field Service. This will allow you to quickly respond to customer queries and resolve issues. You can also use WhatsApp to send marketing messages and run promotional campaigns.

    The integration is simple to set up and use. You just need to link your WhatsApp account with Microsoft Dynamics 365. Once you have done this, you can start sending messages directly from the CRM platform.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to integrate WhatsApp with Microsoft Dynamics 365?

    WhatsApp is a popular messaging app that can be used to communicate with customers and clients. Microsoft Dynamics 365 is a CRM software that can be used to manage customer relationships.

    WhatsApp can be integrated with Microsoft Dynamics 365 in a few simple steps. First, download and install the WhatsApp app on your phone. Next, open the app and go to Settings. Tap on the WhatsApp Web/Desktop option.

    On your computer, open Microsoft Dynamics 365 and log in. In the top right corner, click the Settings icon and select Customizations. Under the Solutions tab, click on the WhatsApp Integration solution.

    Follow the instructions to complete the integration. Once it is finished, you will be able to send and receive WhatsApp messages directly from Microsoft Dynamics 365.

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