Omnichannel WhatsApp Integration: attachment setting missing

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Posted on by PaulHdk

Hi all,

I have been experimenting with the WhatsApp integration for Omnichannel (currently in preview), and it seems that the settings for allowing attachments in chats is missing for me when viewing the WA number in Omnichannel. The general settings tab as per the docs page is missing all together.

I know it's still in preview, but maybe somehow has a suggestions?

A side note on why I want to enable attachments: I am trying to see whether user authentication with a chatbot will work via WhatsApp. I wasn't able to get it working as of nowas the link for authenticating is only posted during testing in PVA and not via WA. My hope is that allowing attachments might solve this.

Many thanks!

Paul

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Answers (1)

Inogic 24,106 on at

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Omnichannel WhatsApp Integration: attachment setting missing

Hi Paul,
It seems that your issue has been resolved with an alternative solution. However, if you're looking for a way to seamlessly handle multimedia attachments (such as images and documents), I highly recommend checking out WhatsApp4Dynamics by Inogic.
WhatsApp4Dynamics is an app built specifically for Microsoft Dynamics 365, including the Sales, Marketing, and Customer Service modules, and integrates seamlessly with the WhatsApp Business API without needing any third-party services like twilio, enabling you to manage WhatsApp communications directly within your CRM.
It allows you to send a variety of multimedia attachments within chats, making communication more effective and engaging. This feature is ideal for sharing images, documents, and other important files, adding context and streamlining conversations.

The app supports multiple file types, including:

Images: JPG, JPEG, PNG

Documents: PDF, DOCX, XLSX, and more

Other Key Features:

Direct Communication: Communicate effectively with customers within the CRM system.

Chat History Storage: Support the storage of chat history within individual sessions.

Real-Time Notifications: Keep employees updated with chat alerts in the Dynamics platform.

Automated Messaging: Automate WhatsApp message delivery for events like order updates and appointment reminders.

Benefits: Enhances lead acquisition, nurtures prospects, and facilitates closing deals effectively.

This should help you enhance your WhatsApp communication within the CRM, and with WhatsApp4Dynamics, you won’t have to leave the Dynamics interface to manage chats, attachments, and even customer interactions.
Be sure to explore Inogic’s TextSMS4Dynamics and LiveChat4Dynamics channels to complement your omnichannel strategy. TextSMS4Dynamics integrates Text SMS within Dynamics 365, while LiveChat4Dynamics enables real-time chat directly in CRM. Together with WhatsApp4Dynamics, they provide a seamless and consistent omnichannel experience.
You can sign up for a 15-day free trial from our website or Microsoft AppSource .
Please feel free to reach out to us at crm@inogic.com for more details or to schedule a demo!

Hope this helps.

Thanks!SamEmail: crm@inogic.comWebsite: www.inogic.comBlog: www.inogic.com/blog
PaulHdk on at

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RE: Omnichannel WhatsApp Integration: attachment setting missing

An upgrade did the trick - my bad. ;) Many thanks for your quick response Pankaj!

Best,

Paul
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Pankaj Gogoi 3,177 on at

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RE: Omnichannel WhatsApp Integration: attachment setting missing

Hi Paul,

As per the document, you should be able to see the General Settings. Please see if the prerequisites are applied.

https://docs.microsoft.com/en-us/dynamics365/omnichannel/administrator/configure-whatsapp-channel#prerequisites

Not sure if this will serve your purpose, there is a Twilio WhatsApp adapter (Beta)

https://github.com/BotBuilderCommunity/botbuilder-community-js/blob/master/libraries/botbuilder-adapter-twilio-whatsapp/README.md

Hope thie helps. Good Luck

Best Regards

PG