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WhatsApp Chat and Instant Messaging in Dynamics 365 CRM - WhatsApp4Dynamics

Autor: Inogic

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WhatsApp Integration with Dynamics 365 CRM - Improve customer experience and boost business growth!

WhatsApp4Dynamics is a productivity app that seamlessly connects WhatsApp Business with Microsoft Dynamics 365 CRM. This tool enables organizations to leverage the popularity of WhatsApp Business within their Dynamics environment, improving processes and engagement. CRM users can send and receive WhatsApp messages, communicate promptly, and automate WhatsApp messages based on actions made within CRM. It can be configured to work with any CRM record be it leads, contacts, accounts, or any OOB or custom entities.

Works with Dynamics 365 v9.1 and above and Dataverse (Power Apps). It supports the Online deployment model.

To learn more about WhatsApp4Dynamics visit our website, online docs, or video library. Email us at crm@inogic.com to get a personalized demo from our experts.

Experience a solution that is more powerful than simply integrating WhatsApp Business API to Microsoft Dynamics 365 CRM! Take advantage of our 15-day FREE trial or click here to get a Custom Quote as per your requirements!

Key Features of WhatsApp4Dynamics:

  • Two-Way Messaging - WhatsApp4Dynamics enables seamless two-way communication between your CRM system and WhatsApp. Send and receive messages directly from Dynamics 365 CRM, be promptly notified and enjoy tailored interactions with your customers.
  • Template-based Messaging - You can create predefined Twilio approved message templates within Dynamics 365 CRM. This allows you to be consistent and send personalized messages to customers and saves time.
  • Notifications and Messages - The Chat UI utilizes polling to retrieve messages regularly when a message is sent. This allows users to be notified when a new WhatsApp chat arrives. The model-driven app fetches these WhatsApp notifications when it is initially launched.
  • Automated Communication - WhatsApp4Dynamics enables you to set up automated messages in Dynamics 365 CRM based on updates and actions.
  • Access Historical Chat - Maintain a history of WhatsApp conversations within Microsoft Dynamics 365 CRM, providing a complete communication record.
  • Boost Customer Engagement - Leverage WhatsApp4Dynamics for customer engagement, such as sending notifications, updates, or marketing messages from Microsoft Dynamics 365 CRM itself.
  • Convert Conversations to Entities - You can convert WhatsApp conversations into leads, contact, account or any other OOB or custom entity.

WhatsApp4Dynamics can help you make the most out of your CRM investment by:

  • Personalizing customer engagement with a familiar and easy-to-use messaging app.
  • Centralizing customer conversations within your CRM system. No need to switch between platforms!
  • Delivering prompt responses, timely updates, and personalized interactions to improve customer service and increase customer retention!

Start your 15-day FREE trial or click here to get a Custom Quote as per your requirements!

Recommended Companion App for Integration:
Marketing4Dynamics: Sync Intuit Mailchimp and Microsoft Dynamics 365 CRM customers along with their marketing statistics data ensuring easy and quick access to information without navigating from one application to another.

Inogic offers over 15 apps that help you get the most out of Dynamics 365 CRM. Our app portfolio offers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Try it today for free and see how our apps can boost your Dynamics 365 CRM experience!

Rychlý přehled

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