WhatsApp Chat and Instant Messaging in Dynamics 365 CRM - WhatsApp4Dynamics

by Inogic

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

WhatsApp4Dynamics, a robust innovative app, seamlessly connects WhatsApp Business with Microsoft Dynamics 365 CRM using Twilio API, for effortless integration of WhatsApp Business into the Dynamics environment. This streamlines processes and boosts engagement for organizations. Utilizing Twilio's capabilities, CRM users can effortlessly send bulk messages from Dynamics 365 CRM, ensuring swift communication. Automated WhatsApp messages can be triggered based on actions within Dynamics 365 CRM. WhatsApp4Dynamics is configurable to function with any CRM record, whether it relates to leads, contacts, accounts, or any out-of-the-box (OOB) or custom entities.

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 tailored to your needs.

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Key Features:

  • 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.
  • Multi-Contact Configuration: Easily incorporate multiple WhatsApp team contact numbers for seamless client communication.
  • 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.
  • Mapping CRM Records: Map new WhatsApp chats based on their mobile number.
  • Dynamic Text and File Support: Engage with clients using preferred language, use rich text formatting, and support various multi-media file types within the CRM system.

WhatsApp4Dynamics maximizes your CRM investment by:

  • Tailoring customer engagement through a user-friendly messaging app.
  • Centralizing customer conversations within your CRM, eliminating the need to switch platforms.
  • Ensuring swift responses, timely updates, bulk messaging, and personalized interactions to enhance customer service and foster higher customer retention!

Recommended Companion App for Integration:

  • TextSMS4Dynamics: TextSMS4Dynamics: Integrate SMS messaging, one of the most favoured communication channels, with Microsoft Dynamics 365 CRM. It offers an intuitive and user-friendly chat interface, automated messaging triggered by CRM events, and compatibility with images, emojis, and multi-language messaging within Dynamics 365 CRM.
  • 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!

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