Connect with your customers where they really are!

Manage conversations, launch campaigns, and automate replies directly from your CRM with our professional WhatsApp Business API client integration in Microsoft Dynamics 365 CRM

🚀 What is it?

This is an advanced solution that integrates the WhatsApp Business API directly into Microsoft Dynamics 365 CRM.

Reply to and send WhatsApp messages directly from the CRM.
Use Meta-approved templates for transactional or promotional messages.
Automate workflows and actions through Power Automate.
Activate AI-powered chatbots or virtual assistants.
Launch segmented marketing campaigns with instant WhatsApp responses.
View full conversation history within each customer profile.

Let’s set it up

💡 Who is it for?

Sales Managers: Track leads and deals via WhatsApp directly from the CRM.
Customer Service: Respond faster with full context and automation.
Marketing Teams: Run direct, measurable conversational campaigns.
IT Managers & Tech Leads: Robust integration aligned with internal workflows.

🧩 Key Features

Feature	Description
Messaging from CRM	Send and receive WhatsApp messages from client/contact forms.
Meta Templates	Configure approved templates for notifications and promotions.
Tags & Tracking	Segment conversations, log interactions, and track conversions.
Power Automate Integration	Trigger automated messages after events like lead creation or status change.
AI & Bot Support	Connect virtual assistants for 24/7 service or pre-qualifying queries.
Full Client History	Access all conversations directly in Dynamics 365.
Regulatory Compliance	Fully compatible with the official WhatsApp Business API and GDPR.

Contact us

⚙️ Technical Requirements

Active Microsoft Dynamics 365 CRM (online) license.
Verified number in WhatsApp Business Manager.
Approved templates (for proactive messaging).
Technical user with installation and configuration permissions.

Our team will guide and support you every step of the way.