WhatsApp Chat and Instant Messaging in Dynamics 365 CRM - WhatsApp4Dynamics

As part of Inogic’s Omnichannel Suite, WhatsApp4Dynamics seamlessly integrates WhatsApp Business with Microsoft Dynamics 365 CRM, leveraging the WhatsApp Business API and Twilio API to streamline communication and enhance customer engagement. Send bulk messages, automate triggered notifications based on CRM actions, and manage conversations directly from Dynamics 365.

With InoWiz AI, your team benefits from sentiment analysis, AI-powered message rephrasing, and real-time contextual support, enabling faster, smarter, and more personalized customer interactions. Designed for sales, service, and marketing teams, WhatsApp4Dynamics empowers meaningful, real-time engagement worldwide, replacing long email threads with instant, impactful communication — all from within Dynamics 365 CRM.

Real-time customer magic with WhatsApp and Dynamics 365 CRM! Start your 15-day FREE trial or click here to get a Custom Quote tailored to your business.

Reach out to us at crm@inogic.com for a personalized demo by our experts. For more insights, explore our website, online docs, or video library.

Key Features of WhatsApp and Dynamics 365 Integration

AI-Powered Features:

• Sentiment Analysis: Instantly detect customer sentiment in real-time to respond with empathy and precision.
• Smart Rephrasing: Improve communication quality with AI-driven rephrasing, tone optimization, and grammar correction.
• Contextual Copilot: Get conversation summaries, CRM record insights, and contextual web-based answer - all within Dynamics 365.

Core Features:

• Seamless WhatsApp Integration: Send and receive messages directly within Dynamics 365 CRM.
• Automated Communication: Automate messages in Dynamics 365 CRM using workflows and event-based triggers.
• Access Historical Chat: Maintain a complete history of WhatsApp chats within Dynamics 365 CRM, ensuring all conversations are accessible for reference.
• Convert Conversations to Entities: Turn WhatsApp chats into leads, contacts, accounts, or custom entities.
• Mapping CRM Records: Automatically link new chats to the correct CRM records based on mobile numbers.
• Pre- & Post-Chat Questionnaires: Capture customer info and feedback to personalize experiences and auto-update CRM records.
• Assign & Discuss Chats: Transfer ongoing chats or collaborate internally without the customer noticing.

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!
• Leveraging AI to suggest responses, analyze customer sentiment, and provide context-aware messaging.

Recommended Omnichannel App for Integration:

• TextSMS4Dynamics: Integrate SMS messaging, one of the most favoured communication channels, with Microsoft Dynamics 365 CRM. It provides an intuitive chat interface, automated messages triggered by CRM events, and support for images, emojis, and multi-language messaging directly within Dynamics 365 CRM.
• LiveChat4Dynamics: Integrate live chat with Dynamics 365 CRM for real-time communication, seamless tracking, and instant record creation, helping boost sales and improve customer satisfaction.

Inogic offers 15+ apps that help you maximize your Dynamics 365 CRM experience. Our portfolio spans multiple categories, including geospatial, omnichannel, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Try our apps for free today and discover how they can enhance your Dynamics 365 CRM productivity and engagement!