Spoki

Open a WhatsApp Business chat with any Contact, directly from Dynamics 365

Spoki for Microsoft Dynamics 365 brings the world's most popular messaging channel into your sales workflow. Sales reps open WhatsApp conversations directly from the Contact form — no copy-pasting phone numbers, no switching tabs, no losing context.

What you get

• Open Spoki Chat from the Contact form — a single button on every Dynamics 365 Contact opens an embedded WhatsApp conversation, pre-filtered to that contact's phone or email.
• Embedded chat experience — read message history and send replies in a modal iframe without leaving the Dynamics interface.
• Automatic contact sync — Dynamics contacts are matched to Spoki contacts on phone/email, so conversation history stays tied to the right person across both platforms.
• WhatsApp Business API certified — Spoki is a verified Meta WhatsApp Business Solution Provider. All messaging uses official, compliant infrastructure.
• Works with your existing Dynamics security model — read-only access to Contact attributes (phone, email, name). No write access, no plugins, no background jobs.

How it works

1. Install the Spoki for Dynamics 365 solution from AppSource into your Dynamics environment.
2. Connect your Spoki account to your Dynamics tenant via Microsoft OAuth (one-time, per-tenant).
3. Add the SpokiContactCard control to your Contact main form using the Power Apps form designer.
4. Open any Contact in Dynamics 365 Sales — the Open Spoki Chat button appears on the form.

Who it's for

Sales and customer success teams using Microsoft Dynamics 365 Customer Engagement (Sales, Customer Service, or any model-driven app with the Contact entity) who need to communicate with customers and prospects on WhatsApp — the channel where 2 billion people already are.

Privacy and security

• EU-based infrastructure (AWS Frankfurt). GDPR Article 32 compliant.
• Read-only on Dynamics — Spoki can never modify your CRM records.
• Per-tenant HMAC-signed requests with two-layer keying.
• Token-based authentication via Microsoft Entra ID OAuth 2.0; tokens encrypted at rest, never exposed to the browser.
• Full security and data-flow documentation available at: https://spoki.com/en/security

About NextAI Srl

Spoki is the WhatsApp Business marketing and customer-engagement platform built by NextAI Srl. We serve thousands of businesses across Europe — from SMBs to enterprise — sending and receiving millions of WhatsApp messages per month. Founded in Italy, GDPR-native, ISO 27001 (in audit).

Pricing

The Dynamics 365 integration is included free with any Spoki subscription. A Spoki account is required (free trial available at spoki.com/en).