WhatsApp Integration on Business Central

Revolutionize your customer communication by integrating WhatsApp directly into Business Central.

With our WhatsApp Integration Module, you can send invoices, payment reminders, and customer updates instantly, enhancing engagement and customer satisfaction.

Key Features

1. Effortless Setup

Easily configure your WhatsApp integration within Business Central — Account SID, Auth Token, and registered WhatsApp number. Get started quickly and send test messages within minutes.

2. Personalized Messaging

Send customized WhatsApp messages to individual customers or in bulk. Use dynamic fields such as Customer Name, Invoice Number, and Outstanding Balance to personalize each message and build stronger customer relationships.

3. Automated PDF Sharing

Attach documents like invoices, quotations, or receipts directly in WhatsApp messages with this integration. Simplify document delivery and reduce manual communication time.

4. Message Templates

Create and manage message templates tailored to your business needs. Include variable placeholders (e.g., %1, %2, %3) to auto-populate data from Business Central records.

5. Multi-Record Messaging

Send messages directly from:

• Customer List Page – Bulk notifications or announcements
• Customer Card – Individual follow-ups and reminders
• Posted Sales Invoice – Automated invoice sharing and payment alerts

Benefits for your business

• Enhance Customer Engagement: Reach customers where they are most active — on their mobile phones.

• Accelerate Payment Cycles: Speed up invoice delivery and reduce payment delays through prompt and direct communication.

• Improve Operational Efficiency: Automate and streamline your communication workflows from within your ERP.

• Reduce Costs: Cut down on printing, mailing, and email bounce-backs with a modern messaging alternative.

Our WhatsApp Integration Extension is ideal for companies that prioritize speed, efficiency, and customer experience. Whether you're a retailer, distributor, service provider, or manufacturer, this tool gives your team a modern edge in customer communication.

Requirements & Compatibility

• Compatible with Microsoft Dynamics 365 Business Central (Essential and Premium).

• Requires a WhatsApp Business account.

• Easy to configure — no development required.