Integrating WhatsApp with Dynamics 365 provides users with a familiar platform and businesses with powerful customer insights.
Thanks to its free services and ease of use, WhatsApp has become a major messaging platform throughout the world. With more than 2 billion users scattered across the globe, the platform sends more than 60 billion messages every day. Due to the rise in popularity, many businesses have incorporated the app into their customer services processes, providing users with a fast, familiar way to communicate with representatives.
With thousands of messages sent back and forth between customers and brands, it’s crucial to have a scalable, versatile CRM system to store and analyze every text message, phone call, and video chat happening within WhatsApp. This provides companies with easy access to the valuable data, trends, and patterns contained in these interactions.
What is WhatsApp?
A free messaging platform, WhatsApp was one of the first applications that allowed users to send internet-based messages. The app relies on Wi-Fi to send text or voice messages, files, or photos, make or receive phone calls, or host video chats. WhatsApp is an ideal messaging platform for international calls as there are no sign-up fees or monthly data plans.
Before integrating D365 with WhatsApp, administrators have to configure WhatsApp using Twilio. Twilio is a
How to Perform the Integration
After completing the integration prerequisites, a sandbox add-in must be enabled. The Twilio information should be used to connect D365 with WhatsApp.
When a message arrives in Omnichannel for
All chat interactions and histories can be viewed within the ‘Open Work Items’ on D365’s dashboard or events timeline.
For Integration Help, Contact JourneyTEAM
Performing the WhatsApp and D365 integration is not difficult; however, no integration is completely issue-free. JourneyTEAM is committed to helping organizations set up this integration as quickly and smoothly as possible. We provide tailored support to each of our clients, offering as much or as little support as needed. Contact JourneyTEAM today to get started.
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.