WhatsApp Chat and Instant Messaging in Dynamics 365 CRM - WhatsApp4Dynamics

As part of Inogic's omnichannel suite, WhatsApp4Dynamics seamlessly integrates WhatsApp with Microsoft Dynamics 365 CRM. By leveraging the WhatsApp Business API and Twilio API, it empowers organizations to streamline communication and enhance customer engagement. Users can effortlessly send bulk WhatsApp messages directly from Dynamics 365, automate triggered messages based on CRM actions, and manage conversations directly from their CRM interface. Its flexible design allows integration with any Dynamics 365 entity be it out-of-the-box (OOB) or custom entities, ensuring comprehensive communication management.

Experience a solution that is more powerful than simply integrating WhatsApp Business API to Microsoft Dynamics 365 CRM! Take advantage of our 15-day FREE trial or click here to get a Custom Quote tailored to your needs.

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

Key Features:

• Two-Way Messaging: WhatsApp4Dynamics enables seamless two-way communication between your CRM system and WhatsApp. Send and receive messages directly from Dynamics 365 CRM, be promptly notified and enjoy tailored interactions with your customers.
• Template-based Messaging: You can create predefined Twilio approved message templates within Dynamics 365 CRM. This allows you to be consistent and send personalized messages to customers and saves time.
• Notifications and Messages: The Chat UI uses polling to regularly retrieve messages when a new WhatsApp chat arrives in Dynamics 365 CRM. Users are notified promptly when new chats are available.
• Multi-Contact Configuration: Easily incorporate multiple WhatsApp team contact numbers for seamless client communication.
  
• Automated Communication: WhatsApp4Dynamics enables you to set up automated messages in Dynamics 365 CRM based on updates and actions.
• Access Historical Chat: Maintain a complete history of WhatsApp chats within Microsoft Dynamics 365 CRM, ensuring all conversations are accessible for reference.
• Boost Customer Engagement: Leverage WhatsApp4Dynamics for customer engagement, such as sending notifications, updates, or marketing messages from Microsoft Dynamics 365 CRM itself.
• Convert Conversations to Entities: You can convert WhatsApp conversations into leads, contact, account or any other OOB or custom entity.
• Mapping CRM Records: Automatically map new WhatsApp chats in Dynamics 365 CRM based on mobile numbers.
• Dynamic Text and File Support: Engage with clients using preferred language, use rich text formatting, and support various multi-media file types within the CRM system.

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!

Recommended Omnichannel App for Integration:

• TextSMS4Dynamics: Integrate SMS messaging, one of the most favoured communication channels, with Microsoft Dynamics 365 CRM. It offers an intuitive and user-friendly chat interface, automated messaging triggered by CRM events, and compatibility with images, emojis, and multi-language messaging within Dynamics 365 CRM.
• LiveChat4Dynamics: It integrates live chat with Dynamics 365 CRM, enabling real-time communication, seamless tracking, and instant record creation to boost sales and improve customer satisfaction.

Inogic offers over 15+ apps that help you get the most out of Dynamics 365 CRM. Our app portfolio offers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Try it today for free and see how our apps can boost your Dynamics 365 CRM experience!