Welcome to an exploration of the cutting-edge fusion of Microsoft Dynamics 365 CRM and WhatsApp, a marriage of two powerful platforms that can revolutionize your customer engagement strategies. In today’s digitally connected world, the ability to seamlessly send WhatsApp messages directly from your CRM system is a game-changer for businesses of all sizes.
In this blog post, we’ll embark on a journey to uncover the art and science of integrating these platforms, enabling you to send WhatsApp messages effortlessly through Microsoft Dynamics 365 CRM. Whether you’re looking to enhance your customer communications, streamline your sales process, or simply stay ahead in the digital era, this guide will provide you with the insights and techniques you need. So, let’s dive into the world of integration and messaging to unlock new avenues of productivity and engagement
1. Click on When this happens…
2. Type “New Lead “
3. Click on “New Lead” from the dropdown menu
4. Type “Send message to New Chat”
5. Click on “Send Message to New Chat” from the dropdown menu
6. Click on Connect My Apps
7. Click on “New Lead in Microsoft Dynamics 365 CRM”
8. Click on Sign in
9. A new window will open allowing you to enter your Dynamics Domain
10. Click on “Send Message to New Chat in TimelinesAI”
11. Click on Sign in
12. 12. A new window will open allowing you to enter your token
- Send automated WhatsApp messages when Opportunity stage moved in Keap CRM - September 21, 2023
- Send automated WhatsApp messages when a New Contact is created in Keap CRM - September 21, 2023
- Send automated WhatsApp messages when the Opportunity stage is updated in Copper CRM - September 21, 2023
