Send WhatsApp message in TimelinesAI when Opportunity updated in Microsoft Dynamics 365 CRM

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, helping you maximize Customer Relationships with WhatsApp and Dynamics 365 CRM.

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. Under “Choose a Trigger”, click on the “When this happens…” dropdown button

WhatsApp and Microsoft Dynamics 365 integration

2. Type “New Lead “

Microsoft Dynamics 365 and WhatsApp integration

3. Click on “New Lead” from the dropdown menu

WhatsApp  Microsoft Dynamics 365 integration

4. Type “Send message to New Chat”

Microsoft Dynamics 365 WhatsApp integration

5. Click on “Send Message to New Chat” from the dropdown menu

WhatsApp and Microsoft Dynamics 365 integration

6. Click on Connect My Apps

Microsoft Dynamics 365 and WhatsApp integration

7. Click on “New Lead in Microsoft Dynamics 365 CRM”

WhatsApp  Microsoft Dynamics 365 integration

8. Click on Sign in

Microsoft Dynamics 365 WhatsApp integration

9. A new window will open allowing you to enter your Dynamics Domain

Microsoft Dynamics 365 and WhatsApp integration

10. Click on “Send Message to New Chat in TimelinesAI”

WhatsApp  Microsoft Dynamics 365 integration

11. Click on Sign in

Microsoft Dynamics 365 WhatsApp integration

12. 12. A new window will open allowing you to enter your token

WhatsApp and Microsoft Dynamics 365 integration


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Omnichannel Automation Platform

TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

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