Microsoft Dynamics 365 CRM + Wassenger Integration

Integrate Microsoft Dynamics 365 CRM to Wassenger in one click, or tell Integrately AI how you want each lead handled. Capture new leads, format contact details, send instant WhatsApp messages, and track every interaction automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Wassenger
    Message received from WhatsApp in Wassenger Instant
  • Wassenger
    Message sent to WhatsApp in Wassenger Instant
  • Wassenger
    Message is read from WhatsApp in Wassenger Instant
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Wassenger
    Send WhatsApp message in Wassenger
  • Wassenger
    Send WhatsApp video message in Wassenger
  • Wassenger
    Send WhatsApp image message in Wassenger
  • Wassenger
    Send WhatsApp documents/audios message in Wassenger
  • Wassenger
    Send WhatsApp group message in Wassenger
  • Wassenger
    Search WhatsApp message in Wassenger
  • Wassenger
    Update WhatsApp message in Wassenger
  • Wassenger
    Send WhatsApp scheduled message in Wassenger
  • Wassenger
    Send WhatsApp scheduled message to group in Wassenger
  • Wassenger
    Send WhatsApp location message using coordinates in Wassenger
  • Wassenger
    Send WhatsApp location message using an address in Wassenger
  • Wassenger
    Create new internal contact (chat only) in Wassenger
  • Wassenger
    Search contact in Wassenger
  • Wassenger
    Update internal contact (chat only) in Wassenger
  • Wassenger
    Create user in Wassenger
  • Wassenger
    Create WhatsApp new group chat in Wassenger

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Wassenger Integration

Capture new leads, send instant WhatsApp messages, update contact records, and track communications, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Wassenger Integration

Create Wassenger contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Wassenger integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Wassenger contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + Wassenger Integration

Send Wassenger message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Wassenger letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Wassenger integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Microsoft Dynamics 365 CRM + Wassenger flow

Extend your automation stack with email, scheduling, marketing, spreadsheets, and team communication tools after the core pair finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Wassenger
+
Microsoft OutlookMicrosoft Outlook (3)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
M
W
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Send a WhatsApp message in Wassenger and email the team in Microsoft Outlook whenever a new lead is created in Microsoft Dynamics 365 CRM
New Microsoft Dynamics 365 CRM leads trigger an instant WhatsApp message through Wassenger and an email notification in Microsoft Outlook without manual follow-up.
M
W
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Update Microsoft Dynamics 365 CRM contacts, send a WhatsApp confirmation in Wassenger, and log details in Microsoft Outlook
Updated contact details in Microsoft Dynamics 365 CRM automatically dispatch a Wassenger WhatsApp message and record the update in Microsoft Outlook.
M
W
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Create a Microsoft Dynamics 365 CRM account, send a welcome WhatsApp message via Wassenger, and notify Microsoft Outlook
New account creations in Microsoft Dynamics 365 CRM immediately trigger a welcome WhatsApp message in Wassenger and an email notification in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Wassenger

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Wassenger
Wassenger Triggers & Actions
Instant
Message received from WhatsApp in Wassenger
Triggers the automation when a message is received on WhatsApp
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Instant
Message sent to WhatsApp in Wassenger
Triggers the automation when a message is sent to a WhatsApp number
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Instant
Message is read from WhatsApp in Wassenger
Triggers the automation when a new message is read from WhatsApp
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Send WhatsApp message in Wassenger
Sends a message via whatsapp
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Send WhatsApp video message in Wassenger
Sends video messages via whatsapp
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Send WhatsApp image message in Wassenger
Sends an image file to a whatsapp group
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Send WhatsApp documents/audios message in Wassenger
Sends documents and audio messages to contacts via whatsapp
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Send WhatsApp group message in Wassenger
Sends a message to a whatsapp group
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Search WhatsApp message in Wassenger
Searches and retrieve messages on whatsapp
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Update WhatsApp message in Wassenger
Updates a message in a whatsapp conversation
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Send WhatsApp scheduled message in Wassenger
Schedule and send messages on whatsapp at particular times
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Send WhatsApp scheduled message to group in Wassenger
Sends scheduled messages to a group on whatsapp
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Send WhatsApp location message using coordinates in Wassenger
Share your location coordinates via whatsapp
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Send WhatsApp location message using an address in Wassenger
Automatcally send location information via whatsapp to particular contact
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Create new internal contact (chat only) in Wassenger
Adds a new contact to the internal chat system
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Search contact in Wassenger
Finds and retrieves contact information
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Update internal contact (chat only) in Wassenger
Updates contact information in the internal chat system
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Create user in Wassenger
Generates a new user account
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Create WhatsApp new group chat in Wassenger
Creates a new group chat on the whatsapp platform
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What can you automate with Microsoft Dynamics 365 CRM + Wassenger?

Streamline your customer outreach, eliminate manual typing, and keep every messaging workflow synchronized across Microsoft Dynamics 365 CRM and Wassenger.

What you can automate?
💬
Send instant WhatsApp messages for every new lead
Trigger automated WhatsApp messages in Wassenger the exact moment a new lead is created in Microsoft Dynamics 365 CRM. Engage prospects instantly without manual delay.
📋
Capture every submitted contact detail accurately
Map all available contact fields from Microsoft Dynamics 365 CRM into your Wassenger messages instead of just names and numbers. Ensure your outreach contains complete information.
🔔
Notify the right team member as soon as it happens
Alert your team instantly when contact updates or new opportunities occur in Microsoft Dynamics 365 CRM, ensuring rapid follow-up across messaging channels.
🔀
Route messages based on submitted criteria
Send different WhatsApp message templates in Wassenger depending on specific field values or priority tiers submitted in Microsoft Dynamics 365 CRM records.
🔄
Keep contact records up to date automatically
Synchronize changes made in Microsoft Dynamics 365 CRM directly with Wassenger contacts, ensuring your messaging history stays perfectly aligned.
🛡️
Add or update contacts without creating duplicates
Search existing records before creating new entries in Wassenger or Microsoft Dynamics 365 CRM, maintaining a clean and organized database.
📅
Handle later status changes and follow-ups
Trigger scheduled or conditional WhatsApp messages in Wassenger when Microsoft Dynamics 365 CRM cases, opportunities, or orders reach advanced stages.
Extend your workflow to Slack and other tools
Connect Microsoft Dynamics 365 CRM and Wassenger to Slack or Google Sheets to notify teams and log data in a single multi-step automation.
And much more...

Who is Microsoft Dynamics 365 CRM + Wassenger integration for?

Sales managers, support agents, and operations teams streamline customer communication, eliminate manual data entry, and keep messaging workflows synchronized across Microsoft Dynamics 365 CRM and Wassenger.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success managers
Client success managers
Customer support leads
Customer support leads
Operations specialists
Operations specialists
Data administrators
Data administrators
📈
Sales operations managers
You are tracking incoming leads in Microsoft Dynamics 365 CRM but your communication logs only update when someone manually sends follow-ups, so your outreach tracking is always lagging behind — this integration means every new lead triggers an instant Wassenger message and keeps your communication records fully synchronized.
Account executives
You need to reach out to fresh leads immediately upon creation, but checking records by hand causes frustrating delays that let prospects go cold — with this integration, every new lead receives an instant WhatsApp message via Wassenger the moment it is logged in Microsoft Dynamics 365 CRM.
🤝
Client success managers
You answer to stakeholders who want immediate visibility into client interactions, but fragmented records make status updates painfully slow to compile — connecting these apps means every contact update in Microsoft Dynamics 365 CRM dispatches instant Wassenger updates for complete transparency.
📊
Customer support leads
The volume of inbound service inquiries is too high for your team to handle manual messaging and record-keeping without missing critical details — automating both apps means every case creation triggers instant WhatsApp communication and accurate logging without manual intervention.
🔄
Operations specialists
You own the downstream follow-up process and depend on sales reps to hand over lead data before you can start messaging clients — integrating these apps means every Microsoft Dynamics 365 CRM lead automatically initiates Wassenger messaging without waiting for a manual handoff.
🗂️
Data administrators
You need a reliable history of all customer interactions and keep finding gaps where manual message logs were forgotten or mistyped — with this integration, every Microsoft Dynamics 365 CRM record change maintains precise Wassenger communication logs with zero missing entries.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Wassenger

Build and manage your Microsoft Dynamics 365 CRM + Wassenger automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Wassenger with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Wassenger?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Wassenger in 1 click using ready-made templates on Integrately. You can also use Integrately AI to configure custom communication workflows with Microsoft Outlook, Calendly, and Slack.
Can I automatically send WhatsApp messages when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Wassenger, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Wassenger?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact updates here?
Frequently Asked Questions
How does Wassenger manage outgoing WhatsApp messages in this integration?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Wassenger?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Wassenger integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Wassenger With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email tools, and analytics platforms to manage and follow up on your sales pipeline.
Wassenger
Popular Wassenger Integrations
Sync Wassenger with communication, CRM, and customer support tools to keep messaging workflows connected across your stack.
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Wassenger Integrations arrow right
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