Microsoft Dynamics 365 CRM + WhatsApp Integration

Integrate Microsoft Dynamics 365 CRM to WhatsApp in one click, or tell Integrately AI how you want each lead handled. Notify customers instantly on WhatsApp, update your CRM records, alert your sales team, and trigger follow-ups 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
  • WhatsApp
    Message is received in WhatsApp Instant
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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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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

Send instant messages, organise lead responses, keep records updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + WhatsApp Integration

Send WhatsApp 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 WhatsApp 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 - WhatsApp 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 + WhatsApp flow

Bring in email, spreadsheets, CRM data, team chat, and cloud storage to handle your follow-ups, records, and notifications. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
WhatsApp
+
Microsoft OutlookMicrosoft Outlook (5)
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Microsoft ExcelMicrosoft Excel (5)
+
SalesforceSalesforce (4)
+
SlackSlack (5)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
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Create a Microsoft Outlook contact when a lead is created in Microsoft Dynamics 365 CRM, and send a confirmation via WhatsApp.
New Microsoft Dynamics 365 CRM leads immediately generate a Microsoft Outlook contact and send a WhatsApp message, keeping your email directory and customer chats fully aligned.
M
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Send a WhatsApp message for a new Microsoft Dynamics 365 CRM lead and notify your team via Microsoft Outlook email.
Alert your sales team in Microsoft Outlook and message the customer on WhatsApp the moment a new lead enters Microsoft Dynamics 365 CRM.
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When a Microsoft Dynamics 365 CRM contact is updated, log the update in Microsoft Outlook and send a notification in WhatsApp.
Synchronise contact changes between Microsoft Dynamics 365 CRM and Microsoft Outlook while keeping customers updated through WhatsApp.
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If a Microsoft Dynamics 365 CRM lead is updated to qualified, send a calendar invite in Microsoft Outlook and a template message in WhatsApp.
Automate scheduling and customer messaging in WhatsApp when high-value leads progress in Microsoft Dynamics 365 CRM.
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Use Claude to summarise Microsoft Dynamics 365 CRM support cases, log them in Microsoft Outlook, and send a WhatsApp update.
Use AI to process support cases from Microsoft Dynamics 365 CRM, archive summaries in Microsoft Outlook, and notify clients via WhatsApp.

Supported triggers and actions for Microsoft Dynamics 365 CRM and WhatsApp

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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Microsoft Dynamics 365 CRM + WhatsApp?

Streamline your customer communication by turning CRM triggers into instant WhatsApp messages and vice versa.

What you can automate?
💬
Send WhatsApp messages from new CRM leads
Trigger instant WhatsApp communications automatically the moment a new lead is created in Microsoft Dynamics 365 CRM. Engage prospects without delay.
📋
Capture every submitted contact detail
Map all available contact fields from Microsoft Dynamics 365 CRM into your WhatsApp template variables. Ensure personalized outreach every time.
🔔
Alert your team instantly on updates
Notify team members immediately when support cases, opportunities, or orders are updated in Microsoft Dynamics 365 CRM.
🔀
Route messages based on lead tiers
Send different WhatsApp template messages depending on custom field values like account tier or deal size submitted in Microsoft Dynamics 365 CRM.
🔄
Keep customer records synchronized
Update contact and account details across your systems automatically whenever records change in Microsoft Dynamics 365 CRM.
👥
Prevent duplicate contact entries
Search existing databases before creating new records, ensuring clean data management between Microsoft Dynamics 365 CRM and your messaging tools.
✅
Handle later status changes and quotes
Trigger WhatsApp notifications whenever quotes, sales orders, or case stages are modified or marked as completed in Microsoft Dynamics 365 CRM.
🔌
Extend flows to spreadsheets and email
Connect your core Microsoft Dynamics 365 CRM and WhatsApp workflow with Google Sheets, Gmail, or Slack for comprehensive multi-app automation.
And much more...

Who is Microsoft Dynamics 365 CRM + WhatsApp integration for?

Connecting Microsoft Dynamics 365 CRM and WhatsApp helps sales, support, and operations teams streamline communication and keep every customer interaction aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Database administrators
Database administrators
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
⚡
Sales representatives
You receive inbound leads in Microsoft Dynamics 365 CRM but find out about them hours later when checking your dashboard, causing potential buyers to look elsewhere — with this integration, every new lead triggers an instant WhatsApp message so you never miss a response window.
🤝
Account managers
You update client records in Microsoft Dynamics 365 CRM but have to manually message stakeholders on WhatsApp to report progress, leading to communication bottlenecks — automating both apps means status updates reach your clients the moment an opportunity changes.
🎧
Customer support teams
You manage a high volume of support cases in Microsoft Dynamics 365 CRM and struggle to send prompt WhatsApp acknowledgements by hand, leaving clients waiting for updates — connecting these apps means every case confirmation goes out instantly.
⚙️
Operations specialists
You oversee sales orders in Microsoft Dynamics 365 CRM and depend on manual handovers to notify fulfillment teams on WhatsApp, causing recurring delays — with this integration, order data flows seamlessly into every downstream notification.
🗂️
Database administrators
You maintain customer records in Microsoft Dynamics 365 CRM but frequently encounter missing communication histories from manual chat logs — this integration means every interaction is captured reliably across your entire database.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + WhatsApp

Build and manage your Microsoft Dynamics 365 CRM + WhatsApp 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 + WhatsApp 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to WhatsApp?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to WhatsApp using 1-click automation on Integrately. Select a ready template or ask Integrately AI to build the workflow and map fields across Microsoft Outlook, Microsoft Excel, and Salesforce.
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, WhatsApp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and WhatsApp?
Frequently Asked Questions
How are contacts updated between Microsoft Dynamics 365 CRM and WhatsApp?
Frequently Asked Questions
Can I send WhatsApp template messages using Microsoft Dynamics 365 CRM triggers?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and WhatsApp?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or WhatsApp With 1500+ Other Apps

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WhatsApp
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