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WhatsApp as Activity Integration with Dynamics 365 CRM

by Intelegain Technologies

WhatsApp Integration with Dynamics 365 CRM: Streamlining Customer Engagement

Enhance Customer Engagement with WhatsApp & Dynamics 365 CRM Integration


Intelegain’s WhatsApp integration with Dynamics 365 CRM, powered by Twilio, bridges the gap between conversational messaging and structured customer data. This seamless integration empowers businesses to leverage the widespread reach of WhatsApp for improved customer interactions and streamlined operations.


With this integration, WhatsApp evolves from a basic messaging platform into a powerful communication channel within the Dynamics 365 ecosystem, enabling businesses to manage customer conversations efficiently while maintaining a unified data structure. Twilio ensures reliable and secure message delivery, enhancing communication scalability and performance.


Key Features of Intelegain's WhatsApp Integration:

    • Bulk Messaging
      Send messages to multiple customers at once, ensuring efficient communication at scale.
    • Two-Way Communication
      Engage with customers in real time, ensuring seamless interactions directly from Dynamics 365.
    • Automated Messaging
      Set up automated responses for common queries, follow-ups, and appointment reminders.
    • Template Messaging
      Use pre-approved WhatsApp message templates for notifications, confirmations, and promotions.
    • Media Sharing
      Send and receive images, documents, and videos to enrich customer communication.
    • Chat History Tracking
      Maintain a complete history of WhatsApp conversations within Dynamics 365 for better context and customer insights.
    • Workflow Automation
      Trigger workflows based on WhatsApp interactions to enhance efficiency and responsiveness.
    • Reporting and Analytics
      Gain valuable insights with in-depth reports on WhatsApp interactions, helping you refine engagement strategies.


Why Choose Intelegain’s WhatsApp Integration?

✔ Seamless synchronization with Dynamics 365 CRM.

✔ Enhanced customer engagement and response times.

✔ Powered by Twilio for secure, reliable, and scalable messaging.

✔ Secure and compliant communication with end-to-end encryption.

✔ Customizable features to meet your business needs.


Ready to transform your customer interactions? Contact us today to integrate WhatsApp with Dynamics 365 CRM and elevate your customer communication experience

At a glance

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