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Tuvis for Dynamics 365: Revolutionize Your CRM

by Tuvis Solutions LTD

Maximize your team’s efficiency by integrating WhatsApp with Dynamics 365.

Tuvis revolutionizes customer relationship management by integrating Microsoft Dynamics 365 with WhatsApp. With Tuvis, users can be up to 8 times more productive, while management teams gain visibility into every customer interaction across unofficial channels. Repetitive tasks such as creating leads, sending emails, logging activities, and scheduling events can all be done with a single click, without leaving the WhatsApp or iMessage chat screen.

Additionally, Tuvis integrates with enterprise security solutions like Microsoft Entra ID, enabling companies to precisely control data shared through unofficial channels while offering real-time alerts and access permissions management.

Trusted by over 100 companies in 20 countries, including Bradesco, Santander, Volkswagen, Avenue, Telefonica VIVO, and Petrobras, Tuvis is the preferred choice for enhancing productivity and oversight in customer communications.

Click the 'Get It Now' button above to start your journey with Tuvis for Dynamics 365 today!

Key Features
  • Streamline your workflow: Manage your daily and CRM tasks directly from your WhatsApp screen. Register activities, tasks, or cases, create leads or contacts, schedule meetings, and send emails—all in one place.
  • Interact with your clients in a personalized way: We merge your CRM’s data straight to your WhatsApp, offering instant access to the full history of each contact, lead, or account from the moment you start a communication.
  • Have full visibility into customer interactions: With tuvis, all customer communications or leads are automatically synchronized to your CRM, offering total visibility of all interactions and control of all information.
  • Make strategic decisions: Have access to real-time reports with your team’s main metrics and results to make assertive decisions and direct your resources intelligently.
  • Data Loss Prevention for WhatsApp: Implement DLP rules to protect the privacy and security of both customers and the organization.

Key Benefits
  • Significant improvement in the commercial team’s productivity
  • More personalized and efficient interaction with customers
  • Total visibility and strategic insights into the teams’ activities
  • Reduction of manual tasks, prioritizing essential activities
  • Time-saving
  • Visibility improvement


At a glance

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https://store-images.s-microsoft.com/image/apps.49102.45ff4ea3-10b1-4639-bf1a-d432270fea0a.ac0a35fd-b627-49d3-8e7e-08485b3fb620.854918ec-d7ba-492a-a9fd-54c7559b2dbe
https://store-images.s-microsoft.com/image/apps.14058.45ff4ea3-10b1-4639-bf1a-d432270fea0a.ac0a35fd-b627-49d3-8e7e-08485b3fb620.92d6ccda-6bff-48f8-8321-85a658b99ba1