Microsoft Dynamic 365 CRM

In this guide, we will cover how to install, configure, and send WhatsApp messages from Dynamics CRM using our extension, Gupshup WhatsApp Messaging for D365 CRM.

The WhatsApp Messaging by Gupshup app integrates WhatsApp directly into dynamic 35 CRM, allowing businesses to communicate with their customers via WhatsApp and convert them into clients directly from the dynamic platform.


  • The purpose of the WhatsApp Messaging by Gupshup app in Dynamics 365 is to provide businesses with a new channel for communicating with their customers. With this integration, businesses can send and receive messages directly within the Dynamics 365 CRM platform.
  • This centralizes all customer communications within a single platform, allowing businesses to streamline their processes and reduce the need to switch between multiple applications. It ensures that all customer interactions are easily accessible and organized, leading to improved response times and more cohesive communication strategies. For customers, this integration offers a seamless and direct way to connect with businesses, enhancing their overall experience and satisfaction.

The WhatsApp Messaging by Gupshup app in Dynamics 365 can help businesses to:

Improve customer experience: By providing a new, convenient channel for communication, businesses can enhance the overall experience for their customers and increase customer satisfaction.

Streamline communication: By centralizing all customer communications within the Dynamics 365 CRM, businesses can more easily track and manage customer interactions and respond more quickly to customer inquiries.

Increase engagement: The integration of WhatsApp Messaging by Gupshup into Dynamics 365 CRM can increase the chances of businesses engaging with customers and driving sales by being available through multiple channels.

Enhance customer data: By displaying all WhatsApp messages within the Dynamics 365 CRM, businesses can gain valuable insights into customer behavior and preferences, which can be used to improve marketing and sales strategies.

Seamless integration: The WhatsApp Messaging by Gupshup app offers a unified and streamlined process that functions as a single, integrated solution for all customer interactions.


Some of the key features of the WhatsApp Messaging by Gupshup includes:

  • Seamless integration: WhatsApp Messaging by Gupshup app offers a unified and streamlined process that appears to be a single and integrated solution for all customer interactions.
  • Send personalized template messages: Select lead/contact from the relevant lists and send WhatsApp template messages to them without any hassle. Run marketing campaigns on WhatsApp to increase conversion and boost sales.
  • Live Chat and Chat history: Businesses can Interact and communicate with leads/contacts in real-time directly within the dynamic 365 CRM platform and access chat history.
  • Automated responses: This allows businesses to set up automated responses to frequently asked questions, reducing the time required to respond to customer's inquiries. Use workflows to automate communication with your leads/contacts on WhatsApp. Run drip campaigns for your contacts at various points of the sales funnel.


The following are the basic prerequisites for using the WhatsApp Messaging by Gupshup app.

  • A dynamic 365 crm account: you'll need to sign up for the dynamic 365 account before you can use the CRM app. Refer to this doc for all supported plans link
  • A Gupshup WhatsApp Account: You'll need to input Gupshup self-serve or enterprise account data, such as a
  • Internet connection: An internet connection is required to access the dynamic 365 CRM app
  • A supported web browser: The dynamic CRM app supports the latest versions of Chrome, Firefox, Safari, and Edge.
  • Data: You'll need to input, such as contact information and sales leads, into the dynamic CRM in order to use our app effectively.