> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/whatsapp4dynamics/configuration/access-chat-ui-on-crm-records/access-chat-ui-when-to-of-chat-session-is-set.md).

# Access Chat UI When “To” of Chat Session Is Set

In case “To” is set in Contact field, then you can directly go in Contact - CRM Record and start communicating with the customers/contacts.

To do so,

* Go to **Contact**, **Click** Related.
* Navigate to **Chat Sessions.**

<figure><img src="/files/MwnizPE2LeAL6fzO3XqQ" alt=""><figcaption></figcaption></figure>

* Start chatting with the respective **Contact**.

<figure><img src="/files/onxQxLsyIQkG6dXjD1Xu" alt=""><figcaption></figcaption></figure>

WhatsApp4Dynamics allows organizations to embed and access the Chat UI directly on CRM tables within Microsoft Dynamics 365 CRM.

By adding the Chat Interface to a CRM table form, users can:

* Send and receive WhatsApp messages directly from CRM tables
* View related customer conversations within the same form
* Manage customer communication without navigating away from the CRM table
* Improve productivity and customer engagement workflows

This functionality helps CRM agents communicate with customers seamlessly while working within Dynamics 365 CRM.

### Prerequisite

Before adding the Chat UI to any CRM table, ensure that the corresponding Record Type for the respective table has already been created and configured in WhatsApp4Dynamics Configuration.

<figure><img src="/files/ILrx89LUwjGzbTlLY6Ke" alt=""><figcaption></figcaption></figure>

**Example: Adding Chat UI to the Lead Table**

Follow the steps below to configure and add the Chat UI to the Lead table.

**Step 1: Open Power Apps**

1. Navigate to Power Apps.
2. Open the required environment.

<figure><img src="/files/oFudJzHJUJ9f2BrgIXT1" alt=""><figcaption></figcaption></figure>

**Step 2: Open the Lead Table**

1. Navigate to **Tables**.
2. Click **All.**
3. Select the **Lead table**.

<figure><img src="/files/XNL93tmg78C4vzCnbY0x" alt=""><figcaption></figcaption></figure>

**Step 3: Open Forms**

1. Navigate to Forms
2. Open the Lead Main Form

<figure><img src="/files/R8orTGbiyoqIBFIkl2TQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/SSCjaDIvOlKblvJ9m0mh" alt=""><figcaption></figcaption></figure>

**Step 4: Add a New Tab**

1. In the Form Editor:

&#x20;     Click on Components

2. Select 1-column tab

This tab will be used to display the Chat UI and related chat sessions.

<figure><img src="/files/PcIyADXGpAXNJLKrmXbv" alt=""><figcaption></figcaption></figure>

**Step 5: Add a Subgrid**

1. Add a **Subgrid** inside the newly added tab.

<figure><img src="/files/dJpgpnacGQBl3BLKd2O0" alt=""><figcaption></figcaption></figure>

2. Configure the Subgrid using the following settings:

Table:   Chat Sessions (Customer)

Default View: All Chat Sessions – Internal Purpose

<figure><img src="/files/APzvZ4CgS78thvpSvxBF" alt=""><figcaption></figcaption></figure>

This subgrid allows users to view all related chat sessions directly within the CRM table form.

**Step 6: Add the ChatSystem Component**

1. Navigate to **Components**.
2. Select **ChatSystem**.

<figure><img src="/files/J117oV0t8UkVAR1fq0jF" alt=""><figcaption></figcaption></figure>

If the ChatSystem component is not visible:

* Click Get More Components
* Search for **ChatSystem** in the search box.

3. Add the component to the form.

<figure><img src="/files/bIDhQDIaoqzvoXexhIvF" alt=""><figcaption></figcaption></figure>

**Step 7: Save and Publish the Form**

1. Click **Save and Publish**.

Once published successfully, the Chat Interface will become available on the Lead table form.

<figure><img src="/files/ydidgmn0OhQbb2FtiwKc" alt=""><figcaption></figcaption></figure>

**Result**

After completing the configuration:

* CRM agents can send and receive WhatsApp messages directly from the Lead table form.
* Related customer conversations can be managed without opening a separate chat screen.
* Chat sessions remain associated with the CRM table for better tracking and communication management.

<figure><img src="/files/DR8QAkEe3aioQN4TF2Ue" alt=""><figcaption></figcaption></figure>

This provides a more seamless and centralized communication experience within Dynamics 365 CRM.

With Chat UI integration in WhatsApp4Dynamics, organizations can streamline customer communication and manage WhatsApp conversations directly from CRM tables efficiently.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


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