Create A Twilio Account(Sandbox):

Watch our latest tutorial on configuring Twilio WhatsApp API within Dynamics 365 and enabling WhatsApp features on with WhatsApp4Dynamics.

WhatsApp4Dynamics leverages Twilio's WhatsApp API to enable seamless communication within the Microsoft Dynamics 365 environment.

By integrating Twilio's API, WhatsApp4Dynamics allows users to send and receive WhatsApp messages directly from their Dynamics 365 interface.

Let’s take a look at how to get started with Twilio:

Add your First Name, Second Name, Email Address, and Password.
You will then be sent a verification email.

Once verified, you need to add your phone number to setup your Twilio account and validate the same.

Note: During signup, the phone number provided is only for setup and verification. This number need not be similar to your WhatsApp Business Account number / Sender Number that you will use to communicate with your clients and is only for setup.

After the Twilio Verification Process is completed, then you need to mention which product you would like to access with the help of Twilio.

Add “WhatsApp”, when asked which Twilio product are you here to use.
We have added “Lead Conversion” when asked what do you plan to build with Twilio. You may choose any other segment as your business preference.

Select, “With no code at all”
And in the last section, select “Build something myself”
And click “Get started with Twilio”

Once registered, you'll have access to your Twilio dashboard.

Get your Twilio Account SID" and "Auth Token: In the Twilio dashboard, go to "Account Info" and take note of the "Account SID" and "Auth Token."

Install and configure the integration: Follow the instructions provided by the integration solution to set up the connection with Twilio's API. This typically involves entering your Twilio Account SID and Auth Token, which will allow the CRM to communicate with the Twilio platform.

In Twilio Configuration Details

The Account SID
Auth Token (Once the user adds this in normal text, it will be automatically encrypted.)
Messaging Service SID

Steps to Get the Messaging Service SID:

Log in to Twilio Dashboard.
Navigate to Messaging Services: Click Messaging -> Services.

Click on the Create Messaging Service.
Fill in the Details:

Messaging Service Friendly Name: Enter any name you prefer.

What do you want to use this Messaging Service for: Select Notify my users.

Once the fields are filled, click on the Create Messaging Service button.
Now, you will be redirected to the next page. Click on Skip Setup.

Here, you'll find the Messaging Service SID.

Copy the Messaging Service SID shown in the dashboard.
Now, paste the Messaging Service SID into the Messaging Service SID field in the Twilio Configuration Details section.
Click Save.

Once Account Info is added, update the WhatsApp Preferences:

Allow Create To - Create a lead, contact, account, or any other OOB or custom entity record from the chat record. In this section, Multiple Entities can be added such as Account, Lead, Contact, any OOB, or Custom Entities.
Session Timeout – This specifies how long will a WhatsApp session be active (This is by default for 24 hours / 1 day).
Idle Timeout - By default, chat notifications are only visible to the owner of the chat session. But the chat becomes visible to all users if there is no activity for the specified minutes in this field.