> 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/configuring-whatsapp4dynamics.md).

# How to Add a Sender

### How Can You Add a Sender in WhatsApp4Dynamics?

WhatsApp4Dynamics allows you to connect your WhatsApp Business phone numbers with Microsoft Dynamics 365 CRM. To start sending and receiving WhatsApp messages through CRM, you first need to add and configure a sender in W4D.

A sender is the WhatsApp Business phone number that your organization uses to communicate with customers. Once a sender is configured, you can use it to manage customer conversations and exchange messages through Dynamics 365 CRM.

#### Why Is Adding a Sender Required?

Adding a sender establishes the connection between your WhatsApp Business account and WhatsApp4Dynamics. It identifies the phone number used for communication and helps W4D route messages through the appropriate messaging platform.

Configuring a sender is an important first step because it enables you to:

* **Send WhatsApp messages:** Communicate with customers directly from Dynamics 365 CRM.
* **Receive customer replies:** Manage incoming WhatsApp messages within your CRM environment.
* **Connect conversations to CRM records:** Configure the appropriate Dataverse tables, such as Contacts or Leads, so messages are associated with the relevant customer records.
* **Support customer engagement:** Use WhatsApp for customer communication, notifications, and other supported messaging scenarios.

#### What Are the Three Ways to Add a Sender?

WhatsApp4Dynamics provides three methods to add a new sender. You can choose the method that best suits your existing setup and business requirements.

1. **WhatsApp Business API:** Connect a WhatsApp Business phone number by using Meta’s guided Embedded Signup process. This is the recommended option for a straightforward setup, with no separate developer setup required.
2. **WhatsApp Business API (Legacy):** Connect a sender using your own app configuration in Meta for Developers. This option is suitable for teams that already manage their WhatsApp integration and prefer greater control over the setup.
3. **Twilio:** Connect a WhatsApp sender through Twilio. This option is suitable for organizations that already use Twilio or prefer to manage WhatsApp messaging through the Twilio platform.

To access these options, navigate to **WhatsApp4Dynamics → Administration → WhatsApp Sender Onboarding** in your Dynamics 365 environment and select **Add sender**. Choose the method you want to use and click **Start** to begin the setup process.

The following sections explain each method, including how it works and the steps required to configure a new sender.

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For further queries, reach out to us at <crm@inogic.com>
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