Configuring WhatsApp4Dynamics
Configuring WhatsApp4Dynamics is a straightforward process that involves setting up the integration between WhatsApp Business Account and Microsoft Dynamics 365.
Below is a step-by-step guide to help you with the configuration:
Click +New to add a New Configuration.
In General Tab, add the details such as Mobile Number, Description, etc.
This section requires you to add Twilio Account SID and Auth Token, which will allow the CRM to communicate with the Twilio platform. You can obtain them by creating a Twilio account.
Note:
While configuring, in background, we have a field to create logic. Due to this, it is extremely important that System Admins give privileges to the users.
For testing purposes, you can create a Twilio Sandbox Account, as explained further.
For further queries, reach out to us at crm@inogic.com
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