Create Configuration

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.

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