Create A Twilio Account(Sandbox):

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.)

Once Account Info is added, update the General Setting:

  • 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.

For further queries, reach out to us at

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