Validate Configuration

After entering the required Twilio or WhatsApp Business API (WABA) details in the WhatsApp4Dynamics Configuration, the configuration must be validated to ensure that the integration is set up correctly.

Steps to Validate Configuration

Step 1: Open Configuration

Navigate to: WhatsApp4Dynamics → Configurations

Open the required Configuration record.

Step 2: Enter Provider Details

Based on the selected provider, enter the required details.

For Twilio

Enter required Twilio details.

For WhatsApp Business API (WABA)

Enter required WhatsApp Business API credentials.

Step 3: Save the Configuration

Click Save.

Once saved, the Configuration status will remain in draft state.

Step 4: Validate the Configuration

Click Validate.

WhatsApp4Dynamics will verify the entered credentials and connection details.

Validation Result

If Validation is Successful

• The Configuration status changes from: Draft → Valid

• A success notification is displayed.

If Validation Fails

• The Configuration status changes to Invalid.

This indicates that:

• Entered credentials are incorrect

• Required details are missing

In such cases, verify the entered details and validate the Configuration again.

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