# Dynamic Field Mapping

WhatsApp4Dynamics makes it easy to turn real-time conversations into actionable CRM records. With **Dynamic Field Mapping**, you can auto-populate fields when creating records, whether for standard entities like *Contacts* and *Cases*, or custom ones like *Orders*. This streamlines data entry, reduces errors, and ensures consistency across your CRM.

Imagine you’re chatting with a customer on WhatsApp. With just a few clicks, you can create a new *Order* record directly from the chat, automatically filled in with data from their *Contact* record (like name, email, and phone number).

**Here’s how it works:**

* First, configure field mappings inside Dynamics 365.
* Go to **Advanced Settings.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcvHvSwbXx3eCE2SlBXvP%2F1..png?alt=media&#x26;token=f240fbe3-bbb2-4dbf-8a6d-8f1b872fb925" alt=""><figcaption></figcaption></figure>

* Click on **Customizations > Customize the System.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwErKLW7KqMuZS5KgIJCh%2F2..png?alt=media&#x26;token=509362c0-a2b7-4e58-983f-cc2e65271f3a" alt=""><figcaption></figcaption></figure>

* In the left panel, expand **Entities**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FTL0NcO19Y2tFvSGdBY0P%2F3..png?alt=media&#x26;token=f2deb3db-105a-4997-a62a-56582b95363a" alt=""><figcaption></figcaption></figure>

* Under the Contact entity, click on **1:N Relationships**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FcUNHPXqG6zrlkzRUrIYx%2F4..png?alt=media&#x26;token=eda2cb17-f676-40ac-9d5f-7149d0917e82" alt=""><figcaption></figcaption></figure>

* Look for the relationship where the **Related Entity** is **Order**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F2aJwMcd9ISiDqQdWAn8R%2F5..png?alt=media&#x26;token=548cb520-aa29-47a5-a756-2dea4eb4c0b2" alt=""><figcaption></figcaption></figure>

* Click on the **Contact-to-Order** relationship to open it.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FoOmdDcu3iIApGIfwVNW3%2F6..png?alt=media&#x26;token=da2aefdf-294e-44ce-82a1-c9f60115cc4d" alt=""><figcaption></figcaption></figure>

* Within the relationship editor, look for the Mappings section.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FQVFBkDxFN9BofRXK8Dx3%2F7..png?alt=media&#x26;token=89ed9d6e-f03e-4e2d-b359-3a05a23e1fa8" alt=""><figcaption></figcaption></figure>

* Click New to create a mapping.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FXZhkLyd9Ray4IccY7ktq%2F9..png?alt=media&#x26;token=630c4bd1-6962-4dde-8a1c-6f8bf6188844" alt=""><figcaption></figcaption></figure>

* Click Mappings to open the field mapping editor. Select the field for mappings and click OK.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FUeRf0kBWFNceFPJeq5OM%2F8..png?alt=media&#x26;token=b162793d-909e-48b4-adab-a46222e3ea0b" alt=""><figcaption></figcaption></figure>

* For example:

Map Contact Name → Customer Name

Map Email → Email Address

Repeat for each field you want to map between both the entities.

After mapping the fields, click Save and Close in the mapping window.<br>

* Now, when you’re chatting in WhatsApp and click **Create Record**, select **Order** from the dropdown.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FKj7lcDHJnjTqXLu9qP7c%2F11..png?alt=media&#x26;token=bdc6d7c1-c119-4db4-b975-3c6146075702" alt=""><figcaption></figcaption></figure>

* The Order form opens with mapped fields already filled in from the Contact.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FVcENvDgdnhdvrT6GPRtS%2F12..png?alt=media&#x26;token=5748e675-23ee-4d94-8648-d1cb1acee3b2" alt=""><figcaption></figcaption></figure>

* Just review, complete any remaining details, and hit **Save and Close**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FjMm9NGoXVKuO72k7IkGs%2F13..png?alt=media&#x26;token=53b33813-85f5-47c6-8eb9-e26002f92ea5" alt=""><figcaption></figcaption></figure>

The newly created record will:

* Be linked to the current WhatsApp conversation via the *Regarding* field
* Include all mapped customer data, saving you time and ensuring accuracy

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F40uzkLS8FYxMR8bFc55M%2F10..png?alt=media&#x26;token=60974842-c382-414a-b800-a22ad0fd1322" alt=""><figcaption></figcaption></figure>
