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.

• Click on Customizations > Customize the System.

• In the left panel, expand Entities.

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

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

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

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

• Click New to create a mapping.

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

• 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.

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

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

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

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