Easy-To-Use Chat User Interface

WhatsApp4Dynamics allows users to access an easy-to-use Chat User Interface (UI) within the CRM environment that is integrated with WhatsApp. This integration enables users to initiate and manage WhatsApp conversations with customers from a single platform.

Here are some key features that you can benefit from this integration:

• Communicate directly from CRM Records

You can start communicating on WhatsApp directly from CRM Records. This feature streamlines the process of interacting with clients and provides a convenient and familiar channel for direct communication, making it easier to manage and maintain customer relationships within the CRM system.

For Example: If you want to initiate a chat with one of your contact using WhatsApp4Dynamics.

• Click on Contacts and select the Contact you want to communicate with.

• Go to WhatsApp Chats and sent WhatsApp messages directly to your customers from the CRM.

• Choose the configured WhatsApp number or the Contact Template to start messaging.

• Below is a screenshot that displays how easily you can chat with your Contacts from within the Dynamics 365 CRM itself and communicate with the customer on WhatsApp.

Note: If you wish to view the Chat UI within any of the CRM Records you would have to configure it beforehand. Follow this link to know more.

• Create CRM Record from WhatsApp (OOB or any Custom Entity)

WhatsApp4Dynamics offers a convenient feature that allows users to create CRM records directly from WhatsApp chats. This integration streamlines the process of capturing customer interactions and converting them into actionable CRM data, making it easier for businesses to manage their customer relationships effectively.

Create CRM records from WhatsApp chats, whether in an Out-of-the-Box (OOB) entity or a Custom Entity.

Suppose you want to Create Record from an ongoing conversation, then you can click on Case, Opportunity or any other configured entity.

As shown in the above screenshot, in case you would like create a Lead from the above conversation.

• Click on Create Record and Select Lead.

• The main form of CRM will open up, fill the details and click on Save & Close to create a Lead.

• The Record created here will set as ‘Regarding’ automatically for the related chat session.

You can now directly chat with the Lead as well, check the configuration here for more.

Note: During the configuration process, Records set in ‘Allow To” will be listed in the Create Record button.

• Supports multiple languages & file formats in Chat UI

WhatsApp4Dynamics typically supports multiple languages and various file formats within its Chat User Interface (UI) integration. This means that users can interact with customers using WhatsApp in their preferred language and receive different types of files seamlessly within the CRM environment.

Users can send and receive messages in preferred language and emojis. As well as receive images, videos, PDF and word documents to enhance the overall user experience and accessibility.

These file formats can also be seen in the Chat Notification, as shown as the screenshot below.

And within the Chat UI,

• Here is a screenshot that shows a French text from a contact.

• Here is a screenshot that shows an Image received from a contact.

Note:

• In a Chat UI, we employ polling to fetch messages at regular intervals when a message is sent. However, if a user remains on the same page for an extended period, new messages will not be fetched until the user navigates to another page and opens a specific chat record.

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