# Mapping Dynamics 365 CRM Records

Mapping CRM Records is possible with WhatsApp4Dynamics! WhatsApp4Dynamics finds CRM records (any record types created during the configuration process) and maps them with the new chats on the basis of their mobile number. This enables more informed and context-rich conversations and helps deliver personalized support.

**For Example:**

* In the example below, Roy Harper is an Account in the CRM, mapped by WhatsApp4Dynamics from the associated phone number.
* However, Roy has also set a profile name on WhatsApp, which is displayed under the Profile Name field as well.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZqLDCI2l5d38JCSQrEOz%2Fswap11.png?alt=media&#x26;token=6e0b82ee-fdf8-4618-ac57-0e79bbe754f0" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** In case there are multiple entities with the same phone number, preference will be given to the first record type that was created
{% endhint %}

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/whatsapp4dynamics/features/mapping-crm-records.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
