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.

Note: In case there are multiple entities with the same phone number, preference will be given to the first record type that was created

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