Set up Security

WhatsApp4Dynamics has the following security roles:

The user with WhatsApp4Dynamics Administrator security role is in charge of setting up the solution. They can setup the Twilio Account by using WhatsApp Business Account and integrate it with Dynamics 365 CRM, Create Configurations, Record Types, Customize Templates, etc.


  • It is necessary to assign any one of the above security roles to use WhatsApp4Dynamics solution.

  • System Administrator has all the rights that WhatsApp4Dynamics administrator has.

Here are the steps to assign security roles to CRM users:

  • Go to Advanced Settings --> Settings --> Security.

  • Select Users.

  • Select user --> Click on ellipsis --> MANAGE ROLES.

  • Click on any one of the WhatsApp4Dynamics security roles --> Click OK.

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