Microsoft Dynamics 365 CRM + WaliChat Integration

Integrate Microsoft Dynamics 365 CRM to WaliChat in one click, or tell Integrately AI how you want each lead handled. Send WhatsApp messages, update contacts, notify teams, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • WaliChat
    Message received from WhatsApp in WaliChat Instant
  • WaliChat
    Message sent to WhatsApp in WaliChat Instant
  • WaliChat
    Message read from WhatsApp in WaliChat Instant
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2.
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • WaliChat
    Search WhatsApp message in WaliChat
  • WaliChat
    Update WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp group message in WaliChat
  • WaliChat
    Send WhatsApp image message in WaliChat
  • WaliChat
    Send WhatsApp video message in WaliChat
  • WaliChat
    Send WhatsApp documents/audios message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message to group in WaliChat
  • WaliChat
    Send WhatsApp location message using coordinates in WaliChat
  • WaliChat
    Send WhatsApp location message using an address in WaliChat
  • WaliChat
    Create new internal contact (chat only) in WaliChat
  • WaliChat
    Search contact in WaliChat
  • WaliChat
    Update internal contact (chat only) in WaliChat
  • WaliChat
    Create user in WaliChat
  • WaliChat
    Create whatsapp new group chat in WaliChat

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + WaliChat Integration

Capture leads, send WhatsApp messages, update contacts, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + WaliChat  Integration

Create WaliChat contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - WaliChat integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an WaliChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + WaliChat  Integration

Send WaliChat message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through WaliChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - WaliChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Microsoft Dynamics 365 CRM + WaliChat flow

Log conversations, notify teams on chat channels, and sync customer data across your business stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
WaliChat
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
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When a new lead is created in Microsoft Dynamics 365 CRM, send a WhatsApp message in WaliChat and create an event in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads trigger an instant WhatsApp message in WaliChat while scheduling a follow-up meeting in Microsoft Outlook.
M
W
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When a contact is updated in Microsoft Dynamics 365 CRM, send a WaliChat message and send an email in Microsoft Outlook.
Updated Microsoft Dynamics 365 CRM contacts trigger a notification message in WaliChat and dispatch a confirmation email via Microsoft Outlook.
M
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When an opportunity is created in Microsoft Dynamics 365 CRM, send a WhatsApp group message in WaliChat and create a task in Microsoft Outlook.
New Microsoft Dynamics 365 CRM opportunities trigger a WhatsApp group alert in WaliChat and set a task in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and WaliChat

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Member is added to marketing list in Microsoft Dynamics 365 CRM
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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Search marketing list by name in Microsoft Dynamics 365 CRM
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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WaliChat
WaliChat Triggers & Actions
Instant
Message received from WhatsApp in WaliChat
Triggers the automation when a message is received on WhatsApp
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Instant
Message sent to WhatsApp in WaliChat
Triggers the automation when a message is sent to a WhatsApp number
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Instant
Message read from WhatsApp in WaliChat
Triggers the automation when a new message is read from WhatsApp
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Search WhatsApp message in WaliChat
Searches and retrieve messages on whatsapp
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Update WhatsApp message in WaliChat
Updates a message in a whatsapp conversation
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Send WhatsApp message in WaliChat
Sends a message via whatsapp
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Send WhatsApp group message in WaliChat
Sends a message to a whatsapp group
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Send WhatsApp image message in WaliChat
Sends an image file to a whatsapp group
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Send WhatsApp video message in WaliChat
Sends video messages via whatsapp
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Send WhatsApp documents/audios message in WaliChat
Sends documents and audio messages to contacts via whatsapp
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Send WhatsApp scheduled message in WaliChat
Schedule and send messages on whatsapp at particular times
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Send WhatsApp scheduled message to group in WaliChat
Sends scheduled messages to a group on whatsapp
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Send WhatsApp location message using coordinates in WaliChat
Share your location coordinates via whatsapp
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Send WhatsApp location message using an address in WaliChat
Automatcally send location information via whatsapp to particular contact
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Create new internal contact (chat only) in WaliChat
Adds a new contact to the internal chat system
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Search contact in WaliChat
Finds and retrieves contact information
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Update internal contact (chat only) in WaliChat
Updates contact information in the internal chat system
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Create user in WaliChat
Generates a new user account
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Create whatsapp new group chat in WaliChat
Creates a new group chat on the whatsapp platform
Try it →

What can you automate with Microsoft Dynamics 365 CRM + WaliChat?

Streamline customer messaging, automate CRM record updates, and keep your entire team aligned without manual data entry.

What you can automate?
💬
Trigger instant WhatsApp messages from new leads
Send a welcome WhatsApp message in WaliChat the moment a new lead is created in Microsoft Dynamics 365 CRM. Engage prospects immediately without manual copy-pasting.
📋
Capture every submitted contact detail
Map name, phone, email, and company data from Microsoft Dynamics 365 CRM directly into WaliChat messages. Ensure your messaging is personalized for every recipient.
🔔
Alert your team on chat channels
Notify your team on Slack or Microsoft Outlook whenever a new sales order or high-value opportunity arrives in Microsoft Dynamics 365 CRM.
🔀
Route messages based on lead criteria
Send urgent WhatsApp messages for enterprise leads while routing standard inquiries to automated greeting flows in WaliChat.
🔄
Keep records updated as stages change
Update Microsoft Dynamics 365 CRM contacts and accounts automatically when WhatsApp messages are read or replied to in WaliChat.
🔍
Search and update existing contacts
Search for existing records in Microsoft Dynamics 365 CRM before creating new entries, preventing duplicate contacts and messy databases.
⏱️
Schedule follow-up messages and reminders
Trigger scheduled WhatsApp messages in WaliChat based on quote updates or sales order milestones in Microsoft Dynamics 365 CRM.
🌐
Extend workflows to external business apps
Connect Microsoft Dynamics 365 CRM and WaliChat with HubSpot, Stripe, or Google Drive to sync customer data across your entire business stack.
And much more...

Who is Microsoft Dynamics 365 CRM + WaliChat integration for?

Connect Microsoft Dynamics 365 CRM and WaliChat to streamline customer communication, eliminate manual messaging delays, and keep lead data accurate across systems.

Sales operations analysts
Sales operations analysts
Account executives
Account executives
Client success managers
Client success managers
Customer support leads
Customer support leads
CRM administrators
CRM administrators
Business development directors
Business development directors
📈
Sales operations analysts
You report on lead response times and conversion rates, but your metrics are always delayed because team members log WhatsApp interactions by hand — with this integration, every conversation syncs instantly and your reports stay current.
Account executives
You need to engage incoming leads within minutes, but you find out about new Microsoft Dynamics 365 CRM entries long after prospects have cooled down — with this integration, every new lead triggers an instant WhatsApp message in WaliChat.
🤝
Client success managers
You answer to key accounts that expect immediate updates on support cases and orders, but manual tracking leaves gaps in communication — this integration means every CRM update automatically dispatches the right WhatsApp notification.
📞
Customer support leads
The volume of inbound inquiries is too high for your support agents to keep up with manual messaging and record updates — with this integration, case triggers automatically dispatch WhatsApp responses without human delay.
🔄
CRM administrators
You own the sales pipeline and depend on upstream teams to hand over complete lead details before outreach begins — automating both apps means contact data flows seamlessly into messaging queues without manual intervention.
📋
Business development directors
You need a reliable audit trail of all prospect conversations and deal progression, but manual logging leads to missing history — with this integration, every interaction is recorded accurately across both platforms.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + WaliChat

Build and manage your Microsoft Dynamics 365 CRM + WaliChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + WaliChat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to WaliChat?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to WaliChat in 1 click using Integrately. Choose from ready automation templates or ask Integrately AI to build the workflow and map fields across Slack, HubSpot, and other tools.
Can I automatically send WhatsApp messages when a new lead is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, WaliChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and WaliChat?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM sync with WaliChat?
Frequently Asked Questions
Can I schedule WhatsApp messages based on Microsoft Dynamics 365 CRM events?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and WaliChat?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and WaliChat integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or WaliChat With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, marketing platforms, and accounting tools to manage your pipeline.
WaliChat
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Sync WaliChat with customer support, ticketing, and team collaboration tools to streamline messaging.
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