Integrate Microsoft Dynamics CRM with WhautoChat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Template via WhautoChat when New Account in Microsoft-dynamics-crm
Create Contact in WhautoChat when New Account in Microsoft-dynamics-crm
Find Contacts in WhautoChat when New Account in Microsoft-dynamics-crm
Update Contact in WhautoChat when New Account in Microsoft-dynamics-crm
Send WhatsApp Template via WhautoChat when New Contact in Microsoft-dynamics-crm
Start from a real workflow other teams are already running.
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
WhautoChat
Automatically do this!
Send WhatsApp Template
Create Contact
Find Contacts
Update Contact
Send WhatsApp Template via WhautoChat when New Account in Microsoft-dynamics-crm
Use this flowCreate Contact in WhautoChat when New Account in Microsoft-dynamics-crm
Use this flowFind Contacts in WhautoChat when New Account in Microsoft-dynamics-crm
Use this flowUpdate Contact in WhautoChat when New Account in Microsoft-dynamics-crm
Use this flowSend WhatsApp Template via WhautoChat when New Contact in Microsoft-dynamics-crm
Use this flowCreate Contact in WhautoChat when New Contact in Microsoft-dynamics-crm
Use this flowFind Contacts in WhautoChat when New Contact in Microsoft-dynamics-crm
Use this flowUpdate Contact in WhautoChat when New Contact in Microsoft-dynamics-crm
Use this flowSend WhatsApp Template via WhautoChat when New Case/Incident in Microsoft-dynamics-crm
Use this flowCreate Contact in WhautoChat when New Case/Incident in Microsoft-dynamics-crm
Use this flowEverything you can automate between Microsoft Dynamics CRM and WhautoChat.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new account is created
Triggers when new contact is created
Triggers when new case/incident created
Triggers when new invoice is created
Triggers when new lead is created
Triggers when new opportunity is craeted
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Creates a new account
Creates a new contact
Creates a new opportunity
Creates a new lead
Creates a new case/incident
Creates a new order

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Microsoft Dynamics CRM and WhautoChat workflows.

Learn how to automate Microsoft Dynamics CRM and WhautoChat workflows.

Learn how to automate Microsoft Dynamics CRM and WhautoChat workflows.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreWhautoChat is an omnichannel automation platform for WhatsApp, Instagram, Messenger, Telegram, and web live chat. It unifies a shared team inbox, AI chatbots trained on your business data, no-code automation workflows, broadcast and segmentation, contact and lead management, CSAT and analytics, plus API and webhooks. Offered as Cloud SaaS or self-hosted with optional white-label editions.
Learn moreSign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and WhautoChat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics CRM and WhautoChat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach WhautoChat. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in WhautoChat, and a separate workflow where WhautoChat triggers actions in Microsoft Dynamics CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics CRM and WhautoChat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and WhautoChat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.