CRM integration

Native connector coming soon

Microsoft Dynamics 365 + WhatsApp via InfiQ

Bring WhatsApp into Dynamics 365 through Power Automate and the InfiQ API — customer journeys, case updates and lead follow-ups on the channel your customers answer.

Book a demo Read the API docs

How the data flows

Microsoft Dynamics 365

your system

lead.created

InfiQ

rules + templates

→ welcome_lead

Customer

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Live sync

Why connect

What syncing Microsoft Dynamics 365 unlocks

Four flows teams typically wire up first when Microsoft Dynamics 365 starts talking to WhatsApp.

Power Automate triggers

Dynamics events flow through Power Automate's HTTP action into the InfiQ API — lead created, opportunity advanced, case resolved — each mapped to an approved template.

Contact and lead sync

Sync Dataverse contacts into InfiQ audiences for segmented, opted-in broadcasts, and create Dynamics leads from inbound WhatsApp enquiries automatically.

Service cases customers follow

Case status changes become WhatsApp updates with reference numbers; replies route back to your service queue through InfiQ webhooks.

Enterprise governance

Keep messaging inside your existing approval and audit framework — API keys are scoped, events are logged, and conversation history is exportable.

How it works today

Connect today with webhooks and the REST API

No waiting on a connector: Microsoft Dynamics 365 and InfiQ can talk today over the same rails the native integration will use.

1
Create your API credentials
Sign in to the InfiQ dashboard and generate a scoped API key — it takes about a minute.
2
Wire Microsoft Dynamics 365 events to InfiQ
Point Microsoft Dynamics 365's webhooks or automation layer at the InfiQ REST API, and subscribe to InfiQ webhooks for replies and delivery states.
3
Send approved templates
Trigger pre-approved WhatsApp templates with live data, and handle inbound replies in the shared team inbox or your own system.

Developer documentation

Example flows

Lead created in Dynamics → Power Automate flow → introduction template
Case resolved → closure template with reference and satisfaction prompt
Inbound WhatsApp enquiry → InfiQ webhook → Dataverse lead with source recorded

Endpoint references, payload examples and sandbox keys are in the developer docs.

Coming soon

Native Microsoft Dynamics 365 integration

A packaged Dynamics connector with native flow actions and scheduled Dataverse sync, so admins configure WhatsApp journeys from familiar tooling — no custom HTTP actions to maintain.

Native integration coming soon — connect today via webhooks and the REST API. Flows you build now carry over unchanged when the connector ships: it replaces the wiring, not your templates or automations.

Connect via the API today →Ask about the roadmap →

Where it fits

Teams that pair Microsoft Dynamics 365 with WhatsApp

See how businesses in these industries run the flows above end to end on InfiQ.

Banking & Finance

Healthcare

All industry solutions

Where this integration fits

WhatsApp for Banking & FinanceSee how Banking & Finance teams run these flows end to end.WhatsApp for HealthcareSee how Healthcare teams run these flows end to end.WhatsApp Business APIThe official API and shared inbox behind every integration.Lead-generation WhatsApp templatesReady-to-edit templates to send from this integration.All WhatsApp integrationsConnect your CRM, store, payments and automation stack.

FAQ

Microsoft Dynamics 365 integration — common questions

Is the Microsoft Dynamics 365 integration available now?

Yes — you can connect Microsoft Dynamics 365 to InfiQ today using webhooks and the REST API. What is still in development is the native one-click connector; until it ships, the connection is API-based rather than point-and-click.

What can I automate between Microsoft Dynamics 365 and WhatsApp?

Journey and workflow-triggered template sends, case status updates with two-way replies, contact sync for compliant broadcasts, and inbound WhatsApp enquiries becoming Dynamics leads with source attribution.

Do I need developers to set this up?

For the direct API route, yes — a developer typically wires up the first flow in a few hours using our docs at /developers. If you have no engineering bandwidth, you can bridge Microsoft Dynamics 365 and InfiQ through Zapier or Make without writing code. The native connector will remove the technical step entirely.

When is the native connector coming?

Native connectors roll out in phases and we do not publish dates we cannot keep — talk to us for the current roadmap. Building on the API today is safe: when the connector ships it replaces the plumbing, not your templates or message flows.

Put Microsoft Dynamics 365 on WhatsApp this week.

Start with the API today and switch to the native connector when it lands. Our team will map the flow in a 20-minute call.

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