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Microsoft Dynamics 365
WhatsApp Business
CRMCommunication

Connect Microsoft Dynamics 365 to WhatsApp Business

Automate workflows between Microsoft Dynamics 365 and WhatsApp Business. When new contact in Microsoft Dynamics 365, automatically send message in WhatsApp Business.

How This Workflow Works

TRIGGER

New Contact in Microsoft Dynamics 365

Triggers when a new contact is created

Microsoft Dynamics 365
SCANNY AI PROCESSING

Extract & Transform Data

Scanny AI processes your documents, extracts structured data using OCR and AI, and transforms it for the destination system.

ACTION

Send Message in WhatsApp Business

Send a message

WhatsApp Business

More Ways to Connect

Other Microsoft Dynamics 365 Triggers

  • New Contact

    Triggers when a new contact is created

  • New Deal

    Triggers when a new deal is created

  • Deal Stage Changed

    Triggers when a deal moves stages

Other WhatsApp Business Actions

  • Send Message

    Send a message

  • Send Email

    Send an email

  • Post Update

    Post a status update

Popular Use Cases

Invoice Processing

Automatically extract invoice data and sync to your accounting or ERP system.

Contract Management

Parse contracts and create records with key dates, parties, and terms.

Receipt Tracking

Capture receipt data and log expenses automatically to your finance tools.

Ready to Connect Microsoft Dynamics 365 + WhatsApp Business?

Start automating your document workflows in minutes. No coding required.

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