Microsoft Dynamics 365 runs sales, finance, and operations for thousands of Indian enterprises. WA.Expert adds WhatsApp to every Dynamics event — lead created, invoice posted, order confirmed. Three integration methods: Power Automate (no code), Dynamics webhooks (developer), and direct API calls from plugins.
Microsoft Dynamics 365 is a suite of business applications: Sales (CRM), Business Central (ERP), Finance & Supply Chain, and Customer Service. This guide covers integration for all three most common setups in India. The easiest path for non-developers is Microsoft Power Automate (part of Microsoft 365). For developers, Dynamics 365 Webhooks and server-side plugins provide real-time event-driven integration.
| Integration approach | Complexity | Best for |
|---|---|---|
| Power Automate (Microsoft 365) | ⭐ Easy — no code, visual builder | Teams using Microsoft 365. Quickest setup — 30 minutes. |
| Dynamics 365 Webhooks | ⭐⭐ Medium — requires developer | Real-time event-driven. Best for CRM lead/opportunity events. |
| Dataverse API + Power Apps | ⭐⭐ Medium — low-code/pro-code | Custom apps and portals built on Dataverse (Common Data Service). |
| Business Central AL Extension | ⭐⭐⭐ Complex — AL developer needed | Dynamics 365 Business Central ERP — purchase orders, invoices, inventory. |
Go to flow.microsoft.com → My Flows → New Flow → Automated Cloud Flow. Search for "Dynamics 365" triggers. Common triggers: When a record is created (Lead, Opportunity), When a record is updated (Order status changed), When a record is deleted.
Select your Dynamics 365 environment and entity name (leads, opportunities, salesorders, invoices). For CRM: use "When a record is created" on the leads table. For Business Central: use the Business Central connector with a similar trigger.
Add a new step → HTTP action. Method: POST. URI: https://api.wa.expert/v1/send. Headers: Authorization: Bearer YOUR_API_KEY, Content-Type: application/json. Body: use dynamic content from Dynamics to fill name, phone, document number.
Use Power Automate's dynamic content picker to map: mobilephone (Lead) or telephone1 (Account/Contact) to the "to" field. Map fullname or companyname to the name variable. Map estimatedvalue or totalamount to the amount variable.
Manually trigger by creating a test record in Dynamics. Verify the WhatsApp fires correctly. Enable the Flow for production. Power Automate handles retries automatically if WA.Expert API is temporarily unavailable.
Power Automate is included in most Microsoft 365 Business plans. Check your subscription at admin.microsoft.com. If Power Automate is available, this is the recommended path — zero server infrastructure needed.
In Dynamics 365 → Settings → Customizations → Plugin Registration Tool (download from NuGet: Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool). Connect to your Dynamics instance. Register a new Webhook step with your WA.Expert webhook URL.
Select the entity (lead, opportunity, salesorder) and message (Create, Update, Delete). Set the filtering attributes — for status changes, filter on statecode or statuscode. Set the execution mode to Asynchronous for non-blocking operation.
Dynamics sends a JSON payload with the entity's attributes. The phone number is in the mobilephone (Lead) or telephone1 (Account) field. Your webhook handler extracts this and calls WA.Expert API.
Dynamics webhooks can include a shared secret in the header. Verify this in your webhook handler to prevent unauthorized calls. The shared secret is configured in the Plugin Registration Tool when setting up the webhook.
The Plugin Registration Tool connects to Dynamics 365 using your admin credentials. Download it from NuGet: Install-Package Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool. Run PluginRegistration.exe from the bin folder.
WA.Expert provides the WhatsApp API layer. Power Automate gives you the no-code bridge. Your Dynamics events become WhatsApp messages in under an hour.