Connect Microsoft Dynamics 365 CRM and WhatsApp Notifications to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Microsoft Dynamics 365 CRM and WhatsApp Notifications together. Build enterprise-grade automation in minutes.

Our most popular template

Send WhatsApp Notifications for every new contact added in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + WhatsApp Notifications

Send WhatsApp Notifications for every new contact added in Microsoft Dynamics 365 CRM

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Microsoft Dynamics 365 CRM + WhatsApp Notifications

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.

Add your action

An action happens after the trigger—such as "Send Message" in WhatsApp Notifications.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and WhatsApp Notifications, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Template
  Required
Action
Write

For AI agents & developers

Use Microsoft Dynamics 365 CRM and WhatsApp Notifications with AI agents and code

Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and WhatsApp Notifications actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Dynamics 365 CRM and WhatsApp Notifications actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Send Message

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and WhatsApp Notifications actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-dynamics-crm / whatsapp-notifications action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Dynamics 365 CRM and WhatsApp Notifications

Notify on updated opportunities.

Improve alignment across teams. When a high-priority opportunity in Microsoft Dynamics 365 CRM is updated, Zapier triggers a WhatsApp notification to the engineering or development team. This keeps everyone in the loop, ensuring quick adjustments and coordinated efforts towards shared goals.

Engineering

Try it

Alert team on critical account updates.

Ensure IT stays informed. When a critical account in Microsoft Dynamics 365 CRM is updated, Zapier sends a WhatsApp notification to the IT or support team. This streamlines communication and allows the team to address changes or issues promptly, improving response time and efficiency.

Try it

Notify team about new campaign responses.

Keep your marketing team updated. When a new campaign response is added in Microsoft Dynamics 365 CRM, Zapier will send a WhatsApp notification to a designated recipient or group. This ensures your team quickly reacts to inbound campaign responses, improving responsiveness and collaboration.

Marketing & Marketing Ops

Try it

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate WhatsApp Notifications on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to WhatsApp Notifications integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About WhatsApp Notifications

Receive notifications on WhatsApp.

Related categories

Connect Microsoft Dynamics 365 CRM and WhatsApp Notifications to power AI-driven automation

Launch your first automated workflow

Send WhatsApp Notifications for every new contact added in Microsoft Dynamics 365 CRM

Send WhatsApp Notifications for every new contact added in Microsoft Dynamics 365 CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Microsoft Dynamics 365 CRM and WhatsApp Notifications with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Dynamics 365 CRM and WhatsApp Notifications

Notify on updated opportunities.

Alert team on critical account updates.

Notify team about new campaign responses.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Learn how to automate WhatsApp Notifications on the Zapier blog

Send WhatsApp notifications for important emails

7 WhatsApp Notifications automation ideas

Make work flow with AI

Connect Microsoft Dynamics 365 CRM to WhatsApp Notifications on the world's largest no-code automation platform