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Connect Microsoft Dynamics 365 CRM and WhatsApp Notifications to unlock the power of automation

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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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Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
1. Choose trigger event
WhatsApp Notifications logo
WhatsApp Notifications
WhatsApp Notifications logo
WhatsApp Notifications
2. Choose action
Microsoft Dynamics 365 CRM logo
1. Select the event
Setup
Test
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
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.

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It

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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.

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

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.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About WhatsApp Notifications
Receive notifications on WhatsApp.
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