CRM and ERP · Custom integration
Microsoft Dynamics 365 + WhatsApp
Bring WhatsApp, Instagram and web chat into your Dynamics 365 processes. MonoChat connects through its API, webhooks and custom functions, built for your environment by your team or ours.
- Microsoft Dynamics 365
- Custom integration
What it can do
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Contacts and leads
Conversations create or update contacts and leads in Dynamics 365.
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Cases and orders
Support chats become cases, and customers can ask about their orders in the chat.
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Data for the AI assistant
The assistant answers order and account questions from Dynamics 365 data you allow.
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Notifications
Status changes in Dynamics 365 can send approved WhatsApp templates.
Custom integration
How it connects
There is no ready Microsoft Dynamics 365 connector in MonoChat. Microsoft Dynamics 365 connects through MonoChat’s REST API and webhooks, custom functions that call the Microsoft Dynamics 365 API, and MCP. Your developers can set it up, or our team builds it with you.
Built with
- REST API and webhooks
- Custom functions
- MCP servers
- Custom views inside MonoChat
How a custom integration works
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Tell us what should sync
Send us a WhatsApp message with your software, your plan and what should move between it and your conversations.
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We agree the scope
We map the data, the events and the messages, and agree who builds it: your developers with our API, or our team.
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Build and test
The connection is built with MonoChat’s API, webhooks and custom functions, and tested on real conversations.
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Go live
Turn it on for your team and channels, and adjust it as your process changes.
FAQ
Frequently Asked Questions
Quick answers to the most common questions.
Is there a native Dynamics 365 app in MonoChat?
No. Dynamics 365 connects through MonoChat’s API, webhooks and custom functions.
Who builds the integration?
Your developers or Microsoft partner, using our API, or our team, as a project with you.
Can MonoChat run on our own servers?
Yes, on-premises deployment is available on the Enterprise plan.
Start automating today
Connect Microsoft Dynamics 365 to your conversations
Tell us about your setup on WhatsApp, and start free with MonoChat today.
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