WhatsApp integration with Dynamics 365 using Azure communication services

Customer expectations are evolving rapidly, and real-time communication has become essential for delivering seamless support experiences. With more than two billion active users worldwide, WhatsApp is now the channel of choice for customer engagement.

Microsoft has introduced native WhatsApp integration with Dynamics 365 using Azure Communication Services (ACS). This eliminates the need for third-party connectors, allowing businesses to securely connect WhatsApp with Dynamics 365 Customer Service and empower agents with contextual, omnichannel interactions.

In this blog, we’ll walk you through a step-by-step guide to WhatsApp Dynamics 365 integration, covering everything from Azure and Meta setup to configuring Dynamics 365 Omnichannel.

Why use Azure communication services for WhatsApp?

Using Azure Communication Services (ACS) for WhatsApp integration offers a powerful way to elevate customer engagement and streamline business communication. Here’s why it’s a smart move:

  • No third-party dependency: Maintain control over authentication, routing, and delivery.
  • Native integration with Dynamics 365: Messages appear directly in the Omnichannel Agent Workspace.
  • Enterprise-grade security: Managed within your Microsoft tenant for compliance and data governance.
  • Future-ready scalability: Supports advanced use cases such as template-driven notifications and proactive outreach.
  • Global reach on a familiar platform: WhatsApp is one of the most widely used messaging apps globally. ACS lets you tap into that reach by enabling direct communication with customers on a platform they already trust.
  • Two-way conversations: You can support both business-initiated and customer-initiated chats. Whether you’re sending appointment reminders or responding to product inquiries, ACS handles it all.

Together, these benefits make Azure Communication Services WhatsApp integration the most reliable and future-proof approach for 2025 and beyond.

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Step-by-step guide to WhatsApp integration with D365

Before configuring, ensure you have:

  • Admin access to Azure Portal, Meta Business Manager, and Dynamics 365 Admin Center
  • A Meta Business Profile and WhatsApp Business Profile
  • Approved WhatsApp display name
  • A phone number not linked to WhatsApp
  • Active licenses for Omnichannel for Customer Service
Now, let’s begin with the step-by-step process itself.

Step 1: Azure Resource setup

    • Create a Resource Group: All resources (ACS, App Registration, Event Grid Viewer) should reside here.
    • Provision the ACS Resource: This is the backbone of your Azure Communication Services WhatsApp integration.
    • Register an Azure AD Application: Capture the Tenant ID and Client ID, and assign “Owner” rights on the resource group.
Go to Microsoft Entra ID > App registrations > New registration. After creation:
    • Assign the “Owner” role on the resource group to the registered application.
    • Save the Tenant ID and Application (Client) ID for later use.

Step 2: Connect WhatsApp to ACS

Navigate to ACS > Advanced Messaging > Channels

  • Add a WhatsApp channel and log in via Meta credentials
  • Select Meta Business Account & WhatsApp Business Profile
  • Assign a new or disconnected phone number
  • Verify via SMS/Call and await Meta approval
This step creates a live connection between your WhatsApp number and Azure Communication Services.

Step 3: Configure message templates (Meta)

In Meta’s template portal:
    • Create structured messages (order confirmations, reminders, support follow-ups).
    • Ensure accuracy and compliance—templates must be approved before outbound use.

Step 4: Configure Dynamics 365 for WhatsApp

  • Align Azure and Dynamics 365 under the same tenant.
  • In Omnichannel Admin Center > Channels > Manage Accounts, add:
    • WhatsApp phone number
    • ACS Channel ID
  • Application ID & Tenant ID from Azure
    • Copy the generated Webhook URL for Event Grid.
This step activates WhatsApp integration with Dynamics CRM inside Dynamics 365 Omnichannel.

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Step 5: Deploy event grid viewer

Deploy from GitHub. Use Microsoft’s Event Grid Viewer Sample to deploy a webhook app:
    • Deploy to the same resource group as ACS.
    • Use the deployment template provided on GitHub.
Create Event Subscription on ACS:
    • Go to ACS > Events > + Event Subscription.
    • Endpoint: Webhook URL copied earlier
    • Event Types:
        • AdvancedMessageReceived
        • AdvancedMessageDeliveryStatus
Add filters Use the following filter configuration:
    • Key: data.to
    • Operator: String is in
    • Value: Paste the Channel ID from the Azure portal
Enable Entra Authentication:
    • Check Enable Microsoft Entra ID Authentication
    • Enter:
        • Tenant ID
        • Application (Client) ID

Step 6: Assign roles & test the integration

Assign Security Roles: Agents must have the following roles:
    • Omnichannel Agent
    • Omnichannel Supervisor
Test the setup:
    • Send a WhatsApp message to your configured number.
    • Verify that:
        • It appears in Event Grid Viewer.
        • It routes to an agent in the Omnichannel Agent Workspace within D365.

Conclusion

Integrating WhatsApp with Dynamics 365 through Azure Communication Services offers organizations a secure and scalable way to connect with customers where they already are. By embedding WhatsApp directly into Dynamics 365’s Omnichannel capabilities, businesses can deliver faster, more personalized support while giving agents the tools they need to work efficiently. At Confiz, we help enterprises unlock the full potential of this integration—streamlining setup, ensuring compliance, and enabling teams to deliver exceptional customer experiences. If you’re looking to enhance your engagement strategy with WhatsApp in Dynamics 365, our experts are here to guide you every step of the way. Contact us at marketing@confiz.com to get started.  

About the author

Sundus Naila Maqbool

With over 5 years of experience as a Principal Business Analyst, Sundus specializes in managing end-to-end Dynamics 365 Customer Engagement...
With over 5 years of experience as a Principal Business Analyst, Sundus specializes in managing end-to-end Dynamics 365 Customer Engagement (CE) implementations across a variety of industries. Skilled in presales, project delivery, and post-implementation support, she drives business growth by developing strategic, industry-compliant solutions that align seamlessly with organizational goals.

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