Automate WhatsApp Communication Directly from Microsoft Dynamics 365 Business Central
Connect WhatsApp with Microsoft Dynamics 365 Business Central to automate business notifications, keep customers and stakeholders informed, and simplify document sharing.
WhatsApp Integration for Business Central enables businesses to send WhatsApp messages directly from Business Central for important business events such as sales orders, shipments, and invoices. Personalize messages with dynamic Business Central data, use configurable templates, and attach relevant PDF documents such as invoices, remittance advice, and shipment notes.
With Twilio integration and a Business Central-native workflow, teams can manage WhatsApp communication without switching between multiple applications.
Automate communication. Reduce manual work. Keep stakeholders informed.
WhatsApp Integration for Business Central enables businesses to send automated WhatsApp notifications from Microsoft Dynamics 365 Business Central based on supported business events and documents.
Connect Business Central with WhatsApp through Twilio, configure message templates with dynamic fields, and share relevant PDF documents directly as part of your communication workflow.
Instead of manually preparing and sending repetitive messages, businesses can incorporate WhatsApp communication into their existing Business Central processes.
Important business updates often require teams to repeatedly prepare messages, retrieve documents, and communicate with customers or other stakeholders.
When communication is closely tied to orders, shipments, invoices, and other business documents, manual processes can slow down everyday operations.
Automate repetitive WhatsApp notifications instead of manually preparing each message.
Help customers and stakeholders receive important business updates as part of your operational workflow.
Send relevant invoices, remittance advice, shipment notes, and other supported PDF documents through WhatsApp.
Use predefined and configurable templates to maintain consistent messaging across business processes.
Manage WhatsApp communication as part of your Business Central workflow rather than moving between multiple applications.
Provide customers with convenient and timely updates about important transactions and documents.
Reduce repetitive communication tasks so teams can focus on higher-value activities.
Use Business Central Data to Create Relevant Communication
Generic messages are less useful than communication that reflects the actual transaction.
WhatsApp Integration allows businesses to configure templates with dynamic Business Central information.
For example:
Hello [Customer Name],
Your order [Order Number] has been processed.
Your invoice is attached for your reference.
This approach helps businesses create more relevant and personalized communication while reducing the effort required to prepare messages manually.
WhatsApp Integration for Business Central works with Twilio to connect your Business Central environment with WhatsApp messaging.
The integration provides a streamlined workflow for configuring WhatsApp communication, message templates, dynamic fields, and document attachments.
Keep Communication Connected to Your ERP Workflow
WhatsApp Integration is designed to work within the Business Central environment, allowing businesses to connect operational events with customer communication.
Instead of manually exporting information, switching applications, preparing messages, and attaching documents, teams can incorporate WhatsApp communication into their existing Business Central processes.
A simpler way to keep customers and stakeholders informed.
Sarakadiya helps organizations extend and optimize Microsoft Dynamics 365 Business Central through purpose-built applications, integrations, and business solutions.
Our solutions are designed to reduce manual processes, connect business systems, and help organizations get more value from their Business Central investment.
With WhatsApp Integration for Business Central, businesses can bring customer communication closer to the ERP processes that generate the information customers need.
WhatsApp Integration for Business Central enables businesses to send WhatsApp notifications from Microsoft Dynamics 365 Business Central based on supported business events and documents.
The integration connects Business Central with WhatsApp through Twilio. Supported Business Central events can trigger configured messages containing dynamic business information and relevant PDF attachments.
Yes. Sales order-related notifications can be configured as part of the WhatsApp communication workflow.
Yes. Shipment-related WhatsApp notifications can be configured to keep customers informed about relevant shipment updates.
Yes. Businesses can send invoice-related WhatsApp notifications and attach invoice PDFs to the message.
Yes. Supported PDF documents such as invoices, remittance advice, and shipment notes can be attached to WhatsApp messages.
Yes. Message templates can use dynamic Business Central information such as customer names, order numbers, and other configured data fields.
Yes. The solution integrates with Twilio to enable WhatsApp messaging from the Business Central workflow.
Yes. Message formats can be configured and customized using dynamic fields to suit different communication requirements.
Yes. A test message feature allows you to preview and test configured messages before using them in your business communication workflow.
No separate middleware platform is required. The solution is designed to work within the Business Central environment while using Twilio for WhatsApp messaging.
The solution is suitable for businesses across manufacturing, professional services, MSPs, distribution, wholesale, retail, technology, and other service-based industries that use Business Central and require customer or stakeholder communication.
Turn Business Central Events into Timely Communication
Automate routine WhatsApp notifications, personalize messages with Business Central data, and share important business documents with customers and stakeholders.
Reduce manual communication. Improve responsiveness. Keep everyone informed.
We’re excited to be part of Directions EMEA 2026 in Paris, connecting with Microsoft Dynamics 365 Business Central partners, technology leaders, and industry experts.
