Synchronise WeCom external contacts
Sync supported WeCom customer details, remarks and tags to Dynamics 365, and associate external contacts with CRM leads or contacts.
WECOM CONNECTOR FOR DYNAMICS 365
Connect every customer conversation with Dynamics 365.
Bring WeCom external contacts, one-to-one conversations and customer relationship context into Microsoft Dynamics 365 Sales and Customer Service. Help your teams turn everyday interactions into connected CRM activity.
Built for relationship-driven teams. Customer data stays in your organisation's Dynamics 365 / Dataverse environment.
Connect your contacts
Link WeCom customers to leads and contacts in CRM.
Capture the context
Synchronise eligible messages with WeCom archiving.
Move relationships forward
Turn conversations into qualified leads and follow-ups.
THE CHALLENGE
Your customer relationships shouldn't live outside your CRM.
For many teams in China, business conversations start and develop through WeChat and WeCom, while pipeline and customer management happen in Dynamics 365.
Crimson Dynamics brings these worlds together, giving sales and service professionals a clearer view of who they are speaking to, what was discussed, and what needs to happen next.
- Unconnected customer identitiesExternal WeCom contacts are difficult to associate with existing leads or accounts.
- Conversation context locked in chatsImportant requests, commitments and history are hard to access during handovers.
- Time-consuming CRM updatesSalespeople must repeat information across WeCom and Dynamics 365.
- Missed follow-up opportunitiesCustomer messages do not automatically become visible CRM activity or actionable next steps.
CONNECTOR CAPABILITIES
Every conversation, connected to your customer journey.
Make WeCom engagement part of your existing Dynamics 365 sales, account management and customer service workflows.
Conversation history in Dynamics 365
Bring eligible one-to-one messages into CRM when the Tencent WeCom Message Archiving service is licensed, enabled and authorised.
Create and qualify leads
Convert new customer connections into CRM leads, associate existing customers, and record the conversation against relevant opportunities or activities.
Connect conversations to cases
Help service teams associate customer communication with contact and case records, improving context for resolution and follow-up.
AI-assisted conversation summaries
Where configured, generate concise summaries of customer interactions to support lead notes, follow-up and continuity across teams.
WeCom Moments and targeted follow-up
Support optional WeCom Moments campaigns and customer engagement workflows, including follow-up actions within Dynamics 365.
IN YOUR DYNAMICS 365 WORKSPACE
From a WeCom chat to a clear next action.
Give your team the relationship history and customer context they need without making them abandon the WeCom desktop or mobile app.
- Link WeCom customers to existing Dynamics 365 contact and lead records
- See eligible synchronised conversations close to your CRM data
- Track customer requests, cases and follow-up activity
- Support handovers and AI-assisted summaries where configured
BUSINESS IMPACT
Built for teams that manage customer relationships.
Help everyone understand the customer, from a first inquiry through a long-term account relationship.
Sales teams
Capture new relationships and qualify leads using real customer interaction context.
Account managers
Keep customer knowledge accessible across relationship owners and handovers.
Customer service
Connect questions and interactions with contact and case records for better continuity.
CRM leaders
Improve visibility into customer engagement and make better use of Dynamics 365 data.
DEPLOYMENT & DATA
Your Dynamics 365 data. Your environment. Your controls.
The connector links WeCom to your organisation's Microsoft Dynamics 365 / Dataverse environment while respecting the deployment and privacy requirements relevant to your business.
Crimson Dynamics can support your team through the configuration of the WeCom integration, contacts, conversation archiving and CRM workflows.
- Customer-controlled data storageSynced CRM records and archived messages are stored in the customer's Dynamics 365 / Dataverse environment.
- Customer-specific middleware deploymentThe integration middleware is deployed in the customer's designated environment, subject to the applicable deployment prerequisites.
- WeCom Message Archiving subscriptionCapturing private conversations requires the relevant Tencent WeCom service, configuration and authorisations.
- Consent, roles and retentionCustomers remain responsible for applicable notices, lawful basis or consent, access control and retention policies.
FREQUENTLY ASKED QUESTIONS
Good to know.
A few practical details about integrating WeCom with Dynamics 365.
Do salespeople message customers inside Dynamics 365?
Salespeople can continue their one-to-one conversations using the WeCom desktop or mobile app. The connector makes supported contact and conversation information available within Dynamics 365.
Is WeCom Message Archiving required?
It is required when you want to synchronise eligible private conversations into Dynamics 365. The Tencent WeCom Message Archiving subscription is separate, and the configuration must meet applicable authorisation and privacy requirements.
Can I link WeCom contacts to existing CRM records?
Yes. External WeCom contacts can be synchronised and linked to Dynamics 365 contacts or leads, including supported remarks and tags.
Where is customer data stored?
Synchronised business data is maintained in the customer's Dynamics 365 / Dataverse environment. Middleware deployment is customer-specific and is designed to relay data rather than retain a separate provider database.
Is this the same product as WeChat Contact Center Connector?
No. The WeCom Connector focuses on ongoing one-to-one customer relationships and CRM integration. The WeChat Contact Center Connector focuses on service-channel conversations and the Dynamics 365 Contact Center agent experience.
How do licensing and implementation work?
Crimson Dynamics offers user-based connector subscriptions with a minimum internal-user quantity. Standard subscription scope includes an allowance for configuration and setup; additional bespoke work can be quoted separately. Ask for the latest commercial proposal.
READY TO CONNECT?
Bring WeCom customer relationships into Dynamics 365.
Explore the connector with Crimson Dynamics and see how it fits your sales and service processes.
