WhatsApp Integration for Business Central

主な機能

"Send via WhatsApp" action added through page extensions on Sales Orders, Posted Sales Invoices, Customers, Vendors, Contacts, and Customer Statements

Auto-renders the relevant Business Central report layout (invoice, quote, statement) to PDF and attaches it to the outbound WhatsApp message

Customizable message templates per document type with field placeholders (document no., customer name, due date, amount, currency) resolved from the record

One-click send from any BC card or list, plus multi-select send from list pages

Outbound delivery via the official WhatsApp Business Cloud API (Meta gateway) using your own WhatsApp Business account and approved templates

Delivery and read-status logged back into a dedicated BC log table via Meta webhook callbacks (recipient, message ID, status, timestamp)

Job Queue entry for scheduled batch reminders — e.g. overdue invoices or upcoming due dates pulled from Customer Ledger Entries

Phone-number resolution from Contact / Customer / Vendor cards with E.164 validation and a per-record override field

Dedicated permission set so only authorized roles can send and view the WhatsApp log

Setup page (table + page extension) holding API credentials, default templates, and per-document-type enablement flags

Event-subscriber architecture so sends are decoupled and failures are captured, retried, and surfaced in the log without blocking the user

Optional bilingual templates so messages match the customer's language code on the BC record

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

Send Business Central documents over WhatsApp, without leaving the app

This is a build-to-order Microsoft Dynamics 365 Business Central extension. ECOSIRE builds it in AL, deploys it to your environment as a per-tenant extension, and supports it after go-live. It is not an instant AppSource download — we tailor the report layouts, templates, and trigger points to your tenant, then install and validate it with you.

Once live, your team sends a Posted Sales Invoice, Sales Order, Customer Statement, or Vendor document over WhatsApp with one click from the BC card or list. The extension uses page extensions to add a "Send via WhatsApp" action, an event subscriber to capture the document context, and a report-to-PDF step that renders the relevant BC report layout and attaches it to the message.

Messages are driven by customizable templates per document type (invoice, quote, reminder, order confirmation) with field placeholders pulled from the record — customer name, document number, due date, amount. Outbound calls go through the WhatsApp Business Cloud API (Meta's official gateway) using your own WhatsApp Business account and approved message templates, so you stay compliant with WhatsApp's business-initiated messaging rules.

Every send is logged back into Business Central in a dedicated log table — recipient, template used, timestamp, gateway message ID, and delivery/read status returned via webhook. A Job Queue entry can batch overdue-invoice reminders on a schedule. Access is governed by a dedicated permission set, and phone-number resolution reads from the Contact / Customer / Vendor card.

You provide the WhatsApp Business account and Meta app credentials; ECOSIRE handles the AL development, environment install, template approval guidance, and post-launch support.

得られるもの

A per-tenant Business Central AL extension (.app) built to your requirements, deployed to your sandbox then production environment

Configured Setup page wired to your WhatsApp Business Cloud API credentials and Meta app

Customizable message templates for each enabled document type, drafted with you and registered for WhatsApp template approval

A dedicated permission set and Job Queue entry configured for your scheduled reminders

Mapped and validated report-to-PDF layouts for the documents you send (invoice, quote, statement)

Sandbox UAT walkthrough plus a short admin guide covering setup, templates, and the WhatsApp log

Source AL code handover and a defined post-launch support and update window

これは誰のためのものですか

Accounts Receivable / Finance Lead

Wants overdue-invoice reminders and posted invoices delivered to customers on WhatsApp where they actually get read, with a scheduled Job Queue batch and a clear log of who was sent what and when — all inside Business Central.

Operations / Order Desk Manager

Sends sales order confirmations and quotes to customers the moment they're created or posted, straight from the BC list, without copying PDFs into a separate phone or messaging app.

Business Central Administrator

Needs a clean per-tenant extension with a proper permission set, credential setup page, and webhook-backed status logging — not a brittle copy-paste or an unsupported AppSource app they can't extend to their report layouts.

WhatsApp Integration for Business Central の比較方法

基準	エコシエール	カスタムビルド	競合他社	Dynamics 365 Business Central 標準機能
Sends BC documents over WhatsApp with one click from cards/lists	付属	部分的なサポート	付属	含まれていない
Auto-attaches the BC report layout as PDF	付属	部分的なサポート	部分的なサポート	含まれていない
Tailored to your tenant's report layouts and templates	付属	付属	含まれていない	含まれていない
Delivery/read status logged back into BC via webhook	付属	部分的なサポート	部分的なサポート	含まれていない
Built, installed, and supported for you (no in-house AL effort)	付属	含まれていない	部分的なサポート	含まれていない
Uses official WhatsApp Business Cloud API (compliant)	付属	部分的なサポート	付属	含まれていない
Scheduled batch reminders via Job Queue	付属	部分的なサポート	部分的なサポート	含まれていない
Source code handover and freedom to extend	付属	付属	含まれていない	含まれていない

WhatsApp Integration for Business Central に関するよくある質問

How long does delivery take, since this is build-to-order?

Typical lead time is about 2 to 4 weeks from kickoff, depending on how many document types you enable and how customized your report layouts and templates are. The path is: requirements and template drafting, AL development, install to your sandbox, UAT with your team, WhatsApp template approval, then production deployment. We give you a firm schedule after the initial scoping call.

What do I need to provide before you can build it?

A Business Central environment we can deploy a per-tenant extension to (sandbox plus production), a WhatsApp Business account, and a Meta Business / developer app with WhatsApp Business Cloud API access so we can wire your credentials into the Setup page. We guide you through the message-template approval process Meta requires for business-initiated messages.

Is this the same as a one-click AppSource download?

No. This is custom-built and installed by ECOSIRE as a per-tenant extension on your specific environment, with templates and report layouts tailored to your tenant. There is no instant marketplace download — we develop it, deploy it, and validate it with you before go-live.

How does ongoing support and updates work?

Every build includes a defined post-launch support window for fixes and questions. Because it's a per-tenant extension, we can adjust templates, add document types, or update it for new Business Central releases as a follow-on engagement. You also receive the AL source so you're never locked out of your own extension.

Does it use a compliant, official WhatsApp gateway?

Yes. It sends through the official WhatsApp Business Cloud API from Meta, using your own WhatsApp Business account and Meta-approved message templates. That keeps you within WhatsApp's business-initiated messaging rules — we don't use unofficial or scraped automation that risks your number being banned.