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Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!

Dynamics 365 and SMS integration

Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to access information.

The solution lies in SMS and CRM integration, which synchronizes your messaging platform with your CRM for streamlined workflows, personalized communication, and an enhanced customer experience—all while saving time for your team.

For those seeking to integrate SMS with Dynamics 365 CRM, the new TextSMS4Dynamics app by Inogic stands out. It enables direct communication with leads from within your CRM, schedules messages triggered by CRM events, creates CRM records from SMS messages, and provides a comprehensive history of SMS interactions.

As we delve into the key features of the TextSMS4Dynamics app, let’s consider how this integration can optimize workflows across various teams.

How various teams can leverage SMS and CRM integration?

Here are a few ways Marketing, Sales, Customer Service, and Business Operations teams can use the integration for their benefit:


  • Targeted Campaigns: Quickly send targeted SMS campaigns to specific customer segments within Dynamics 365 CRM. This allows you to share product updates, promotions, or event information directly to their phones.
  • Automated Engagement: Set up automated SMS workflows triggered by customer actions or CRM data. For example, send automated welcome messages to new leads or appointment reminders.


  • Personalized Outreach: Identify leads or customers needing a nudge within Dynamics 365 CRM and send personalized SMS messages to re-engage them.
  • Automated Follow-Ups: Automate personalized follow-up messages based on CRM data. For instance, after a demo, an SMS can be automatically sent thanking the customer and highlighting key points.

Customer Service

  • Improved Engagement: Facilitate customer interaction through automated SMS. Examples include sending follow-up texts after service calls, surveys after ticket closure, or appointment confirmations.

Business Operations

  • Streamlined Communication: Bridge the gap between field staff and customers. When a field message comes in, use Dynamics 365 CRM to access customer information and relay relevant details immediately.
  • Automated Updates: Send automated SMS updates on service progress or order fulfilment directly from Dynamics 365 CRM.

Here’s how TextSMS4Dynamics enables you to leverage this integration with its key features:

  1. Effortless Message User Interface: The app provides users with a convenient Message User Interface (UI) integrated within CRM. Dynamics 365 CRM and SMS Integration
  2. Get SMS Notifications in CRM: Receive instant incoming SMS notifications directly within CRM. Notifications are indicated by color-coded message bubbles on the right-hand side, with options like Accept, Decline, and View messages for ongoing conversations. Dynamics 365 CRM and SMS Integration
  3. Keep Track of Past SMS Conversations: Engage with customers in CRM and save SMS message records linked to each specific record, enabling easy tracking of communication and review of previous conversations. Dynamics 365 CRM and SMS Integration
  4. Multimedia Messaging Support: Easily send pictures to your customers from CRM. Make your client interaction more engaging with emojis as well. Dynamics 365 CRM and SMS Integration
  5. SMS Automation: Automate your messaging through workflows within Dynamics 365 CRM. The app allows you to set up triggers on specific CRM events or actions, like sending appointment reminders or order confirmations via SMS. Dynamics 365 CRM and SMS Integration

Connecting SMS and CRM platforms can benefit your organization in the following ways:

  • Seamless messaging system in CRM
  • Instant updates on incoming SMS messages in CRM
  • High open rates
  • Budget-friendly costs
  • Personalized messages

To read more about the app’s amazing features, you can check out our comprehensive product documentation or feel free to mail us at crm@inogic.com for a personalized app demo.

To check out the apps feature first-hand, you can download it for a 15-day free trial from our website or Microsoft AppSource.

This post was originally published on this site

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