Microsoft Dynamics

Enhance the power of your CRM solution by adding our SMS capabilities. Send and receive messages from your accounts, contacts and leads with ease.

Send and receive SMS directly from Microsoft Dynamics

Microsoft Dynamics is a powerful CRM that can be used to model and automate your business processes. TxtSync's Microsoft Dynamics integration allows you to easily incorporate SMS into these business processes. You can be sending and receiving text messages without leaving your CRM! We support both Microsoft Dynamics 2016 on premise and Dynamics 365.

At a glance

Natural SMS Conversations

Our user interface allows you to have natural SMS conversations exactly how you would do on a phone.

Inbound SMS Notifications

Never miss an inbound SMS while working within Dynamics with our inbound SMS Notifications.

Automatic SMS Through Workflow

Our solution provides a workflow component that can be used within any existing or new process to send out SMS.

Automatic SMS Through Microsoft Flow

Send SMS through our Flow connector and continue to track within your CRM. Build workflows through inbound and outbound triggers.

Global SMS Readability

No 3rd party SMS gateway required. Send SMS to 207 different countries at domestic pricing

Bulk SMS From Marketing Lists

Quickly send bulk SMS, including images, directly from marketing lists without the need for any additional customisations.

Out of CRM Roaming

Send and receive SMS outside of Microsoft Dynamics while still logging the SMS history within the CRM.

SMS Dashboard

Easily view your send and receive rates on a month by month basis on our Dynamics dashboard.

Contact Synchronisation

TxtSync can automatically synchronise with your Dynamics contacts, accounts and leads allowing you to communicate with your contacts in TxtSync.

SMS Syncronisation

TxtSync can automatically match up and track SMS within Dynamics against the relevant contacts, accounts and leads.

Supported Customisations

TxtSync allows you to jump into an SMS Campaign or view contact summary profiles through supported customisations.

The Ultimate SMS Integration into Microsoft Dynamics!

Pricing
User Interface

UI that delivers the ultimate user experience for SMS in Dynamics

Using TxtSync's free browser extension you will experience a simplistic, but intuitive interface for sending and receiving SMS.

Never miss an inbound SMS with our screen pops and say goodbye to creating SMS activity records to actually send an SMS. With our UI you can easily have a natural SMS conversation with your customers like you would on a mobile.

Dynamics SMS Integration
Data Synchronisation

Automatically push SMS records in to Dynamics against the relevant contacts

For the ultimate seamless user experience you can use our Dynamics Sync service which allows TxtSync to synchronise with your Dynamics contacts, accounts & leads. Whats more TxtSync will automatically push all inbound and outbound SMS to the relevant contact records within your Dynamics system.

Dynamics Chat 2
Dynamics Workflow
Dynamics Workflow

Enhance your automated processes through the use of SMS

Easily add SMS to any existing, or new workflow process through TxtSync's workflow component. Simply state the From and To number along with the message body to send out your text. Plus keep a history of your SMS within Dynamics by choosing to create an SMS record.

Marketing Lists

Send from Marketing Lists with ease

Through the power of sync you can send from marketing lists without any need for further customisations! Our simple step process will guide you through sending out bulk SMS that can be personalised and include tracked images, web links and even files! Whats more you can even track replies back into the campaign!

Dynamics Chat 4
Customer Engagement

Gain an understanding of your customer's engagement

Through synchronisation your contact's SMS statistics will be synced into Microsoft Dynamics. Details on total inbound, outbound and failed messaging is exposed, along with links sent, links clicked and a calculated customer engagement rating.

Dynamics Contacts Stats
Contact Preferences

Reply with stop and prevent further SMS communications

Your customer's can reply back to one of your dedicated numbers with the stop command. This will state that the customer no longer wants to receive SMS. Through synchronisation the associated CRM record will have its contact preferences updated.

Allow SMS Flag
Dashboards

Visualise your SMS data with Dynamics Dashboard

We provide some out of the box dashboards to help you visualise your SMS data.

Appointment Messages

Send out SMS for scheduled appointments

Part of our solution provides you with a Appointment SMS workflow component which can be used around the creation, alteration & cancellation of appointments. The workflow component will allow you to send out SMS to everyone on your required attendees list. You can even use the workflow component to set up SMS appointment reminders!

Dynamics SMS Appointment
Customisations

Supported Dynamics customisations that you can rely on

The customisations made to enhance Dynamics with SMS capabilities are fully supported and provided through a Managed Solution . This Managed Solution can be easily installed or removed at anytime.

Dynamics Chat 3

SMS boasts a 98% read rate so you can be sure your messages will be seen!

Getting Started

What versions are supported?

Microsoft Dynamics 365

Office 365 Connection

Microsoft Dynamics CRM 2016

On Premise Active Directory and IFD

Microsoft Dynamics 365
Dynamics CRM 2016

Interested? Here's what you need to do!

First

Create a TxtSync account. It’s free and you only pay on-demand for the SMS you send. we provide free credit to get started with and free shared numbers!

Secondly

Download the relevant TxtSync managed solution above and import it into Dynamics. After importing go to, and complete the solutions configuration page. System admin rights are required for the first stage.

Finally

Download and install the TxtSync Chrome extension. This step is optional but recommended for an enhanced user experience

Tutorials

Heres some guides to help you on your way

Getting Started with Microsoft Dynamics and TxtSync

Getting Started

A full guide that explains how to get everything setup and offers insight into how the solution works.

How to Send Automated SMS Through Workflow in Microsoft Dynamics

How to Send Automated SMS Through Workflow

A guide that takes you through the process of automating SMS through workflow.

How to Send Manual SMS in Microsoft Dynamics

How to Send Manual SMS

A guide that takes you through the process of sending out SMS directly from the CRM if using our Chrome and Sync Service is not an option

How to Send Appointment Notifications by SMS in Microsoft Dynamics

How to Send Appointment SMS

A guide that takes you through the process of sending out SMS to required attendees when scheduling an appointment.

Are you a Microsoft Dynamics CRM partner who provides client solutions?

Check out our Partner Scheme

Latest Blog Posts on Microsoft Dynamics

Keep up to date with the latest TxtSync news, tutorials and tips for Microsoft Dynamics

Tracking SMS Communication in Dynamics Doesn’t Have to be a Chore

Tracking SMS Communication in Dynamics Doesn’t Have to be a Chore

Reading Time: 4 minutes For businesses, a differentiating factor over the competition is in the quality of customer services provided. Many aspects can contribute to your customers experiencing great customer services.  One of which is the level of external communications. Get it right and this will create an everlasting impression of[…]

10 Ways to Make the Most of SMS in Dynamics 365

10 Ways to Make the Most of SMS in Dynamics 365

Reading Time: 3 minutes Using TxtSync’s SMS integration into Microsoft Dynamics 365 it is now possible to add the benefits of text messaging to your customer communication mix. SMS, at 98%, boasts the highest open rate of any communication channel, making it a dependable way to deliver business notifications.

Dynamics SMS Integration Updates (v1.0.6)

Dynamics SMS Integration Updates (v1.0.6)

Reading Time: 2 minutes We have been busy making our Dynamics CRM SMS Integration even better! Here is whats available now in version 1.0.6 to both Dynamics 2016 and Dynamics 365.

How to Send Appointment Notifications by SMS in Dynamics

How to Send Appointment Notifications by SMS in Dynamics

Reading Time: 2 minutes Sending appointment notifications by SMS is a great way to inform attendees on whats going on. Whether you are scheduling, cancelling, or sending out reminders, keeping attendees up to date will give them confidence in your service and reduce the likelihood of a no show.

Our SMS functionality

Super SMS features

We love our features and we've sure you will too! They make SMS communications and SMS marketing a doddle. We already offer loads of great ones with more in the pipeline as we continue coming up with amazing new ways to make your life easier! For example, our cloud-based SMS platform lets you easily send and receive messages while tracking delivery and engagement of your SMS marketing campaigns.

Send Text Messages
Receive Text Messages
Conversations
Campaigns
Text message templates
Personalisation
Contact Database
Tagging/Grouping
GDPR Compliance
Media Library
Link Tracking
Flag important messages
Sample SMS
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