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.
Easily view your send and receive rates on a month by month basis on our Dynamics dashboard.
TxtSync can automatically synchronise with your Dynamics contacts, accounts and leads allowing you to communicate with your contacts in TxtSync.
TxtSync can automatically match up and track SMS within Dynamics against the relevant contacts, accounts and leads.
TxtSync allows you to jump into an SMS Campaign or view contact summary profiles through supported customisations.
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.
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.
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.
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!
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.
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.
Visualise your SMS data with Dynamics Dashboard
We provide some out of the box dashboards to help you visualise your SMS data.
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!
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.
SMS boasts a 98% read rate so you can be sure your messages will be seen!
What versions are supported?
Microsoft Dynamics 365
Office 365 Connection
Microsoft Dynamics CRM 2016
On Premise Active Directory and IFD
Interested? Here's what you need to do!
Heres some guides to help you on your way
Latest Blog Posts on Microsoft Dynamics
Keep up to date with the latest TxtSync news, tutorials and tips for Microsoft Dynamics
How to Send Manual SMS in Microsoft Dynamics Through Record Creation
Reading Time: 3 minutes When it comes to sending manual SMS within Microsoft Dynamics we would strongly recommend using our Synchronisation service and Chrome extension. The reason for this is that it allows you to have a natural and quick SMS conversation with your contacts. Exactly how you would do on[…]
Dynamics SMS Integration Updates (v1.0.1)
Reading Time: 2 minutes We have been busy making our Dynamics CRM SMS Integration even better! Here is whats available now in version 1.0.1 to both Dynamics 2016 and Dynamics 365.
How to Send Automated SMS Through Workflow in Microsoft Dynamics
Reading Time: 3 minutes The purpose of this guide is to take you through the process of automating SMS in Microsoft Dynamics CRM using TxtSync. When you install the TxtSync solution you will gain access to a workflow component that you can use to send out SMS. This component can be[…]
Getting Started with Microsoft Dynamics and TxtSync
Reading Time: 5 minutes This guide is designed to take you through the full setup of the TxtSync integration into Microsoft Dynamics. The guide will explain what the integration does and how it works. The setup process has been documented in Dynamics 365 but it also applies to Dynamics 2016 on[…]
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.
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