SMS Integration in Dynamic 365 CRM
Text, Schedule messages, and Engage your customers on SMS from Dynamics 365 CRM using TextSMS4Dynamics
Delivered Happiness Globally!
What's TextSMS4Dynamics?
An Omnichannel Communication app that seamlessly integrates SMS communication within Microsoft Dynamics 365 CRM, empowering businesses to connect with customers on SMS directly from the CRM interface. Say goodbye to toggling between apps – now you can send, receive, schedule, and automate SMS messages without leaving your CRM. With the possibility of high open rates and personalized messaging; sales, service, and marketing teams can communicate effortlessly. Enhance customer engagement, track conversations, and boost productivity—all in one unified system.
Recent Updates
Easily reassign chat sessions to individual users or teams within the CRM
Set a priority order for record types to ensure messages are associated with the correct record first.
Create a global message template across all record types for consistent CRM communication.
Assign a specific user or team to manage conversations for effective collaboration and task handling.
Information Vault
Benefits of using TextSMS4Dynamics
Effortlessly engage customers via SMS while tracking conversations in Dynamics 365 CRM for better insights and decision-making.
Enhance marketing with personalized SMS campaigns, event promotion, and customer targeting.
Improve customer satisfaction with instant updates, offers, and alerts via SMS.
Enhanced Customer Engagement and loyalty with SMS's high open rates and personalized communication.
Supported On
Dynamics 365 CRM
Online | Dataverse
Features
Here’s How It Makes SMS Messaging Seamless
Message Conversation Manager in CRM
Two-Way communication app for your Dynamics 365 CRM, making customer communication effortless. Track messages by status, direction, and timing, all within the Dynamics interface. Stay organized with details like mobile numbers, message content, and delivery updates. No need to switch platforms—everything you need is right in your CRM!
TextSMS4Dynamics brings an intuitive message UI directly into your CRM, allowing seamless SMS communication with customers from one platform. Instantly start conversations from CRM records, using pre-configured templates or the message box. Easily create new records from incoming messages and keep everything organized.
With TextSMS4Dynamics, you’ll never miss an incoming message! Get real-time notifications within Dynamics CRM, complete with color-coded message bubbles and options to Accept, Decline, or View messages. Stay on top of customer inquiries as unread messages are highlighted and easily accessible. Whether you’re managing new or ongoing conversations, the system ensures you respond swiftly and efficiently—all within the CRM!
Store Message History in Message Sessions
TextSMS4Dynamics lets you store and track full message histories within CRM, enabling personalized and timely support while keeping all your customer conversations organized. Each interaction is saved as a unique message session, making it easy to review past communications. Track sessions by start and end time, associated records, and communication channels. Stay in the loop with a complete history at your fingertips.
Trigger and Send Automate Messages
Automate SMS messaging through custom workflows in Dynamics 365 CRM. Set triggers for actions like order confirmations, appointment reminders, or lead creation, and let the system handle the rest. This automation saves you time, ensures timely communication, and reduces manual effort.
More Features
Mapping CRM Records
Easily map CRM records to incoming messages by using mobile numbers for smoother, more personalized conversations and better communication.
Seamless Multimedia Messaging Service Support
Easily send multilingual messages with emojis and images within the CRM, enhancing customer interactions with rich multimedia messaging.
Global Template
Create a universal message template once, and use it across all record types in CRM! With a familiar interface, your templates ensure a smooth, consistent experience.
Reach out to us today to know more!
