Blog Post

How to Use the TextUs + Microsoft Dynamics SMS Integration

dynamics sms integration

TextUs builds integrations with our users in mind. One of the top features for SMS is having the capability to integrate with a customer relationship management (CRM) tool. We are now offering Dynamics 365 text messaging as part of the Microsoft Dynamics suite of tools.

The TextUs and Microsoft Dynamics SMS integration enables sales and customer service teams to send and receive real-time, two-way text messages from MS Dynamics to enhance communication workflows and boost response rates. Dynamics 365 text conversations are logged back into MS Dynamics, making text messaging a seamless extension of current business systems, and streamlining data into one system of record.

Key Features of TextUs + Dynamics 365 SMS

You want a tech integration that lets you improve your communication with users. Having access to your contacts, content, and campaigns built into your MS Dynamics platform, you can easily achieve results without added labor or switching between platforms.

Improve your workflows with:

  • Conversational Texting. Increase prospect and customer engagement by adding two-way texting to Microsoft Dynamics, and use built-in quick text features for a fully integrated experience.
  • Seamless Contact Import. Easily find and import contacts or click-to-text numbers with Dynamics 365 SMS.
  • Conversation Logging. Keep your team on the same page by auto-logging text communications back into Dynamics 365 for a single system of record.

business texting app

Benefits of Dynamics 365 Text Messaging

With the TextUs and MS Dynamics integration, users will be able to experience more capabilities in their customer relationship management and sales processes including:

  • Message personalization. We have seen text message response rates increase when personalized in an effort to build relationships with your customers and prospects.
  • Rich media. Incorporate photos, videos, GIFs, and PDFs into your messages to increase engagement and customization.
  • Message templates. Save time and utilize Dynamics 365 text messaging templates that all team members can tailor to meet their personalization needs without reinventing the wheel.
  • Campaigns. Target your audiences with campaigns that integrate with your workflows and organically build relationships and conversations throughout the lifecycle.
  • Link shortening. With premium features available, you can brand your short links in order to build credibility and brand awareness with your users—all from your MS Dynamics integration.
  • Reporting and analytics. Learn which text messages are resonating with your audience and do more of what works to improve your sales and customer experience.

Use your SMS integration to collaborate with team members and see who is communicating and what type of content is being sent to users in real-time. Never guess what has been done or said again—or wait to see results.

How to Use MS Dynamics Integration

In order to take advantage of the Microsoft Dynamics SMS integration, users will need a few requirements:

  • Microsoft Dynamics 365 CRM
  • Integration enabled in both TextUs and MS Dynamics
  • TextUs Chrome Extension

The TextUs Chrome Extension makes it easy for users to work while in Dynamics 365 either with easy slide-out functionality or open the pop-out window for a more full-feature experience. You can manage conversations and see your responses right away with real-time notifications from within the Chrome Extension.

Start using Dynamics 365 SMS today, by visiting our app in the Azure Marketplace. Happy texting!

State of SMS Engagement 2024

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