Microsoft Dynamics 365 SMS Integration
Powerful SMS Messaging Built for Microsoft Dynamics 365
Streamline customer communication, increase engagement, and drive better results—all within Microsoft Dynamics 365.
Request a DemoSee Our Advanced Features
With TrueDialog’s Microsoft Dynamics 365 app, send SMS via short and long codes with no send limits, ensuring reliable, high-volume messaging.
Streamline Communication with Native Texting in Power Apps
As a approved Microsoft Power App partner, utilize the TrueDialog API to plug into other Power App software applications.
Scalable Messaging for Every Business Need
TrueDialog allows businesses to execute bulk SMS campaigns for mass outreach or 1-to-1 two-way conversations for real-time customer interactions inside Dynamics365.
With the ability to send messages manually or schedule them in advance, teams can stay ahead of critical customer touch points.
Additionally, campaign cloning makes it easy to replicate successful messaging strategies, saving time and improving efficiency.
Schedule a DemoAutomate Your SMS Outreach
With TrueDialog’s built-in automation features, businesses can send texts on-demand, pre-scheduled, or triggered by specific customer actions within Dynamics 365.
SMS messages can also be incorporated into custom workflows, ensuring that messages reach customers exactly when needed—whether for marketing, sales follow-ups, or customer support.
By automating SMS outreach, businesses can increase engagement and reduce manual workload.
Schedule a DemoSimplify Contact Management and Compliance
TrueDialog’s contact management tools ensure seamless customer interactions by allowing bulk contact uploads and automatically creating new contacts from unknown numbers.
The single opt-in feature makes it easy for customers to subscribe to SMS messages, while built-in opt-out compliance by keyword ensures that businesses meet regulatory requirements.
By centralizing SMS data within Dynamics 365, businesses can enhance customer insights and maintain compliance effortlessly.
Schedule a DemoFAQs
We’ve collected frequently asked questions here so you can quickly find the answers you need.
TrueDialog provides a native SMS integration for Dynamics 365 built using Microsoft’s development framework. It embeds texting tools directly into the Dynamics interface, allowing users to send and receive both 1:1 and bulk SMS without leaving the CRM. All messages are automatically logged in the contact record alongside emails and call activity.
TrueDialog supports both messaging types within Dynamics. Users can send mass marketing messages via short codes and manage personalized 2-way conversations with long codes from within the Dynamics UI, with full message history tied to each contact.
TrueDialog allows users to send SMS messages based on triggers and events within the CRM. This supports automated engagement workflows and customer journeys that include text messaging as a native channel.
TrueDialog tracks opt-in and opt-out status automatically, logs all message activity to the contact record, and supports audit-ready exports. It also connects directly to carriers (rather than through aggregators), which helps ensure higher deliverability and better control over compliance management.
TrueDialog’s award-winning and native integration is designed for fast deployment and easy adoption. It installs directly into your Salesforce instance in minutes, and without the need for any third party connections, like Zapier. Organizations choose TrueDialog for it’s robust admin features, —including authentication, user permissions, and opt-in configuration—direct carrier connections, unmatched delivery, and US-based expert support.