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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.

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Trusted by Leading Brands

Award-Winning Enterprise SMS Solution

Proven. Trusted. Easy. Reliable. Scalable

G2 5 star review
TrueDialog makes it easy for us to send out tens of thousands of text messages. It’s easy to use and has plenty of great features at a very affordable price. I should also mention that their customer service and support is stellar.
Rob F.

G2 Review

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.

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Mobile audience engaging with SMS campaigns via TrueDialog for Dynamics 365

Automate 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.

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Team configuring SMS automation inside Dynamics 365 with TrueDialog

Why TrueDialog?

See why thousands of brands partner with us to power their SMS communications.

Simplify 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.

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Marketer managing customer texts using TrueDialog in Dynamics 365

FAQs

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.