sms-texting-imessages-chats-integration-dynamics-365-crm

textsms4dynamics

The Perfect SMS Integration for Dynamics 365 CRM

Unlock new business potentials with SMS communication channel within CRM with TextSMS4Dynamics

Why TextSMS4Dynamics?

In today’s communication landscape, SMS stands out for its exceptional impact such as a staggering 98% open rate and 209% higher client visibility than emails. However, toggling between SMS and CRM interfaces proves arduous, causing potential inefficiencies and data fragmentation. Enter TextSMS4Dynamics, the ultimate solution integrating SMS within Microsoft Dynamics 365 CRM. This Innovation empowers sales, service, and marketing teams to seamlessly communicate globally without leaving the CRM ecosystem. With its personalized approach businesses can engage effectively, serve customers better with automation, and market products efficiently using a concise and unified SMS messaging system.

Overview

TextSMS4Dynamics is a messaging tool that integrates SMS and Microsoft Dynamics 365 CRM, allowing businesses to communicate with customers within the CRM environment. Its features include a message user interface, message automation, and support for multimedia messaging. This enables users to view the full history of SMS conversations, schedule messages based on CRM events, and create CRM records from text SMS messages. The benefits include a seamless messaging system and instant updates of incoming and outgoing SMS messages. Other benefits include high open rates, budget-friendly costs, instant delivery, and a personal touch.

Benefits

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Features

Effortless Message User Interface

TextSMS4Dynamics provides users with a convenient Message User Interface (UI) integrated with SMS, accessible within the CRM environment. This integration allows you to initiate and maintain SMS conversations with customers from a single platform. Furthermore, you can communicate via message within CRM Records, create CRM Records from SMS messages, and much more with ease.

Get Incoming SMS message Notifications in CRM

Receive instant notifications for incoming SMS messages directly within the Dynamics platform with TextSMS4Dynamics. These notifications are vital in keeping users updated and enabling swift responses to customer inquiries and other essential messages. Message notifications are indicated by color-coded message bubbles on the right-hand side, providing options such as Accept, Decline, and View messages for ongoing conversations.

Maintain Historical Message Sessions for Tracking SMS Conversations

TextSMS4Dynamics offers a feature enabling the storage of message history within message sessions. Engage directly with customers from the CRM platform and save complete conversation histories as individual message sessions. Users can uphold SMS message records linked to each specific record, enabling easy tracking of communication and review of previous conversations.

Seamless Multimedia Messaging Service Support

By using TextSMS4Dynamics, you can easily send pictures to your customers within the CRM environment. This feature allows you to interact with your clients effectively.

Automate Your Messages with TextSMS4Dynamics

TextSMS4Dynamics is here to help you automate your messaging through workflows within Dynamics 365 CRM. With this tool, you can easily set up triggers on specific events or actions, like sending order confirmations or appointment reminders via SMS. This automation saves time, reduces manual effort, and ensures timely communication between you and your clients.

Reach out to us today to know more!

Presentation

Presentation

Whitepaper

Whitepaper

Dynamics 365 v9.X