TxtSync Dynamics SMS Integration

by TxtSync

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Send and receive SMS individually or in bulk. Automate your SMS through workflow and MS Flow

With TxtSync you can easily add SMS capabilities to your Dynamics 365 CRM. With our solution there is no need to manage any 3rd party text messaging service. TxtSync provides you with global SMS coverage along with the CRM customisations that will allow you to manually send, or automate the sending of SMS.

Send and receive SMS directly from your SMS.

  • Send SMS directly from SMS Activity records.
  • Send SMS naturally as a conversation.
  • Send SMS in bulk directly from marketing lists.
  • Automate the sending of SMS within workflows using our workflow component.
  • Automate the sending of SMS for appointments using our workflow component.
  • Automatically capture inbound SMS and log them against the relevant account, contact or lead record.
  • Out of CRM roaming capabilities allow sending of SMS outside the CRM while still tracking all activity.
  • Auto set regarding on inbound SMS.
  • Free use of the regarding field to give SMS context.

Consent and GDPR

  • Contact preferences for SMS used to control whether SMS can be sent.
  • Reply with help presents a list of communication tags that can be unsubscribed from.
  • Reply with stop sets contact preferences for SMS to do not allow.

Reporting and Tracking

  • Customer Engagement statistics logged against each contact, account or lead.
  • SMS delivery reporting.
  • Click through tracking.
  • SMS and opt-in / opt-out dashboards.

SMS capabilities

  • Global SMS coverage.
  • Dedicated numbers.
  • Free branded sender IDs.
  • Send Emojis, web links, images and files through SMS.
  • Automatic URL shortening.

Integration capabilities

You can further increase your SMS capabilities through the TxtSync Microsoft Flow connector or directly through our SMS API.

About TxtSync

TxtSync specialises in SMS and Microsoft Dynamics development and customisations. TxtSync has combined years of experience to produce a feature rich SMS integration into Dynamics 365. Our focus is in providing you with the tools and features required to instantly improve your customer communications through SMS.

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