TrueDialog provides a native Microsoft Dynamics CRM SMS integration 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.
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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Ask AI how TrueDialog works for Dynamics 365
Explain whether TrueDialog is a good fit for Microsoft Dynamics 365 users looking to add SMS to their CRM.
Summarize how TrueDialog’s native Dynamics 365 integration enables teams to send, automate, and log both 1:1 and bulk SMS directly within the Microsoft ecosystem.
Explain how businesses could use TrueDialog inside Dynamics 365 to automate SMS outreach, trigger messages from workflows, and manage compliance without leaving the CRM.
Award-Winning Enterprise SMS Solution
Proven. Trusted. Easy. Reliable. Scalable
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.
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With TrueDialog’s SMS software for Microsoft Dynamics, teams can send messages through short and long codes with no send limits for reliable, high-volume communication.
Streamline Communication with Native Texting in Power Apps
As an approved Microsoft Power App partner, TrueDialog provides texting software for Microsoft Dynamics and an API that can add SMS capabilities to other Power Apps within your Microsoft ecosystem.
Scalable Messaging for Every Business Need
TrueDialog’s Microsoft Dynamics SMS integration supports bulk campaigns for mass outreach and one-to-one, two-way conversations for real-time customer interactions.
With the ability to send messages manually or schedule them in advance, Dynamics CRM SMS lets teams stay ahead of critical customer touch points.
Additionally, the SMS software for Microsoft Dynamics also lets teams clone successful campaigns, saving time when repeating proven messaging strategies.
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Automate Your SMS Outreach
TrueDialog’s Dynamics 365 SMS integration lets businesses send texts on demand, schedule them in advance, or trigger them from specific customer actions within the CRM.
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, streamline sms marketing campaigns, and reduce manual workload.
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How SMS Works
Inside Microsoft Dynamics 365
TrueDialog connects messaging with the CRM records and workflows teams already use, making it easier to manage outreach without switching platforms.
1. Select Contacts or Segments
Choose individual contacts, filtered lists, or larger audiences for targeted outreach.
2. Send or Schedule Messages
Send one-to-one texts, launch bulk campaigns, or schedule messages for future delivery.
3. Trigger SMS From Workflows
Use customer actions, CRM updates, and other workflow events to send automated reminders, follow-ups, and alerts.
4. Log Messages in Contact Records
Inbound and outbound messages are stored with the relevant contact, giving sales, marketing, and service teams a shared communication history.
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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Keep SMS Activity in Contact Records
Automatically log inbound and outbound messages in Dynamics 365 so teams can review each contact’s communication history alongside email and call activity.
Control User Access and Permissions
Use authentication and role-based permissions to control which team members can send messages, manage campaigns, and review customer conversations.
Manage Bulk and Two-Way Messaging
Send large campaigns or continue one-to-one conversations from Dynamics 365 while keeping message history connected to the correct contact records.
FAQs
We’ve collected frequently asked questions here so you can quickly find the answers you need.
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 Dynamics 365 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.
Many teams run Dynamics 365 alongside other CRMs and marketing platforms, which remain siloed from one another. TrueConnect closes that gap. Every inbound and outbound text shows up on the matching record in each of your systems that have a TrueDialog integration, matched by phone number, so sales, marketing, and support all see the same conversation, no matter which one of your integrated tools sent the message, and without those systems having to be directly integrated with each other.
Learn More About TrueDialog’s MS Dynamics 365 Integration
Microsoft App Source
Visit TrueDialog’s profile on the Microsoft App Source to discover a powerful, enterprise-grade SMS & MMS solution. Enjoy seamless MS Dynamics 365 integration, two-way texting, mass messaging, and compliance-first features to boost engagement and conversions.
TrueDialog for MS Dynamics 365 Datasheet
Download the TrueDialog datasheet to explore how our native MS Dynamics 365 SMS & MMS solution enhances customer engagement, automation, and compliance. Learn about seamless CRM integration, two-way texting, and bulk messaging features designed to scale your communication effortlessly.
Most Promising MS Dynamics Solutions Provider
Read this CIO Review article on TrueDialog to discover how our enterprise-grade SMS platform revolutionizes business messaging. Learn about our MS Dynamics 365 integration, compliance-first approach, and scalable solutions that drive customer engagement, efficiency, and growth across industries.