2Factor SMS + Microsoft Dynamics 365 CRM Integration

Integrate 2Factor SMS to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Send instant SMS notifications, trigger transactional or promotional messages, and keep your communication workflows running smoothly.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.
  • 2Factor SMS
    Send promotional sms in 2Factor SMS
  • 2Factor SMS
    Send transactional sms in 2Factor SMS
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for 2Factor SMS + Microsoft Dynamics 365 CRM Integration

Send SMS messages, notify customers of updates, trigger promotional campaigns, and streamline communication, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + 2Factor SMS Integration

Send 2Factor SMS message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through 2Factor SMS letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - 2Factor SMS integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your 2Factor SMS + Microsoft Dynamics 365 CRM flow

Extend your CRM notifications and automated SMS campaigns with email, marketing, spreadsheets, and team chat tools. Pick a combination and activate it in one click.

2Factor SMS
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
TwilioTwilio (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
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When a lead is created in Microsoft Dynamics 365 CRM, send a transactional SMS in 2Factor SMS and send an email in Microsoft Outlook
New leads in Microsoft Dynamics 365 CRM immediately trigger a transactional SMS via 2Factor SMS and dispatch a confirmation email in Microsoft Outlook.
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When a contact is updated in Microsoft Dynamics 365 CRM, send a promotional SMS in 2Factor SMS and send an update email in Microsoft Outlook
Updated contact details in Microsoft Dynamics 365 CRM initiate a promotional SMS in 2Factor SMS and notify stakeholders via Microsoft Outlook.
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When an opportunity is created in Microsoft Dynamics 365 CRM, send a transactional SMS in 2Factor SMS and schedule an email in Microsoft Outlook
New opportunities in Microsoft Dynamics 365 CRM trigger an SMS notification via 2Factor SMS and queue an email in Microsoft Outlook.
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When a case is created in Microsoft Dynamics 365 CRM, send a transactional SMS in 2Factor SMS and send a ticket alert in Microsoft Outlook
Support cases in Microsoft Dynamics 365 CRM dispatch an SMS via 2Factor SMS and an alert email in Microsoft Outlook.

Supported triggers and actions for 2Factor SMS and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

2Factor SMS
2Factor SMS Triggers & Actions
No trigger is available
Send promotional sms in 2Factor SMS
Sends a promotional sms
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Send transactional sms in 2Factor SMS
Sends a reply
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it →
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it →
Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it →
Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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What can you automate with 2Factor SMS + Microsoft Dynamics 365 CRM?

Connect your CRM events to automated SMS workflows to eliminate manual dispatching and keep clients engaged.

What you can automate?
🚀
Send SMS instantly upon lead creation
Automatically trigger transactional or promotional SMS messages in 2Factor SMS the moment a new lead is created in Microsoft Dynamics 365 CRM.
📋
Capture every submitted CRM field
Map complete contact and lead details from Microsoft Dynamics 365 CRM directly into your messaging templates for personalized communication.
🔔
Alert team members on event triggers
Notify staff and stakeholders immediately when important sales opportunities or customer support cases are updated in your CRM.
🔀
Route messages based on criteria
Send promotional texts for specific lead tiers or transactional alerts for critical customer service updates automatically.
🔄
Keep records updated in real time
Ensure your contact lists and communication histories reflect the latest changes across Microsoft Dynamics 365 CRM and 2Factor SMS.
✨
Prevent duplicate notifications
Search existing database records and update information securely instead of creating redundant entries during high-volume syncs.
⏱️
Handle later status changes
Trigger targeted SMS campaigns when customer accounts, quotes, or support cases reach final resolution stages.
🔗
Extend flows to popular team apps
Connect your core CRM and SMS setup with tools like Slack or Google Sheets to keep wider teams in the loop.
And much more...

Who is 2Factor SMS + Microsoft Dynamics 365 CRM integration for?

Sales managers, marketing coordinators, and support leads looking to streamline client communication, automate messaging campaigns, and maintain up-to-date CRM records without manual data entry.

Operations managers
Operations managers
Sales representatives
Sales representatives
Account executives
Account executives
Customer support leads
Customer support leads
Fulfillment coordinators
Fulfillment coordinators
CRM administrators
CRM administrators
📈
Operations managers
You're reviewing communication logs but your SMS campaigns only dispatch when manually triggered, so the delivery metrics you're reporting on are always a few hours behind — with this integration, every CRM update triggers messages instantly and your delivery history stays current.
⚡
Sales representatives
You're waiting for inbound leads to sync before sending introductory text messages, so hot prospects slip away while you copy contact numbers by hand — with this integration, every new lead triggers immediate SMS outreach and your conversion rates climb.
🤝
Account executives
You're managing client onboarding pipelines and need stakeholders updated on every account stage change without endless status emails — with this integration, every opportunity update triggers automated texts and your clients stay fully informed.
💬
Customer support leads
You're handling high support ticket volumes where clients expect instant text acknowledgments the moment their case is logged — with this integration, every support case triggers instant SMS confirmation and your response times improve.
📦
Fulfillment coordinators
You're depending on sales reps to hand over customer shipping and contact details before dispatching operational alerts — with this integration, every CRM order update triggers automated text notifications and your team starts fulfillment without delay.
🗂️
CRM administrators
You're auditing database records and discovering frequent gaps between CRM updates and external messaging platforms — with this integration, every contact modification triggers synchronized communication logs and your data integrity remains spotless.
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Frequently Asked Questions

How do I connect 2Factor SMS to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect 2Factor SMS to Microsoft Dynamics 365 CRM in 1 click using Integrately. Choose a ready-made workflow or ask Integrately AI to build your custom automation between 2Factor SMS, Microsoft Dynamics 365 CRM, and tools like Slack and Google Sheets.
Can I automatically send an SMS when a lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect 2Factor SMS, Microsoft Dynamics 365 CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for 2Factor SMS and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does 2Factor SMS handle bulk messaging and OTP verification in workflows?
Frequently Asked Questions
What Microsoft Dynamics 365 CRM triggers are supported for automation?
Frequently Asked Questions
Do I need coding skills to build a 2Factor SMS and Microsoft Dynamics 365 CRM integration?
Frequently Asked Questions
Is the 2Factor SMS and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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