D7 SMS + Microsoft Dynamics 365 CRM Integration

Integrate D7 SMS to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Send instant notifications, update your records, alert your sales team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created 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.
  • D7 SMS
    Send SMS in D7 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 D7 SMS + Microsoft Dynamics 365 CRM Integration

Send instant text alerts, notify team members of updates, trigger follow-ups, and keep communications running, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + D7 SMS Integration

Send D7 SMS sms for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a sms through D7 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 - D7 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 D7 SMS + Microsoft Dynamics 365 CRM flow

Extend your CRM communications with email campaigns, task tracking, and team alerts. Pick a combination and activate it in one click.

D7 SMS
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
ZendeskZendesk (4)
+
SlackSlack (4)
+
StripeStripe (4)
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M
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When a lead is created in Microsoft Dynamics 365 CRM, send an email in Microsoft Outlook and send an SMS in D7 SMS.
New Microsoft Dynamics 365 CRM leads trigger a welcome email in Microsoft Outlook and a text message via D7 SMS instantly, so prospects receive immediate touchpoints.
M
M
D
When a contact is updated in Microsoft Dynamics 365 CRM, update the contact in Microsoft Outlook and send a notification via D7 SMS.
Contact updates in Microsoft Dynamics 365 CRM automatically sync to Microsoft Outlook and notify your team via D7 SMS.
M
M
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When a case is created in Microsoft Dynamics 365 CRM, create a calendar event in Microsoft Outlook and send a D7 SMS alert.
New support cases in Microsoft Dynamics 365 CRM schedule an Outlook event and alert technicians via D7 SMS.
M
M
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When an opportunity is created in Microsoft Dynamics 365 CRM, send an email brief in Microsoft Outlook and text the sales rep via D7 SMS.
New sales opportunities trigger an Outlook briefing email and a D7 SMS text to keep reps informed.

Supported triggers and actions for D7 SMS and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

D7 SMS
D7 SMS Triggers & Actions
No trigger is available
Send SMS in D7 SMS
Sends a text message to particular recipients
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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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
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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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
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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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
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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 D7 SMS + Microsoft Dynamics 365 CRM?

Streamline your messaging and CRM workflows with automated SMS alerts, instant record updates, and seamless team notifications.

What you can automate?
📱
Send SMS alerts for every new lead
Trigger an automated text message through D7 SMS the moment a new lead is created in Microsoft Dynamics 365 CRM. Engage prospects instantly without manual copy-pasting.
📋
Capture every submitted CRM field
Map all available lead and contact details from Microsoft Dynamics 365 CRM directly into your messaging workflows. Ensure your SMS templates populate with accurate names and company data.
🔔
Notify your team as soon as actions happen
Alert sales reps and support staff via instant messages whenever a high-value opportunity or support case is created in Microsoft Dynamics 365 CRM.
🔀
Route messages based on submitted fields
Send tailored SMS content through D7 SMS depending on specific account tiers or lead categories submitted in Microsoft Dynamics 365 CRM.
🔄
Keep records up to date as details change
Automatically synchronize contact updates and account modifications between Microsoft Dynamics 365 CRM and your communication history.
👥
Prevent duplicate records automatically
Search existing contacts and accounts in Microsoft Dynamics 365 CRM before triggering new actions, ensuring clean and organized database entries.
🏷️
Handle later status changes and updates
Trigger automated D7 SMS notifications when support cases, sales quotes, or account stages are updated in Microsoft Dynamics 365 CRM.
🔗
Extend your workflow to Slack
Post channel notifications in Slack alongside your D7 SMS alerts whenever a new sales order is created in Microsoft Dynamics 365 CRM.
And much more...

Who is D7 SMS + Microsoft Dynamics 365 CRM integration for?

Connecting D7 SMS and Microsoft Dynamics 365 CRM eliminates manual messaging delays, ensuring sales, support, and marketing teams can instantly reach customers and keep records fully aligned.

Revenue analysts
Revenue analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
High-volume support teams
High-volume support teams
Account executives
Account executives
CRM administrators
CRM administrators
📈
Revenue analysts
You're reviewing lead conversion numbers but your communication logs only update when someone manually checks messaging history, so the metrics you're reporting on are always a few hours behind — this integration means every D7 SMS message syncs with Microsoft Dynamics 365 CRM instantly and your campaign reporting stays current.
⚡
Sales representatives
You need to follow up with inbound prospects immediately, but leads sit in your CRM queue until someone remembers to send a manual text, so hot opportunities go cold — with this integration, every new lead triggers an instant D7 SMS text straight from Microsoft Dynamics 365 CRM.
🤝
Client success managers
You answer to key accounts that expect immediate updates when their support cases change, but manual status emails always lag behind actual progress — this integration means every Microsoft Dynamics 365 CRM case update triggers an instant D7 SMS notification.
📊
High-volume support teams
The volume of inbound support requests is too high for anyone to keep up with manual text notifications, causing customer inquiries to slip through the cracks — automating both apps means every case creation instantly dispatches a D7 SMS update without manual effort.
🎯
Account executives
You own the closing stage and depend on marketing leads handing off smoothly, but delayed notification handoffs stall your outreach pipeline — connecting these apps means every Microsoft Dynamics 365 CRM opportunity triggers an immediate text alert to your phone.
🗂️
CRM administrators
You need a reliable history of all customer interactions, but manual logging leaves glaring gaps between your CRM records and messaging platform — automating both apps means every communication gets logged correctly with zero manual data entry.
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Frequently Asked Questions

How do I connect D7 SMS to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect D7 SMS to Microsoft Dynamics 365 CRM in 1 click using ready-made templates or ask Integrately AI to build the automation and map the fields.
Can I automatically send SMS alerts when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect D7 SMS, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for D7 SMS and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does D7 SMS handle message delivery in this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM trigger updates?
Frequently Asked Questions
Do I need coding skills to automate D7 SMS and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the D7 SMS and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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