Microsoft Dynamics 365 CRM + SimpleTexting Integration

Integrate Microsoft Dynamics 365 CRM to SimpleTexting in one click, or tell Integrately AI how you want each lead handled. Trigger automated text notifications, sync contact details, update campaigns, and follow up instantly.

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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
  • SimpleTexting
    New message is received in SimpleTexting Instant
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2.
  • 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
  • SimpleTexting
    Send SMS message in SimpleTexting
  • SimpleTexting
    Send MMS message in SimpleTexting
  • SimpleTexting
    Create contact in SimpleTexting
  • SimpleTexting
    Remove contact in SimpleTexting

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + SimpleTexting Integration

Send text messages, sync new contacts, update accounts, trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + SimpleTexting Integration

Create SimpleTexting contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use SimpleTexting to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in SimpleTexting.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Microsoft Dynamics 365 CRM + SimpleTexting Integration

Send SimpleTexting 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 SimpleTexting 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 - SimpleTexting 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 Microsoft Dynamics 365 CRM + SimpleTexting flow

Connect email tools, CRMs, and scheduling apps to extend your messaging workflows. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
SimpleTexting
+
Microsoft OutlookMicrosoft Outlook (6)
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SalesforceSalesforce (6)
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MailchimpMailchimp (6)
+
CalendlyCalendly (6)
+
ZoomZoom (6)
+
StripeStripe (6)
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Create a Microsoft Outlook contact when a lead is created in Microsoft Dynamics 365 CRM, and send a text message in SimpleTexting
New Microsoft Dynamics 365 CRM leads immediately generate a Microsoft Outlook contact and trigger a SimpleTexting text message, eliminating manual data entry.
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Send an email in Microsoft Outlook when a contact is created in Microsoft Dynamics 365 CRM, and send a welcome text in SimpleTexting
Notify your team via Microsoft Outlook email and send a text message in SimpleTexting the moment a new contact is created in Microsoft Dynamics 365 CRM.
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M
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When an account is updated in Microsoft Dynamics 365 CRM, create a calendar event in Microsoft Outlook and send an SMS update in SimpleTexting
Account changes in Microsoft Dynamics 365 CRM automatically schedule an Outlook calendar event and notify stakeholders via SimpleTexting.
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Create an Outlook task when an opportunity is created in Microsoft Dynamics 365 CRM, and send a text message in SimpleTexting
New sales opportunities in Microsoft Dynamics 365 CRM instantly create follow-up tasks in Microsoft Outlook and trigger a confirmation text in SimpleTexting.
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If a lead is created in Microsoft Dynamics 365 CRM with high priority, create an Outlook task and send an urgent text in SimpleTexting
High-priority Microsoft Dynamics 365 CRM leads automatically trigger priority tasks in Microsoft Outlook and immediate text alerts in SimpleTexting.
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Use Claude to summarize Microsoft Dynamics 365 CRM leads, create an Outlook event, and send a briefing text in SimpleTexting
Claude analyzes new Microsoft Dynamics 365 CRM leads, schedules an Outlook briefing event, and SimpleTexting sends the summary to the team.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SimpleTexting

Mix and match to build the exact automation you need

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
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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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SimpleTexting
SimpleTexting Triggers & Actions
Instant
New message is received in SimpleTexting
Triggers the automation when a new message is received
Try it →
Send SMS message in SimpleTexting
Sends a text message to particular recipients
Try it →
Send MMS message in SimpleTexting
Sends multimedia messages to designated recipients
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Create contact in SimpleTexting
Adds a new contact to the database
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Remove contact in SimpleTexting
Deletes a contact from the contact list
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What can you automate with Microsoft Dynamics 365 CRM + SimpleTexting?

Streamline your customer communication, lead management, and data synchronization between Microsoft Dynamics 365 CRM and SimpleTexting.

What you can automate?
💬
Send SMS notifications for new Microsoft Dynamics leads
Trigger instant text messages in SimpleTexting the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring immediate prospect engagement.
📝
Capture every submitted lead detail accurately
Map all available contact fields and lead attributes from Microsoft Dynamics 365 CRM into your messaging workflows without losing critical data.
🔔
Alert your sales team immediately
Notify the right representative via text message as soon as an opportunity or account update occurs in Microsoft Dynamics 365 CRM.
🔀
Route communications based on lead criteria
Send different text message templates in SimpleTexting depending on specific field values and priority levels submitted in Microsoft Dynamics 365 CRM.
🔄
Keep contact information synchronized
Automatically update contact records and customer details across both platforms whenever changes happen in Microsoft Dynamics 365 CRM.
📋
Create or update records without duplicates
Search existing databases before creating new entries, ensuring your contacts and accounts remain clean and deduplicated.
🏷️
Manage later status changes and order updates
Trigger automated text follow-ups when sales orders, cases, or quotes are updated or closed in Microsoft Dynamics 365 CRM.
🔌
Extend workflows to external business apps
Connect your core pair with supporting tools like Microsoft Outlook or Salesforce to build multi-step operational pipelines.
And much more...

Who is Microsoft Dynamics 365 CRM + SimpleTexting integration for?

Sales teams, CRM administrators, and operations professionals who need immediate text outreach and synchronized records without manual data entry.

Sales directors and managers
Sales directors and managers
Outbound sales representatives
Outbound sales representatives
Account managers
Account managers
Sales operations specialists
Sales operations specialists
Business development executives
Business development executives
CRM administrators
CRM administrators
📈
Sales directors and managers
You review lead conversion metrics and pipeline reports, but manual data transfers leave your dashboards lagging behind real-time activity — with this integration, every new lead lands in your system instantly and your tracking stays current.
Outbound sales representatives
You need to engage prospects the moment they express interest, but delayed notifications mean you find out about new leads hours later — with this integration, every contact update triggers instant SMS outreach so you can close deals faster.
🤝
Account managers
You answer to key clients who expect rapid communication and up-to-date account records, but scattered tools make tracking difficult — with this integration, every account change syncs automatically and keeps your clients fully informed.
📊
Sales operations specialists
The daily volume of new leads and orders is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every record routes correctly and your database stays perfectly organized without manual effort.
🎯
Business development executives
You depend on marketing teams to hand over qualified leads so you can begin outreach, but handoff bottlenecks stall your pipeline — with this integration, every new lead triggers immediate text notifications so you can initiate contact right away.
🛡️
CRM administrators
You need a reliable customer history across your software stack, but manual entry keeps creating data gaps and duplicates — with this integration, every customer interaction logs seamlessly and maintains complete data integrity.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SimpleTexting

Build and manage your Microsoft Dynamics 365 CRM + SimpleTexting automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + SimpleTexting with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to SimpleTexting?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to SimpleTexting in 1 click using Integrately. Choose from ready-made templates with Microsoft Outlook, Salesforce, and Mailchimp, or ask Integrately AI to build your custom workflow.
Can I automatically send text messages when new leads are created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, SimpleTexting, and Microsoft Outlook?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SimpleTexting?
Frequently Asked Questions
How are contacts updated between Microsoft Dynamics 365 CRM and SimpleTexting?
Frequently Asked Questions
Can I filter SimpleTexting messages based on Microsoft Dynamics 365 CRM lead criteria?
Frequently Asked Questions
How do I automate Microsoft Dynamics 365 CRM and SimpleTexting without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and SimpleTexting integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or SimpleTexting With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email marketing platforms, and support desks to streamline your customer relationship management.
SimpleTexting
Popular SimpleTexting Integrations
Sync SimpleTexting with messaging tools, analytics platforms, and productivity apps to expand your mobile communication reach.