Microsoft Dynamics 365 CRM + SMS Partner Integration
Integrate Microsoft Dynamics 365 CRM to SMS Partner in one click, or tell Integrately AI how you want each lead handled. Send instant SMS notifications, alert your team, update customer records, and trigger automated follow-ups effortlessly.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Send sms in SMS Partner
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Ready Workflows for Microsoft Dynamics 365 CRM + SMS Partner Integration
Send instant text alerts for every new lead, update contact details, notify your sales team, and trigger automated text follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + SMS Partner flow
Capture leads in Microsoft Dynamics 365 CRM, notify your team via Microsoft Outlook and SMS Partner, and keep all your customer records fully synchronized. Pick a combination and activate it in one click.
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Microsoft Outlook (8)
Microsoft Outlook (8) +
Microsoft Excel (8)
Microsoft Excel (8) +
Microsoft Teams (8)
Microsoft Teams (8) +
Gmail (8)
Gmail (8) +
Calendly (8)
Calendly (8) +
Stripe (8)
Stripe (8) M
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Add every new Microsoft Dynamics 365 CRM contact to Microsoft Outlook, and send a welcome text via SMS Partner.
New Microsoft Dynamics 365 CRM contacts appear in Microsoft Outlook instantly while SMS Partner sends a welcome text, eliminating manual data entry.
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When an opportunity is created in Microsoft Dynamics 365 CRM, send an email in Microsoft Outlook, and text the sales rep via SMS Partner.
New opportunities trigger an instant email in Microsoft Outlook and an SMS alert via SMS Partner so your team acts immediately.
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When a Microsoft Outlook email arrives from a client, update the contact in Microsoft Dynamics 365 CRM, and send an update text via SMS Partner.
Client emails in Microsoft Outlook automatically update Microsoft Dynamics 365 CRM records and trigger an SMS confirmation via SMS Partner.
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Create a Microsoft Outlook task for every new Microsoft Dynamics 365 CRM lead, and text the assignee via SMS Partner.
New leads in Microsoft Dynamics 365 CRM generate an Outlook task and an SMS alert via SMS Partner to ensure prompt follow-up.
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If a Microsoft Dynamics 365 CRM lead is enterprise tier, schedule an Outlook meeting and text the sales director via SMS Partner.
Enterprise leads in Microsoft Dynamics 365 CRM trigger an Outlook calendar event and an SMS partner alert for urgent review.
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When a Microsoft Dynamics 365 CRM case is updated, send an Outlook notification email and text the customer via SMS Partner.
Case updates in Microsoft Dynamics 365 CRM dispatch an Outlook email update and an SMS Partner text straight to the client.
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Use Claude to summarise Microsoft Outlook emails, update Microsoft Dynamics 365 CRM contacts, and text the summary via SMS Partner.
Claude summarises incoming Outlook emails, updates Microsoft Dynamics 365 CRM, and sends a text digest via SMS Partner.
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When a Microsoft Dynamics 365 CRM quote is updated, draft an Outlook email, notify the manager via SMS Partner, and create a Teams alert.
Updated quotes in Microsoft Dynamics 365 CRM draft an Outlook email, text the manager via SMS Partner, and notify Teams.
Supported triggers and actions for Microsoft Dynamics 365 CRM and SMS Partner
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → 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
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → SMS Partner Triggers & Actions
What can you automate with Microsoft Dynamics 365 CRM + SMS Partner?
Streamline your communication workflow by connecting Microsoft Dynamics 365 CRM events to instant SMS messaging.
📱
Send SMS alerts for every new lead
Trigger instant text messages through SMS Partner the moment a new lead is created in Microsoft Dynamics 365 CRM. Your sales team can engage prospective buyers within seconds of submission.
📝
Capture every submitted contact detail
Map all available contact fields from Microsoft Dynamics 365 CRM into your messaging workflows instead of just basic names. Your outreach messages become personalized and relevant.
🔔
Notify your team as soon as sales occur
Dispatch instant text alerts to your sales and support representatives whenever a new case or order comes in. Team members can take action without checking dashboards manually.
🔀
Route messages based on submitted fields
Send different text templates depending on lead tier, region, or order value. High-priority prospects receive custom VIP messaging automatically.
🔄
Keep your records updated across systems
Automatically update customer accounts and contact records when status changes occur in Microsoft Dynamics 365 CRM. Your databases remain perfectly synchronized at all times.
🔍
Search and update instead of creating duplicates
Lookup existing customer profiles before sending texts or creating new records. This prevents duplicate entries and maintains clean customer data.
💳
Handle later status changes and renewals
Trigger automated follow-up texts when support cases resolve, quotes update, or orders complete. Customer communication follows every stage of the lifecycle.
🔌
Extend your workflow to additional apps
Connect your core Microsoft Dynamics 365 CRM and SMS Partner flow with tools like Slack, Google Sheets, or email platforms. Build robust multi-step pipelines for your entire team.
And much more...
Who is Microsoft Dynamics 365 CRM + SMS Partner integration for?
Sales managers, support leads, and operations teams connect Microsoft Dynamics 365 CRM and SMS Partner to eliminate manual text messaging and keep records synchronized.
Sales managers
Support leads
Operations directors
High-volume marketers
Account executives
Operations managers
📈
Sales managers
You're reviewing lead conversion numbers every week, but your outreach logs only update when someone manually types status changes, so the pipeline metrics you're presenting are always hours behind — with this integration, every new lead triggers automated SMS updates and your CRM data stays current.
⚡
Support leads
You need to respond to customer inquiries immediately, but your support team finds out about new tickets too late because notifications are trapped in siloed systems — with this integration, every new support case dispatches instant text alerts and your team resolves issues faster.
📋
Operations directors
You answer to executive stakeholders who want to see real-time progress reports, but compiling data across disparate platforms takes hours of manual copying every morning — with this integration, every CRM event updates records automatically and your dashboards reflect exact progress.
🚀
High-volume marketers
The inbound lead volume is too high for anyone to keep up by hand, resulting in delayed follow-up texts and lost sales opportunities — with this integration, every lead creation triggers immediate automated SMS outreach and your conversion rates climb.
🤝
Account executives
You own the closing step and depend on upstream lead handoffs, but leads get stalled because communication between teams breaks down — with this integration, every pipeline movement triggers instant text notifications and your deals progress without delay.
🗂️
Operations managers
You need a reliable audit history for compliance and reporting, but manual data entry keeps leaving frustrating gaps in your database — with this integration, every customer interaction logs complete records automatically and your historical audit trails remain flawless.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SMS Partner
Build and manage your Microsoft Dynamics 365 CRM + SMS Partner automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + SMS Partner with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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 SMS Partner?
You can connect Microsoft Dynamics 365 CRM to SMS Partner instantly using 1-click workflows on Integrately or by asking Integrately AI to build your custom setup alongside apps like Microsoft Outlook, Gmail, and Microsoft Teams.
Can I automatically send SMS messages when a new lead is created in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, SMS Partner, and Microsoft Teams?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SMS Partner?
How does Microsoft Dynamics 365 CRM handle lead updates in automated workflows?
Can SMS Partner send messages based on custom customer data?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SMS Partner?
Is the Microsoft Dynamics 365 CRM and SMS Partner integration free?
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