Microsoft Dynamics 365 CRM + Telnyx Integration

Integrate Microsoft Dynamics 365 CRM to Telnyx in one click, or tell Integrately AI how you want each lead handled. Qualify inbound leads, send automated SMS messages, update your CRM records, and alert your sales team automatically.

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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
  • Telnyx
    Message is received in Telnyx 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
  • Telnyx
    Send SMS in Telnyx
  • Telnyx
    Send MMS in Telnyx

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

Capture leads, send automated SMS messages, update records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Telnyx Integration

Send Telnyx 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 Telnyx 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 - Telnyx 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 + Telnyx flow

Extend your integration with email, project management, and team communication tools to keep your entire stack aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Telnyx
+
Microsoft OutlookMicrosoft Outlook (8)
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Microsoft TeamsMicrosoft Teams (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
ZoomZoom (8)
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When a lead is created in Microsoft Dynamics 365 CRM, send an SMS via Telnyx and create a contact in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads trigger an instant SMS in Telnyx and a new contact in Microsoft Outlook, so your outreach is immediate.
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When a contact is updated in Microsoft Dynamics 365 CRM, send an SMS update via Telnyx and send an email in Microsoft Outlook
Contact updates in Microsoft Dynamics 365 CRM trigger an SMS via Telnyx and a follow-up email in Microsoft Outlook automatically.
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When an opportunity is created in Microsoft Dynamics 365 CRM, send a notification SMS in Telnyx and schedule an event in Microsoft Outlook
New opportunities in Microsoft Dynamics 365 CRM trigger a Telnyx SMS alert and a scheduled event in Microsoft Outlook.
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When a case is created in Microsoft Dynamics 365 CRM, send an SMS alert in Telnyx and create a contact in Microsoft Outlook
Support cases in Microsoft Dynamics 365 CRM trigger an SMS alert in Telnyx and a contact record in Microsoft Outlook.
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If a new Microsoft Dynamics 365 CRM lead is enterprise tier, send a priority SMS in Telnyx and email the team in Microsoft Outlook
Enterprise leads in Microsoft Dynamics 365 CRM trigger a priority Telnyx SMS and an email notification in Microsoft Outlook.
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When a quote is updated in Microsoft Dynamics 365 CRM, send a status SMS via Telnyx and update the email in Microsoft Outlook
Quote updates in Microsoft Dynamics 365 CRM trigger a Telnyx SMS and an email update in Microsoft Outlook.
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Use Claude to summarise every new Microsoft Dynamics 365 CRM case, send an SMS briefing via Telnyx, and email the summary in Microsoft Outlook
Claude summarises new Microsoft Dynamics 365 CRM cases before Telnyx sends an SMS briefing and Microsoft Outlook emails the summary.
M
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When a lead is created in Microsoft Dynamics 365 CRM, send an SMS via Telnyx, email the details in Microsoft Outlook, and create a task in HubSpot
New Microsoft Dynamics 365 CRM leads trigger a Telnyx SMS, an Outlook email, and a new tracking task in HubSpot.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Telnyx

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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Telnyx
Telnyx Triggers & Actions
Instant
Message is received in Telnyx
Triggers the automation when a new message is received
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Send SMS in Telnyx
Sends a text message to particular recipients
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Send MMS in Telnyx
Sends multimedia messages to designated recipients
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What can you automate with Microsoft Dynamics 365 CRM + Telnyx?

Streamline your customer communications and CRM updates with automated workflows that eliminate manual data entry.

What you can automate?
📨
Send SMS messages automatically from CRM triggers
Trigger instant SMS messages in Telnyx the moment a new lead or contact is created in Microsoft Dynamics 365 CRM, keeping your outreach immediate.
📝
Capture every submitted lead detail
Map all available contact fields and custom properties from Microsoft Dynamics 365 CRM into your Telnyx message templates for personalized communication.
🔔
Alert team members instantly
Notify sales reps and support agents the second a customer interacts, ensuring rapid response times across your organization.
🔀
Route messages based on lead properties
Send different SMS templates or trigger specific actions depending on lead tier, account status, or custom field values submitted in Microsoft Dynamics 365 CRM.
🔄
Keep CRM records synchronized
Automatically update contact information, deal stages, and case notes in Microsoft Dynamics 365 CRM when communication milestones occur.
🛡️
Prevent duplicate records
Search existing Microsoft Dynamics 365 CRM records before creating new ones, updating information cleanly without cluttering your database.
📊
Manage status changes and updates
Trigger automated follow-up messages or update records when opportunities, cases, or quotes change status in Microsoft Dynamics 365 CRM.
🔗
Extend your workflow to HubSpot
Connect your core Microsoft Dynamics 365 CRM and Telnyx flow to HubSpot to sync contacts, create deals, and keep your entire stack aligned.
And much more...

Who is Microsoft Dynamics 365 CRM + Telnyx integration for?

Sales and support teams connecting Microsoft Dynamics 365 CRM with Telnyx eliminate manual messaging delays and keep customer interactions perfectly synchronised across platforms.

Performance analysts and reporting managers
Performance analysts and reporting managers
Sales representatives and account managers
Sales representatives and account managers
Client success leads and agency account owners
Client success leads and agency account owners
Support operations and high-volume teams
Support operations and high-volume teams
Sales development representatives
Sales development representatives
CRM administrators and data managers
CRM administrators and data managers
📈
Performance analysts and reporting managers
You're tracking customer communications and CRM entries but your SMS logs only update when someone manually exports data, so the response metrics you're reviewing are always a few hours behind — with this integration, every message event lands instantly and your reports stay current.
⚡
Sales representatives and account managers
You need to reach out to inbound leads immediately, but you find out about new CRM entries too late because notifications are trapped in separate tabs — with this integration, every new lead triggers an instant SMS so you can connect while interest is high.
🤝
Client success leads and agency account owners
You answer to clients who want immediate proof of customer outreach, but manual updates leave gaps in your timeline — with this integration, every communication is automatically tracked and visible so clients always know the status.
🛠️
Support operations and high-volume teams
The volume of inbound cases and customer inquiries is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, automated messaging and CRM updates handle the volume effortlessly.
🔄
Sales development representatives
You own the outreach step and depend on someone upstream to hand over qualified leads, but manual handoffs cause delays — with this integration, lead creation instantly triggers automated SMS outreach and CRM logging.
🗂️
CRM administrators and data managers
You need a reliable history of all customer interactions and keep finding gaps between your CRM records and communication logs — with this integration, every record update and message stays perfectly synchronised.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Telnyx

Build and manage your Microsoft Dynamics 365 CRM + Telnyx 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 + Telnyx with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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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 Telnyx?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Telnyx in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It also supports tools like Microsoft Outlook, Microsoft Teams, HubSpot, Gmail, Slack, and Zoom.
Can I automatically send SMS messages in Telnyx when a lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Telnyx, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Telnyx?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact triggers on Integrately?
Frequently Asked Questions
How do Telnyx SMS actions work within automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Telnyx?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Telnyx integration free?
Frequently Asked Questions
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