Microsoft Dynamics 365 CRM + Textgun SMS Integration

Integrate Microsoft Dynamics 365 CRM to Textgun SMS in one click, or tell Integrately AI how you want each lead handled. Trigger SMS alerts, update contacts, notify teams, and track communication automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • 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
  • Textgun SMS
    Message is received in Textgun SMS
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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
  • Textgun SMS
    Send SMS message in Textgun SMS

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Textgun SMS Integration

Send text alerts, update lead statuses, notify sales reps, and track customer replies, all in just one click.

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

Send Textgun 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 Textgun 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 - Textgun 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 Microsoft Dynamics 365 CRM + Textgun SMS flow

Extend your SMS automation to calendar bookings, team chat channels, and customer spreadsheets. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Textgun SMS
+
Microsoft OutlookMicrosoft Outlook (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
M
M
T
Create a Microsoft Outlook event from every Microsoft Dynamics 365 CRM lead, and send an SMS via Textgun SMS.
New Microsoft Dynamics 365 CRM leads schedule an Outlook calendar event and trigger an immediate Textgun SMS message without manual calendar updates.
M
M
T
When a Microsoft Dynamics 365 CRM contact is updated, update the meeting in Microsoft Outlook and send a status update via Textgun SMS.
Updated contact details in Microsoft Dynamics 365 CRM immediately revise your Microsoft Outlook calendar and dispatch a Textgun SMS notice.
M
M
T
If a new Microsoft Dynamics 365 CRM opportunity is created, schedule an Outlook review meeting and notify the team via Textgun SMS.
New opportunities in Microsoft Dynamics 365 CRM automatically set an Outlook review meeting and broadcast a Textgun SMS alert.

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

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
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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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Textgun SMS
Textgun SMS Triggers & Actions
Message is received in Textgun SMS
Triggers the automation when a new message is received
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Send SMS message in Textgun SMS
Sends a text message to particular recipients
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What can you automate with Microsoft Dynamics 365 CRM + Textgun SMS?

Streamline your customer communications by connecting Microsoft Dynamics 365 CRM triggers directly to Textgun SMS messaging.

What you can automate?
🚀
Send instant text messages on new lead creation
Trigger an automated Textgun SMS message the moment a new lead is created in Microsoft Dynamics 365 CRM. Engage prospects instantly without manual typing.
📝
Capture every submitted contact detail
Map all available contact fields from Microsoft Dynamics 365 CRM into your Textgun SMS templates. Ensure your text messages contain accurate personalization.
🔔
Alert team members as soon as events happen
Send immediate SMS notifications to sales reps or support staff whenever a new case or opportunity is created in Microsoft Dynamics 365 CRM.
🔀
Route messages based on submitted fields
Send different Textgun SMS messages depending on the tier or category submitted in your Microsoft Dynamics 365 CRM lead data.
🔄
Keep records updated as data changes
Automatically update contact records and trigger status texts in Textgun SMS whenever lead details change in Microsoft Dynamics 365 CRM.
🛡️
Prevent duplicate entries and messages
Search existing records before creating new entries or sending messages, ensuring your database remains clean and free of duplicate texts.
📊
Handle later status changes and updates
Trigger follow-up texts or update notifications when opportunities or quotes are modified in Microsoft Dynamics 365 CRM.
🔗
Extend your workflow to Microsoft Teams
Connect Microsoft Dynamics 365 CRM and Textgun SMS with Microsoft Teams to broadcast internal alerts alongside your customer text messages.
And much more...

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

Sales teams, account managers, and support professionals relying on Microsoft Dynamics 365 CRM and Textgun SMS streamline customer communication and eliminate manual texting bottlenecks across operations.

Operations Directors
Operations Directors
Sales Managers
Sales Managers
Account Executives
Account Executives
Customer Support Leads
Customer Support Leads
Field Service Technicians
Field Service Technicians
CRM Administrators
CRM Administrators
📈
Operations Directors
You review lead conversion metrics and pipeline reports in Microsoft Dynamics 365 CRM, but manual texting delays leave your activity logs incomplete and your reporting dashboards out of date — with this integration, every CRM event triggers instant SMS updates and keeps your reporting metrics accurate.
⚡
Sales Managers
You need your reps to respond to new leads immediately, but manual notification bottlenecks mean prospects wait hours for a text response — with this integration, every new lead creates instant SMS outreach and ensures rapid prospect engagement.
🤝
Account Executives
You manage ongoing client pipelines in Microsoft Dynamics 365 CRM, but coordinating text updates by hand causes missed reminders and inconsistent communication — automating both apps means every account update dispatches a timely text notification and keeps client engagement consistent.
📋
Customer Support Leads
You handle high volumes of incoming client cases in Microsoft Dynamics 365 CRM, but manual text notifications cannot keep pace with ticket surges — this integration means every new case triggers immediate SMS confirmations and eliminates customer communication backlogs.
🔧
Field Service Technicians
You depend on upstream dispatchers to update work orders in Microsoft Dynamics 365 CRM before you can head out, but delayed handoffs leave you waiting for instructions — connecting these apps means every order update broadcasts instant text alerts to your mobile terminal.
🗂️
CRM Administrators
You maintain clean historical records across Microsoft Dynamics 365 CRM, but manual messaging logs leave gaps in your audit trails — automating both apps means every communication is accurately tied to lead records and your system history remains completely intact.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Textgun SMS

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Connect Microsoft Dynamics 365 CRM + Textgun SMS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Free done-for-you setup
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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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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 Textgun SMS?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Textgun SMS using 1-click automation setup on Integrately. Link your accounts, choose a ready template or ask Integrately AI to build the workflow, and start automating your text messaging.
Can I automatically send a Textgun SMS message when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Textgun SMS, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Textgun SMS?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead data when sending text messages?
Frequently Asked Questions
Can Textgun SMS receive messages and update Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Textgun SMS?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Textgun SMS integration free?
Frequently Asked Questions
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