Microsoft Dynamics 365 CRM SMS Integration

Yes - Mobile Message does integrate with Microsoft Dynamics 365 CRM!

Your CRM holds the relationship data that drives revenue, but only if your team stays connected to it. When leads, opportunities, and orders move through your system, that momentum can stall if customers don't know what's happening next. With Microsoft Dynamics 365 and Mobile Message connected through Zapier, every CRM update becomes a chance to reach your customers. When a new lead is created, send a welcome SMS. When an opportunity progresses or an order ships, send a status update. When an invoice is issued or a case is resolved, let the customer know immediately. These moments matter because they shape customer expectations.

Your pipeline moves faster because customers stay informed. Sales teams close deals quicker, support teams resolve cases without repeat enquiries, and customers feel valued because you communicate proactively.

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Microsoft Dynamics 365 CRM SMS Integration

What you can automate

Connect Microsoft Dynamics 365 CRM and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A new lead is created Microsoft Dynamics 365 CRM · New Lead
Then Send a welcome SMS Mobile Message · Send SMS
Use this Zap
When A sales opportunity is created Microsoft Dynamics 365 CRM · New Opportunity
Then Text the prospect to confirm interest Mobile Message · Send SMS
Use this Zap
When An order is placed Microsoft Dynamics 365 CRM · New Order
Then Send a confirmation and delivery SMS Mobile Message · Send SMS
Use this Zap
When An invoice is issued Microsoft Dynamics 365 CRM · New Invoice
Then Notify the customer via SMS Mobile Message · Send SMS
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Microsoft Dynamics 365 CRM supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 16
  • New Account — Triggers when a new account is created.
  • New Case/Incident — Triggers when a new case/incident is created.
  • New Contact — Triggers when a new contact is created.
  • New Custom Entity — Triggers when a new custom entity is created.
  • New Invoice — Triggers when a new invoice is created.
  • New Lead — Triggers when a new lead is created.
  • New Opportunity — Triggers when a new opportunity is created.
  • New Order — Triggers when a new order is created.
Show all 16 triggers
  • Updated Account — Triggers when an account is updated.
  • Updated Case/Incident — Triggers when a case/incident has been updated.
  • Updated Contact — Triggers when a contact is updated.
  • Updated Invoice — Triggers when an invoice is updated.
  • Updated Lead — Triggers when a lead has been updated.
  • Updated Opportunity — Triggers when an opportunity has been updated.
  • Updated Order — Triggers when an order is updated.
  • Updated Quote — Triggers when a quote is updated.
Actions 20
  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Account — Creates a new account.
  • Create Campaign — Creates a new campaign.
  • Create Campaign Response — Creates a new campaign response.
  • Create Case/Incident — Creates a new case/incident.
  • Create Contact — Creates a new contact.
  • Create Custom Entity — Creates a new custom entity.
  • Create Invoice — Creates a new invoice.
Show all 20 actions
  • Create Lead — Creates a new lead.
  • Create Opportunity — Creates a new opportunity.
  • Create Order — Creates a new order.
  • Update Account — Updates an account.
  • Update Campaign Response — Updates an existing campaign response.
  • Update Case/Incident — Updates a Case/Incident.
  • Update Contact — Updates a contact.
  • Update Custom Entity — Updates a custom entity.
  • Update Invoice — Updates an invoice.
  • Update Lead — Updates a lead.
  • Update Opportunity — Updates an opportunity.
  • Update Order — Updates a order.

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Microsoft Dynamics 365 CRM + SMS: common questions

Can I send an SMS when a new lead enters Dynamics?

Yes. When a lead is created in your CRM, you can trigger an SMS welcoming them and asking them to confirm interest. This reaches them instantly while you're top of mind and starts the conversation moving.

What if an order is placed or an invoice is sent?

You can set up automations for any CRM event. When an order is created, send a confirmation and expected delivery date. When an invoice is issued, send a payment reminder. Each update triggers the right message.

How do I set up Dynamics SMS through Mobile Message?

Connect your Dynamics and Mobile Message accounts via Zapier. Choose which CRM events (new lead, opportunity, order, invoice) trigger SMS actions. Zapier automates the sends without requiring technical setup.

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