Microsoft Dynamics 365 is a powerful CRM that can be used to model and automate your business processes. It enables your Sales Teams to build strong relationships with their customers, take actions based on insights, and close sales faster. You can also use it to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.
The SMS for Dynamics 365 integration allows you to easily incorporate SMS into these business processes. You do not have to toggle between your CRM and your Messaging Platform — start sending and receiving messages from within the Dynamics 365 platform.
Features
Integration
Fully integrated with your Microsoft Dynamics 365 organisation.
2-Way Conversations
Send a message from a contact’s profile, and receive replies straight back to their profile’s timeline.
Bulk Messaging
Reach 10, 100, or 1000 people instantly with a single message.
Schedule Messages
Send messages instantly, or choose to send them at a later date or time.
Workflows
Want to send a text as soon as someone signs up? Set these up natively in Dynamics via workflows.
Roles
Assign app permissions via roles settings within Dynamics 365.
Send messages straight from Dynamics
Download the Bulletin SMS Add-on from AppSource (with just a few clicks) to enable text messaging from within Dynamics for your organisation, to then (amongst all the other features):
- Send and receive messages straight from a Lead within Dynamics
- Report on all interactions against a Lead.
The Dynamics Add-on does not limit the use of Bulletin Messenger as your New Zealand messaging partner, you can also choose Vodafone MultiTXT, Spark eTXT as well as MessageMedia Hub (for Global customers).
