Microsoft Dynamics 365 CRM + Twilio Integration

Integrate Microsoft Dynamics 365 CRM to Twilio in one click, or tell Integrately AI how you want each lead handled. Trigger instant text messages, send WhatsApp updates, log call details, and notify 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
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
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2.
  • 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
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

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

Send instant text messages for new leads, notify clients of case updates, dispatch WhatsApp templates, and track communication history, all in just one click.

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

Send Twilio sms for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a sms through Twilio 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 - Twilio 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 + Twilio flow

Extend your communication workflows by syncing customer records, alerting team channels, and updating spreadsheets automatically. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Twilio
+
SalesforceSalesforce (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
M
T
S
Send a Twilio SMS when a Microsoft Dynamics 365 CRM lead is created, and update Salesforce
New Microsoft Dynamics 365 CRM leads trigger an instant Twilio text message while updating your Salesforce records seamlessly.
M
T
S
When a Microsoft Dynamics 365 CRM contact is updated, send a WhatsApp message in Twilio and sync Salesforce
Updated Microsoft Dynamics 365 CRM contact details trigger a Twilio WhatsApp message and update Salesforce records instantly.
M
T
S
If a Microsoft Dynamics 365 CRM case is created, send an SMS via Twilio and log it in Salesforce
New support cases in Microsoft Dynamics 365 CRM trigger an immediate Twilio SMS alert and log a new record in Salesforce.
T
M
S
When a Twilio call is finished, create a follow-up lead in Microsoft Dynamics 365 CRM and log it in Salesforce
Finished Twilio phone calls automatically generate a lead in Microsoft Dynamics 365 CRM and update Salesforce records.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Twilio

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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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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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Get message media by id in Twilio
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Get message medias in Twilio
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
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What can you automate with Microsoft Dynamics 365 CRM + Twilio?

Streamline your customer communications and CRM data synchronization with ready-to-use automation workflows.

What you can automate?
💬
Send SMS alerts for new CRM leads
Automatically trigger a Twilio text message the moment a new lead is created in Microsoft Dynamics 365 CRM to engage prospects instantly.
📋
Capture all communication data fields
Map custom phone numbers, message bodies, and call durations from Twilio directly into corresponding Microsoft Dynamics 365 CRM contact fields.
🔔
Notify teams of support case updates
Alert your support staff via instant message whenever a new case is opened or updated in Microsoft Dynamics 365 CRM.
🔀
Route messages based on lead criteria
Send personalized WhatsApp templates or standard SMS messages depending on the account tier or priority set in Microsoft Dynamics 365 CRM.
🔄
Keep contact records synchronized
Update contact details in Microsoft Dynamics 365 CRM whenever phone numbers or profile information change across your communication tools.
🔍
Prevent duplicate record creation
Search existing Microsoft Dynamics 365 CRM records before logging incoming Twilio calls or messages to maintain clean databases.
📞
Log completed phone calls automatically
Record call durations, summaries, and outcomes in Microsoft Dynamics 365 CRM the exact moment a Twilio phone call finishes.
🌐
Extend workflows to team collaboration tools
Trigger automated follow-up tasks in Slack or Google Sheets alongside your Microsoft Dynamics 365 CRM and Twilio workflows.
And much more...

Who is Microsoft Dynamics 365 CRM + Twilio integration for?

Sales, support, and marketing teams use this integration to automate customer communication, eliminate manual messaging delays, and keep communication records perfectly synced.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
High-volume sales reps
High-volume sales reps
Operations specialists
Operations specialists
CRM administrators
CRM administrators
📈
Performance marketers
You're running outreach campaigns across multiple channels but your CRM logs only update when someone manually exports data, so the campaign metrics you're reviewing are always a few hours behind — with this integration, every new interaction lands in your system instantly and your data stays current.
🎧
Customer support leads
You're managing inbound client issues in Microsoft Dynamics 365 CRM but team members miss critical updates because notifications aren't sent out immediately — automating both apps means every support case triggers instant SMS alerts and your team responds without delay.
📊
Account managers
You're reporting on client engagement metrics to stakeholders but communication logs have gaps because call notes aren't recorded on time — connecting these apps means every phone call and message is tracked automatically and your reporting remains complete.
⚡
High-volume sales reps
You're processing hundreds of inbound leads daily in Microsoft Dynamics 365 CRM and typing manual text messages for each prospect slows down your pipeline — this integration means every new lead receives an automated text message instantly and your outreach scales effortlessly.
🔄
Operations specialists
You own the handoff process between Microsoft Dynamics 365 CRM records and client messaging workflows, but manual handoffs cause missed follow-ups — automating both apps means lead creation triggers immediate communication tasks without manual friction.
📁
CRM administrators
You're maintaining data hygiene in Microsoft Dynamics 365 CRM while team members handle phone interactions outside the CRM, creating messy records — with this integration, every completed call and message updates your database correctly.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Twilio

Build and manage your Microsoft Dynamics 365 CRM + Twilio 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 + Twilio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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 Twilio?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Twilio instantly using 1-click ready workflows or ask Integrately AI to build the automation and map the fields for you.
Can I automatically send an SMS when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Twilio?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM contact data update Twilio messages?
Frequently Asked Questions
Can Twilio call completions update records in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Twilio?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Twilio integration free?
Frequently Asked Questions
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