Many Microsoft Dynamics 365 users struggle to engage customers beyond email, especially in applications like Microsoft Dynamics 365 Customer Insights – Journeys and Microsoft Dynamics 365 Sales, where native WhatsApp and SMS connectors are not available out of the box.
Confiz’s WhatsApp & SMS Integration for Dynamics 365 closes that gap by connecting Twilio’s messaging platform with Microsoft Dynamics 365. This enables businesses to deliver real-time, personalized customer communication through widely used messaging channels, without moving outside their existing Dynamics 365 environment.
Extend customer engagement beyond email
With this integration, organizations can trigger WhatsApp and SMS messages based on business events, workflows, or customer journeys inside Microsoft Dynamics 365.
This allows teams to send:
- Marketing campaign messages
- Transactional notifications
- Service updates
- Appointment reminders
- Customer follow-ups
All customer interactions remain centralized within Microsoft Dynamics 365, helping teams maintain visibility, consistency, and better communication tracking.
Built for reliable, scalable messaging
The integration uses Twilio’s secure and scalable messaging APIs, helping ensure:
- Reliable message delivery
- Global messaging reach
- Support for compliance-aligned communication practices
Message templates and triggers can also be configured based on your business requirements, so teams can engage customers at the right time through their preferred channels.
Key benefits
- Enable WhatsApp and SMS messaging where Microsoft Dynamics 365 native connectors are unavailable
- Improve customer engagement and response rates beyond email-only communication
- Centralize messaging activity within Microsoft Dynamics 365
- Reduce dependency on external messaging and marketing tools
- Accelerate time-to-value with a pre-built integration approach
Make every customer interaction more timely, personal, and effective. Book a consultation with us to explore how Confiz can help you enable WhatsApp and SMS messaging in Dynamics 365.