The TextUs integration for Microsoft Dynamics 365 (MS Dynamics) connects your TextUs accounts with your MS Dynamics instance so that you can do the following:
Import phone numbers from MS Dynamics CRM into TextUs using the TextUs Chrome extension.
Send and receive text messages with contacts and leads in your MS Dynamics CRM account using the TextUs web app, Chrome extension, or mobile app.
Log your team’s TextUs conversations with contacts, leads, and accounts in your MS Dynamics records, then view and edit that record.
Getting started with your Microsoft Dynamics integration
Note: Your MS Dynamics admin should complete the steps in this guide to ensure your integration has the correct account settings and permissions. This process should only need to be completed one time.
To integrate TextUs with your MS Dynamics instance and synchronize data between the two platforms, complete the following steps:
Step 1: Find your Microsoft 365 tenant ID
Your Microsoft 365 tenant ID is a globally unique identifier (GUID) that you will need to configure OneDrive policies. To find your Microsoft 365 tenant ID, complete the following steps:
Log in to the Microsoft Entra admin center.
On the left sidebar, click Overview.
In the Basic information section, your tenant ID is listed in the Tenant ID field.
Step 2: Register the TextUs application
Next, you will need to register the TextUs application in the Microsoft Entra admin center portal by completing the following steps:
On the left sidebar, click Applications > App registrations.
Click New registration.
In the Name field, enter TextUs.
Under Supported account types, click the option for Accounts in this organizational directory only (TextUs only - Single tenant).
Click Register.
When the registration is complete, the Azure portal displays the App registrations > Overview page. Copy the Application (client) ID listed for TextUs.
Step 3: Add a client secret
A client secret is a string value an app can use to identify itself. To add client secrets to your TextUs app registration in the Microsoft Entra admin center portal, complete the following steps:
On the left sidebar, click Applications > App registrations > All applications > TextUs.
Click Certificates & secrets > Client secrets > New client secret.
In the Descriptions field, enter Production.
On the Expires dropdown menu, select 790 days (24 months).
Click Add.
After the client secret is created, copy the secret’s Value to your clipboard (not the Secret ID). Note that after you leave this page, the secret value is never displayed again and you will not be able to access this information later.
Step 4: Add API permissions
For the steps in this section, you will need to add two API permissions in the Microsoft Entra admin center portal: one for Microsoft Dynamics 365 CRM and one for Microsoft Graph. The Microsoft Dynamics 365 CRM permission is needed to log messages as an authenticated user, and the Microsoft Graph permission is needed to authenticate application permissions through SSO.
On the left sidebar, click Applications > App registrations > All applications > TextUs.
Click API permissions > Add a permission.
Click Dynamics CRM, then click Delegated permissions.
In the Select permissions search field, enter user_impersonation.
Click the checkbox next to the user_impersonation permission, then click Add permission.
On the API permission menu, click Add a permission.
Click Microsoft Graph, then click Delegated permissions.
In the Select permissions search field, enter User.Read.
Click the checkbox next to the User.Read permission, then click Add permission.
Step 5: Create an application user
Adding the TextUs web app as an application user to your MS Dynamics account allows your integration to securely log your team’s TextUs conversation in your MS Dynamics contact record activity fields.
Note: The following roles are required to further customize the TextUs application user:
Sales system access is required to query a user when logging messages as notes.
The system customizer role is required to create custom activity
Log in to the Power Platform admin center as a System Administrator.
On the left sidebar, click Environments, then select the environment that contains your MS Dynamics instance.
Click Settings > Users + permissions > Application users.
Click New app user, then configure the following details:
App: Select TextUs
Business unit: Select org54f3edae
Security Roles: Add the following security roles:
Activity Feeds
App Profile User
Basic User
Bot Author
Customer service app access
Sales system access
System Customizer
Step 6: Update the TextUs User Icon
In your Dynamics Environment, click the gear icon and select Advanced Settings.
On the Business Management page, click the Settings dropdown menu and select Security > Users.
On the Enabled Users page, search for # TextUs in the Search for records field.
On the # TextUs user profile, click the user image and update the user profile image using the following image file:
Step 7: Enable your Microsoft Dynamics integration in TextUs
After you have completed the TextUs integration process in MS Dynamics, follow the steps below to enable your integration in the TextUs web app.
Log in to next.textus.com with your org admin user account.
Click on your user icon and go to Accounts.
On the Accounts page, find your org account at the top of the account hierarchy and click View.
Click the Settings tab, then click Account Settings > Integrations.
Click the Microsoft Dynamics 365 Sales (CRM) icon, then enter the following information from the MS Dynamics setup instructions in the previous sections:
Client ID
Client Secret
Tenant ID
Organization URL
Click Authorize.
In the MS Dynamics pop up window, you may be asked to log in to your MS Dynamics account. Enter your admin credentials, then click Sign In.
A pop up window opens requesting your permission for TextUs to access your Microsoft Dynamics data. Click Accept to continue.
After the TextUs integration is complete, click Save on the MS Dynamics integration settings in the TextUs web app.
The integration process is complete. Your Microsoft Dynamics 365 Sales (CRM) icon on the Integrations page should now be toggled on.
Update your conversation logging settings (optional)
By default, your TextUs account logs individual messages back to the matching contact records in MS Dynamics. If you want to have your TextUs account’s message logged in batches, complete the following steps:
In the TextUs web app, log in to your Org Admin account.
Click the Settings tab, then click Account Settings > Integrations.
Click the Microsoft Dynamics 365 Sales (CRM) icon.
Under the Settings dropdown menu, click the toggle to Active.
On the Conversation Duration dropdown menu, select how often to log your account’s conversations to a single note in a contact record.
On the Refresh Frequency dropdown menu, select the frequency for logging new messages to Microsoft Dynamics.
Click Save to update your settings.