The TextUs integration for Microsoft Dynamics 365 (MS Dynamics) supports the following features:
Send and receive two-way text messages with contacts, leads, and accounts in your MS Dynamics account using the TextUs Chrome extension.
Increase engagement with rich texting features such as message templates, rich media, short links, and more.
Import phone numbers from MS Dynamics into TextUs using the TextUs Chrome extension.
Log your team’s text conversations in TextUs back to MS Dynamics Contact, Lead, and Account records.
Install the TextUs Chrome extension
Before you start using the TextUs Microsoft Dynamics integration, you'll need to download and install the TextUs Chrome extension in your Chrome web browser. For more information, see Install the TextUs Chrome extension.
Note: For note logging support, please ensure your organization admin has configured the Microsoft Dynamics integration in your TextUs organization settings.
Supported pages
The TextUs Chrome extension supports the following MS Dynamics record types and list views:
Contacts
Leads
Accounts
Tip: A list view is a page in MS Dynamics that displays multiple contacts, leads, or accounts in a table or list. You can use list views to bulk-import contacts, or when you want to send the same message or campaign to multiple contacts at a time.
How to use the TextUs Chrome extension with Microsoft Dynamics
See the sections below for more information about how to use the TextUs Chrome extension with Microsoft Dynamics.
Import and message contacts with the Find Numbers feature
The Find Numbers feature extracts any name and phone number information on a supported Microsoft Dynamics list view or page view, then displays the information on the Imported Contacts menu.
You can then use batch actions to send targeted text messages, campaigns, or enroll contacts in a sequence (available with Automation licenses only).
Message contacts with Click-to-Text
The Click-to-Text feature allows you to click the phone number link of any Microsoft Dynamics contact, lead, or account with a TextUs logo next to it, then create a text message conversation in the TextUs Chrome extension with the recipient’s contact information prefilled.
Disable Click-to-Text
To disable the Click-to-Text feature, complete the following steps:
Click the extensions icon in your Google Chrome browser, then select Options.
On the TexUs Chrome Extension pop up, use the toggle to turn Use Click-to-Text off.
Close the TextUs Chrome Extension pop up.
On the My extensions page, under Site Access, select On all sites from the dropdown menu.
Refresh the webpage in Microsoft Dynamics. The Click-to-Text feature is now disabled.
View conversation history in Microsoft Dynamics
Your Microsoft Dynamics integration automatically logs all text conversations back to the corresponding Contact, Lead, and Account records. This allows your team to keep track of text communications and view previous TextUs conversations in one place.
You can view logged messages under Timeline on the Summary tab of a Contact, Lead, or Account’s profile. Each note includes the message direction (inbound or outbound), message details, user details, and timestamps.
