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10 Ways to Make the
Most of SMS in Dynamics
365
WHY COMMUNICATE BY SMS
Business Perspective
Messages are read! 98% open rate
Customer Perspective
75% prefer business notifications by SMS
WHY COMMUNICATE BY SMS
SMS is a great communication channel to get
your message across!
Here's some ideas on how you can use SMS in
Dynamics 365
1) NOTIFICATIONS
✅ Instant Confirmations
✅ Builds Trust
✅ Prevents Queries
✅ Concise & Relevant
Dynamics has many trigger points to
automate SMS Notifications
2) CONVERSATIONS
✅ Discrete
✅ Get Answers Fast
✅ To The Point
SMS Conversations will save you time by
getting your answers quicker
3) INITIATOR
✅ Bulk SMS
✅ Save Time
✅ Engaged Contacts Focus
Reach out to 1000’s in one go, only spend
time on leads engaged with your messaging
4) MARKETING
✅ Bulk SMS
✅ Personalised
✅ Tracked
✅ Relevant
Reach out to 1000’s to advertise your
product. Track who’s clicking your links
5) APPOINTMENT REMINDERS
✅ Stay Informed
✅ Reduce No Shows
✅ Scheduled
✅ Reschedule
✅ Cancellation
Keep contacts informed about their
scheduled appointments to reduce no shows
6) BUILDING HYPE
✅ Generate Excitement
✅ Schedule In Advance
✅ Send On Mass
✅ Word Of Mouth Sells
Get people talking to help hit your
events capacity through hype building
7) FEEDBACK
✅ Ask On Mass
✅ Gain Understanding
✅ Make Improvements
✅ Handle Negativity
No ones perfect – feedback offers a
chance to improve
8) FOLLOW UPS
✅ Advertise
✅ Increase Revenue
✅ Schedule
✅ Closure
Use follow ups to offer additional products
and services or suggest rebooking dates
9) INBOUND CAMPAIGNS
✅ Text to Win
✅ Questionnaires
✅ Txt to Donate
Inbound SMS can be used to initiate an
action
10) INTERNAL COMMS
✅ Instructions
✅ Morale Boosting
✅ Confirmations
✅ Warnings
SMS doesn’t just have to be external facing.
Improve you internal communications
hello@txtsync.com
@TxtSync
WWW.TXTSYNC.COM/MICROSOFT-DYNAMICS
WHAT TO KNOW MORE?
Then check out our SMS integration into Microsoft
Dynamics and see how your business can benefit from
SMS

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10 ways to make the most of sms in dynamics 365

  • 1. 10 Ways to Make the Most of SMS in Dynamics 365
  • 2. WHY COMMUNICATE BY SMS Business Perspective Messages are read! 98% open rate Customer Perspective 75% prefer business notifications by SMS
  • 3. WHY COMMUNICATE BY SMS SMS is a great communication channel to get your message across! Here's some ideas on how you can use SMS in Dynamics 365
  • 4. 1) NOTIFICATIONS ✅ Instant Confirmations ✅ Builds Trust ✅ Prevents Queries ✅ Concise & Relevant Dynamics has many trigger points to automate SMS Notifications
  • 5. 2) CONVERSATIONS ✅ Discrete ✅ Get Answers Fast ✅ To The Point SMS Conversations will save you time by getting your answers quicker
  • 6. 3) INITIATOR ✅ Bulk SMS ✅ Save Time ✅ Engaged Contacts Focus Reach out to 1000’s in one go, only spend time on leads engaged with your messaging
  • 7. 4) MARKETING ✅ Bulk SMS ✅ Personalised ✅ Tracked ✅ Relevant Reach out to 1000’s to advertise your product. Track who’s clicking your links
  • 8. 5) APPOINTMENT REMINDERS ✅ Stay Informed ✅ Reduce No Shows ✅ Scheduled ✅ Reschedule ✅ Cancellation Keep contacts informed about their scheduled appointments to reduce no shows
  • 9. 6) BUILDING HYPE ✅ Generate Excitement ✅ Schedule In Advance ✅ Send On Mass ✅ Word Of Mouth Sells Get people talking to help hit your events capacity through hype building
  • 10. 7) FEEDBACK ✅ Ask On Mass ✅ Gain Understanding ✅ Make Improvements ✅ Handle Negativity No ones perfect – feedback offers a chance to improve
  • 11. 8) FOLLOW UPS ✅ Advertise ✅ Increase Revenue ✅ Schedule ✅ Closure Use follow ups to offer additional products and services or suggest rebooking dates
  • 12. 9) INBOUND CAMPAIGNS ✅ Text to Win ✅ Questionnaires ✅ Txt to Donate Inbound SMS can be used to initiate an action
  • 13. 10) INTERNAL COMMS ✅ Instructions ✅ Morale Boosting ✅ Confirmations ✅ Warnings SMS doesn’t just have to be external facing. Improve you internal communications
  • 14. hello@txtsync.com @TxtSync WWW.TXTSYNC.COM/MICROSOFT-DYNAMICS WHAT TO KNOW MORE? Then check out our SMS integration into Microsoft Dynamics and see how your business can benefit from SMS