How to Integrate Dynamics 365 with Twilio: 1-Min Guide

How to Integrate Dynamics 365 with Twilio

Updated on:

June 5, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Dynamics 365 with Twilio for improved customer communication.

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Here’s how to do it:

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Access your Dynamics 365 and navigate to the 'App Settings'.
Then, select 'Partner Apps' when you scroll down from 'App Settings'.
Go to the empty search bar and type 'Twilio'.
Now, select 'Twilio SMS & WhatsApp for Dynamics 365' from the results.
You must have a premium account to be able to integrate Twilio with Dynamics 365. You have to click 'Contact Me' then have someone discuss the requirement with you.
To continue, you need to fill out the basic information.
To continue, you need to fill out the basic information.

📌 Why this matters

Integrating Dynamics 365 with Twilio lets you send SMS and WhatsApp messages directly from your CRM, turning customer data into immediate action. You can trigger automated follow-ups based on deal stages, send appointment reminders using contact preferences, or reach prospects through their preferred messaging channels.

This integration transforms your customer database from a static repository into a dynamic communication hub, where every interaction becomes an opportunity for timely, personalized outreach that feels natural rather than intrusive.

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