Customer SMS Engagement in Dynamics 365 Sales

In today's fast-paced sales environment, reaching clients where they are most active is crucial for closing deals. Text messaging within your CRM offers a direct, high-response channel to engage prospects and follow up on leads instantly. This course guides you through utilizing SMS capabilities directly within Dynamics 365 Sales. You will transition from relying solely on email to executing modern, multi-channel communication strategies that keep your sales pipeline moving. What you'll learn: - Understand the foundational setup, key terminology, and compliance requirements for business SMS. - Configure and edit customer phone numbers and contact records within Dynamics 365 Sales. - Compose personalized text messages using dynamic placeholders and pre-built templates. - Manage inbound and outbound text conversations directly from the seller dashboard. - Apply best practices for timing, frequency, and opt-in consent to maintain high engagement. You will start with the core concepts of CRM-based messaging and consent before moving on to practical text composition, contact record management, and daily workflows. Through clear written explanations and scenarios, you will learn to integrate text messaging seamlessly into your sales routine. This course is designed for sales professionals, account managers, and CRM administrators who are new to SMS features in Dynamics 365 Sales. No prior technical configuration experience is required. Start reading today to unlock a faster, more personal way to connect with your customers.