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Send SMS from Dynamics 365:

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Sending SMS messages from Dynamics 365 can help improve communication with customers and increase engagement. To send SMS messages from D365, you’ll need to use a third-party SMS service provider that integrates with D365. Once you’ve selected a provider and obtained the necessary credentials, you can create a new communication channel in D365 and configure the SMS provider. You can then send SMS messages using workflows or custom code. It’s important to ensure that you’re following all regulations and guidelines for SMS marketing, including obtaining consent from recipients and providing opt-out options. By following these steps, you can effectively send SMS messages from Dynamics 365 and improve your customer engagement. Here are the options available

Option 1: Twilio Integration Twilio is a cloud communication platform that provides APIs for voice, video, and messaging applications. Dynamics 365 offers a Twilio integration that allows you to send SMS messages from within the platform. Here are the steps to set up and use the Twilio integration:

  1. Install the Twilio solution from the Dynamics 365 marketplace and sign up for a Twilio account.
  2. Configure the Twilio account settings in Dynamics 365, including the Twilio Account SID and Auth Token.
  3. Create a new SMS message in Dynamics 365 by opening the record or entity you want to send the message from and clicking the “Send SMS” button in the command bar.
  4. Enter the recipient’s phone number and the message content in the SMS form. You can also personalize the message using merge fields.
  5. Review the SMS message and click “Send” to send the message using Twilio.

Option 2: Power Automate Power Automate is a cloud-based service that allows you to create automated workflows between different applications and services. Dynamics 365 offers a Power Automate integration that allows you to send SMS messages using a variety of SMS providers. Here are the steps to set up and use Power Automate to send SMS messages from Dynamics 365:

  1. Create a new flow in Power Automate and select the “Dynamics 365” trigger.
  2. Choose the entity you want to send the SMS message from, such as a contact or account record.
  3. Add a new action to the flow and choose the SMS provider you want to use, such as Twilio or ClickSend.
  4. Enter the recipient’s phone number and the message content in the SMS form. You can also personalize the message using dynamic content from the Dynamics 365 record.
  5. Save and test the flow to ensure that the SMS message is sent correctly.

Option 3: ClickSend Integration ClickSend is an SMS and email messaging platform that provides APIs and integrations for a variety of applications. Dynamics 365 offers a ClickSend integration that allows you to send SMS messages from within the platform. Here are the steps to set up and use the ClickSend integration:

  1. Install the ClickSend solution from the Dynamics 365 marketplace and sign up for a ClickSend account.
  2. Configure the ClickSend account settings in Dynamics 365, including the ClickSend API username and API key.
  3. Create a new SMS message in Dynamics 365 by opening the record or entity you want to send the message from and clicking the “Send SMS” button in the command bar.
  4. Enter the recipient’s phone number and the message content in the SMS form. You can also personalize the message using merge fields.
  5. Review the SMS message and click “Send” to send the message using ClickSend.

Option 4: MSG91 Integration MSG91 is an SMS messaging platform that provides APIs and integrations for a variety of applications. Dynamics 365 offers an MSG91 integration that allows you to send SMS messages from within the platform. Here are the steps to set up and use the MSG91 integration:

  1. Install the MSG91 solution from the Dynamics 365 marketplace and sign up for an MSG91 account.
  2. Configure the MSG91 account settings in Dynamics 365, including the MSG91 API key and sender ID.
  3. Create a new SMS message in Dynamics 365 by opening the record or entity you want to send the message from and clicking the “Send SMS” button in the command bar.
  4. Enter the recipient’s phone number and the message content in the SMS form. You can also personalize the message using merge fields.
  5. Review the SMS message and click “Send” to send the message using MSG91.

Option 5: Dynamics 365 Marketing Module As mentioned earlier, Dynamics 365 also offers a marketing module that includes SMS messaging capabilities. Here’s how you can send SMS messages using the Dynamics 365 Marketing module:

  1. Create a marketing list in Dynamics 365 Marketing that includes the contacts or leads you want to send SMS messages to.
  2. Create a marketing message that includes the SMS content you want to send to the contacts. To create an SMS message, select the “Text message” option under “Channel” when creating the marketing message.
  3. Personalize the SMS content using merge fields or placeholders, if desired.
  4. Set up a marketing automation or journey that includes the SMS message. This can be triggered by a specific event, such as the addition of a contact to a marketing list.
  5. Review and test the marketing automation or journey to ensure that the SMS message is sent correctly.
  6. Once the automation or journey is activated, the SMS message will be sent to the contacts in the marketing list according to the configured schedule and settings.

Note that to use the Dynamics 365 Marketing module, you will need to have a Dynamics 365 Marketing license. This module provides advanced marketing automation and customer journey management features, in addition to SMS messaging capabilities.

In conclusion, Dynamics 365 offers several options for sending SMS messages, ranging from direct integrations with SMS providers like Twilio, ClickSend, and MSG91, to using Power Automate and the Dynamics 365 Marketing module for more advanced automation and personalization. Choose the option that best fits your business needs and start sending SMS messages from within Dynamics 365 !