Communicate with users directly from Microsoft Dynamics

Send information via SMS or other channels to Customer or Employee automatically from Dynamics 365 system.

1. In your Dynamics 365 create a new SMS Activity
2. Choose New SMS Message and enter a new message. It’s important to add a mobile phone number
3. After a few seconds, a receiver should get an SMS message

• Create a workflow – workflow process can be triggered on-demand for any records. In properties, it has to be set up ‘entity’ and category ‘workflow’.
• In the workflow create a record called ‘Text Message’ and change its status to ‘workflow’ so that MessageInSky is alerted to send it.
• Set PropertiesIn ‘To’ field set the contact against which we are running the workflow/to whom the Text Message will be sent.
• In ‘Message’ field set the content of the Text Message, including any personalization fields.
• Once you have set up your text message, save and activate your workflow.
• Workflow is automatically triggered via data change or manually started using “Run Workflow” action.
• Receive SMS – contact will then receive the SMS with the personalizations pulled from their contact record fields.
• Logged in CRM – The SMS sent to the contact is then logged in CRM as a closed activity record under the contact.