This article explains how to configure your SMS connectors to allow SMS recipients to respond to your SMS messages and associate the response to their Dynamics Lead or Contact records.
Please note that if you are using an Alphanumeric Sender ID, then the SMS replies will not be able to sync to Dynamics.
Goals
- Learn how customer responses to SMS messages are handled in Dynamics
- Dynamics 365
Setup for Twilio Replies
To begin, login to your Twilio account. After doing so, go to the Numbers view.
Click the number that is set for incoming messages in AzureSend and enter one of the following URLs in A Message Comes In, depending on your data center:
EU Data Center |
https://mobile-messaging-api-prodeu.clickdimensions.com/api/Twilio/{connector-id}/response |
US Data Center | https://mobile-messaging-api-produs.clickdimensions.com/api/Twilio/{connector-id}/response |
CAN Data Center | https://mobile-messaging-api-prodca.clickdimensions.com/api/Twilio/{connector-id}/response |
AU Data Center | https://mobile-messaging-api-prodau.clickdimensions.com/api/Twilio/{connector-id}/response |
Make sure that on the right side of where you entered the URL, HTTP POST is selected, and that you have provided your connector ID in place of {connector-id}. Save your changes.
View Replies in CRM
Once this is set up, recipients will be be able to send responses to your SMS messages and responses will be stored within your CRM as activities.To access these, select Messaging> Text Messages then change to the Replies view.
NOTE: In order for replies to work, you cannot have the same account set up as a connector in multiple CRM environments. If you do, the replies will not come through.
Feature Added: 12.10 |
Feature Updated: 12.12 |
ClickDimensions Version Needed: 12.10 |