Once you've installed the SMS for Dynamics app, you'll need to configure things like permissions and profile settings, so that it works as expected.
Here's how:
1. Access the SMS for Dynamics app and click Configuration in the navigation pane.
2. Next, you need to grant access to Common Data Service. To do this, click Give App permission under that section in the setup window:
3. Your office admin user needs to then accept the permission request. To do this, they must login and click Accept in the notification window that they should see:
4. Once this is done, go back to the Setup page and click Setup Profile.
5. Under Message Service Provider, use the dropdown box to select the service you’d like to integrate SMS for Dynamics with using an API key & secret.
Note - only one Dynamics 365 organisation can use a specific API key/secret. If you need to configure SMS for Dynamics on another org, you’ll need to create a new API key/secret.
Not sure how to create an API key and secret for MessageMedia? Read this article to find out.
Click Save on the bottom right to save your settings.
General Settings
1. Redirect Settings: You can choose where you want to go in the system once you've sent a message to someone. Here are the options you can choose:
- Do not redirect – you will not be taken anywhere
- Redirect from send confirmation to conversation – you will automatically be taken to the conversations/inbox page
- Redirect from send confirmation to recipient entity – you will automatically be taken back to the entity’s page
2. Default Country Code: Enter the name of the country you will be sending to the most. If the mobile number isn’t formatted correctly, this setting decides which country to send the SMS to.
3. Admin Contact Email: Whenever there are updates to SMS for Dynamics, update notifications will be sent to this email address.
Click Save on the bottom right to save your settings.
Sender ID Settings
Before you can configure your Sender IDs in SMS for Dynamics, you'll need to set them up in the MessageMedia Hub as either a Dedicated Number or Alpha Tag.
1. Sync Sender IDs: The manual sync button will retrieve and update your Sender IDs to mirror what's in the Hub. If you make any changes to your IDs in the MessageMedia Hub, you can sync them at any time by returning to the SMS for Dynamics Configuration page.
2. Mobile & Alpha tags: When you sync your Sender IDs across from the Hub, they'll be listed here.
Note - if you're using the shared number pool in the Hub, this column will be empty.
3. Reference Name: You can name your Sender IDs so they're easier to identify when sending messages.
4. Default Sender ID: Select a default Sender ID to send your messages from, you can change your default sending number at any time by returning to the SMS for Dynamics Configuration page.
Note - if you're sending messages from a Sender ID and the country code doesn't match that of the recipient's number, the sending number will default to the shared numbers pool.
Click Save on the bottom right to save your settings.
Aaaaand done. Your app is now configured.