Dynamics | Configure SMS for Dynamics

After the SMS for Dynamics app has been installed, you'll need to configure the app access and permissions, connect messaging provider and configure general settings to make sure the app works as expected.

App access and permissions

1. Log in and access the SMS for Dynamics app.
2. From the left-side navigation menu, click Configuration.
3. Under the Enable Common Data Service Access section, grant access to Common Data Service by clicking the Give App permission button.
4. Your office admin user needs to accept the permission request. To do this, they must login and click Accept in the notification window.
5. Once the permission request has been accepted, navigate back to the Configuration screen and click Create Profile (Create App User & Assign Role).

6. When both steps are done, click the Continue Set Up button.

   

Connect Messaging Provider

1. From the left-side navigation menu, click Configuration.
2. Select the applicable Integration API for your environment's region to send SMS.
   • APAC region: Sinch MessageMedia
   • EU/US regions: Sinch Engage
   • Bulletin
   • MultiTXT
   • eTXT
   • 2Degrees

3. You'll have the option to either Create Trial Account or Use Existing Account.

   

   • Create Trial Account: If you select this option, a new tab will open to the Sinch SMS for Dynamics registration page. Fill in your details and click the "Create account" button.
   • Use Existing Account: If you already have a Sinch MessageMedia account, click the Connect Existing button and login.
4. After creating your trial account, or logging into your existing Sinch MessageMedia account, from the left-side navigation menu, click on the ⚙️ Settings tab and then click API settings. Click the Create new key button to generate an API Key and secret (API credentials) and copy to clipboard.
5. Once you've generated the API credentials, in the Dynamics app, click the Paste from clipboard button to paste your API keys.
6. Click Save and then click Continue.
7. Once you're connected, the Connect Messaging Provider will show as successfully connected.

Configure General Settings

Redirect Settings

Decide where you want to go in the system once you've sent a message:

• Do not redirect: Stay on the same page
• Redirect from send confirmation to conversation: Go straight to the conversations/inbox page
• Redirect from send confirmation to recipient entity: Return to the entity's page

Default Country Code

Enter the country you send to most often. If a mobile number isn't formatted correctly, this setting ensures the message is sent with the right country code.

Admin Contact Email

To start sending messages with SMS for Dynamics, make sure you save your Admin Contact Email. This is where we’ll send important update notifications about the app.

Set Your Sender ID

Before you can configure your Sender IDs in SMS for Dynamics, you'll need to set them up in the Sinch MessageMedia platform as either a Dedicated Number or alphanumeric sender ID (formerly alpha tags).

• Sync Sender IDs: Use the manual sync button to update your Sender Ids so they match what's in the Sinch MessageMedia platform. If you make changes in the Sinch MessageMedia platform, you can sync them at anytime by returning to the SMS for Dynamics Configuration page and clicking Sync Sender IDs.
• Mobile & Alphanumeric Sender IDs: When you sync your Sender IDs across from the Sinch MessageMedia platform, they'll be listed here. If you're using the shared number pool in Sinch MessageMedia, this column will be empty.
• Reference Name: You can name your Sender IDs to make them easier to identify when sending messages.
• Default Sender ID: Select a default Sender ID for your outgoing messages. You can update this at any time in the SMS for Dynamics Configuration page.

Once you've completed the General Settings options, click Save to complete the setup of SMS for Dynamics. You can view or update the connected account ID and general settings at any time from the Configuration tab.