You can send an individual SMS message from a Contact, Account, User or Lead record in Sinch SMS for Dynamics.
To send RCS messages, you'll need to connect RCS to your Sinch MessageMedia account first. If an agent isn’t set up, a warning message will display.
Send individual SMS message
- Log in and access the SMS for Dynamics app.
- From the left-side navigation menu, click SMS & RCS.
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Alternatively, you can locate and select the contact you want to send a message to. In the contact's Timeline, click the + icon and then Sinch Messaging which will take you to the SMS & RCS page.
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From the SMS & RCS messaging screen, configure your message:
- From: Select the user who will be sending this message.
- To: The contact record you're sending the message to.
- Subject: Enter a subject. This will not be included in the SMS - it will only appear in the Timeline so you can easily review what the message is about.
- Channel: SMS
- Direction: Outbound indicates that the message is being sent out to the contact.
- Regarding: Indicates the record in the system.
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Template: If you select a template from the drop-down list, the Subject and Message will automatically pre-populate.
When searching for a template, the system will search for what the template begins with. To search for 'Appt Reminder' by using 'Reminder' as your search term, use an asterisk on either side e.g. *Reminder* for the search to work.
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Scroll down and compose your message:
- Sender ID: Select a sender ID to be used to send the RCS message.
- Message: Compose your SMS message. You can add personalisation by clicking Insert Field. Ensure the fields you add to your message have data in them in the contact profile.
- To Telephone: If you have phone field mappings set up, this field will also auto-populate.
- Click on Preview Message to see what the message will look like before sending it.
- When you're ready, click the Save and Send button in the top navigation bar to send the message.
- The Activity Status and Status Reason will update once the message is sent.
Send individual RCS message
To send RCS messages, you'll need to connect RCS to your Sinch MessageMedia account first. If an agent isn’t set up, a warning message will display.
- Log in and access the SMS for Dynamics app.
- From the left-side navigation menu, click SMS & RCS.
-
Alternatively, you can locate and select the contact you want to send a message to. In the contact's Timeline, click the + icon and then Sinch Messaging which will take you to the SMS & RCS page.
-
From the SMS & RCS messaging screen, configure your message:
- From: Select the user who will be sending this message.
- To: The contact record you're sending the message to.
- Subject: Enter a subject. This will not be included in the SMS - it will only appear in the Timeline so you can easily review what the message is about.
- Channel: RCS
- Direction: Outbound indicates that the message is being sent out to the contact.
- Regarding: Indicates the record in the system.
-
Scroll down and compose your message:
- Sender ID: Select a sender ID to be used to send the RCS message.
- Message: Compose your RCS message. You can add personalisation by clicking Insert Field. Ensure the fields you add to your message have data in them in the contact profile.
- To Telephone: If you have phone field mappings set up, this field will also auto-populate.
- Fallback Sender ID: Select a Sender ID to be used to send a fallback SMS.
- Fallback Message: Compose your fallback message. If the recipient doesn't have RCS enabled on their mobile phone we will send them an SMS instead.
- Click on Preview Message to see what the message will look like before sending it.
- When you're ready, click the Save and Send button in the top navigation bar to send the message.
- The Activity Status and Status Reason will update once the message is sent.