Customer Engagement & Dynamics CRM Forum

Hello all,

Hoping I can get some ideas of tools to use for the ability to text out of CRM. We will be in the cloud as of 2 weeks from today. Would love to hear your thoughts on this subject. Currently my company is looking at non CRM linked solutions like Textedly & SlickText.

Look forward to hearing your thoughts.

Thanks,

------------------------------
Anthony Roth
Director of Business Systems
California Hospital Association
Sacramento CA
------------------------------

PowerObjects makes an add-on for texting from 365: PowerSMS

https://www.powerobjects.com/powerpacks/powersms/

-Joe

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Joseph C. Markovich
IT Manager
Okaya Electric America
Valparaiso IN
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Original Message:
Sent: Apr 11, 2019 12:14 PM
From: Anthony Roth
Subject: SMS Texting Tools

Hello all,

Hoping I can get some ideas of tools to use for the ability to text out of CRM. We will be in the cloud as of 2 weeks from today. Would love to hear your thoughts on this subject. Currently my company is looking at non CRM linked solutions like Textedly & SlickText.

Look forward to hearing your thoughts.

Thanks,

------------------------------
Anthony Roth
Director of Business Systems
California Hospital Association
Sacramento CA
------------------------------

Have you taken a look at Flow and the twilio connector? For sending SMS it's very simple to get going. If you need two way it's a little more effort but doable, a friend of mine done a blog on the two way thing https://www.charliedev.xyz

I've used PowerObjects SMS in the past, very good tool!

CharlieDev		remove preview
CharlieDev Dynamics, PowerApps and Azure View this on CharlieDev >

------------------------------
Jamie Bark
Managing Consultant
RSM UK LLP
------------------------------

Original Message:
Sent: Apr 11, 2019 12:14 PM
From: Anthony Roth
Subject: SMS Texting Tools

Hello all,

Hoping I can get some ideas of tools to use for the ability to text out of CRM. We will be in the cloud as of 2 weeks from today. Would love to hear your thoughts on this subject. Currently my company is looking at non CRM linked solutions like Textedly & SlickText.

Look forward to hearing your thoughts.

Thanks,

------------------------------
Anthony Roth
Director of Business Systems
California Hospital Association
Sacramento CA
------------------------------

Hi Anthony,

There's a UK company that does a pretty rich Dynamics 365 (or Flow) integration called TxtSync - https://txtsync.com/microsoft-dynamics/

Longer term, you might be interested in Omni Channel Engagement Hub from Microsoft, which will offer SMS integration for customer service scenarios along with doing a ton of other stuff.

This is a popular area for integration, please let us know how you get on!

Cheers,
Andrew.

------------------------------
Andrew Bibby
Dynamics 365 Consultant & Project Advisor
CRM Plus Ltd
Evesham
------------------------------

Original Message:
Sent: Apr 11, 2019 12:14 PM
From: Anthony Roth
Subject: SMS Texting Tools

Hello all,

Hoping I can get some ideas of tools to use for the ability to text out of CRM. We will be in the cloud as of 2 weeks from today. Would love to hear your thoughts on this subject. Currently my company is looking at non CRM linked solutions like Textedly & SlickText.

Look forward to hearing your thoughts.

Thanks,

------------------------------
Anthony Roth
Director of Business Systems
California Hospital Association
Sacramento CA
------------------------------

Anthony,

Check out my blog posting where I show you how to use Flow to send SMS messages from within CRM to members of a marketing list. You can also easily modify the approach and use it to send to one or more selected Contacts.

https://www.crminnovation.com/blog/running-microsoft-flow-from-within-dynamics-365-ce/

------------------------------
Jerry Weinstock
Business Technology Strategist, MVP
CRM Innovation
Lenexa KS
https://mvp.microsoft.com/en-us/PublicProfile/4029113?fullName=Jerry%20%20Weinstock
------------------------------

Original Message:
Sent: Apr 11, 2019 12:14 PM
From: Anthony Roth
Subject: SMS Texting Tools

Hello all,

Hoping I can get some ideas of tools to use for the ability to text out of CRM. We will be in the cloud as of 2 weeks from today. Would love to hear your thoughts on this subject. Currently my company is looking at non CRM linked solutions like Textedly & SlickText.

Look forward to hearing your thoughts.

Thanks,

------------------------------
Anthony Roth
Director of Business Systems
California Hospital Association
Sacramento CA
------------------------------