Configure an SMS channel using Azure Communication Services

Note

The feature availability information is as follows.

Dynamics 365 Contact Center—embedded	Dynamics 365 Contact Center—standalone	Dynamics 365 Customer Service
Yes	Yes	Yes

This article discusses how you can configure an SMS channel using Azure Communication Services.

Prerequisites

Purchase and install the voice channel for Dynamics 365 Customer Service. More information: Provision Omnichannel for Customer Service and Install voice channel
Connect to Azure Communication Services. More information: Connect to Azure Communication Services

If you’ve connected your existing Azure Communication Services resource, ensure that you’ve enabled SMS services. More information: Enable call recording and SMS services.
Set up a phone number that's enabled for SMS services. Ensure that you select Send SMS or Send and receive SMS options when you choose your phone number feature in Customer Service admin center. More information: Acquire new phone numbers

If you're using an existing phone number that's not enabled for SMS, then you can upgrade your plan. More information: Edit phone numbers

Go to the Workstreams page, and open the workstream that you created.
In the Set up your SMS channel section, select Set up SMS, and then configure the following options.
1. On the SMS setup page, select a number from the list.
2. On the Language page, select the language that you want to set as the default.
3. On the Behaviors page, configure the following options:
- Channel operation hours: Set the toggle to On, and then select an operating hour record. More information: Configure operating hours
- Configure custom automated messages.
- Configure post-conversation survey.
  
  Note
  
  File attachments aren't supported in the SMS channel using Azure Communication Services.
1. Verify the settings on the Summary page, and then select Finish. The SMS channel is now configured.
Configure routing rules.
Configure work distribution.
Add a bot.
In Advanced settings, configure the following options based on your business needs.