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Sending and receiving text messages through SMS is an effective way for sellers to reach out to potential customers. It's fast, convenient, and allows for quick responses. Sellers use SMS to stay in touch with their customers by responding to questions or concerns and providing updates and information on products and services.
Dynamics 365 Sales enables your sellers to send and receive SMS from customers through the text message feature. Also, sellers can refer to their past communication in context without leaving the application or losing their view of their customers' details. To ensure professional and secure communication, the application always prioritizes business phone numbers over personal ones when sending automated SMS.
In the sequences, you can include SMS as a step to send reminders or updates about key events.
Note
The text message feature is only supported in web browsers.
How can I use the text message feature?
Depending on your role, use the text message feature as described in the following list:
System administrator or similar role:
- Configure the SMS provider in your organization for sellers to use. For more information, see Configure SMS provider.
- Assign or remove phone numbers of users. For more information, see Edit phone numbers.
- Add the text message option to custom forms. For more information, see Add text message option to custom forms.
Sales manager, seller, or any other similar role:
- Choose a service provider to send and receive SMS. For more information, see Understand the conversation pane.
- Add text message and automated text message as steps in a sequence. For more information, see Send a text message and Send an automated text message.
- Create and add SMS templates. For more information, see Personalize text messages through templates.
- Send SMS from the Sales accelerator workspace or the Up next widget. For more information, see Send a text message to customers.
- Access past SMS interactions in context with relevant sales records such as lead and opportunity. For more information, see Manage text message conversations.
In which regions is the text message feature available?
The text message feature is available in the following regions:
- Asia Pacific (APAC)
- Canada (CAN)
- Europe (EUR)
- France (FRA)
- Great Britain (GBR)
- India (IND)
- Japan (JPN)
- North America (NAM)
- Oceania (OCE)
- South America (SAM)
- Switzerland (CHE)
- United Arab Emirates (UAE)
Note
Currently, the text message feature isn't available in the following datacenters: Germany, China, South Africa, Korea, Norway, and Government Community Cloud (GCC), including USG, Department of Defense (DoD).
Permissions required
Verify that the users who need to use the text message feature have the following permissions.
Note
If you already enabled Sales accelerator and provided access to the required security roles, no additional permissions are required for the SMS feature. To provide permissions in Sales accelerator, see Sales accelerator first-run setup.
For salesperson or similar role:
| Tab name | Entity name | Access level | Privileges required |
|---|---|---|---|
| Core Records | - Activity - Note |
User | - Create - Write - Delete - Append |
| Core Records | - Activity - Note |
Business Unit | Read |
| Core Records | Lead | Business Unit | - Create - Read |
| Custom Entities | Channel Instance | User | Append To |
| Custom Entities | - Channel Instance - Channel Instance Account - Channel Definition - SalesOmnichannel Message - Transcript |
Business Unit | Read |
| Custom Entities | - Environment variable definition - Consuming Application |
Organization | Read |
| Custom Entities | Model-driven App User Setting | Organization | - Create - Read - Write - Append |
| Custom Entities | Notification | User | Read |
| Custom Entities | SalesOmnichannel Message | User | - Create - Write - Delete - Append - Assign |
| Custom Entities | Setting definition | Organization | - Read - Append |
| Custom Entities | Text message template | Business Unit | - Create - Write - Read - Delete |
| Custom Entities | Transcript | User | - Create - Write - Delete - Append - Append To |
For sales manager, sequence manager, or similar role:
The following roles are required along with the roles defined in the salesperson section:
| Tab name | Entity name | Access level | Privileges required |
|---|---|---|---|
| Custom Entities | Channel Instance | Business Unit | - Assign - Write |
| Custom Entities | - Channel Definition locale - Telesign channel instance account - Twilio channel instance account |
Business Unit | Read |
| Custom Entities | - Telesign channel instance - Twilio channel instance |
Business Unit | - Read - Write - Assign |