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Engage with your customers by invoking SMS chat pane from Activities

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users, automatically - Jul 31, 2023 Oct 21, 2023

Business value

In the current B2B industries, effective customer engagement is the most important means for building and maintaining customer relationships and closing deals. It's important to communicate with your customers through channels that they prefer. As the world changes toward a digital way of living, more and more customers prefer to be contacted via SMS. Even sellers find SMS as a convenient and effective channel to send reminders, provide quick updates, or respond to customer queries.

This feature will enable ease of communication by increasing the number of touchpoints for users to invoke the SMS pane. Users can start SMS conversations from the ribbon bar within the Activities page, similar to other communication channels like email and call.

Feature details

With this feature, sellers will be able to:

  • Invoke the SMS chat pane and send text messages from the Activities page within Dynamics 365 Sales.
  • Access Unread Messages as a separate view within Activities.

SMS Activities

See also

Open text message conversations (docs)