Engage with customers through text messages in Dynamics 365 Sales

  • Module
  • 7 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Sales

Sending and receiving text messages is an effective way for sellers to reach out to potential customers. Text messages are fast, convenient, and allow for quick responses. Additionally, using text messaging makes it easier for sellers to stay in touch with their customers by quickly responding to questions or concerns and providing updates and information on products and services. With Dynamics 365 Sales, sellers can engage with customers through the text message feature.

Learning objectives

In this module, you'll:

  • Explore the available text messaging capabilities in Dynamics 365 Sales.
  • Learn how to set up a text messaging provider.
  • Discover how to edit phone numbers.
  • Explore how to add the text message option to forms.
  • Learn how to work with text messages.

Prerequisites

Basic knowledge of Dynamics 365 Sales

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