Sending SMS messages from Microsoft CRM workflow

With ClickDimensions you can not only send bulk SMS messages from Microsoft CRM, but you can also send SMS messages from a CRM workflow. In this help article we will show you how to do so. In this example we are going to create a workflow process to send an SMS message to a CRM contact. We start by creating a new workflow process that can be triggered on-demand for contact records. Note that, as with any CRM workflow, we can also have this fire when a field on the contact record is updated. Anything that can trigger a workflow is okay.


sms-to-contact-workflow-top

In the workflow we create a record called ‘Text Message’ and change its status to ‘workflow’ so that ClickDimensions is alerted to send it.

workflow steps 2013

In “Set Properties” for the Text Message record, which is a CRM activity record, we set the ‘To’ field to be the contact against which we are running the workflow. We also set the text of the message, including any personalization fields we want to set, in the ‘Message’ field. Once you have set up your text message, save and activate your workflow.

sms record settings 2013

Now we can run our workflow against a contact record by clicking “Run Workflow” at the top of the contact’s record (As long as you chose “Run as on-demand process”).

get to run workflow 2013

 

Now choose the workflow you created:

run workflow 2013

Our contact will then receive the SMS with the personalizations pulled from their contact record fields.

sms message

The SMS sent to the contact is then logged in CRM as a closed activity record under the contact.

closed activities 2013

Of course, don’t forget that you can send SMS message in bulk. This help article describes how.


workflow top settings

In the workflow we create a record called ‘Text Message’ and changed its status to ‘workflow’ so that ClickDimensions is alerted to send it.

workflow steps

In “Set Properties” for the Text Message record, which is a CRM activity record, we set the ‘To’ field to be the contact against which we are running the workflow. We also set the text of the message, including any personalization fields we want to set, in the ‘Message’ field. Once you have set up your text message, save and activate your workflow.

sms record settings

Now we can run our workflow against a contact record by clicking “Run Workflow” at the top of the contact’s record.

run workflow

Our contact will then receive the SMS with the personalizations pulled from their contact record fields.

sms message

The SMS sent to the contact is then logged in CRM as a closed activity record under the contact.

sms activity

Of course, don’t forget that you can send SMS message in bulk. This help article describes how.