Microsoft Dynamics
TrueDialog Integration
This article explains important details about handling incoming messages. During installation, all settings for your instance are automatically provisioned, and you will begin receiving incoming messages. If you have several instances (Dev, Test, Prod), contact our support team for help with the appropriate routing configuration. This way, SMS messages intended for production won’t go to the Development or Test instances.
Stop Callback
Once an Opt-out keyword (STOP, CANCEL, UNSUBSRIBE, END) is received, a Stop Callback to the integration is executed. As a result, all the contacts, accounts, and leads with the matching phone number are marked as Do Not Allow SMS.
Surveys
To receive the results of TD SMS Surveys in TrueDialog in your Dynamics instance, contact our support team for help configuring the Survey callback for your account. Once enabled, all the responses to survey campaigns sent from TrueDialog will be stored under the Survey Session entity for viewing in CRM. See the MS Dynamics – Setting Configuration Options – Survey to Case article for instructions on generating callbacks from the Survey Session.