MS Dynamics – Sending a Single SMS from Text Message Activity

Microsoft Dynamics

TrueDialog Integration

This article explains how to send an SMS message by creating a Text Message Activity record from your record’s Activity Timeline. While the instructions below use a contact record as an example, they also apply to account and lead records.

This method only lets you send messages. To see replies from the contact, you must check the contact’s Timeline or utilize one of the other messaging methods.

1. Navigate to your Contacts page.
2. Click the contact you wish to send a message.

   

3. Find the Timeline section on the contact’s page.
4. Click the + icon menu.

   

5. Click Text Message from the menu.

   

6. Enter your message in the Message textbox.

   

7. SMS messages have a character limit of 160 and will be sent as multiple messages whenever this limit is exceeded. The SMS Length field includes a Count, which indicates the number of messages sent to each contact, and a Remaining, which shows the number of characters left for this message. TrueDialog supports message concatenation so that the user will receive a single message for carriers supporting concatenation.

   

8. Click the Send SMS button from the toolbar at the top of the window.

   

9. Once the message is sent, the record becomes read-only. A Message Sent notification appears at the top of the window, and the Status Reason is changed to Sent.