MS Dynamics – Setting TD Configurations Options

Summary

This key enables and disables the AI Assistant in the Communications Dashboard and SMS Chat.

Key

AI_Assistant_Is_On

Example Value

yes

Details

Valid Values = yes or no

Summary

This key controls whether to block incoming SMS messages from unknown numbers. A phone number is considered unknown if it does not match the mobile phone field for any of your records.

This key’s value is no by default, meaning incoming SMS messages are permitted.

Key

Block_Sms_From_Unkonown_Number

Example Value

yes

Details

Valid Values = yes or no

Block incoming unknown phone numbers when yes and allow all when no.

Summary

This key is used to configure the Communication with Related Records version of SMS Chat. The value field informs the SMS Chat tool which fields to use when populating the Filter by Person dropdown. Only the record types that use the Communication with Related Records version must be included.

See the SmsChat_CustomPageDisplay_Config key for setting the version of SMS Chat used for each record type.

Key

CustomPage_References_Columns

Example Value

[
	{
		"EntityName": "lead",
		"ColumnSet": "parentcontactid"
	},
	{
		"EntityName": "opportunity",
		"ColumnSet": "parentcontactid;new_secondarycontactid"
	}
]

Details

EntityName = Record type.

ColumnSet = The fields to use when populating the Filter by Person dropdown.

Summary

This feature, when enabled, allows you to ignore invalid phone numbers while sending a Bulk Message. If it is disabled, any Bulk Message sent to a marketing list containing invalid or blacklisted phone numbers will result in the cancellation of the entire message.

If a Bulk Message was canceled due to an invalid or blacklisted phone number, you can view the exception details for the Bulk Message to see the number is causing the issue.

Key

Ignore_Invalid_Phones

Example Value

yes

Details

Valid Values = yes or no

Ignoring invalid phone numbers is enabled when yes and disabled when no.

Summary

This key turns on and off in-app notifications for the TrueDialog integration. Before enabling notifications with this setting, you must activate in-app notifications for a model-driven app by following the instructions in the Microsoft Help article below.

• [Microsoft Help] Send in-app notifications within model-driven apps

This key defaults to no if it doesn’t exist. You can add the key if needed.

Key

InApp_Notification_TurnOn

Example Value

yes

Details

Valid Values = yes or no

In-app notifications are enabled when yes and disabled when no.

Summary

This key sets the width of the SMS Chat when opened in the side pane.

Key

OpenChat_SidePane_Width

Example Value

500

Details

Valid Values = Any positive integer.

The value indicates the width in pixels. Opening the SMS Chat in the side pane is not supported on mobile devices, which means you don’t need to consider mobile formats when setting the width.

Summary

This key lists the Opportunity table fields that populate the SMS Chat‘s Filter By Contact dropdown menu for messaging with an opportunity record.

Key

Opportunity_References_Columns

Example Value

new_SecondaryContactid;parentcontactid

Details

Valid Values = Any Opportunity table field that is a Contact ID. (In most cases, the parentcontactid will be included.)

Values are separated by ; as shown in the example above.

Summary

This entry describes four keys related to the record types stated at the end of each key’s name. These keys determine which phone number field the TrueDialog integration uses to send messages to each record. The default phone number fields for each record type are in the table below.

The phone number field does not require a specific format. It simply needs to include a valid phone number.

Keys

Phone_Field_To_Use_For_Account

Phone_Field_To_Use_For_Contact

Phone_Field_To_Use_For_Lead

Phone_Field_To_Use_For_SystemUser

Example Value

fax

Details

Valid Values = Any standard or custom text field.

Summary

This key enables a mobile app user to be redirected from an SMS record to the SMS conversation with the sender of that record. This feature provides a texting experience that resembles traditional messaging when the user clicks on a new SMS notification. It requires you to enable pushing new SMS notifications to mobile phones.

This feature is only available for the mobile app.

Keys

Redirect_SMSForm_To_CustomPage

Example Value

yes

Details

Valid Values = yes or no

The user will be redirected from the SMS record to the corresponding SMS conversation when yes and not redirected when no.

Summary

This key controls a feature that sends contact information from Dynamics SMS recipients to your TrueDialog Contacts. Enabling this feature is beneficial, as it includes the contact information in the email notifications for incoming messages. The table below illustrates how Dynamics information maps to TrueDialog contact fields with this feature.

MS Dynamics Contact Record to TrueDialog Contact Field Mapping Table

MS Dynamics Account Record to TrueDialog Contact Field Mapping Table

MS Dynamics Lead Record to TrueDialog Contact Field Mapping Table

Keys

Send_Contact_Info_In_TD

Example Value

yes

Details

Valid Values = yes or no

This feature is enabled when yes and disabled when no.

Summary

This key allows you to enable or disable the Create Sender feature. When activated, this feature offers a straightforward method to create a new record from incoming SMS messages received from unknown numbers. The Create Sender feature only appears on incoming Text Message records with an empty From field. Please see the screenshot below for an example of how this feature works.

The Block_Sms_From_Unkonown_Number key must be set to no for this feature to work.

Keys

Show_RecordCreation_FromSms

Example Value

yes

Details

Valid Values = yes or no

Enable the Create Sender feature when yes and disable when no.

Summary

This entry describes four keys related to the record types stated at the end of each key’s name. These keys control whether the SMS Chat button is displayed in the Ribbon menu of a record’s page.

Keys

Show_OpenChat_Ribbon_Account

Show_OpenChat_Ribbon_Contact

Show_OpenChat_Ribbon_Lead

Show_OpenChat_Ribbon_Opportunity

Example Value

yes

Details

Valid Values = yes or no

The SMS Chat button is displayed in the Ribbon menu when yes and hidden when no.

Summary

This entry describes four keys related to the record types stated at the end of each key’s name. These keys control whether the SMS Chat button is displayed in the right side panel of a record’s page.

Keys

Show_OpenChat_SidePane_Account

Show_OpenChat_SidePane_Contact

Show_OpenChat_SidePane_Lead

Show_OpenChat_SidePane_Opportunity

Example Value

yes

Details

Valid Values = yes or no

The SMS Chat button is displayed in the right side panel when yes and hidden when no.

Summary

This key is used to select the version of SMS Chat that each record type uses.

Default: Account, Contact, and Lead use Direct Communication, and Opportunity uses Communication with Related Records.

See the CustomPage_References_Columns key for configuring the Communication with Related Records version of SMS Chat.

Key

SmsChat_CustomPageDisplay_Config

Example Value

[
	{
		"EntityName": "account",
		"CustomPage": "trd_tdcommunicationscontact_4e5cb"
	},
	{
		"EntityName": "contact",
		"CustomPage": "trd_tdcommunicationscontact_4e5cb"
	},
	{
		"EntityName": "lead",
		"CustomPage": "trd_tdcommunicationsopportunityribbon_3247a"
	},
	{
		"EntityName": "opportunity",
		"CustomPage": "trd_tdcommunicationsopportunityribbon_3247a"
	}
]

Details

EntityName = Record type.

CustomPage = Version of SMS Chat to use.

• Direct Communication use trd_tdcommunicationscontact_4e5cb
• Communication with Related Records use trd_tdcommunicationsopportunityribbon_3247a