Monday, April 01, 2013

Microsoft Dynamics CRM 2011: How to send SMS from CRM

I have completed this task for one of customers so I decided to share with results.
SMS WebGateway
I spent several hours searching most appropriate vendor and I stopped on https://www.clickatell.com/
To register account open mentioned url and go through following steps:



You can choose other options of course in case it would be more useful for you.
I checked my email box and I found an email from Clickatell with registration information:

I returned back to clickatell portal and logged in using provided credentials.

 Next step is to create a connection (choose first one – HTTP/S):


Once connection is created you will see similar screen (copy text from second textbox somewhere – it would be used).

CRM
Open your CRM and import solution into it.

Once solution is imported open it and choose Configuration settings, fill all available fields and click Save.



Testing
Fill field in one of available entities with mobile number.
Create SMS as it shown and save it.
Once SMS is created click close SMS and choose Dispatching option from activity close dialog, click OK.

SMS has to be delivered to you soon.

All types of deployments are supported. One requirement - CRM Server has to have direct connection to an Internet.

9 comments:

  1. Не дорого, 30 копеек за месагу?

    ReplyDelete
    Replies
    1. Я выбирал для Канады вебгейтвей. По стоимости смс за 1 штуку - этот оказался самым дешёвым. Полцента за смс.

      Delete
  2. Hi Andrii, Nice Solution!,

    However, I've been testing it and I've an error, the sms don't delivered, the state reason that appear in the SMS form is "Dispatch failed", how i can to see which is the error?

    I tried use the API URL from CRM Server's browser with my parameters (username, password, app_id, etc) and a SMS was delivered with this content message: "Thanks for testing... You'll be able change the content..."

    What's might happen?

    ReplyDelete
    Replies
    1. Hello Eduard,

      To get details of error you should go to Settings - Asynchronous Job and look for instance of async plugin that is triggered after SMS changes status to Dispatched. Information of error has to be there.

      Kind regards,
      Andrii.

      Delete
  3. Great info !! Is there any port based configuration to allow for securing a server?

    ReplyDelete
    Replies
    1. No...! Furthermore, I connected through desktop remote to CRM Server and used the browser for to test HTTP API and worked.

      Delete
    2. Hello Henry,

      You need only 80 port to be available from your server because extension sends SMS through http protocol.

      Kind regards,
      Andrii.

      Delete