SMS and Dynamics CRM 4.0

March 12, 2009 |

I had occasion to test out some solutions for SMS from Dynamics CRM. I was eventually lead to (In fact it was a potential client who found the site and asked me to check out the solution) who have an SMS/CRM application.   

You are able to download he application for free, and once you sign up for an account, you get 5 free SMS credits (The pricing seems really reasonable starting at £7.50 for 100 SMS messages). The installation is a Little more than point and click, with dll’s needing to be copied and Workflows set-up, however the PDF that comes in the ZIP file was absolutely spot-on and walks anyone with a reasonable understanding of CRM and the technology surrounding it, through the whole process. 

Once installed and set-up, it was really easy to use, giving you the option to send an email as an SMS. The Intellisoftware account configuration site gives you various options, such as setting the sender ID (So SMS messages will come from whoever you like), and also options for replied to SMS messages, which can then be forwarded onto an Email address. 

I actually thought it might be good to setup an ‘SMS’ queue in CRM and get SMS messages forwarded to the associated email address, giving clients and potential clients another way of communicating with you. 

I am going to continue to test it, but so far this seems a really good, well thought out solution. 


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