PLEASE NOTE: We no longer provide support for this solution – you can download and use without a license key for free. If you would like an unmanaged/source version this can be purchased for £995 – please contact sales@xrmconsultancy.com. An alternative solution is available from our partner North52.

Enterprise class SMS/Text messaging for CRM 2011/2013/2015/2016+SMS Icon

Our SMS/Text Messaging solution for Microsoft Dynamics CRM allows users to send SMS messages directly from within CRM. The SMS messages are stored as activities and are viewable from a contact’s (or any other entity with an activity relationship) Closed Activities view once sent.

Features include:

  • Short (160 characters) or Long (612 characters) messages
  • Character length indicator and validation
  • Automatic number formatting of recipient’s (Contact, Lead, User) mobile number data
  • Delayed sending i.e. send message at a specific date/time
  • Automatic sending when SMS activity is marked as completed
  • Sample workflow/process to demonstrate automation of sending SMS messages
  • In-line help for users
  • Enterprise class robust solution

Suggested uses:

  • Appointment reminders
  • Promotional messages
  • Billing reminders
  • Security validation
  • Data capture/confirmation

We have partnered with Esendex, a leading global SMS provider, to send the SMS messages. You will require an account with credits* before SMS messages can be sent - set up an account here and get 25 FREE SMS’s to get you started.  Additional SMS gateway providers may be added in the future, however if you would like a specific provider integrated please get in touch and we’ll be more than happy to help.

*Messages may be charged by SMS Gateway Provider at more than one SMS credit per message sent from CRM – this is dependent on message length.

Download
Installation

Download the User Guide

How to send bulk SMS messages guide

2-way SMS messages with Microsoft Dynamics CRM 2011 Guide, and associated Sample files

Please don’t forget to Review the solution on the CRM Marketplace

Installation and test message video:

Licensing

This managed solution can be downloaded free of charge but may include paid options. By downloading and installing on your CRM you agree to the following copyright and disclaimer notices: COPYRIGHT:   All solutions and source code © Copyright xRM Consultancy Limited unless otherwise stated or provided by a 3rd party. DISCLAIMER:   xRM Consultancy provide the software above “as is," and you use the software at your own risk. xRM Consultancy make no warranties as to performance, merchantability, fitness for a particular purpose, or any other warranties whether expressed or implied. No oral or written communication from or information provided by xRM Consultancy shall create a warranty. Under no circumstances shall the xRM Consultancy be liable for direct, indirect, special, incidental, or consequential damages resulting from the use, misuse, or inability to use this software, even if the xRM Consultancy has been advised of the possibility of such damages. This disclaimer applies to all software that has been produced by xRM Consultancy that is freely available on this website.

Support/Custom Development

If you have any questions about this product or would like us to extend the functionality for your specific needs please get in touch.