{"id":36732,"date":"2022-05-06T22:18:17","date_gmt":"2022-05-06T16:48:17","guid":{"rendered":"https:\/\/techmasala.addastudents.com\/dev\/?p=36732"},"modified":"2022-05-06T22:18:19","modified_gmt":"2022-05-06T16:48:19","slug":"when-a-new-record-is-created-in-dynamics-365-crm-send-an-sms","status":"publish","type":"post","link":"https:\/\/techmasala.addastudents.com\/dev\/when-a-new-record-is-created-in-dynamics-365-crm-send-an-sms\/","title":{"rendered":"When a new record is created in Dynamics 365 CRM, send an SMS"},"content":{"rendered":"\n

Whenever you’ll create a new record in d365 CRM<\/a>, a power automate flow will be triggered to send an SMS. When the flow is successfully executed, a text SMS will be sent to the user’s phone (whatever number you put in the field for the mobile number) <\/p>\n\n\n\n

<\/p>\n\n\n\n

CRM:<\/strong> <\/p>\n\n\n\n

\"\"
CRM<\/figcaption><\/figure>\n\n\n\n

In the below screen, you can see a few steps we took in order to accomplish the same. <\/p>\n\n\n\n

Power Automate:<\/strong> <\/p>\n\n\n\n

\"\"
Power Automate<\/strong><\/figcaption><\/figure>\n\n\n\n

This flow would be triggered whenever a new record is created in MS CRM. First, CDS would be executed. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Following the first step, our second step would be a variable initialization. As we need to store the mobile number to send SMS. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Following the second step, our third step would be an HTTP request. Sending SMS requires us to utilize a third-party API (HTTP request). <\/p>\n\n\n\n

Ex (third party API provider)- https:\/\/www.enablex.io\/cpaas\/sms-api<\/a> <\/p>\n\n\n\n

You must enter values in the following fields to trigger the HTTP request. <\/p>\n\n\n\n

1. Method: POST<\/strong> <\/p>\n\n\n\n

2. URI: HTTP request URL<\/strong> <\/p>\n\n\n\n

3. Body: JSON value as specified by the API provider<\/strong> <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Authentication<\/strong>: <\/p>\n\n\n\n

The API authentication type must be chosen based on the provider type. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

After we send the SMS, we set the API response in the description field in order to check what response we are receiving. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

To receive the latest updates related to Dynamics 365 CRM and Power Platform, subscribe to our channel \ud83d\ude0a\ud83e\uddd1\u200d\ud83d\udcbb<\/p>\n","protected":false},"excerpt":{"rendered":"

Whenever you’ll create a new record in d365 CRM, a power automate flow will be triggered to send an SMS. When the flow is successfully executed, a text SMS will be sent to the user’s phone (whatever number you put in the field for the mobile number)  CRM:  In the below screen, you can see […]<\/p>\n","protected":false},"author":1,"featured_media":36735,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17,70,759,72],"tags":[798,804,797,785,790,778,800,779,788,784,805,793,789,794,791,796,781,795,803,782,792,806,786,783,801,780,787,799,802],"class_list":["post-36732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-learn-microsoft-dynamics-crm","category-learn-technology-free","category-learn-microsoft-power-automate","category-tech","tag-admin","tag-admindashboard","tag-adminpanel","tag-b","tag-bootstrap","tag-business","tag-cloud","tag-crm","tag-crmsoftware","tag-css","tag-customerrelationshipmanagement","tag-dashboard","tag-digitalmarketing","tag-dynamics","tag-ecommerce","tag-envato","tag-erp","tag-erpsoftware","tag-management","tag-marketing","tag-mobileapp","tag-o","tag-sales","tag-salesforce","tag-seo","tag-software-2","tag-technology","tag-webapp","tag-webkit"],"_links":{"self":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts\/36732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/comments?post=36732"}],"version-history":[{"count":4,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts\/36732\/revisions"}],"predecessor-version":[{"id":36743,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts\/36732\/revisions\/36743"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/media\/36735"}],"wp:attachment":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/media?parent=36732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/categories?post=36732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/tags?post=36732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}