Configuring Message Templates

Configuring message templates in TextSMS4Dynamics allows users to set up predefined message formats for commonly used responses or communication scenarios.

These templates can then be easily accessed and used when sending messages from within the Dynamics environment.

1. Create Messages Templates in Microsoft Dynamics 365 CRM

You can now create message templates on Microsoft Dynamics 365 CRM after you have done the setup.

To do so, follow the steps:

• In TextSMS4Dynamics click Configurations, and navigate to Message Templates.

• Click +New Message Template to create a new message template.

• Fill Up All the Fields

  • Template Type – Entity Template

  • Title – Add a fitting title or describe the template.

  • Record Type – Mention in which Entity the message template needs to show.

• Message – Customize the curly brackets, add dynamic values or CRM fields as values to create message templates in the message section according to your requirements.

For Example: As shown in the screenshot below, the Support team has created a greeting message for the CRM Record (Contact).

Dear {ikl_t4d_firstname} {ikl_tkd_lastname}.

Greetings! We are pleased to welcome you to our network.

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