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

  • Select Template Type – Choose between Entity or Global template:

1. Entity Template:

• If you select the entity template, the custom message template will only be visible for selected entities Chat Interface.

• Record Type – Choose the Entity in which the message template needs to be shown.

• Title – Add a desired title or describe the message template.

• 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.

1. Global Template:

• If you select the Global Template, the custom message template will be available for all entities in the Chat Interface.

• Title – Add a desired title or describe the message template.

• Message – Write the content of your message in the message field.

• Save the Template: Click the "Save" button to store your new message template. Once you save the message template, make sure to “Publish” it to reflect in the chat UI in both template types.

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