FAQs

1) How to Verify any personal phone numbers you want to send messages?

Once you signed up for your Twilio Trial Account, you must verify any non-Twilio phone numbers you wish to send SMS messages while in trial mode. follow the configuration instructions from this link to do so.

2) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Log in to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal [e-mail]

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

3) Unable to Configure the Application Due to "Block Unmanaged Customizations" in Dataverse?

When installing our solution, it's crucial to address certain prerequisites beforehand to ensure a smooth deployment process. One of these prerequisites involves disabling the "Block Unmanaged Customizations" feature within the Power Platform administrator settings.

Because while configuring our solution, certain required unmanaged customization takes place, for which this setting needs to be turned OFF.

Below are the steps for the same:

1. To disable this feature, navigate to Power Platform Admin Center and Log in to the Power Platform Admin Center using your administrator credentials.

1. Navigate to Environments: Select the environment for which you want to disable the setting from the list of available environments.

1. Access Environment Settings: Within the selected environment, navigate to the "Settings" tab to access environment-specific configurations.

1. Access to Customization Settings: Navigate to “Product” dropdown & Click on “Features”.

1. Disable "Block Unmanaged Customizations": Locate the "Customization Settings" section and toggle the "Block Unmanaged Customizations" option to the "Disabled" position.

1. Save Changes: Once you've disabled the setting, don't forget to save your changes to apply the configuration to the environment.

For further queries, reach out to us at [e-mail]