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Now let’s look at how to configure a sender from a paid account.
Sender represents the phone number/ verified WhatsApp Business Account that you want to use as the Sender ID.
Twilio allows you to associate multiple senders with a single Messaging Service. However, to use WhatsApp4Dynamics you can currently add only one number.
Access the Twilio Console: Go to the Twilio website and log in to your account. Navigate to the Console dashboard.
Add a Sender: Go to messaging -> Senders -> WhatsApp Senders
Click on Create New Sender
Select My Own phone number and click continue.
In link your WhatsApp Business Account, click on Continue with Facebook
For more clarification or to get a guided view, visit Twilio Help Docs here.
In case of multiple message, Twilio doesn’t guarantee that messages will be sent in a particular sequence. Also, as WhatsApp4Dynamics integrate WhatsApp with CRM using Twilio API. Hence, only messages sent from the CRM will be synced / stored in the CRM chat conversation.
Likewise, large text over character limit 1600 and text file (.txt) are not supported by Twilio.
For more information on this follow this link.
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:
To disable this feature, navigate to Power Platform Admin Center and Log in to the Power Platform Admin Center using your administrator credentials.
Navigate to Environments: Select the environment for which you want to disable the setting from the list of available environments.
Access Environment Settings: Within the selected environment, navigate to the "Settings" tab to access environment-specific configurations.
Access to Customization Settings: Navigate to “Product” dropdown & Click on “Features”.
Disable "Block Unmanaged Customizations": Locate the "Customization Settings" section and toggle the "Block Unmanaged Customizations" option to the "Disabled" position.
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 crm@inogic.com