Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

By | February 21, 2019

Introduction

Many times manager or higher management wants to receive SMS notification in their smart phone whenever any record is created in Dynamics CRM.

Lets see how this is possible using Nexmo.

Consider a senario where Sales manager wants SMS in their smart phone whenever Account record is created in their Environment.

To make this possible in Dynamics CRM we have to create a Microsoft Flow.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

Open Microsoft Flow and search “when new opportunity created in dynamics 365 text me.

Select the resultant record as shown below:

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

On selecting the record the following window gets opened.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

To get API key and Secret follow the steps:

1. Click on the below link to sign up and fill the details in sign up form.

https://dashboard.nexmo.com/sign-up

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

After sign up select the role for which you want to provide permission and then select Nexmo product that you are interested in. Here we have selected Operations as role and SMS as product. After selecting click on DONE as shown below.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

2. Nexmo page will open in which you will get the below details

  • There is API key and secret which we will use later.
  • To test if your mobile number works with Nexmo click on send message. If you receive SMS, then you can create Microsoft Flow to receive message form Nexmo.

Note: At start Nexmo provides you free recharge of Euro 2 for testing purpose. You can use Nexmo account for more information about your account balance and other details.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

3. Follow the below steps to create Microsoft Flow:

After creating account, Nexmo tab with Create button will be available in Microsoft Flow. Click on create button.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

4. Enter connection name and Use API key and secret given by Nexmo. Click on create button.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

Continue to create Microsoft flow using that SMS will be sent.

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

  • Select the Organization Name
  • Select the Entity Name for which you want to receive SMS when record is created in Dynamics CRM.
  • Select the Sender Id
  • To Phone number that you are using for creating account in Nexmo.
  • In Text field write the message that you want the manager to see that may contain account field.

There are many other fields present in Flow like life Span of Message, Callback URL, Highlevel Protocol and many more. You can get details of these fields in your Nexmo account.

After creating Microsoft flow when any Account created in Dynamics CRM, the manager will receive an SMS as shown below:

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

Conclusion

Using a Microsoft Flow with Service Provider Nexmo the manager or authorized person will get an SMS notification in his smart phone.

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