How to send SMS from Microsoft Dynamics CRM 4.0
Ozeki offers a solution on how to send SMS
from Microsoft Dynamics CRM 4.0. If you use MS Dynamics CRM 4.0 to improve
customer relationship management in your company, now you can increase the
efficiency and speed of your CRM system. This article will provide you
information on how you can add SMS functionality to your CRM system with the
help of Ozeki NG SMS Gateway.
For step by step instructions on this solution, please visit
the following webpage:
Installation
guide on how to configure MS Dynamics to send SMS messages to mobile phones
( Video tutorial included)
Fields of applications
In today's rough and striving business world, satisfied
customers are the keys of success and competitiveness. That is why companies
extremely pay attention to customer relations. The best practice is if they use
CRM (Customer Relationship Management) software
(such as Microsoft Dynamics CRM 4.0) to organize and improve their customer
relations.
Though if you use a CRM
application, it can be still problematic to reach your customers. Even if you
manage to reach them, speed still can be crucial. It is critical if you have
an excellent CRM application but you are not able to
keep in touch with your customers in an effective way. Further problems can occur
if you cannot get or send important information in time.
The best solution is if you send SMS messages to your
customers. By sending numbers of SMS text messages from your corporate IT
system to the mobile phones of your customers you can save time and you
can also increase efficiency. You can achieve this powerful and great function if
you implement an SMS gateway software in your
corporate IT environment. SMS technology offers several advantages for
companies. The most simple one is the fact that it makes continuous
availability and communication possible within and outside of your
company. Even in cases if your customers are away from their offices they will
receive your SMS messages.
Ozeki NG SMS Gateway is a powerful software
which is able to meet the above mentioned features. With the use of this
software you can launch SMS campaigns to your customers. In practice it
means that you are able to send SMS messages at the same time to several mobile
phones. Or this SMS gateway also enables Dynamics CRM to generate SMS alerts
in your system. All in all, if you decide to implement this solution you will get
a stable, reliable and well-functioning system.
Benefits
If you decide to combine Ozeki NG SMS Gateway with Microsoft
Dynamics CRM 4.0 you will get a stable, well-functioning system. You will gain
a better business insight of your company and it helps organize all customer
related matters. With SMS functionality you can improve relations with your
existing customers and you can attract new ones. It makes it possible to keep
in touch with your customers continuously and your messages can be forwarded
at any time. You will also be informed about the status of your sent messages
with the help of delivery reports. This solution makes your company up-to-date
and more attractive for customers. In this way you can be competitive and
profitable on the market.
Prerequisites
In order to setup this solution you need to find a way
to connect your system to the mobile network. You can do this
by using an Internet connection or you can
setup a wireless connection by attaching a GSM phone/GSM modem to your computer. To help you make a
decision, we have prepared a webpage for you:
Internet based SMS connections vs. GSM modem based (wireless) SMS connections.
Depending
on what you select, you need the following prerequisites.
Prerequisites for Internet based connection to the Mobile network
If you wish to connect your system to an SMS service
provider over the Internet you need the following components:
Figure 1/a - Prerequisites for Ozeki NG SMS
Gateway IP SMS connection
In this case you need to find an SMS service
provider who can reach the mobile phones in your area. This SMS
service provider should be able to provide SMS service through
the Internet. To find such a provider, you can check our
website where we list some of them:
SMPP SMS Service providers.
Once you have found such a provider, you need to sign up for
their service to get the connection parameters. You can use these parameters
to configure your Ozeki NG SMS Gateway software.
Prerequisites for wireless (GSM modem) connection to the Mobile network
If you wish to connect your system to the mobile
network wirelessly, you need a GSM modem or GSM phone, that you
can attach to your computer with a data cable. In this case your Ozeki
NG SMS Gateway software will operate this phone and will send and receive
SMS messages wirelessly. To setup this connection method, you need the following
components:
Figure 1/b - Prerequisites for Ozeki NG SMS
Gateway GSM modem connection
Your checklist (for GSM modem connection):
*The SIM card will come with a plan, that will
determine how much money you will spend on each SMS.
System architecture
Ozeki's solution makes it possible to send SMS messages from
Microsoft Dynamics CRM 4.0. This works as follows:
First you need to compose your message in your system. Dynamics CRM will
forwarded this message to Ozeki NG SMS Gateway with the help of a HTTP request.
The SMS gateway will process it and send a text message to pre-defined
phone numbers. This simple but effective process can be examined on Figure 2.
Figure 2 - Ozeki NG SMS Gateway - solution
for how to send SMS from Microsoft Dynamics CRM 4.0
How to implement this solution
To send SMS messages from Microsoft Dynamics CRM 4.0 you
need to do some settings. First you have to configure Dynamics CRM. After
you log into Dynamics CRM you need to install new entities in it. Then you
have to install a plugin with the help of Plugin Installation Tool. Finally,
you need to create Workflows in Dynamics CRM again. For step by step
installation guide with a video tutorial please go to
setup instructions.
Conclusion
To summarize the above mentioned if you add SMS
functionality to your corporate IT environment you will gain a modern
communication system. SMS technology provides several advantages for you if
you wish to improve customer relations and communication flow within and
outside of your company. You can send important messages to your customers
in any time and they will receive them even if they are away from the office.
This solution reduces IT costs and save valuable time for you
while you get a reliable, stable and high-quality service.
Please go to the
Request more information
If you are interested in this solution, let us know, so we can send you
more relevant information and quotation with prices. Please fill in the
following form:
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