After the Sinch SMS for Customer Insights app has been installed, you'll need to configure settings for turning on cloud flows, adding permissions and enabling in-app notifications to make sure the app works as expected.
Activate Cloud Flows
Cloud flows in SMS for Customer Insights make it possible to receive messages and sync Sender IDs from your Sinch Engage account. After installing the app, you'll need to activate these flows before you can start using them.
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Once the app has been installed, open Customer Insights and here you'll see a notification banner: The Flow Store Call Back URL is inactive. Click the "Activate Flow" button to resolve.
- Click the Activate Flow button and a pop-up window will display. Click the OK button.
- Navigate to Power Apps Solutions and make sure you're in the right environment.
- From the left-side navigation menu, click on the Solutions tab.
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Click on Default Solution.
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Search for and select Connection References.
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Locate and select the connection reference that has 'sinch_' in the name. Click to open and view it's details.
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In the connections pop-up box, click the Connections drop-down list and click + New connection.
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A new tab will open. For the Microsoft Dataverse connection reference, search for 'Dataverse' in the 'New connection' tab and select the + icon next to the Microsoft Dataverse connection.
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Create the connection and sign in with your D365 account in the pop-up box.
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Repeat for the Power Automate Management connection reference. Search for 'Power Automate' in the 'New connection' tab and select the + icon next to the Power Automate Management connection.
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Create the connection and sign in with your D365 account in the pop-up box.
- Once both Microsoft Dataverse and Power Automate Management have been created, navigate back to the Connection references tab.
- Click Edit on your connection references and select the correct connection from the drop-down list (your D365 account should appear).
- Click Save in the bottom right corner of the connection reference details pop-up box.
- Navigate back to your D365 environment and there should be notification banners at the top of the screen.
- Locate the notification that relates to your Sinch Customer Insights flows. Click on the Activate Flow button and this will turn on your cloud flows.
- The notification will disappear when the flow activates successfully.
Add permissions
To use SMS for Customer Insights, a user must have the 'Sinch Channel Access' role. If you're a System Administrator, you can set up a SMS provider without the 'Sinch Channel Access' role. The role is needed for non-admin users who require specific access to Sinch functionality.
To assign the 'Sinch Channel Access' role:
- Navigate to the Power Platform admin center.
- From the left-side navigation, click on Manage.
- Click on Environments.
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Click on the more actions icon (⋯) and click on Settings.
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Under the Users + permissions section, click on Users to manage user roles.
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Locate the user you want to assign the role to, click on the more actions icon (⋯) and click Manage security roles.
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Find the role 'Sinch Channel Access' and click Save to assign this role to the user - this allows the user to have the permissions required to use the app.
Note: Make sure to assign the 'Sinch Channel Access' role to the required team if you want to select the team as the owner of the senders.
Enable in-app notifications
We recommend enabling in-app notifications. This is important for being notified of events such as receiving replies. To do this:
- Navigate to Power Apps.
- From the left-side navigation menu, click on the Apps tab.
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Locate the application you want to enable in-app notifications for, click on the more actions icon (⋯) and click on Edit e.g. Sales Hub or Customer Insights - Journeys.
- Click on the Settings (⚙️) icon and then click on Features tab.
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Enable the in-app notifications by turning the toggle on to Yes.
- Click the Save button.