Once you install the SMS for Customer Insights app, you'll need to configure settings for Turning on Flows and Adding Permissions to make sure the app works as expected.
1. Turning on Flows
- Flows in SMS for Customer Insights are essential for receiving messages and syncing Sender Ids from your Sinch account. To get them working, it is required to turn on these flows after installing the app.
- Navigate to Power Apps, then click on the Solutions tab and select the 'Sinch Messaging for Dynamics Apps' solution.
- Click on the Solution name, open Cloud flows and select the flow. On the top bar, click on the Turn on button to activate the flow. Use these steps to turn on all three flows.Important: Make sure that the Owner of these flows has a Power Automate Premium license.
2. Adding Permissions
- To use SMS for Customer Insights, a user must have the Sinch Channel Access role. To assign this role, navigate to the More Settings section and click on Advanced Settings.Note: 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.
- In the Settings menu, click on Security and open the Users to manage user roles.
- In Users, click on the user you want to assign the role to and select the option Manage security roles.
- 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.