Once you install and configure the SMS for Customer Insights app, you can setup the Sinch SMS Provider to start sending SMS within Dynamics Customer Insights.
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Navigate to Dynamics Customer Insights and in the Settings menu, navigate to SMS providers and click on the + New provider or Add a provider button.
2. From the list of providers, select the Sinch provider and check the enabling this channel option checkbox (if available). Click Next to go to the Settings step.
Note: To create a new SMS provider, the user should be assigned a System Administrator role.3. Add the required Name, API Key and API Secret and click Next.
If you're a new user, you can create new API keys by clicking on the click here link available on the form.4. A sender must be created to complete the setup. To add a new sender, click the + New sender button, fill the mandatory Phone number and Name fields and click Add.
Note: If you create the SMS Provider in Sales 365, you can also select a user or a team as the Owner of the sender, but make sure the user or team has the 'Sinch Channel Access' role assigned. By default, this will be set as the current logged in user.
The sender will be added to Phone Numbers. Click Next to to go to the Review and finish step.
5. Review the provider details and click Done.
Note: Only one instance of the Sinch provider with the same name and number can be created. If there's an existing provider with the same name and number, an error will appear after pressing Done.
Multiple Sinch accounts can be connected to the single Customer Insights instance if the API keys/secrets and Sender IDs are unique.
6. After the provider is created, select the newly created provider to view the details.
7. Click on the Phone Numbers tab to Sync Senders from your connected Sinch account.
A "Shared numbers pool" option is automatically available after senders are synced.