After the Sinch SMS for Customer Insights app has been installed and configured, you can set up the Sinch SMS provider to start sending SMS within Dynamics Customer Insights.
Set up Sinch SMS provider
- Navigate to Dynamics Customer Insights.
- Open the Settings menu and from the left-side navigation, click on SMS providers.
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Click on the + New button to add a provider.
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From the list of providers, select the Sinch provider (check the enabling this channel option if available) and click Next.
Note: To create a new SMS provider, the user should be assigned a System Administrator role. -
You'll have the option to either Create Trial Account (click Start New Trial) or Use Existing Account (click Connect Existing). These will open in a new tab for you to follow through with creating an account and the API credentials (Basic Authentication).
Configure the Settings page by filling in the Name, API Key and API Secret (created in the Sinch Engage platform).
- Click on Next to continue.
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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 continue.
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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. -
After the provider is created, click on the newly created provider to view the details.
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Click on the Sync Senders button to sync from your connected Sinch Engage account. A 'Shared numbers pool' option is available automatically after senders are synced.