Dynamics | Set up SMS with opportunities or custom entities

To link an SMS to an opportunity (or any custom entity), you'll first need to update your account settings. After setup, you can choose a custom entity in the 'Regarding' field. However, messages must still be sent to a contact, account, lead, or user.

Set the 'Regarding' field for SMS messages

To assign security roles to users:

1. Navigate to the Power Platform admin center.
2. From the left-side navigation, click on Manage.
3. Click on Environments. 

4. Click on the more actions icon (⋯) and click on Settings.

   

5. Under the Users + permissions section, click on Security roles.

   

6. Locate and click on the SMS for Dynamics Service role.
7. Scroll down to the Core Records section.
8. You need to provide the Append To privilege for the record e.g. if you're using Opportunity as the record type, locate the Opportunity row and click the drop-down in the Append To column.

9. Depending on the record type you select, this should be at the level of Business Unit, Parent: Child Business Unit or Organization.

   

10. Click on the Save + Close button in the top navigation bar to save the changes.