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Customer experience | Sales, Customer Insights,...
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out of the box functionality regarding sending and receiving sms in sales center

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Posted on by 5

Hello! 
I am looking for documentation on how the out of the box sms service works within Sales center. From What I understan I can send and receive a message connected to a certain customer but I can also send messages that get connected to a certain case or opportunity? Is this correct? And where can I find cocumentation about its pros and cons?

I have the same question (1)
  • Linda_Lockard21 Profile Picture
    5 on at

    I found this - after you setup your #'s you need to add this control to the Mobile Phone field - https://learn.microsoft.com/en-us/dynamics365/sales/add-sms-option-custom-forms

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