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Microsoft Dynamics CRM (Archived)

send otp to customer from ms crm portal when new customer register

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Posted on by Microsoft Employee
send otp to customer from ms crm portal when new customer register

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  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: send otp to customer from ms crm portal when new customer register

    Where you able to generate the password?

    How are you trying to send the SMS? Do you have an SMS Service that you are using?

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: send otp to customer from ms crm portal when new customer register

    it has to be custom workflow activity, which will send the sms. Development will be quite similar to custom plugins.

    few interesting links below:

    msdn.microsoft.com/.../gg309745.aspx

    docs.microsoft.com/.../create-custom-workflow-activity

    Regards,

    Pranav

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: send otp to customer from ms crm portal when new customer register

    i could not get way to send sms in workflow

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: send otp to customer from ms crm portal when new customer register

    There is no OOB way of doing this, you need to call some custom code perhaps a CRM WF that can generate the OTP.

    If found useful, please mark the answer as verified

    Regards,

    Pranav

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: send otp to customer from ms crm portal when new customer register

    Hi,

    Check out the following forum post regarding the generation of password. You can probably create a custom workflow that will generate that, and then save that newly generated password using one of the methods in the following post:

    community.dynamics.com/.../283515

    Hope this helps.

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