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Small and medium business | Business Central, N...
Suggested answer

Send Text Message (SMS) from Sales Order to Sell to Contact and Log the Transaction

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Posted on by 15,433

Hi

Is anyone aware of solution or possible method to send a text message (SMS) to Sell to contact from Sales Oder? The idea is instead of using email that sometimes takes longer for sell to contact to response we can send Text Message to sell to contact cell phone (mobile) directly from BC then if Sell To Contact answered recorder the answer back to SO. 

This way we can get a faster response if we have a quick question for Sell to contact. 

Thanks 

  • Suggested answer
    johncooper107 Profile Picture
    johncooper107 10 on at
    RE: Send Text Message (SMS) from Sales Order to Sell to Contact and Log the Transaction

    Yes, it is possible to send a text message (SMS) to a Sell to Contact from a Sales Order in Business Central (BC). Here's how you can do it:

    1. Set up SMS capabilities: You will need to set up an SMS gateway that allows you to send SMS messages from Business Central. This may require some additional configuration and setup.

    2. Create a Sales Order: Create a Sales Order in Business Central with the relevant information and details.

    3. Add the Sell to Contact's mobile number: Add the mobile number of the Sell to Contact in the appropriate field in the Sales Order.

    4. Use an SMS extension: Install and use an SMS extension in Business Central that allows you to send SMS messages directly from within the Sales Order. Some extensions allow you to create SMS templates that can be customized and sent to Sell to Contacts.

    5. Record the response: Once the Sell to Contact responds to the SMS message, you can record the response in Business Central by adding a note or comment to the Sales Order.

    It is important to ensure that you have obtained the Sell to Contact's consent to send them SMS messages and that you comply with all relevant regulations and guidelines. Additionally, keep in mind that SMS messaging rates may apply and it is important to consider any costs associated with this method of communication.

    Source: SMSala

  • Value First Profile Picture
    Value First 5 on at
    RE: Send Text Message (SMS) from Sales Order to Sell to Contact and Log the Transaction

    Transactional SMS Service

    OTP on SMS, Promotional SMS Solution

    Enterprise SMS

    Reliable Business SMS Solutions for Every Industry

    Drive customer engagement, acquisition, retention, and improve security and loyalty with the most advanced, user-friendly, and robust SMS as a service platform. We send over 4 Billion SMS every month to cater to the transactional and promotional needs of our clients.

    https://www.vfirst.com/sms

  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Send Text Message (SMS) from Sales Order to Sell to Contact and Log the Transaction

    Hi Mr Zhu

    Thank you for answer. I have a few challenges here

    1) How I trigger PowerAutomation from BC when Customer Service team needs it?

    2) How I log trigger time and also success of text sent back to BC?

    3) How I receive the text back from customer and then log it back to BC into the same SO?

    Thanks  

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,064 Super User 2024 Season 2 on at
    RE: Send Text Message (SMS) from Sales Order to Sell to Contact and Log the Transaction

    Hi, I think this can be done with Power Automate.

    I have tried sending Teams Message automatically before. 

    https://yzhums.com/19698/

    And there are many templates for sending SMS in Power Automate. You can try the Template below.

    pastedimage1646353135308v1.png

    Hope this will help.

    Thanks.

    ZHU

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