web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can CRM be used as a c...
Microsoft Dynamics CRM (Archived)

Can CRM be used as a communication platform for sending SMS and Emails initiated from third party softwares

(0) ShareShare
ReportReport
Posted on by NoEtymology

Greetings,

We have several non-Microsoft softwares being used for work purpose in our company. We would like to initiate SMS or email from these software. We are bringing in MS Dynamics CRM very soon. However I would like to know whether CRM can be used as a communication platform for sending these SMS and Emails. Meaning that in the background the communication will be sent via CRM but on the forefront will reside our company's other softwares. Is this possible? Can we fully utilize CRM's capabilities of communication? If yes, can you please shed some light how this could be achieved, coding/customization/web services? 

Help is much appreciated. 

Thanks and Regards,

Monica

*This post is locked for comments

I have the same question (0)
  • Varadarajan_84 Profile Picture
    Varadarajan_84 on at
    RE: Can CRM be used as a communication platform for sending SMS and Emails initiated from third party softwares

    Hello Monica,

    Using the Workflow functionality of Dynamics CRM it is possible to send SMS from CRM Online. Refer these blogs: help.clickdimensions.com/sending-sms-messages-from-microsoft-crm-workflow

    help.clickdimensions.com/bulk-sms

    Also By using Workflow you can send emails: www.powerobjects.com/.../sending-emails-via-on-demand-workflows-in-dynamics-crm

    Thanks.

  • NoEtymology Profile Picture
    NoEtymology on at
    RE: Can CRM be used as a communication platform for sending SMS and Emails initiated from third party softwares

    Hi Varadarajan,

    Thanks for your response. I am aware that we can send sms/email from CRM. But my question is that the sending of the SMS/Email will be initiated from another software that certain users of the company use and CRM may not be even access by these set of users. Some code can still run in the background and make CRM send the sms/email. Is this possible? Basically use CRM as a bulk SMS tool, without the users even having access to it. Please know that CRM will be deployed for other users of the company.

    Thank you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans