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Dynamics CRM Field Service Twilio Integration |
Twilio Integration for Dynamics CRM Field Service
The Twilio Integration solution provides an example of how Twilio can be integrated with CRM. Use the solution to notify a customer that a technician is on the way to a site, or to detect an activity related to an account. Send SMS or Interactive Voice Response (IVR) messages to any contact, user, or other CRM activity entity that has a mobile phone record. This solution uses the cloud API provided by Twilio. To send SMS or IVR communications from CRM, a Twilio account is required. Important: This solution provides an example of how Twilio can be integrated with CRM. Microsoft does not provide support for this solution. What’s included in the solution: • Twilio SMS Activity entity. Stores the message, and related contact, user, and account information. • Twilio IVR Activity entity. Stores a URL for an XML page with the text of the voice message, and related contact, user, or account information. • Twilio SMS Generation workflow. By default, the workflow uses the Contact entity, but it can be easily reconfigured. • Twilio IVR Generation workflow. By default, the workflow uses the Contact entity, but it can be easily reconfigured. • Twilio Integration custom activity. Used to make calls to the Twilio API.
Files
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Status: LiveThis download is still available on microsoft.com. The downloads below will come directly from the Microsoft Download Center. |
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Twilio.EXE
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System Requirements
Operating Systems: Windows 10, Windows 8.1
Windows Dynamics CRM Field Service
Installation Instructions
Download the file and extract the archive by running the self- extractable file. This file contains Twilio managed solution and the guide how to install it. Import the managed solution and follow the guide to set up the integration.