Auto SMS for CRM2011 Configuration Page

Auto SMS for CRM 2011 Release Notes

Introduction

Thank you for downloading and installing the GAP Auto SMS solution.

This configuration page is for the Gap Consulting SMS solution v5.2.0.5, released on 24h July 2013 and the Auto SMS Console Application version 5.0.3.17.  Note, the Auto SMS Console Application is only required if inbound text messages are a requirement.

These versions mark the latest official Release-To-Web (RTW) for Auto SMS for Microsoft Dynamics CRM 2011.

Gap Consulting Ltd would like to thank all customers which downloaded, tested, and provided feedback during the BETA phase testing of this product.

Known Issues

There are no known issues for this release.

Version Notes

·         5.2.0.7 Addressed a re-send issue regarding failed messages.

·         5.2.0.5 Fixed the auto generation of interfaces and interface parameters so inbound records are now generated on ‘Publish All’ after installing the solution.

·         5.2.0.3 - Fixed the issue which replace ‘00’ at runtime to ‘+’ symbol to avoid format error of TextAnywhere.

·         5.2.0.1 – Added inbound SMS capability (requires supplementary executable)

FAQ

What is the best way to Bulk Send SMS from CRM I.e. send the same SMS to multiple contacts from CRM?

This can be carried out via Workflow. Create a Workflow to send the SMS message that is desired and then select the leads, contacts accounts or users you wish to send messages to (select individually, create a Marketing List or use an Advanced Find) and apply the workflow to the selected records.

What does the solution cost?

The current cost of Auto SMS is £199. This is a flat fee per live organisation irrespective of user numbers or the number of development / test organisations which support the live organisation.  The text service will require purchasing separately from either Red Oxygen or Text Anywhere and is not included in the above price.

Please visit our website at www.gapconsulting.co.uk for information on obtaining a licence for your Microsoft Dynamics CRM 2011 Organisation.

Trial Mode

By default this solution runs in trial mode.  Whilst running in Trial Mode, approximately 1 in every 10 SMS requests will generate just random text.  Trial Mode can be removed by applying a license key for your CRM Organisation.

Installation

Prerequisites

On-Premise or Partner Hosted

You must have the following prerequisites installed before installing the SMS for Microsoft Dynamics CRM On-Premise or Partner Hosted;

·         A fully working installation of Microsoft Dynamics CRM 2011

·         Minimum of Rollup 1 installed for Microsoft Dynamics CRM 2011

·         You must have the Microsoft Dynamics CRM Sandbox server role installed

·         A System Administrator security role for your Organisation

·         A TextAnywhere or RedOxygen subscription

CRM Online

You must have the following prerequisites installed before installing the SMS for Microsoft Dynamics CRM Online;

·         An active Microsoft Dynamics CRM Online subscription

·         A System Administrator security role for your Organisation

·         A TextAnywhere or RedOxygen subscription

 

Solution Installation Steps

Please use these steps to install the Auto SMS v5.2.0.5.

Step 1: Navigate to Settings > Solutions, and import the v5.2.0.5 SMS solution

                Note: During import ensure you select the Activate Processes tick box

Step 2: Once imported, click on Publish All Customizations.  Press F5 to Refresh your browser.

Console Application Installation Steps

Please use these steps to install the Auto SMS v5.0.3.19 Console Application. (Note: The application setup is only required if inbound text messages are a requirement)

Step 1: Extract the contents of the Gap Consulting Auto SMS 5.0.3.19.zip file to a suitable location on the server where the console application will run

Step 2: Run the setup.exe file as an administrator.

Note: If a previous version has been installed, you will be prompted with the option to Repair or Remove the Installation. Before you chose the relevant option first ensure you have a copy of the current stored Interface Parameters. Follow instructions in 4.2 to save parameters.  Select Remove and once you have confirmation that the installation has been removed, run the setup.exe again.

Step 3: As part of the installation parameters, you will need to decide whether the application will be accessible for all users or just the user installing the application.

Step 4: Enter URL and the login details of the CRM user that you wish to run the application

Step 5: You will be given the option at the end of the installation to Open Task Scheduler. Selecting this option will allow you to skip Step 7 below.

Step 6: Complete the Installation

Step 7: Open Task Scheduler (Control Panel > Administrative Tools > Task Scheduler)

Step 8: Configure a task that runs every minute that fires the following application: C:\Program Files (x86)\Gap Consulting\Auto SMS\AutoSMS.exe (file path assumes default file location was accepted on installation)

Requesting a Licence Key

To request a licence key for your SMS solution please follow these steps;

Step 1: Navigate to the customisations area of CRM.  Click on Customisations.

Step 2: Click on Developer Resources

Step 3: Copy & paste the Organisation Unique Name send a licence key request to [email protected]

Installing a Licence Key

To install a licence key for your SMS solution please follow these steps;

Step 1: Navigate to Settings > Interfaces

Step 2: Open the SMS Generation interface

Step 3: Double click to open the Licence Key interface parameter record

Step 4: Copy and paste your licence key into the value field to replace the “Trial Version” value

Step 5: Save and close the Interface Parameter.  SMS will now operate in licenced mode.

Uninstallation Steps

To remove SMS please perform the following two steps.  The steps apply to all current releases of SMS.

Step 1: Navigate to the SMS Definition area in Settings.  Click on each SMS Definition and press the delete key to remove this record.

Step 2: Navigate to the Solution area in Settings.  Click on SMS, click delete, and follow the instructions.

 

Configuration

Information

The Gap Consulting SMS Solution is designed to work with the Lead, Contact, Account and User entities in Microsoft Dynamics CRM 2011. The package enables SMS messages to be sent to single, and multiple records simultaneously. SMS messages are created as an activity record on an entity. This means that SMS messages can be sent by workflow process in response to system events or user actions. This provides a great deal of flexibility for the system customizer.

The system is designed to work with a specified SMS service provider (currently TextAnywhere or RedOxygen (outbound only), and each organisation will need to register for an account with the appropriate provider. Further details are available on request.

Interface Records

The following Interface records should be generated automatically via the solution import when pressing ‘Publish All’. If not, the missing Interface records must be manually created;

·         SMS Send Message

·         SMS Validation

·         Auto SMS Receive Message

Interface Parameters

The following is a guide to configuring the key Interface Parameters required for SMS to run effectively

SMS Send Message Interface Parameters

Common Parameters:

1.       Gap SMS Gateway Type

·         Suggested Values: TextAnywhere or RedOxygen

·         Description: The sms gateway type using which sms and can be receive/send etc.

2.       Gap SMS Licence Key

·         Default Values: Trial Version

·         Description: Used to store the Gap Consulting License Key for SMS.  Enter any value to activate trial mode. 

Please note on trial mode. The SMS message will be replaced with random texts approximately 1 time in 10 chances.

3.       Gap SMS Country Code

·         Example Value: +44

·         Description: Use to store the default country code for SMS. This parameter will be used if the destination or receiver mobile number doesn’t have a country code as part of the stored mobile number.

Red Oxygen Parameters:

To be completed where the Red Oxygen service is being used.

1.       RedOxygen Account Id

·         Description: Use to store unique Account Id for SMS RedOxygen.

2.       RedOxygen Email

·         Description: Use to store unique Email for SMS RedOxygen.

3.       RedOxygen Password

·         Description: Use to store Password for SMS RedOxygen.

4.       RedOxygen URL

·         Suggested Value: http://www.redoxygen.net/sms.dll?Action=SendSMS

·         Description: Use to store webservice URL for SMS RedOxygen.

TextAnyWhere Parameters:

To be completed where the Text Anywhere service is being used.

1.       TextAnywhere Gateway Client Id

·         Description:  This parameter sets your unique text messaging account identifier, required to confirm which account is interfacing with the SMS Gateway. Your unique account identifier is assigned to users account when your account is first opened, and cannot be amended. user should use the Client_Id value as your externalLogin setting. The Client_Id value can be found by logging in to your online account, and clicking on the ADMIN PANEL button.

2.       TextAnywhere Gateway Password

·         Description:  This parameter sets your text messaging account password, required to authenticate which account is interfacing with the SMS Gateway.

3.       TextAnywhere Gateway Originator Type

·         Description:  This parameter sets the type of Originator that is being sent as detailed in 4 and 5 below.  The options are 0 to send a reply number and 1 to send a reply name.

4.       TextAnywhere Outbound Reply Name

·         Description:  This parameter sets the name that alphanumeric string you wish the SMS to appear to be from.

5.       TextAnywhereGatewayReplyNumber

·         Description: This parameter sets the number of the inbound service that you are requesting new inbound messages for, from the SMS Gateway.

6.       TextAnywhere Gateway Billing Ref

·         Description:  This parameter sets a value that is used to help billing.

7.       TextAnywhere Gateway Connection

·         Description:  This parameter sets the solution to send messages either as Live or Test.  The options are: 1 – Test, 2 – Live (low volume use), 4 – Live (high volume use)

8.       TextAnywhere Gateway Originator Type

·         Description:  This parameter sets the type of Originator that is being sent

9.       TextAnywhere Reply Type

·         Description: The parameter sets the type of reply that will be sent in response to messages.  The options are: 0 – No reply, 1 – Reply to Web Service/HTTP Connector, 2 – Reply to Email, 3 – Reply to URL

10.   TextAnywhere Reply Data

·         Description:  This parameter requires setting if Reply Type has been set to 2 or 3. 

·         If Reply Type has been set to 2, then provide the email address for replies to be sent to here.

·         If Reply Type has been set to 3, then provide a web url. When a reply occurs, the SMS gateway will contact this URL as follows:

http://URL?originator=+447787654321&destination=+447712345678&date

=5/1/2004&Time=10:30&Body=Test&ClientRef=test

11.   TextAnywhere Retrieve Status Loop Count

·         Suggested Default: 5

·         Description:  This parameter sets the number of attempts the SMS service will make to retrieve the SMS Message status.

12.   TextAnywhere Retrieve Status Wait Time

·         Suggested Default: 10000

·         Description: This parameter sets the wait time for the service before it attempts to retrieve SMS Message status.

13.   TextAnywhere SMS Gateway URL

·         Default Value:  http://www.textapp.net/webservice/service.asmx

·         Description: Use to store webservice URL for SMS Text Anywhere service.

Auto SMS Receive Message Interface Parameters

Common Parameters:

1.       Gap SMS Country Code

·         Example Value: +44

·         Description: Use to store the default country code for SMS. This parameter will be used if the destination or receiver mobile number doesn’t have a country code as part of the mobile number.

2.       Gap SMS Gateway Type

·         Suggested Values: TextAnywhere

·         Description: The sms gateway type using which sms and can be receive/send etc.

3.       Gap SMS Licence Key

·         Default Values: Trial Version

·         Description: Used to store the Gap Consulting License Key for SMS.  Enter any value to activate trial mode. 

TextAnyWhere Parameters:

1.       TextAnywhere Gateway Client ID

·         Description:  This parameter sets your unique text messaging account identifier, required to confirm which account is interfacing with the SMS Gateway. Your unique account identifier is assigned to users account when your account is first opened, and cannot be amended. user should use the Client_Id value as your externalLogin setting. The Client_Id value can be found by logging in to your online account, and clicking on the ADMIN PANEL button.

2.       TextAnywhere Gateway Password

·         Description:  This parameter sets your text messaging account password, required to authenticate which account is interfacing with the SMS Gateway.

 

3.       TextAnywhere Inbound Reply Number

·         Description: This parameter holds the phone number or Short Code used to retrieve inbound messages. 

4.       TextAnywhere SMS Gateway URL

·         Default Value:  http://www.textapp.net/webservice/service.asmx

·         Description: Use to store webservice URL for SMS Text Anywhere service.

Configuring CRM records

In order to send SMS messages the phone number needs to be set for the relevant record.

User:                     Mobile Phone (mobilephone)

Lead:                     Mobile Phone (mobilephone)

Contact:               Mobile Phone (mobilephone)

Account:              Phone (telephone1)

Operation

How to enable logging

SMS for Microsoft Dynamics CRM 2011 provides two levels of runtime logging, Event Logging and Trace Logging.  Please note, for Live operation logging should always be disabled.

If you require support, you could be asked to enable to enable logging for SMS which is based on the following steps;

Step 1: Navigate to Settlings > Interfaces

Step 2: Open the SMS Generation interface (or the interface required)

Step 3: In the Interface Options & Parameters section click to enable the logging type required, save and close.

Step 4: Run SMS by creating a new record which is configured with an SMS Definition record.

Step 5: Open the interface record again.  You should now see a new Interface Job record.  Double click to open the Interface Job Record for detailing logging information.

Saving Interface Parameters

Should you need to uninstall the solution or the console application, it is advisable to save a copy of the Interface Parameters for future reference. Follow these steps to save the Parameters:

Step 1: In CRM navigate to Advanced Find

Step 2: Look for Interface Parameters

Step 3: Edit Columns so that you have included Name, Interface and Value

Step 4: Retrieve Results and then either Export results to Excel or print the results

Support

If you require support for our SMS for Microsoft Dynamics CRM 2011 product please send an email to [email protected]