Dynamics CRM Field Service Twilio Integration

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.

Supported Operating Systems

Windows 10, Windows 8.1

Windows Dynamics CRM Field Service

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.