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How to setup SMS in MS Dynamics 4.0

In this installation guide you will find step by step setup instructions on how to send SMS messages from Microsoft Dynamics CRM 4.0 with Ozeki NG SMS Gateway. Please also check the helpful video tutorials for your convenience.

Download: customizations.zip (35 Kb)
Download: Ozeki SMS Plugin folder (745 Kb)

Video: video icon Send SMS from Microsoft Dynamics CRM 4.0 (part 1/2, configure your modem)
Video: video icon Send SMS from Microsoft Dynamics CRM 4.0 (part 2/2, configure your system)


Send SMS from Microsoft Dynamics CRM 4.0 (part 1/2, configure your modem)


Send SMS from Microsoft Dynamics CRM 4.0 (part 2/2, configure your system)

With SMS functionality provided by Ozeki NG SMS Gateway you can increase the features of Microsoft Dynamics CRM 4.0. To add SMS extension to your corporate IT system, please download and install the SMS gateway software.

If you combine Ozeki NG SMS Gateway with MS Dynamics CRM you will get an effective customer relationship management application. Ozeki NG SMS gateway makes it possible to launch SMS campaigns to your customers. In practice it means that you will be able to send SMS messages to several mobile phones even at the same time. To do so you need a pre-defined marketing list about your existing contacts. Your composed messages will be forwarded to all the pre-defined phone numbers in any time you wish. In this way you can increase efficiency and you can save time. You can follow up your SMS campaigns with the help of delivery reports.

Ozeki NG SMS Gateway also enables Dynamics CRM to generate SMS alerts in your system. This means that your administrator can define events, for which an SMS alert is triggered. These events can be linked to a contact or a user so if an entity is created or modified, an SMS alert can be sent about these events.

Prerequisites for SMS messaging with MS Dynamics CRM

Your SMS system needs to be connected to the mobile network in order to deliver SMS messages to mobile phones. When you use Ozeki NG SMS Gateway as the basis of your SMS system you have the following connection options:

Prerequisites for Internet based connection to the Mobile network

If you wish to connect your system to an SMS service provider over the Internet you need the following components:

ip sms connection with ozeki ng sms gateway
Figure 1/a - IP SMS connection with Ozeki NG SMS Gateway

In this case you need to find an SMS service provider who can reach the mobile phones in your area. This SMS service provider should be able to provide SMS service through the Internet. To find such a provider, you can check our website where we list some of them: SMPP SMS Service providers. Once you have found such a provider, you need to sign up for their service to get the connection parameters. You can use these parameters to configure your Ozeki NG SMS Gateway software.

Prerequisites for wireless (GSM modem) connection to the Mobile network

In case you would like to connect your system to the mobile network wirelessly, you need a GSM modem or GSM phone, that you can attach to your computer with a data cable. In this case your Ozeki NG SMS Gateway software will operate this phone and will send and receive SMS messages wirelessly. To setup this connection method, you need the following components:

gsm modem connection with ozeki ng sms gateway
Figure 1/b - GSM modem connection with Ozeki NG SMS Gateway

Your checklist (for GSM modem connection):

checkbox icon SIM Card - You can get this from your local mobile network operator.*
checkbox icon Modem - Use a Wavecom, Siemens or Multitech modem.
checkbox icon Data cable - Comes with the modem
checkbox icon Computer - Recommended: Intel P4 3Ghz, 2GB RAM, 500 MB HDD, Windows OS
checkbox icon Ozeki NG SMS Gateway - Download it from https://sms-integration.com/p_8034-ozeki-ng-sms-gateway-download-software.html
checkbox icon Microsoft Dynamics CRM 4.0

*The SIM card will come with a plan, that will determine how much money you will spend on each SMS.

Please check the Internet based SMS connections vs. GSM modem based (wireless) SMS connections page for comparing these options.

download icon Ozeki NG SMS Gateway can be obtained by
opening the download page:
Download Ozeki NG SMS Gateway!

System diagram

On Figure 2 you can check how the system will work after you setup Ozeki NG SMS Gateway with MS Dynamics CRM 4.0:

sms from ms dynamics with ozeki ng sms gateway
Figure 2 - SMS from MS Dynamics with Ozeki NG SMS Gateway

Installation guide for SMS messaging with MS Dynamics CRM

Microsoft Dynamics CRM 4.0 is able to send SMS messages with the help of Ozeki SMS Plugin which has been developed by Ozeki Informatics Ltd. This plugin communicates with Ozeki NG SMS Gateway with the help of HTTP request.

Step 1. Create entities

To install this plugin first you need to do some settings in MS Dynamics CRM. So open MS Dynamics CRM. Go to Settings / Customization / Import Customizations menu item (Figure 3).

import customization
Figure 3 - Import customization

Click on "Browse..." select Ozeki SMS Plugin folder. Then select customizations.zip file and click on "Upload" (Figure 4).

customizations zip
Figure 4 - Customizations.zip

In MS Dynamics select "ozSMS and "ozSMS Campaign" and click on "Import Selected Customizations" Figure 5).

import selected customizations
Figure 5 - Import selected customizations

In the appeared window click on "OK" to continue importation (Figure 6).

continue importation
Figure 6 - Continue importation

Now go to Settings / Customization / Customize Entities ( Figure 7).

customize entities
Figure 7 - Customize entities

Select "ozSMS Campaign" from the list and click on "Publish" (Figure 8).

ozsms campaign
Figure 8 - OzSMS campaign

Then do the same with "ozSMS". So select it from the list and click on "Publish" (Figure 9).

ozsms
Figure 9 - OzSMS

Step 2. Start "Plugin Registration Tool"

To do so, open Ozeki SMS Plugin folder and click on "CRM4 Plugin Installer" in it. You will find the "Plugin registration" tool in this folder. You need to start this tool. In the appeared window click on "Connect" (Figure 10).

plugin registration tool connect
Figure 10 - Connect

Microsoft CRM should appear in "New connection" (Figure 11).

ms crm in new connection
Figure 11 - MS CRM in new connection

Now you need to select the organization to which you wish to install the plugin. Click on Microsoft CRM. Then click on "Register" menu and "Register New Assembly" menu item (Figure 12).

register new assembly
Figure 12 - Register new assembly

In the appeared window browse for "ozSMScrm4.dll" (Figure 13).

browse
Figure 13 - Browse

Click on "Register Selected Plugins" (Figure 14) and on "OK" in the "Registered plugins" window (Figure 15).

register selected plugins
Figure 14 - Register selected plugins



registered plugins
Figure 15 - Registered plugins

Select "ozSMScrm4.Main´┐Ż and then click on Register / Register New Step (Figure 16) and (Figure 17).

select main and register
Figure 16 - Select Main and Register



register new step
Figure 17 - Register new step

Type the following values into the appeared window (Figure 18):

Message: "create"
Primary Entity: "new_ozsms"

Execution Mode: "Asynchronous"

register new step settings
Figure 18 - Register new step settings

In the "Unsecure Configuration" field you can provide the connection properties for Ozeki NG SMS Gateway (in XML format):

<settings>
<host>OZEKI NG SMS GATEWAY ADDRESS</host>
<username> OZEKI NG SMS GATEWAY USER NAME</username>
<password> OZEKING SMS GATEWAY PASSWORD</password>
<originator>SENDER NUMBER (IP SMS ONLY)</originator>
</settings>


Then click on "Register New Step" and exit "Plugin Registration Tool" (Figure 19).

unsecure configuration
Figure 19 - Unsecure configuration

You need to restart the necessary services. To do so please go to Start menu / Administrative Tools / Services (Figure 20).

restart services
Figure 20 - Services

Select "Microsoft CRM Asynchronous Processing Service" from the list and restart it (Figure 21).

asynchronous processing services
Figure 21 - Asynchronous processing services

Now select "World Wide Web Publishing Service" and restart it (Figure 22). Finally close the "Services" window.

world wide web
Figure 22 - World wide web

Step 3. Create workflows

To send SMS messages you need to create workflows in MS Dynamics CRM. So open Microsoft Dynamics CRM 4.0 again. Go to "Settings" menu and click on "Workflows" sub menu. Now click on "New" (Figure 23).

create new workflow
Figure 23 - Create new workflow

You need to provide the necessary data for the new workflow (Figure 24):

Name: "ozSMS Campaign start"
Entity: "ozSMS Campaign"
Type: "New blank workflow"
Available to run: "On demand"
Start when: -
Add Step: Ozeki NG SMS Gateway / Create SMS from list

create workflow
Figure 24 - Create workflow

Now click on "Save" to save the changes and on "Publish". Click on "OK" in the "Workflow Publish Confirmation" window and "Close".

Next click on "New" again to create a new workflow. You need to provide the necessary data to the new workflow:

Name: "ozSMS Campaign update"
Entity: "ozSMS Campaign"
Type: "New blank workflow "
Available to run: "On demand"
Start when: -
Add Step: Ozeki NG SMS Gateway / Update SMS status

Now click on "Save" to save the changes and on "Publish". Click on "OK" in the "Workflow Publish Confirmation" window and "Close".

The task of "ozSMS Campaign start" is to send SMS messages to the members of the "Marketing list"; "ozSMS Campaign update" actualizes the status of sent messages in the campaign. In this way you can oversee your SMS campaign.

Now you can start to send SMS messages from Microsoft Dynamics CRM 4.0.

Thank you for reading this guide!

If you wish to add SMS functionality to your corporate IT system please go to the download page to download Ozeki NG SMS Gateway >>>