Step 2 : From the
Twilio Dashboard, click Get a Trial Number
to get a Phone number
Step 3 : Copy the
following details from Twilio Dashboard,
- ACCOUNT SID
- AUTH TOKEN
- PHONE NUMBER (Generated from step 2 above)
Step 4 : Sign in to
Power Automate using your credentials
Step 5 : Select Create from the left navigation and click on Automate Flow
Step 6 : Configure
and select your Dynamics CE Organization Name and respective entity. In my
scenario, When a new Contact record is created, SMS will be sent to respective
Contact (Mobile Phone)
Step 7 : After
configuring Dynamics CE organization and entity, add next step and select Twilio
Select
Send Text Message (SMS)
Step 8 : Enter the
Connection details
Connection
Name : *Enter some connection name*
Twilio
Account Id : *ACCOUNT SID copied from
Twilio Dashboard should paste here*
Twilio
Access Token : *AUTH TOKEN copied from Twilio Dashboard should paste here*
Click
Create to establish connection
Step 9 : Once
connection with Twilio is successful, enter the following details,
From
Phone Number : *PHONE NUMBER generated from Twilio should be entered*
To
Phone Number : *Map the destination
Phone Number*
Text : *Custom
message to send*
Step 10 : In my
scenario, mapped the Mobile Phone field
from Contact entity with custom message
Step 11 : Click Save
Step 12 : Go to your
Dynamics CE environment and create new Contact with following details,
- Full Name
- Mobile Phone
Step 13 : Save the
Contact record to trigger the flow
Step 14 : SMS will
be delivered to respective Contact
