We have been busy making our Dynamics CRM SMS Integration even better! Here is whats available now in version 1.0.1 to both Dynamics 2016 and Dynamics 365.
GDPR & Synchronization Control
We now allow you to control which Contacts, Accounts & Leads get synced across to TxtSync. You will find for each area within the Contact Preferences a new option called SMS. If this is set to Allow then the record in question will be synced to TxtSync. By default this option is set to Do Not Allow for every record. If you set this option to Allow you you are stating that the customer is happy for you to contact them by SMS and so they will be added to TxtSync as a contact.
Synchronisation is an important element that powers the TxtSync integration. It gives you the ability to have nature SMS conversations with your customers, like you would do on a mobile phone. It also allows inbound SMS to automatically sync up against the correct contact in CRM. In adding this option we now give you the control over exactly what gets synced. This is perfect when you have a large contact database and you only want to engage with a subset of your customers by SMS.