Welcome new Microsoft Dynamics 365 CRM opportunities with SMS messages from SMSGlobal

First, we need to connect Microsoft Dynamics and SMSGlobal to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

• Connect Microsoft Dynamics to Zapier.

  Give Zapier access to your Microsoft Dynamics account, using Microsoft Dynamics credentials.

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  Connect SMSGlobal to Zapier.

  Give Zapier access to your SMSGlobal account, using SMSGlobal credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• Set up a Trigger action for Microsoft Dynamics

  Choose the following trigger: New Opportunity (Triggers when a new opportunity is created.).

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  Then set up an Action for SMSGlobal

  Choose this action: Send an SMS (Sends an SMS to a valid number.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Microsoft Dynamics and SMSGlobal.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Welcome new Microsoft Dynamics 365 CRM opportunities with SMS messages from SMSGlobal!