AlexaCRM SMS

Two-way smart SMS messaging solution for Dynamics 365 and Dynamics CRM

Installation

To install or upgrade AlexaCRM SMS Solution:

  1. Download the latest solution file from https://alexacrm.com/downloads/sms/.
  2. Login into your Dynamics 365 or Dynamics CRM instance as a user with either system administrator or system customizer role.
  3. Navigate to Settings > Solutions then click Import.
  4. On the Select Solution Package page click Browse button and select the solution file downloaded earlier.
  5. Click Next
  6. If you already have a version of the solution installed, you will be prompted to select Import Options. Select Maintain customizations option.
  7. Click Import
  8. Wait until the import process completes, check the messages displayed. Note: it’s normal to receive plugin steps activation warnings when a plugin assembly has been upgraded to a new version.

After the import process is complete, click on the name of the solution in the list to open Configuration page. Follow settings instructions to configure the solution.