I was working on task where I need to distribute Voice of Customer Surveys via SMS. To send SMS from D365, we configured PowerSMS which works with Twilio to send SMS. The solution to send SMS is simple, create an SMS Message activity record using a workflow and set the status to Pending Sent. This will automatically be picked and SMS will be sent.
Problem is with the Survey Snippet code that VOC provides us. When we use this Snippet as we did in Email, this doesn’t turn in to URL when the SMS goes out.
To resolve this, first create a Survey Activity record with required data and piped data as required by your survey.
Then user the created Survey’s Invitation link property in the SMS message text.
This will then be sent as URL so users can access the survey.