Introduction

This guide provides step-by-step instructions for configuring and using the ValueFirst Business Messaging application for SMS and WhatsApp within Microsoft Dynamics 365.

Pre-requisites:

1. Enable Customer Insights Journey in Dynamics 365.
2. Subscribe to a ValueFirst account.
3. Ensure WhatsApp templates are approved before configuration.
4. Enable Outbound Marketing in Dynamics 365:
   • Navigate to Customer Insights – Journeys > Real-time Journeys > Settings.
   • Enable the Outbound Marketing feature.

Installation Steps

• Access the Application.
• Go to Microsoft App Source and search for ValueFirst Business Messaging.

  

  

Configuration

Install the Application

1. Click the Get it now button.
2. You will be redirected to the installation page.
3. Select the appropriate environment for installation.
4. Agree with the terms and privacy policy.
5. Click the Install button.

   

   

Locate the Application

• Once installed, the application will appear in the Customer Insights environment under the published apps section.

  

  
• Select ValueFirst Messaging from the published apps section. This will redirect you to the ValueFirst Messaging application.

  

  
• Navigate to WhatsApp Configurations under the ValueFirst WhatsApp group.
• Click on the Give Admin Consent button to authorize the application.

  

  

Add WhatsApp Business Details

• In the WhatsApp Configurations page, click the New button.
• Enter the WhatsApp business details.
• Multiple WhatsApp business numbers can be added.

Configure WhatsApp Templates

• Navigate to WhatsApp Templates.
• Add approved templates based on the WhatsApp business account.

  Supported Template Types:

  • Text
  • Text with dynamic placeholders (e.g., contact fields)
  • Media messages (Image, Document, Video)
• Button messages (CTA, Dynamic)

  

  

Using ValueFirst Messaging Trigger Campaigns:

• Create a New Customer Journey.
• Select the Audience.
• Add a custom channel in the Add Action menu.
• Select the required templates in the right-side panel.
• Save the campaign and go live.
• Campaign activities will be stored in WhatsApp Activities or SMS Activities.

  

  

Sending SMS

Follow the same steps as above to send SMS campaigns.

Send Single Messages

• Click the + button in the top bar.
• Select SMS Activities to send an SMS or WhatsApp Activities to send a WhatsApp message.

Process the Message

• A popup will appear.
• Select the template and contact.
• Click Save & Close.

The message will be processed, and activities will be added to the respective modules.