After a customer has signed a contract through Oneflow, the order in CRM is automatically updated to “Contract Signed”, and the order is automatically deactivated.
Upon this order change, a cloud flow is triggered to send out an confirmation SMS to the “Order Contact” through Link Mobility’s API services.
It was super simple to setup after we found the Link Mobility connector in Power Automate hehe!
A new SMS activity record is also created and associated with the order record in CRM to make sure we track all necessary activities towards the order contact.
Okay, we think it’s reasonable to get a confirmation for the things you do. In this case, we want to give you, as a customer, a confirmation that what you send us has actually been received. When you submit a request for consulting assistance in your project, what could be better than getting an SMS letting you know we’ve received it?
That’s exactly what we’re doing now. Thanks to LinkMobility, we’re able to send an SMS whenever we receive an Opportunity from our app. We retrieve the mobile number from the contact information and send it to LinkMobility through Power Automate.
To enable SMS notifications within the application, Link Mobility has been added as the SMS provider. This integration allows the system to send automated SMS messages to customers.
Bid Creation
Bid gets created as an example from the model driven app. And the customer information is being retrieved from the Project.
Customer Notification on Bid Creation
When a Bid is created, a Power Automate flow is triggered automatically. The flow performs the following steps:
Detects that a new Bid has been added.
Retrieves the related customer information.
Sends an SMS notification to the customer using Link Mobility.
This ensures that customers are informed immediately when a Bid is created, improving communication and responsiveness.
We have created a solution containing both pro code and low code, AI, Microsoft APIs and third party tools.
Code App for collection Dream Project request
Power Automate that uses Dataverse, OneFlow, AI Builder, Outlook and Link Mobility actions
Model-driven app as an backoffice app to follow up project. Perfect low code app for managing dream project requests.
OneFlow Portal for managing contracts
A go through of the solution
The Code App is vibe coded using TypeScript and React and used for collecting Dream Project requests. This creates a Dataverse record that triggers a power automate flow that creates a contract in OneFlow. Pure pro code as far as the eye can see 👀
Further, we created a Power Automate flow that gets triggered when a new Dream Project is created and this automates our contract process by using OneFlows actions for creating the contract and adding the customer to the contract. LINK Mobility and Outlook action are used to send an SMS and email to the customer responsible for quick follow up and contract validation before sending it. This is a perfect combination of pro code and low code.
The flow looks like this.
The AI Prompt looks in the Power Automate looks like this and this is sendt til the AI Prompt.
The “Run a prompt” action sends the data to the prompt below and gets the outline for the contract details back. And, we are using this in the contract generation.
We used Template Groups in OneFlow to populate documents from power automate.
The fields are created in the OneFlow portal. These must be created and added to the template before they are available in the power automate flow.
The fields are added to the Template in OneFlow like this.
After sending the contract out from the OneFlow portal the customer gets and email that they can sign.
The contracts looks like this after been generated by the Power Automate flow. The description is generated using AI Prompts feeded with data from the dream project request from Dataverse.
The LINK Mobility
We are using the LINK Mobility Action in Power Automate that lets us send SMS with ease using a source number, platform id and partner id and a phone number to send the SMS to. This works like charm.
The SMS that is sent looks like this:
Business value: The tools helps as stich our solution together and improve the value for our customers by providing faster contract creation and automation, and notification by SMS for quick follow up by customer success manager.
Claims:
Stairway to Heaven
In our contract generation flow we are using three Microsoft APIs for solving our business need
Dataverse API
AI Prompt API
Outlook API
Thieving bastards
Using OneFlow and LINK mobility as payable third party solutions to improve our business process by using existing tools in the marked that is developed by marked experts and that keeps being updated and improved.
OneFlow
Using OneFlow for contract generation and posted on LinkedIn
LINK Mobility
Using LINK Mobility for notification to customer success mangers and more SMS notification in an upcoming sprint. And posted on LinkedIn
Power User Love
By combining the power of pro code for more customizable look, feel and usability for collecting data and using low code apps for backoffice project follow up with a more fix look and feel with drag and drop.
Code App using TypeScript and React for more control over the user interface and interactivity:
Using Model-driven app as a backoffice with more “strict” look and field, but perfect for following up and adding data.
As one of the event sponsors, Link Mobility gave us access to their API and connecting to it was surprisingly straightforward. Within a short time, we had the integration up and running and could focus on solving the actual problem instead of wrestling with technical complexity.
We used the Link Mobility API together with Power Automate to create an automated SMS flow. Our solution is built on Dynamics 365 Customer Service, and every time a new case is created, the customer is immediately notified.
Linkmobility is a comprehensive communication platform that specializes in mobile messaging, offering everything from SMS, MMS, and email services to mobile payments and app integration. With its simple API and robust system, it’s an excellent tool for businesses looking to streamline communication with their users via SMS.
While email notifications are common, they aren’t always the fastest or most reliable form of communication. In contrast, SMS notifications ensure users receive immediate updates on their sorting status. With high open rates and guaranteed delivery, SMS is often the best choice for ensuring that important messages get to users quickly and efficiently.
Here’s how Linkmobility enhances the Sorting Hat experience:
Instant Notifications Once a user’s sorting results are ready, Linkmobility ensures that they receive an SMS right away. No more waiting for an email or refreshing a webpage — users will get their sorting result directly on their mobile device, often within seconds.
Personalized Messages Linkmobility allows for highly customizable SMS messages, meaning you can tailor the notifications to suit your branding and tone. From a simple “You’ve been sorted!” to a more detailed message like, “Congratulations! You’ve been sorted into Gryffindor. Prepare for a magical year ahead,” the possibilities are endless.
Global Reach Whether your users are located in your local area or across the globe, Linkmobility ensures that SMS messages are sent reliably to virtually any destination. This global capability helps make your Sorting Hat software accessible to a wider audience without worrying about regional restrictions or delays.
To streamline this process, we turned to Power Automate, Microsoft’s versatile automation tool. By combining Power Automate with Linkmobility, we were able to create a seamless flow that automatically sends personalized SMS notifications to users once they’ve been sorted. Here’s a breakdown of how we achieved this.
You can now recieve a SMS reciept on delivery of your Howler message. Thanks to our Link Mobility integration
Just add sms to the post message to our api: { “sender”: “Bellatrix”, “recipient”: “Sirius”, “sentiment”: “Angry but polite”, “subject”: “The end”, “body”: “You’re definitely fired.” “sms”: “+47[your number here]” }
House Points for Slytherin: Helping “The Name Who Must Be Named” with Link Mobility 📞⚡
In the dark corridors of tech, where even the most powerful wizards and witches face challenges, it’s not just about pulling off the most daring magic, but about offering a hand to those in need. Sometimes, the most unexpected of allies can step in to help, and in this case, Slytherin has found itself not only achieving greatness but helping others do the same.
One of the lesser-known struggles for The Name Who Must Be Named was obtaining the right phone number from Link Mobility—a crucial piece for triggering their desired process. But as with many such hurdles, it’s not about the problem but how you solve it. That’s where we, the Slytherins, stepped in.
Lending a Helping Hand
When we discovered that The Name Who Must Be Named did not have the necessary phone number from Link Mobility, we saw this as an opportunity to lend a hand. Rather than just letting them continue their journey without the proper tools, we reached out to Link Mobility and provided our own phone number and code number. This seemingly small act paved the way for something much larger.
The Magic Behind the Flow
But, of course, magic can’t just stop there. Once we shared the phone number and code number, the next step was ensuring the flow worked seamlessly in their environment. This is where the true magic happened. 🔮
We designed and triggered a cloud flow within our tenant. Here’s how it works:
Triggering the Process: Once the phone number is triggered, our cloud flow takes over. It acts as a proxy between Link Mobility and The Name Who Must Be Named’s flow, ensuring that all data is properly transmitted.
Sending the Body: The body of the received message from Link Mobility is forwarded to their flow via the cloud flow, making sure everything runs smoothly and automatically.
Achieving Greatness: With the data now flowing effortlessly, they are able to achieve what they set out to do. What once appeared to be a stumbling block has now been transformed into an opportunity for success. ⚡
A Lesson in Collaboration
This small act serves as a reminder that the world of tech and magic isn’t just about competition or looking out for yourself. It’s about collaboration, and lending a helping hand when others need it. By sharing our phone number and providing the cloud flow proxy, we helped The Name Who Must Be Named overcome their challenge and achieve their goals. After all, Slytherin doesn’t just win—it helps others win too.
House Points for Slytherin! 🐍✨
In the end, it wasn’t just about solving a problem. It was about showing that even in a world where magical and technological solutions reign supreme, it’s always the people who make the most difference. By using cloud flows and proxy magic, we’ve not only enhanced our own capabilities but helped our fellow wizards and witches soar.
Just remember: It’s not about the victory, but about making sure everyone’s journey is as seamless as possible. And Slytherin is always here to help. 🖤
Configuring components in Power Apps isn’t always the funniest thing in the world, so whenever there is a possibility to try some new ones that might gives us a better a experience. And when the creators helps us with a great ACDC experience, it is even better, and we loved trying out the Resco Kanban board and Datepicker components.
Texting with Link Mobility
In the modern day of technology, there is every kind of communication methods everywhere, but there is still one way you can reach everyon (for the most part): Text messages
So thank you to Link Mobility for giving us a method to reach out to, and get a respond from, all the customers of Diagon Alley
With Ctelo on the phone
And since it might be to complicated to message somethings, it is sometimes necessary to speak directly with someone. And thanks to Ctelo, we have the options to give the businesses a possibility to talk with their customers over the phone… From Teams
