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Viber Business | Integration with Microsoft Dynamics 365

Hi there! 

Would you like to enrich your Microsoft Dynamics 365 communication capabilities with Viber messaging?

In this tutorial, you will learn how to integrate Microsoft Dynamics with Viber using tyntec Viber Business connector and Power Automate Flow. This integration will allow you to send custom Viber messages from your Microsoft Dynamics environment.

Microsoft Dynamics 365 logo

You will need

  • Your tyntec API key from the Business Center
  • Your Viber Service ID that has been assigned to you by tyntec
  • A mobile phone with Viber for testing
  • A Microsoft Dynamics 365 account with the Marketing app installed
  • A Microsoft Power Automate Free license with your Dynamics Environment
  • A Contact in your Microsoft Dynamics with the mobile number set to your testing Viber phone number

Step One: Create your Flow

To quickly start with Power Automate and the tyntec Viber Business connector, you will build a sample Flow. Let’s look at what it does.

test flow

The sample Flow works in your Microsoft Dynamics background and automatically listens to a creation of a new appointment (the Trigger). Once triggered, it calls the Action Send Viber Message to the assigned Contact in the Trigger. 

1. Open your Power Automate.

2. In the left dropdown menu, click the Create button.

3. From all possible Flow types, select Automatedfrom blank.

Automated flows run when an event triggers, Instant flows on a manual trigger and Scheduled on a given time condition. 

4. In the design window pop-up, use the search function to find the event When a record is created, updated or deleted from Common Data Service. Then click the Create button.

automated flow

You are now in the UI Flow designer that can add Actions to your Flow and chain them into algorithms. The designer automatically creates When a record is created, updated or deleted trigger step.

5. In the When a record is created, updated or deleted trigger step, set the Trigger condition to Create, the entity name to Appointments and scope to Organization.

Your Trigger is now listening for any new appointments.

record created

6. Now is the time to create a new action. Click on the + New step. In the step selection, search for Get Record.

choose action

In the Get Record action step, set the Entity Name to Contacts and Item ID to Regarding (Value) dynamic content.

get record

7. Click on the  + New step. In the step selection, search for tyntec Viber Business and select the Send Viber Message action.

8. Tyntec Connector will automatically try to create a connection. Name your Connection and set your apikey to your tyntec API key.

viber business

Afterwards, the Send Viber Message action updates itself to show you different fields.

9. Set the to field to Mobile Phone dynamic content and the from field to your Viber Service ID.

viber message

10. The components text - 1 specifies content of your Viber message. Set its value to your desired text. 

You can use dynamic content to autofill data. For example, typing Dear and then adding the First Name dynamic content automatically greets all the assigned Contacts.

TIP: You can add more dynamic content values. Using something like: Dear First Name, we are looking forward to our appointment about Description, from Start Time to End Time, Location: Location, will create a good informational message.

11. Click Save.

Your Flow will now automatically run when you create a new appointment. 

Step Two: Test your Flow

Now the most exciting part! Let's try triggering your Flow.

1. Go to your Dynamics 365 and select either your Marketing instance or Sales Team Member instance.

2. In Sales, click on Activities in the left dropdown menu. Then click on Appointment.

my activities appointment

3. In Marketing, click on Appointments. Then click on Appointment.

appointments_app

4. Set the Subject (What is this meeting about?), the Location, add contact into Regarding and adjust the time of your appointment. When you are happy with the details, click Save.

new appointment

5. As soon as you click Save, the Flow starts.

Look at your testing phone and you will see your Viber message.

session demo

Congratulations on completing your Flow!

More?

The main power of the tyntec Viber Business connector is that you can use it alongside any connector (Salesforce, for example) that is in Power Automate. Using the Common Data Service you can access any entity within your Dynamics environment. 

If you would like to scale the capabilities of this flow, it's a good idea to add analytics to it. Each time you use Send Viber Message the Flow receives a messageId dynamic content. 

Using the tyntec Viber Business action Status Check with the messageId returns you the status of your message (for reference, look at the API docs). You can save the response from the Status Check in a custom entity or attach it as a note to the appointment using the Create a record action or the Update a record action.

status check