When you first sign up with Twilio, you have just one account, your Master account. We recommend using the API details associated with this account, but you can also create more accounts... subaccounts. Subaccounts are useful for things like segmenting phone numbers and usage data for your customers and controlling access to data. Please modify your selection of account api keys accordingly if you wish to configure IoT Nexus™ for use with a child account.

Register for a Twilio Account and obtain API Keys

 

Once you have completed your account registration;

Navigate to your Twilio Accounts Console Dashboard (https://www.twilio.com/console)

  • Copy the Account SID and Authorization Token for later use

Navigate to Console > Phone Numbers > Manage Numbers (https://www.twilio.com/console/phone-numbers/incoming)

  • Ensure the chosen phone number has Voice, SMS and MMS capabilities
  • Select and copy the desired international standard format account phone number for later use. This number will be used as the primary incoming and outgoing phone number within your Dynamics 365 environment

 

Connect IoT Nexus™ to your Organizations Twilio Account

Navigate to Settings > Solutions > IoT Nexus > Configuration > VOIP/SMS/MMS

  • Paste your Twilio Accounts Account SID
  • Paste your Twilio Accounts Authorization Token
  • Paste a Twilio Accounts Twilio Phone Number for primary use
  • Optionally create and select a TwiML Profile record and select for association and usage as the Inbound Profile for Voice Calls associated with your primary phone number
  • Optionally create and select a TwiML Profile record and select for association and usage as the Inbound Profile for Messaging associated with your primary phone number
  • Optionally configure IoT Nexus™ to Automatically Download Phone Call Recordings and associate them to Phone Call records within your Dynamics 365 instance
  • Optionally configure IoT Nexus™ to Automatically Delete Phone Call Recordings from your Twilio Account after their upload into your Dynamics 365 instance
  • Click Update Twilio Number Settings
  • Click Check Settings to verify the account has been configured correctly
  • Navigate to Settings 01 solution configuration tab and click Save Settings