Message from the record
Send SMS from Contacts, Leads, Cases, Accounts, or supported custom tables.
OAsys SMS
SMS messaging. Native to Dynamics 365.
Bring two-way SMS conversations directly into the Dynamics 365 environment your team already uses. No extra apps, no separate messaging database, and no context switching.
SJ
Sarah JohnsonContact · Active
- Mobile
- +64 21 234 5678
- Owner
- Chris Lee
- Do Not Send
- No
Hi Sarah, confirming your appointment for tomorrow at 10am.
Thanks, see you then!
Perfect. Here’s our location: bit.ly/oa-nz
Type a message…
What it does
What OAsys SMS does
Keep two-way threads
See outbound messages and inbound replies together in OAsys Chat.
Alert the right person
Native Dynamics 365 toast notifications surface replies to conversation owners.
Reuse proven templates
Personalise messages with CRM fields and runtime parameters.
Send in batches
Schedule targeted bulk sends with preview, character counts, and run history.
Two components. One seamless experience.
OAsys SMS combines a managed messaging engine with an embedded chat interface, giving your team a complete SMS solution designed for Dynamics 365 and Power Apps.
OAsys SMS Engine
The backend engine that processes outbound messages through OA Systems’ integrated SMS gateway, manages delivery tracking, and keeps every message logged in the Dataverse.
- Delivery status tracking and automatic message logging.
- Automated subject lines.
- Built-in Bitly shortening with vanity domain support.
- Inbound replies handled by OA Systems’s managed hosted service.
- No callback infrastructure for your organisation to host.
OAsys Chat
The interface your team uses every day. Built on the same technology as Dynamics 365, it can be placed on any Dynamics 365 form or Power Apps view.
- Full two-way threaded conversation history.
- Configurable polling for near real-time inbound updated.
- Native in-app notifications for conversation owners.
- Personalisation placeholders such as [firstname] and [fullname].
- Configurable thread expiry while all messages remain available in the All tab.
Together, they provide a single SMS experience for users, automation, reporting, and compliance inside the Microsoft ecosystem.
Native by design
Built into Dynamics 365, not bolted on
OAsys SMS uses native Dataverse records and familiar D365 patterns, so users, administrators, and developers can work with SMS using tools they already know.
Embedded in your CRM
OAsys Chat sits directly on the forms where your users work. No new tabs or separate logons – SMS are just part of the record.
Real-time updates and notifications
Configurable polling keeps conversations up to date, while native in-app notifications alert the conversation owner when a reply arrives.
All data in Dataverse
Messages are stored as native Dataverse records, including sender, date stamp, and to which record, providing one source of truth.
Professional, concise messaging
Automatically shortens URLs using Bitly and supports a vanity domain so links remain concise and carry your organisation’s brand.
Low code / no code
Uses standard activity tables so any tool that can create a Dataverse record can trigger an SMS - Power Automate, workflows, SDK calls, and more.
Do Not Send test mode
Built-in configuration switch allows safe testing mode - the system behaves as if messages are sent while bypassing the gateway.
SMS template & batches
Create reusable, parameterised templates that auto-populate recipient data, then schedule bulk sends to any mix of accounts, contacts, leads, or marketing lists by date and time.
Two-tier consent management
Separate opt-out flags on Contact, Account, and Lead records for individual and bulk SMS, automatically enforced at send time.
Customisable opt-out process
Use a Power Automate or Workflow Process to monitor inbound messages for pre-defined opt-out words and automatically set opt-out flags.
Business use
Built for the teams that drive your business
OAsys SMS supports direct customer communication across sales, service, operations, field teams, and automated business processes.
Sales teams
Follow up after a call, confirm meetings, and nurture warm leads from the Contact or Lead record with the full conversation history visible.
Customer service
Send case updates, request information, and resolve questions by SMS while keeping the exchange attached to the Case record.
Field service
Allow technicians to send ETAs and arrival updates from a mobile Power App without calling the office.
Appointments and scheduling
Reduce no-shows with manual or automated reminders and respond to customer replies directly in Dynamics 365.
Marketing teams
Run scheduled, template-driven batches to static or dynamic audiences with message preview, character estimates, consent enforcement, and complete logging.
Developers and administrators
Build SMS into Power Automate, workflows, SDK processes, or custom solutions without implementing and maintaining custom gateway code.
Deployment
Up and running fast
The SMS components are delivered as a standard Dataverse solution package, using a centralised configuration area inside Dynamics 365.
- 1
Deploy the solution
Import the packaged Dataverse solution into the required Dynamics 365 or Power Apps environment.
- 2
Configure SMS settings
Enter your OAsys SMS credentials and environment settings in the centralised configuration area.
- 3
Add OAsys Chat
Place the chat interface on the Dynamics 365 forms or Power Apps views where conversations should occur.
- 4
Start messaging
Users send and receive SMS from their records, while the engine handles delivery, callbacks, and logging.
Deploy one solution package. OA Systems manages the inbound callback infrastructure. Your message data remains in Dataverse.
Microsoft Partner opportunity
For Microsoft Partners and Resellers
OAsys SMS is a ready-to-deploy commercial products for partners implementing or supporting Dynamics 365 and Power Platform. It provides a practical value-add wherever clients communication with customers by SMS, without requiring the partner to build and maintain a custom messaging platform.
- Packaged as a standard Dataverse solution.
- Actively developed and supported as a commercial product.
- Deployment support available.
- Suitable for new implementations and existing D365 environments.
- Partner pricing available.