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Dialogs with Microsoft Dynamics CRM

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Dialogs in Microsoft Dynamics CRM are interactive forms that collect and processes information, using a step-by-step script to direct users through a process.

Dialogs contain a collection of pages, and each page can contain multiple sets of prompts and responses.
An example of a use case for Dialogs is for call centre scripts where it is necessary to gather information quickly and accurately.

A key advantage of Dialogs is that the information gathered may impact a range of entities and relationships, but all of the information is gathered in a set of guided forms that only focus on the information required. The information gathered via the Dialog steps can then create and update the relevant records in Dynamics CRM.

Facts about Dialogs

  • Must be started by a user manually, but can be integrated with the Dynamics CRM ribbon
  • Are real-time processes that require user input to run. When a user executes these processes, a wizard-like interface is presented to them so they can make appropriate selections and inputs 

This two part video blog below explains Dialogs, what they can be used for and how to set up a Dialog Process with Microsoft Dynamics CRM.

For more information and assistance on how to setup Dialogs from Microsoft Dynamics CRM, please Contact Us for further information or visit the Video Tutorial page. If you would like to try out Dynamics CRM, we offer a .


About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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