You may be wondering, how are creating dialogs in Dynamics CRM 2013 different from creating a dialog in Dynamics CRM 2011? The short answer: it really isn’t very different; the basic functionality is the same – however, CRM 2013’s freshly redesigned UI modifies the navigation process. Dialogs are a feature introduced in Dynamics CRM 2011. They provide a great way to standardize processes and ensure specific information is routinely captured. Here is an example: A sales lead’s contact information is out of date. We will create a simple dialog that will prompt a CRM user to update the lead’s Business Phone, Mobile Phone, Email and Preferred Contact Method. The CRM database will be a standard install with only the out-of-the box features displayed. Navigation 1. From the navigation menu, select Microsoft Dynamics CRM > Settings > Processes. 2. Once the default My Processes view is displayed, click the Newbutton from the menu. Creating the Dialog Provide a unique Process Name for the new dialog. Select Lead as the Entity. Select Dialog as the Category. Leave New Blank Process as the selected Type. Click OK. The Create Process window closes and a new Information window appears with the General tab selected [NOTE: In this example, we will leave the As an on-demand process box checked. It is possible to build complex dialogs that are initiated programmatically. It is also possible to relate dialogs to each other, but both of these functions are outside the scope of this tutorial.] Creating the Prompts Dialogs operate as a series of pages, much like a common setup wizard. Each page should contain specific functions that flow to subsequent pages. 1. Click Add Step. 2. Select Page. 3. Choose a unique name for the page (Page 1). 4. Select the row beneath the Page description and click Add Step. 5. Choose Prompt and Response from the drop down list. 6. In the new available field, provide a description for the Step. 7. Click Set Properties. 8. Provide the Prompt Text in the text area. This will be the text displayed to the CRM user. 9. Provide a Tip Text in the text area. Tip Text provides additional information for the selected prompt. 10. In the Response Detailssection, choose Single Line as the Response Typefor the prompt. The Response Type correlates to the type of information being captured. A phone number is a single line of text, so Single Line is the appropriate choice. .