Dialogs in Dynamics CRM 2013

Discussion in 'Microsoft Dynamics 365' started by Bin Tran, Aug 15, 2014.

  1. Bin Tran

    Bin Tran Active Member Staff Member

    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    A sales lead’s contact information is out of date.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.

    Nav-1.png

    2. Once the default My Processes view is displayed, click the Newbutton from the menu.

    Nav-2.png

    Creating the Dialog
    1. Provide a unique Process Name for the new dialog.
    2. Select Lead as the Entity.
    3. Select Dialog as the Category.
    4. Leave New Blank Process as the selected Type.
    5. Click OK.
    Creating-5.png

    The Create Process window closes and a new Information window appears with the General tab selected

    Creating-6.png

    [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.

    Prompts-2.png

    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.

    Prompts-7.png
    Prompts-7-2.png

    8. Provide the Prompt Text in the text area. This will be the text displayed to the CRM user.

    Prompts-8.png

    9. Provide a Tip Text in the text area. Tip Text provides additional information for the selected prompt.

    Prompts-9.png

    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.

    Prompts-10.png



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  3. Bin Tran

    Bin Tran Active Member Staff Member

    11. Choose Text as the Data Type for the prompt. While business phone is a number, it is not considered a numeric value (you wouldn’t perform arithmetic on it), so it is stored as text.

    Prompts-11.png

    12. Leave Log Responsechecked as Yes.

    13. Leave Default Value blank.

    Prompts-13.png

    14. Click Save and Close.
    15. Repeat steps 11-21 for Mobile Phone and Email.

    Prompts-15.png

    Now that we’ve captured some data, let’s create a prompt for the lead’s preferences.

    16. Create a new preferences prompt with Prompt Text.

    17. In the Response Details choose Option Set from the Response Typelist

    18. In Data Type select Integer.

    19. Leave Log Responsechecked as Yes.

    20. Leave Default Value blank.

    Creating Prompt Responses

    Now we need to set up the preference options. Since this is an actual field within CRM the response options will need to relate to the CRM options. Here are the available CRM preference fields:

    Responses-intro.png

    In our example, we do not want the CRM user to choose the Any option, so we will omit that as an option. It is important to remember that the values in the prompt must match the CRM values.
    1. Click on the [​IMG] icon to add a new response value.
    2. In the Value field, enter 2 as the value.
    3. Enter Email as the Labelvalue.
    Responses-3.png

    4. Repeat steps 28-30 for Phone, Fax and Mail incrementing the value by 1 each time.

    Responses-4.png

    5. Click Save and Close.

    Update the Lead Record

    At this point, we have created the prompts for the CRM user. Next we need to create a step to update the lead record.
    1. Click on the Page and select Add Step
    2. Choose Update Record.
    3. Provide a description for the update step.
    4. Click Set Properties.
    Prompts-1.jpg
    Prompts-1-2.jpg

    The Update Lead page is displayed, showing the lead entity properties. Here we will map the CRM user responses to the lead record fields.

    5. Click in the Business Phone field.

    6. In the Form Assistant select Look For > What is your Business Phone Number.

    7. Click Add.

    8. Click OK.
     

    Attached Files:

  4. Bin Tran

    Bin Tran Active Member Staff Member

    Lead-Record-8.jpg
    Lead-Record-8-2.jpg

    9. Repeat steps 37-40 for Mobile and Email.

    Lead-Record-9.png

    10. Under Contact Method click on Preferences.

    11. In the Form Assistant select Look For > How would you prefer us to contact you.

    Lead-Record-11.png

    12. Click Add.

    13. Click OK.

    Lead-Record-13.png

    14. Click Save and Close.

    Activate and Run Dialog

    Once a dialog is finished, it will need to be activated. A dialog cannot be run until it has been active.

    1. From the navigation menu at the top choose [​IMG] and confirm the activation process at the prompt.
    2. Navigate to the Leads entity.
    3. Click on the ellipsis.
    4. Choose Start Dialog.
    Activate-4.png

    5. Select the dialog that was just created.

    6. Click Add.

    Activate-6.png

    Activate-7.png

    That’s it! Creating dialogs in Dynamics CRM 2013 is simple if you follow these steps. If you thought this was cool, try your hand at creating workflows.
     

    Attached Files:

: #crm, #Dialogs

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