Microsoft Dynamics CRM 2011 Unleashed

Steps

Steps are similar to workflows with the exception of the main step, which gives you a Page option. Dialogs contain one or more pages that enable you to interact with the users by asking questions the user will need to answer. Based on the answer, you can change the flow of the entire process.

Think of pages as interfaces or pop-ups that are displayed to the user.

Now we are ready to continue with our sample, where we are going to create a welcome page. To do this, follow these steps:

1. Click Add Step and Select Page (see Figure 24.6).

Figure 24.6 Adding page to steps.

2. After you add the page, you will see a red error icon (see Figure ...