April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Dialogs
Dialogs are a good way to have users perform a business process in a way that administrators want and when a structured flow is required. They are also good for surveys where we want users to ask a customer to complete a customer satisfaction survey where the next question would depend on the current answer.
Table 22.1 shows the main differences between dialogs and workflows.
TABLE 22.1 Differences Between Dialogs and Workflows
To create new dialogs, follow these steps:
1. From the main interface, navigate to Settings > Processes, and then click New.
2. Enter a name for the process; for this example, we’ll enter Customer Satisfaction ...
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