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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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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.

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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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