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Microsoft
Dynamics 365
A Feature A
Day
Dialogs in Dynamics
365
Microsoft Dynamics 365 New
Features
A Feature A Day
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Dialogs is deprecated
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Microsoft Dynamics 365
Deprecations
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Dynamics 365
for Outlook
Dialogs
Service
Scheduling
Silverlight
Announceme
nts
Parature
Mail Merge
Relationship
Roles
Standard SLAs
Project
Service Finder
app
ISH
(EntityMetadata.IsInter
actionCentricEnabled)
Client APIs
Ready to use
business
processes
Contracts
• Situation Till Now
• Replace dialogs with business process flows or canvas apps
• Additional capabilities with business process flows
• Additional capabilities with canvas apps
• Choosing between a business process flow or canvas app
• Dialog replacement FAQ
• References
AGENDA
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
• You can use a Dialog process to create an interactive step-by-step data entry
form that requires user input to start and run to completion. When you start
the dialog process, a wizard-like interface is presented; users make selections
or enter data as they progress through each page of the wizard.
• Dialogs are deprecated and can be replaced with Business Process Flows or
Canvas Apps.
SITUATION TILL NOW
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Dialog capability Capability in business process flows? Capability in canvas apps?
Page Yes
(business process stage)
Yes
(app screen)
Prompt only No Yes
(labels)
Prompt and response Yes
(entity attributes only)
Yes
(labels and input fields)
Input arguments Limited
(steps in business process stage)
Yes
(query string parameters)
Variables No Yes
Query variables No Yes
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Replace dialogs with business process
flows or canvas apps
Dialog capability Capability in business process flows? Capability in canvas apps?
Conditional branching logic Yes Yes
(navigate to any screen within app)
Reuse
(launch as a child dialog)
No Yes
(navigate to any screen within app,
launch a different app in a new
window)
Run workflows on start/end Yes No
(use a flow instead)
Run workflows on input Yes No
(use a flow instead)
Run workflows on page transition Yes No
(use a flow instead)
Start using a URL No Yes
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Replace dialogs with business process
flows or canvas apps
• Process analytics
• Views
• Charts
• Time spent in a stage
• Custom controls
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Additional capabilities with business
process flows
• App analytics (app usage & performance)
• Multi-entity page composition
• Run flows
• Data connectors (standard and custom)
• Launch as a stand-alone app
• Configurable layout
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Additional capabilities with canvas
apps
• Business process flows are best suited to replace dialogs that model processes
providing guidance across an overarching workstream that requires collaboration
across groups of individuals and Dynamics 365 app context. For example, quote review
and routing.
• Alternatively, canvas apps can be used to replace dialogs that model prescriptive tasks
such as a call script for lead prospecting or to simplify the user experience for other
tasks, such as updating an opportunity. Notice that these scenarios may even benefit
from having a stand-alone canvas app.
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Choosing between a business process
flow or canvas app
• Can I automatically convert dialogs to business process flows or canvas apps?
• There is no automated way to convert dialogs to business process flows or canvas apps.
• Are dependencies on canvas apps be tracked?
• Dependencies on canvas apps are tracked in the same way as dependencies in Dynamics 365 customer
engagement.
• Can I launch a canvas app as a popup from a button in the command bar?
• Yes. To do this, simply set the target URL to that of your canvas app, obtained from the app's Details
section as described earlier.
• Can workflows be called from a canvas app?
• This is not supported. Microsoft recommend using a flow instead.
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
Dialog replacement FAQ
References
By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
• https://docs.microsoft.com/en-us/flow/replace-dialogs
• https://technet.microsoft.com/library/dn946901.aspx
• https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-version-9
• https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-version-9-for-developers
• https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming
• https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/online-only-features
• https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget
• https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes
• https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget
• https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-webhooks
• https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/customize-dev/command-bar-ribbon-presentation
• https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-device/captureimage

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Microsoft dynamics 365 V9 Deprecated features - Dialog Process Replacement

  • 1. Microsoft Dynamics 365 A Feature A Day Dialogs in Dynamics 365
  • 2. Microsoft Dynamics 365 New Features A Feature A Day By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Dialogs is deprecated
  • 3. By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Microsoft Dynamics 365
  • 4. Deprecations By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Dynamics 365 for Outlook Dialogs Service Scheduling Silverlight Announceme nts Parature Mail Merge Relationship Roles Standard SLAs Project Service Finder app ISH (EntityMetadata.IsInter actionCentricEnabled) Client APIs Ready to use business processes Contracts
  • 5. • Situation Till Now • Replace dialogs with business process flows or canvas apps • Additional capabilities with business process flows • Additional capabilities with canvas apps • Choosing between a business process flow or canvas app • Dialog replacement FAQ • References AGENDA By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
  • 6. • You can use a Dialog process to create an interactive step-by-step data entry form that requires user input to start and run to completion. When you start the dialog process, a wizard-like interface is presented; users make selections or enter data as they progress through each page of the wizard. • Dialogs are deprecated and can be replaced with Business Process Flows or Canvas Apps. SITUATION TILL NOW By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625
  • 7. Dialog capability Capability in business process flows? Capability in canvas apps? Page Yes (business process stage) Yes (app screen) Prompt only No Yes (labels) Prompt and response Yes (entity attributes only) Yes (labels and input fields) Input arguments Limited (steps in business process stage) Yes (query string parameters) Variables No Yes Query variables No Yes By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Replace dialogs with business process flows or canvas apps
  • 8. Dialog capability Capability in business process flows? Capability in canvas apps? Conditional branching logic Yes Yes (navigate to any screen within app) Reuse (launch as a child dialog) No Yes (navigate to any screen within app, launch a different app in a new window) Run workflows on start/end Yes No (use a flow instead) Run workflows on input Yes No (use a flow instead) Run workflows on page transition Yes No (use a flow instead) Start using a URL No Yes By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Replace dialogs with business process flows or canvas apps
  • 9. • Process analytics • Views • Charts • Time spent in a stage • Custom controls By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Additional capabilities with business process flows
  • 10. • App analytics (app usage & performance) • Multi-entity page composition • Run flows • Data connectors (standard and custom) • Launch as a stand-alone app • Configurable layout By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Additional capabilities with canvas apps
  • 11. • Business process flows are best suited to replace dialogs that model processes providing guidance across an overarching workstream that requires collaboration across groups of individuals and Dynamics 365 app context. For example, quote review and routing. • Alternatively, canvas apps can be used to replace dialogs that model prescriptive tasks such as a call script for lead prospecting or to simplify the user experience for other tasks, such as updating an opportunity. Notice that these scenarios may even benefit from having a stand-alone canvas app. By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Choosing between a business process flow or canvas app
  • 12. • Can I automatically convert dialogs to business process flows or canvas apps? • There is no automated way to convert dialogs to business process flows or canvas apps. • Are dependencies on canvas apps be tracked? • Dependencies on canvas apps are tracked in the same way as dependencies in Dynamics 365 customer engagement. • Can I launch a canvas app as a popup from a button in the command bar? • Yes. To do this, simply set the target URL to that of your canvas app, obtained from the app's Details section as described earlier. • Can workflows be called from a canvas app? • This is not supported. Microsoft recommend using a flow instead. By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 Dialog replacement FAQ
  • 13. References By: Dynamix Academy | Email: dynamixacademy@outlook.com | +91-6301405625 • https://docs.microsoft.com/en-us/flow/replace-dialogs • https://technet.microsoft.com/library/dn946901.aspx • https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-version-9 • https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-version-9-for-developers • https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming • https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/online-only-features • https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget • https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes • https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget • https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-webhooks • https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/customize-dev/command-bar-ribbon-presentation • https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-device/captureimage