D365 Dialogs Concepts & Facts

1. D365 DIALOGS
Concept - Development - Notes
This presentation provides a clear
fundamental concept on Dynamics
365 Dialogs and presents how we
create dialogs, use and common best
practices to be followed with some
important notes.
Audience : Freshers/ Experienced
www.softchief.com

2. D I A L O G S
CONCEPT
SESSION - 1

3. Interactive Process
Synchronous Execution
Can be on-demand or child process
User Input Required to Complete
Configured not Customized
Can call child dialogs or link child workflow
Can be Extended with CWAs
Programmer not required
End users with privilege can configure

4. D I A L O G S
dEVELOP
SESSION - 2

5. Privilege, Role Required to configure Dialog
Go to Setting Customization, Create a Solution
Navigate to Processes
Add New Process give a Process name & Category
Select the Entity on which the dialog will run
Decide to use child or on-demand
Click Add Step and Select Page
Add Prompt & Response as per requirement
Add Steps for Dynamics 365 data interaction

6. D I A L O G S
NOTES
SESSION - 3

7. Adding Stage, Page, Prompt & Response
Check Condition, Conditional Branch
Default Action
Query Dynamics 365 Data
Assign Value
Create Record, Update Record, Assign Record
Send Email
Start Child Workflow
Perform Action

8. Recurring Dialog Read more
Changing Ownership and Description using Administration area of dialog
Open dialog from Javascript
Dialog activation requires at least one page and one prompt & response
Process Sessions stores the information history
Adding Notes against Dialog
Audit History of Dialog
Process Template
An on-demand dialog cannot include input arguments

9. Dialog v/s Workflow
Exception handling in Dialogs
Deployment of Dialogs
Same dialog can be configured as on-demand & a child dialog
Input fields in dialog cannot be validated using custom script
Business rules can be added for field value validation in dialog
The order of steps can be re-ordered once the dialog is built.
SQL tables related to Dialogs
Form Assistance

10. Contact
Sanjaya Prakash pradhan
sppmaestro@gmail.com
Complete information available at
www.softchief.com
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Using Dynamics 365 Query in Dialog