Dialogs
One of the common processes customizable in Dynamics CRM is the Dialog. A dialog is a type of process used to create an interactive data entry form that guides the user step-by-step through a scenario. This process relies on continuous user interaction, and requires user input to run through to completion.
A dialog presents the user with an interface similar to a wizard. The user can make appropriate selection at each step of the dialog, and progress through all the steps to completion. A dialog can be used for data capture, as well as for guiding the user through a predefined scenario. It can include branching logic based on user input, thus allowing us to handle more complex business scenarios. This can be very helpful in call center scenarios, where, based on specific customer responses, a path can be automatically selected to guide the service representative to the best solution.
A dialog is usually launched by the user, or it can be customized to be triggered by an action on the...
