D365 Dialogs Concepts & Facts
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This document provides an overview of Dynamics 365 Dialogs, including how to create them, best practices, and important notes. It covers the fundamental concepts of dialogs as an interactive and synchronous process that requires user input. Users with the proper privileges can configure dialogs to call child dialogs or workflows, query Dynamics 365 data, and perform actions without coding. The presentation is divided into three sessions that address dialog concepts, development, and additional notes.
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 NEXT SESSION Using Dynamics 365 Query in Dialog