d365 dialogs concepts & facts

D365 DIALOGSConcept - 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

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D I A L O G SCONCEPT

SESSION - 1

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

Query Dynamics 365 Data Capability

Supports Input Arguments

Allows Variable declaration

Stages, Pages, Prompt & Response, Steps

D I A L O G SdEVELOP

SESSION - 2

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

Activate the Dialog

Test the Dialog and check the result of dialog run

Deactivate the Dialog if required to redesign

Delete, Assign, Share, Copy Link, Share link

D I A L O G SNOTES

SESSION - 3

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

Link Child Dialog

Change Status

Stop Dialog

Add Custom workflows as step

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

Maximum 5 nested if condition can be used in dialog

Show Dependencies of Dialog

Steps can be deleted

Link Child Dialog v/s Start Child Dialog

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

Process Variables

Dialog Steps Response Value

Log Response Option & Default Value options

ContactSanjaya Prakash pradhansppmaestro@gmail.com

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