d365 dialogs concepts & facts
TRANSCRIPT
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
www.softchief.com
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 [email protected]
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