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Actions on dialogs

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This topic describes the actions you can perform on dialogs.

Important

Dialogs are deprecated, and should be replaced by business process flows or canvas apps in Power Apps. More information: Replace dialogs with business process flows or canvas apps.

These activities are available as steps in the Dynamics 365 Customer Engagement (on-premises) Process Designer.

Query Dynamics 365 Customer Engagement (on-premises) Data

Enables you to define query variables that can be used to query Dynamics 365 Customer Engagement (on-premises) data. These query variables can either have pre-defined values or can be parameterized so that they accept values at the runtime, and fetch records accordingly.

You can parameterize a query variable by using the Modify Query Variables tab on the Define Query page, and then use the dynamic values section on the query form to associate the prompt and response variables with the query variables.

The query variable defined using the Query Dynamics 365 Customer Engagement (on-premises) Data step is available for all the prompts and responses from the point where they have been defined in the dialog definition.

Assign Value

Enables you to perform simple arithmetic (increment, decrement, and multiply) and string (append) operations on the variables and input arguments in dialogs. You can also use the Assign Value step to clear any value that is stored in the variables or input parameters.

You can specify a dialog as a child dialog, and invoke it from within another dialog (parent) by using the Link Child Dialog step in the parent dialog.

Stop Dialog

Enables you to end a dialog at a particular stage in the dialog flow. This step can be used in any conditional statement where you want a dialog to end at that point based on the response from the user.

The following workflow-related activities can be used for dialogs: Create Record, Update Record, Assign Record, Update Record, Send E-mail, Start Child Workflow, and Change Status.

Custom workflow activities

You can create custom workflow activities to extend the dialogs in Dynamics 365 Customer Engagement (on-premises). For detailed information about custom workflow activities, see Custom Workflow Activities.

Start a dialog by using a URL

You can start an activated dialog by specifying the URL of the dialog. To do so, you must specify the URL in the following format:

https://CRMServer_Name/Org_Name/cs/dialog/rundialog.aspx?DialogId=DialogID&EntityName=EntityLogicalName&ObjectId=EntityObjectId

Where,

  • CRMServer_Name is the name of your Dynamics 365 Server.

  • Org_Name is the organization name.

  • DialogID is GUID of the dialog that you want to run.

  • EntityLogicalName is the entity logical name of the primary entity of the dialog that you want to run.

  • EntityObjectId is the GUID of the primary entity record.
    A sample URL to start a dialog:
    https://crmserver/AdventureWorksCycle/cs/dialog/rundialog.aspx?DialogId=9F53D2D8-AC54-46A6-A190-F23DE6677C65&EntityName=contact&ObjectId=aaaaaaaa-0000-1111-2222-bbbbbbbbbbbb

See also

Work with Dialogs
Understanding Dialogs
Sample: Create, Retrieve, Update, and Delete (CRUD) a Dialog