Use dialogs in Dynamics 365 for guided processes

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Dialogs are the synchronous or interactive processes in Microsoft Dynamics 365 (online & on-premises) that collect and process information by using step-by-step scripts to direct users through a process. For example, you can create dialogs to act as a guide for your service representatives for case resolution and case escalation. Similarly, you can create dialogs for standardizing sales processes such as opportunity qualification and lead scoring.

Every time that you run a dialog in Dynamics 365, a ProcessSession record is created. The process session stores the session log about the dialog process that was run.

Note

Due to the interactive nature of the dialog process, you can’t run a dialog using the Microsoft Dynamics 365 SDK. A dialog can only be run through the Dynamics 365 web application. Dialogs aren’t supported in Dynamics 365 for Outlook.

See Also

Dynamics 365 Process categories
Automate business processes using Dynamics 365 process

Microsoft Dynamics 365

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