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Use dialogs for guided processes (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | MicrosoftDocs |
Dialogs are the synchronous or interactive processes in Dynamics 365 Customer Engagement (on-premises) Customer Engagement that collect and process information by using step-by-step scripts to direct users through a process |
05/24/2019 |
pehecke |
article |
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d17f8ae2-854b-4f67-a115-5a03d4f0b8ce |
25 |
JimDaly |
jdaly |
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Dialogs are the synchronous or interactive processes in [!INCLUDEpn_dynamics_crm_online] 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.
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.
Every time that you run a dialog in [!INCLUDEpn_crm_shortest], 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 [!INCLUDEcc-dyn365-ce-web-services]. A dialog can only be run through the [!INCLUDEpn_crm_shortest] web application. Dialogs aren’t supported in [!INCLUDEpn_crm_for_outlook_short].
Processes, Workflows, and Dialogs
Processes in Dynamics 365 Customer Engagement (on-premises)
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