Actions on dialogs

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Applies To: Dynamics CRM 2013

This topic describes the actions you can perform on dialogs.

In This Topic

Dialog-related activities

Workflow-related activities

Custom workflow activities

Start a dialog by using a URL

These activities were first introduced in Microsoft Dynamics CRM 2013 and are available as steps in the Microsoft Dynamics CRM Process Designer.

Query CRM Data

Enables you to define query variables that can be used to query Microsoft Dynamics CRM 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 CRM 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 Microsoft Dynamics CRM. For detailed information about custom workflow activities, see Custom workflow activities (workflow assemblies).

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:

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

Where,

  • CRMServer_Name is the name of your Microsoft Dynamics CRM 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:

http://crmserver/AdventureWorksCycle/cs/dialog/rundialog.aspx?DialogId=9F53D2D8-AC54-46A6-A190-F23DE6677C65&EntityName=contact&ObjectId=41D1884E-B4B6-DF11-BF5E-00155DB05986

See Also

Use dialogs for guided processes
Understand dialogs
Sample: Create, retrieve, update, and delete a dialog