I'm working out of CRM 2015. I'm creating a dialog that will allow users to select an option set value and assign a task to a specific user. However when creating the dialog, the lookup function does not allow me to select a user record (only created by, modified by, etc). First pic is my dialog logic. Second pic is the dialog window. I need to have a section option to allow me to assign the created task to user. Any advise on how to create this?
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Hi M Cruz,
Use the following blog site to assist you in adding a lookup to the dialog: www.ec.co.za/.../crm-2013-workflows-and-dialogs-ins-and-outs (Near the bottom of the post)
Simply add a lookup prompt and response to the dialog page and have it lookup to the active user list.
Once the dialog has completed, use this dynamic value to automatically set the owner of the task activity to the user supplied in this lookup.
NOTE: If you are ever considering moving to Dynamics 365, keep in mind that Dialogs are being deprecated!
Reference: crmtipoftheday.com/.../deprecated-dialogs
Thank you for your help. Users need to be able to select reason why task activity is being created and then it needs to be assigned to corresponding team.
Hi M Cruz,
Is there any particular reason why you are implementing this functionality with a Dialog?
It is better to implement this functionality with a Workflow or Plugin.
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