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Microsoft Dynamics CRM (Archived)

plugin? Workflow? Business Rules? Dialog Box?

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Posted on by

Ok folks advice here on the best course of action please

A project I am working on a key part of the project involves a very very large decision tree one must go down to complete the form.   the form is the case form and based on a key value on the form starts the walk down of the decision tree  and depending what the key value is from the start may create a large or small decision tree

also as you go down the decision tree options you  select based on the question in each part of the tree may trigger another question  so in all the decision tree is very dynamic

we looked at business rules but for the large number of questions I don't belive this is the best course of action due to a huge performance hit on the client side.  I would love to see the final answered questions only displayed on the  case form after going down the tree

to do the decision tree I was thinking a workflow or dialog boxes for a smooth user experience but since the workflow must run on demand only in CRM 2013 I didn't know if this was a option  I would love to run it in a background triggered by a key value on the form

finally we are looking at the option of a plugin to do this for performance considerations and maybe better to code all of this 

my question is what do you think the best course of action to do this part of the project  business rules a workflow a plugin dialog boxes  etc   I am looking for the best efficient way possible, performance and a best user experience  


thoughts folks?

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  • Suggested answer
    Mandar Joshi Profile Picture
    2,116 on at

    Does your decision tree requires any input from user while it is in progress? If yes, you don't have any other option than using dialog. (Can try Business process flow if users agrees on the experience)

    If not, you can either go for any async operation like workflow or even a async plugin.

    Do remember the limitation of both like OOB workflow do not support nesting of condition after i guess 6 or 7 conditions. In this case you will have to use either custom step or child workflow in your parent workflow.

  • Community Member Profile Picture
    on at

    yes it requires user input during the process which also determines what part of the tree you go down

  • Suggested answer
    Mandar Joshi Profile Picture
    2,116 on at

    In that case you only have option of dialog.

    Just a thought: You may consider an HTML web resource as IFrame if that is fusible but not sure if it will help as it will need 90% custom development.

  • Community Member Profile Picture
    on at

    I vote to dialog..

  • Community Member Profile Picture
    on at

    can i then use business rules after the dialogs are completed to show the fields that where answered and hide the rest

  • Suggested answer
    Mandar Joshi Profile Picture
    2,116 on at

    Yes, you can.

    To make the verification process more simple I would have also added an additional page in dialog at the end to display the consolidated details there too.

    If the feedback answers your question, please do consider marking the applicable feedback/answer as verified answer.

    Thanks!

  • Community Member Profile Picture
    on at

    I like this idea the application we are converting has a summary page of responses

    how would I go about implementing a summary page detailing a "Clef notes" of what was answered in the dialog process or the form itself

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