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Microsoft Dynamics CRM (Archived)

Replacement for CRM Dialogs

Posted on by 5

Hi , I was wondering if someone could give me some advice on how to approach creating functionality that I would have usually carried out using CRM dialog s. 

Following the news the Microsoft are deprecating dialogs I am having some difficulty is implementing the same functionality using the MS's suggested replacements of Business Process Flows.  The requirement i have is to initiate a process and then ask the user a number of questions.

For example, let's say for arguments sake that I have a custom entity called Application.  I have a button on the command bar, labelled Cancel Application.

When an application is cancelled I would like to ask some questions around the reason for the cancellation.  Previously I would have launched dialog to implement this, however I am struggling to implement this using BPF's. 

I have created functionality that can launch a BPF from a button, so I was thinking of having a BPF with 2 stages, the first asking the questions, then the second as a confirmation (I need the second as you cannot run an ondemand workflow on exist of the final stage).  However the user experience is not the best, and I am not sure if you can have multiple instances of the same BFP, so if the user cancels an application, then changes their mind, and subsequently cancels again then I am not sure if the BPF will load up on the final stage.

Is there anyone out there who can provide an advise on this.  My client does not want to use a large BPF to manage the process because their process is very adhoc and does not really suit a BPF to run the who application process.

thanks in advance

Pmatthe1

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  • pmatthe1 Profile Picture
    pmatthe1 5 on at
    RE: Replacement for CRM Dialogs

    Thanks for your quick response David, I did think of a web resource however we need it to work on a mobile client.

    If I reset the stage/process then when the process is activated the second time will it start from the first stage again.

    Am I able to reset the stage process on completion of the BPF?

    thanks

    Pmatthe1

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Replacement for CRM Dialogs

    You're right that a BPF isn't always an obvious replacement for dialogs. I this case I think you can make it work with BPFs, though you may need to reset the stage/process if the user changes their mind part way through.

    Your other options are:

    • Keep using dialogs for now, with the hope there may be more UI components that can replace them in the future
    • Create an html web resource to ask the questions and write the answers to CRM. This gives the most flexibility, but is more development effort

    Note that both these are only viable if not using the mobile client 

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