Use Dialogs in Microsoft Dynamics CRM
Dialogs are the synchronous/interactive processes in Microsoft Dynamics CRM 2011 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.
Every time that you run a dialog in Microsoft Dynamics CRM, a ProcessSession (dialog session) record is created. The dialog session stores the session log about the dialog process that was run.
|Due to the interactive nature of the dialog process, you cannot run a dialog using the Microsoft Dynamics CRM SDK. A dialog can only be run through the Microsoft Dynamics CRM Web application and are not supported in Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access.|
Microsoft Dynamics CRM 2011
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