Custom dialogs can help improve data entry
Dialogs are a feature introduced in DynamicsCRM 2011. They provide a great way to standardise processes and ensure specific information is routinely captured.
An example of when a dialog can be useful:
- A sales lead’s contact information is out of date. We will create a simple dialog that will prompt a CRM user to update the lead’s Business Phone, Mobile Phone, Email and Preferred Contact Method.
What we can do:
- Create a custom dialog
- Modify a current dialog
| Supported Systems | |
| CRM Systems | Microsoft Dynamics CRM Online, Microsoft Dynamics 365 Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365 |
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Price
- $50.00
Turnaround
1 Day
Revisions
1
Reviews: 0
Views: 3091
- Dialog definition and requirements
- CRM administrator access (The job can also be completed via a screen-share if preferred, but this may delay the delivery)
- We will contact you once we have received these to clarify our thoughts are aligned.
Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Online, Microsoft Dynamics 365 Online
Date Added
05/04/2017
Last Updated
01/05/2017