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information is out of date.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
Warning: A non-numeric value encountered in /var/www/store/public_html/appfinder/catalog/view/theme/megashop/template/product/product_related.tpl on line 8
Actions are messages that can be defined for an entity.
Out-of-the-box CRM provides a set of pre-defined messages for each entity (like
create, update, delete and others), but there can be ...
Good data results in better long-term user adoption in
Microsoft Dynamics 365. One of the ways to get better data is to make sure your
data imports are well-planned. This prevents duplicat...
Social media is a great way to stay in touch with your
potential market and also a great way to improve brand awareness. Using
Dynamics CRM and Clickdimensions you can automate posts wit...
Need
to organise an event for your business? You can set up a campaign in CRM to
help you track all of the activity surrounding an event. You can:
Create an invitation list
Call them to ...