Thinking about having a defined set of steps that you could use as a script while communicating with your customers? The Dialogs feature in Microsoft Dynamics CRM 2011 helps you do this and much more.
Watch our new video that shows how you can create a dialog that can automate a business process in your organization and can also serve as a guided script that you can refer to when you talk to your customers.
You can watch the new video here:
- Video: Create a dialog (CRM Online users )
- Video: Create a dialog (CRM On-premises users)
Keep the feedback coming!
Cheers,