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Microsoft Dynamics 365

Options: Plugin, Workflow or Dialog

Our guest blogger today is Gonzalo Ruiz who is a CRM consultant for Avanade Canada. This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011. I have expanded the matrix to add additional criteria...

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Microsoft Dynamics CRM Online Demonstration Kit

The Microsoft Dynamics CRM Product Management team is happy to announce the availability of the Microsoft Dynamics CRM Online Demonstration Kit.  This Kit was optimized to facilitate a stand-alone Microsoft Dynamics CRM Online environment. Scenarios Included in this Kit is more comprehensive data, Dashboards, Workflows and Dialogs illustrating core CRM capabilities in expanded scenarios.  Read...

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Dialogs: Using Variables and Input Arguments

The posts Dialogs Part 1 and Dialogs Part 2 talk about the new Dialogs feature in Microsoft Dynamics CRM 2011. Dialogs support the usage of Variables and Input Arguments. In this post, I will explain what they are and some tips on using them. The Dialog designer provides a section for defining variables and input...

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Authoring Recursive Dialogs

The Dialog feature does not provide loop structure so you cannot do the same action or set of actions in a loop however there is a way to form a virtual loop for performing a set of actions. The way is to use a controlled recursive child Dialog having the desired set of actions being...

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Welcome to the World of Dialogs – Part 2

This post is in continuation to the previous introductory post on Dialogs Part I. In this post, we’ll take you through an example of contact creation dialog and give you a basic introduction to data slugs, how to use them and also, how to use a data slug for Optionset values. This post also contains...

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Welcome to the World of Dialogs – Part 1

The Dialog is a brand new feature built on top of Windows Workflow Foundation 4 in Microsoft CRM 2011. Before I delve into details of power, the Dialogs provide, this is important to let you know that now the Workflows and Dialogs are collectively known as Processes in Microsoft CRM 2011. In simple words a...

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