Using Query Data with Dialog Process in MS CRM 2011

In general, the capabilities of MSCRM 2011 dialog are under estimated with an assumption that it best suits for channelized or guided process with the user input or predefined scripts.

MSCRM 2011 dialog is equipped with powerful query builder that provides extensive search options to CRM data and in turn provides the result as decision making criteria to the user.

This article demonstrates this capability with a real time scenario that we normally encounter. Let us assume a scenario where we need to Map an existing Account to a Contact with same email address.
Here the steps for the same:

Steps 1: Create an on-demand dialog for Contact Entity.

Dialog Process in MS CRM

Steps 2: Fetch All Account Records with matching email address pass from the contact with Query CRM Data step.

capabilities of MSCRM 2011

Steps 3: Add Page step in dialog to set properties for prompt and response as below

Using Query Data with Dialog Process in MS CRM 2011

Steps 4: Add a step to update the contact with matching account retrieved in previous step and activate the dialog process.

MSCRM 2011 dialog

Now when you select a contact and run this dialog process on demand. You will be displayed with all the macthing accounts with same email and need to select one to associate with contact.

MSCRM 2011


Clicking Next will associated the contact with this Account and finish the process.

Hope this is helpful!!!

Tags: CRM
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