Create a Dialog 01 - Microsoft Dynamics CRM Online - Success Portal
Please visit the Success Portal at http://www.xrm.com/success - This video is a sample length version of one of more than 100 Microsoft Dynamics CRM Online Tutorials available in the Success Portal. In this video learn how to use a custom Dialog designed to qualify Leads in CRM Online.Dialogs are new with Microsoft Dynamics CRM Online 2011. Dialogs guide users interactively through a series of defined steps to ensure consistent customer interaction and consistent entry of information into the database. In Part 01 of this two-part tutorial, we demonstrate how to use a custom Dialog to qualify a Lead.