CRM 2011 – Using Dialogs and Dialog gotchas

I read a good blog entry by Gareth Tucker about Dialog gotchas.  Dialogs are a fantastic addition to CRM 2011 and a really powerful way to interact with the user, get values and respond.

There is a couple of quirks with Dialogs

Dialogs – You can’t save dates or bits

I have written a blog post – Dialogs can’t store dates, which basically tells you can’t stores Dates, bits or lookups.  I do love dialogs and they are a great improvement it just seems the functionality needs a bit of polishing.

if you want to learn about CRM 2011 – dialogs, here are some links

Video – how to create dialogs

Dialogs – using variables

there is also a couple of good dialog entries here Dialogs Part 1 and Dialogs Part 2

Gareth has also written a good blog entry on Dialogs here

anyway here are the gotchas from Gareth’s blog entry

  1. If your Dialog has branching logic make sure you don’t use the Responses from those branches in any later actions after the branching as those Response values will not be available in those scenarios when the user branches the other way, and CRM doesn’t like that.   To get around this make use of Variables within your Dialog.  Initialise a Variable at the start of your Dialog, update it within your branch and then you can happily refer to the Variable later in the script.
  2. Beware of placing actions such as creating records and sending emails in amongst Pages of your Dialog, they’re better placed at the end of your script firing only after the user has clicked Finish in the Dialog.  Reason for this is the Dialog UI happily allows users to navigate backwards and forwards within the Dialog.  If you have a record creating firing between pages 4 and 5 of your script that record creation will happen not only the first time the user progresses to page 5 but if they hit previous, go back to page 4 and then progress on to page 5 again then yeap you guessed it you will get another record created

CRM 2011 – CRM online diagnostic tool

I saw this article today  talking about an inbuilt CRM 2011 online Latency tool, you can read the original link here

it basically does a diagnostic to check things are working and in a timely fashion.

CRM 2011 Online latency tool

If you are running CRM 2011 Online we might ask you to provide us some additional information regarding our environment. This tool improves our capabilities for gathering data. It is located at the same relative path off of every organization:

OrgURL = The URL that is used to sign into your CRM 2011 Online organization


The tool collects the following data (it has no impact on the client machine):
It runs a couple tests, measuring latency to the datacenter, bandwidth, and performs a few Java script performance tests to measure the CPU/browser performance of the machine.
Steps that need to be performed

  1. Launch the tool (via https://OrgURL/tools/diagnostics/diag.aspx) as a user in an Admin role in Dynamics CRM.
  2. Click the Run button for All Tests.
  3. When the tests are complete, click E-Mail Results.
  4. Use the button Copy to Clipboard on the page to paste the results into the E-Mail message that is displayed.
  5. Before you “click send” we strongly recommend that you modify the recipient email address. The information / data makes most sense if it is collected / analyzed in combination with an open support ticket. Therefore we strongly recommend to enter the email address of the support engineer you are working with.

Tool screenshot below