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Because all dialog processes are associated with a URL that can be called to start the dialog process, you can also choose to customize your application by adding a button to the entity ribbon that kicks off a dialog process. Figure 15-4 shows an example on the Lead form, where a new button has been added to kick off a new lead dialog process. Adding a button in the ribbon eliminates users from having to select the correct dialog process, thus saving them a step. This approach is especially useful for companies that want to emphasize an important process or that use several dialog processes for an entity.

-- I'll use these variables to hold the result -- of the SQL insert and update statements. n_inserted number := 0; n_updated number := 0; begin v_first_name := 'JOHN'; v_middle_name := 'J.'; v_last_name := 'DOE'; v_name := rtrim(v_last_name||', '||v_first_name||' '||v_middle_name); d_birth_date := to_date('19800101', 'YYYYMMDD'); -- I'm guessing -- First, let's get the worker_type_id for a contractor begin open c_worker_type('C'); fetch c_worker_type into n_worker_type_id; if c_worker_type%notfound then raise_application_error(-20001, 'Can''t find the worker type ID for Contractor.'|| ' on select WORKER_TYPE_T'|| ' in filename insert_with_plsql_cursor_detection_for_update.sql'); end if; close c_worker_type; exception when OTHERS then raise_application_error(-20002, SQLERRM|| ' on select WORKER_TYPE_T'|| ' in filename insert_with_plsql_cursor_detection_for_update.sql'); end; -- Next, let's get the gender_id for a male begin open c_gender('M'); fetch c_gender into n_gender_id; if c_gender%notfound then raise_application_error(-20003, 'Can''t find the gender ID for Male.'||

Although the layouts of the pages are not as configurable as other forms in Microsoft Dynamics CRM, dialog processes offer several areas for displaying information. Each dialog page contains the following components:

CH A PT ER 5 N EXT PLEA SE, ON E RO W AT A TI ME!

The page header area displays the name of the dialog process along with the name of the dialog page. Tip For longer dialog processes, it s helpful to display the current step number so that users

2. Once you have identified the principal actors, the next step is to identify the use cases for the actors. Identify the actor associated with the following use cases: A. Request Item B. Catalog Item C. Lend Item D. Process Fine See the end of the chapter for Activity 2-1 answers.

know which page they re viewing. Although you cannot automatically display the dialog page numbers, Microsoft Dynamics CRM allows you to name each page, so you can enter the page number as part of your title. Keep in mind that the total number of pages might change depending on the number of decision points in your dialog process. Therefore, it might not be possible to include the page number in the dialog header.

093 094 095 096 097 098 099 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140

Each dialog page can contain one or more prompt and response areas. Prompts guide the user through a process by indicating what users should be asking or entering into the dialog page. The prompt text provides an area to include static text, dynamic values, Microsoft Dynamics CRM data, or links to other web pages. At least one prompt is required for each page. However, responses are not required for each prompt. Responses allow users to enter information in the dialog page. This information can then be used to identify the next step in the dialog process or be stored or updated in Microsoft Dynamics CRM. Tip When designing a dialog process, try to limit the number of prompts and responses for