CRM 2011 Dialog guide

Hi, one of my favorite new features of CRM 2011 is Dialogs! This is more of a interactive workflow where the user gets guided thou a prosess.

To explain Dialogs, I've created a simple use-case: This is part 1 out of x !? ;)
I have a lot of leads and want to create a custom lead convert.
1. I want to check if the lead have a company allready in CRM as an account
2. I want to check if it exists two leads against same company
- + You could add more checks

So let's get dirty and create this dialog :)

First thing first:
Start by planning the keyelements you'll be needing in this Dialog.
1. We'll going to need two queries.

• Find all Accounts that might be a duplicate.
• Find all Leads that might be the same company.

2. The steps we're going to need are:

• Build up Queries
• Check the Queries

3. Have a basic thought of the logic under each step:
Build up Queries

• Find all Accounts where: Accountname in Accounts entity equals/contains Company field in selected lead
• Find all Leads where: Company field in selected lead equals/contains company field in other leads

Check the Queries

• If  the query "Find all Accounts that might be a duplicate." contains more then zero records AND the query "Find all Leads that might be the same company." contains more then one recod. (Since we running dialog on one of them)
• Promt user and ask what to do
• Else if:
• "Find all Accounts that might be a duplicate." contains more then zero records
• Promt user and ask what to do
• "Find all Leads that might be the same company." contains more then one record
• Promt user and ask what to do
• Default:
• Promte user and tell no duplicates or other leads are found, ask what he wanna create:
• Create Account: Yes/No
• Create Contact: Yes/No
• Create Opportunity Yes/No
• if Create Account equals yes
• Start Child Dialog "Create Account"
• if Create Contact equals yes
• Start Child Dialog "Create Contacs"
• if Create Opportunity equals yes
• Start Child Dialog "Create Opportunity"

The reason why it's important to have a basic drawing of these steps and if's are that it's hard/impossible to re-design the dialog when first started. (You can't re-design the logical hierarki)

Let's build this Dialog! I've created a videoguide as I'm to lazy typing down every detail and taking lots of screenshots :P

Part 1:

Creating the basics for the dialog:

(Note I'm doing one error! The IF ("Find all Leads that might be the same company." contains more then one record. I'll correct the error in next part!)

Part 2:

Creating the default action (Normal convert)

Part 3:

Creating the what will happen if "Find all Leads that might be the same company." contains more then one record

Part 4:

Creating the what will happen if "Find all Accounts that might be a duplicate." contains more then zero records

Part 5:

Creating the what will happen if "Find all Accounts that might be a duplicate." contains more then zero records AND the query "Find all Leads that might be the same company." contains more then one recod.

Good luck devoloping futher!!