Creating a "Update Account Dialog"

Soon I'm going to publish a dialog that updates an account. with several information:
- Contacts and roles that are req for business regarding marketing, sales ++

Senario:
A company need to update all accounts with certain roles (g.ex IT responseble, CEO, Sales responseble) before a huge invitation is sendt thou CRM, and plan to give this task to the account owners (account responsebles).. They want a sort of easy way to remind the account responsebles to do this, and do it the fastest way posseble..

This video only dispaly an example, you could easly update this dialog gathering other kind of information!

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!!