Get bespoke CRM processes with a simple customisation tool: Dialog Builder
Dynamics 365 is one of the most powerful CRM systems on the market, helping salespeople, customer service reps and many more users to log customer data quickly and accurately. Out of the box, it comes with loads of features — but not every feature is right for the way you work and the data you need to collect.
That’s where Dialog Builder for Dynamics 365 can help.
Dialog Builder is a development tool your IT team or CRM vendor can use to implement quick, cost-effective user processes. This customisation can be used to change processes, add features or even remove unnecessary views, to tailor Dynamics 365 to the data you collect and the way you work.
The Dialog Builder for Dynamics 365 is billed monthly at $100 USD.
How does Dialog Builder work?
Dialog Builder is a development tool that simplifies the creation of custom pop-ups within Dynamics 365. Your developer or CRM vendor can work with Dialog Builder and your brief to create new, simplified functionality within Dynamics 365 for you.
This can include intelligent filtered search, autocomplete functions, step-by-step input processes, confirmation prompts and more.
Most importantly, Dialog Builder makes these customisations quicker and cheaper to implement and support, so you can get the functionality you need ASAP.
Check out the video below to learn more:
For interactive examples of what’s capable with Dialog Builder, click the button below.
Some of the key benefits of Dialog Builder are:
Tailor the functionality to match your processes: A CRM system needs to enable its users to work efficiently and effectively, not create extra admin. That’s why you need bespoke functionality, so you can remove overly manual processes and ensure accurate, quick data input.
Remove cost barriers to new functionality: New functionality always come at a cost, Dialog Builder makes it easy to achieve buy-in from financial decision makers by cutting the cost of development in half.
Recreate and customise existing processes: Sometimes the functions out-of-the-box are too generic and do not work how or where you need them to. With Dialog Builder, developers can develop and recreate functionality like Resolve Case or Qualify Lead where it’s most valuable to you as a user, and can add or remove fields for the leanest, quickest processes.
How Dialog Builder saves your business money
We’ve seen first-hand how our Dialog Builder saves our customers money. We were approached by a client with a unique problem to be solved with Dynamics 365 customisation, and quoted two options: a bespoke customisation from scratch, or a custom dialog supported by our Dialog Builder add-on.
Without Dialog Builder, initial development would have taken as long as 5 days and a one-off cost of over $15,000. And don’t forget the hidden ongoing cost of maintenance and iteration.
With Dialog Builder, we were able to offer a 2-day turnaround at a one-off cost of roughly $6,000, plus the annual subscription fee of $1,200.
With Dialog Builder at their disposal, our client was able to save money on this initial project and continued to save money with future customisations that Dialog Builder also supports.
Frequently Asked Questions
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Dialog Builder is a powerful tool designed to streamline and simplify the processes for users and developers within Dynamics 365.
As a Dynamics 365 user, you’ll benefit from your developer or vendor using Dialog Builder with quicker turnaround times for customised functions and iterations, to optimise your Dynamics 365 user experience, at a lower cost to your organisation overall. -
Once installed, Dialog Builder provides a simple interface for developers to quickly create simple to complex pop-ups and user processes to help you customise Dynamics 365 to the way you work.
As a Dynamics 365 user, your experience of Dialog Builder will be with the finished functions that Dialog Builder creates: think filtered lookup windows, step-by-step data entry processes, or validation pop-ups to ensure data is entered accurately the first time around. -
Dialog Builder can easily be set up within a day, but it may take longer for you as an end-user to see results. Your developer or vendor can give a good idea of how long it will take to see new pop-ups implemented. In our experience, using Dialog Builder is about 2.5 times faster than bespoke coding!
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Dialog Builder is designed to create or customise processes within Dynamics 365, and isn’t likely to cause a conflict except with some existing custom dialogs. If you’re worried, send an email to sales@magnetismsolutions.com and our Dynamics CRM experts can support you.
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Yes! We offer a free 30-day trial, which we’ll help you set up. No credit card required and no obligations to continue if Dialog Builder isn’t right for your team.
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Don’t worry — unwinding the installation is a simple process, and before you know it everything will be back to how it was before. Our connectors shouldn’t get in the way of your data or your regular business activities.
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Dialog Builder for Dynamics 365 is billed monthly at $100 USD.
About Magnetism Solutions
Magnetism is a Microsoft Gold Certified Partner with over 1500 CRM deployments. We're a bunch of really clever people who care about getting the right outcome for you which includes our Zero Failed Implementations promise.
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We work as one with our clients to help them realise their potential through our smart use of technology. Specialising in the Microsoft Power Platform and Dynamics 365 we unleash your potential, improve your productivity and enable you to create great relationships with your customers.
