Collaborate Canada - Ottawa 2018

Case management systems typically have many related entities to track specific information, appearing as sub grids on the case form. Creating new cases can then involve visiting many entities to enter case and related information, a task that is not intuitive for users to follow and complete the entire process. Turning complex data entry into a linear series of steps is easier on users, and ensures all required data is entered and validated. The same dialog process can also be used to simplify client self service to guide internal or external users through data entry and review. This session will show both the dialog functionality included in Dynamics 365, as well as show examples of work done for the Public Prosecution Service of Canada using a third party tool called TK Dialogs