Options: Plugin, Workflow or Dialog

Our guest blogger today is CRM MVP Gonzalo Ruiz who is a CRM consultant for Avanade Canada.

This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in CRM. I have expanded the matrix to add additional criteria and more details about how each plugin vs. workflow handle different types of requirements. Additionally, I have added the new “dialogs” as an alternative in the chart.

Cheers,

Gonzalo Ruiz