scenarios for Workflow ,Plugin and Javascript in CRM !!

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Posted on by Mclare

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Hi all ,

As a fresher into Dynamics CRM development , Its always been a difficult task for me to find out when ,where to use plugins , javascript and custom workflows /Workflows in various scenarios :( ..

So can someone Pleaseeee help me in this to get a basic Idea and I need some sample case studies where i can find out the difference between these !!!!!!!

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Shantnu Sharma 655 on at

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RE: scenarios for Workflow ,Plugin and Javascript in CRM !!

Plugins: Generally I use plugins when I have to perform any operation, the result of which has to be real time or the user must be able to see it there and then. There was a requirement where user enters the invoice number and the details are fetched (from an external service) when it saves the record. This has to be real time i.e. user should be able to see the fetched values.

Workflow: We already have RT workflow concept available but custom workflows are generally used when there is some operation, which we can afford to get executed behind the scenes. Generally used when we send emails or in our case we had a requirement where when an account is created, we have to take the account number and connect to an external service to fetch all the contacts belonging to that account and create in CRM. This doesnt have to be real time so we execute this in background i.e. use async custom workflows.

Javascript: Generally used for client side validation or tolling the crm service or any other service with out hitting the server.e.g. Check the security role of the user and show hide some fields or perform xyz operation. This is something that to be done on the form load. You prepare a REST or SOAP call, fetch the user's security role and do your stuff. Again, this can be done via a plugin on retrieve event. Anything that has to be done client side, we use JS.

Please let me know if you need more instances.

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Rajkumar Rajaraman on at

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RE: scenarios for Workflow ,Plugin and Javascript in CRM !!

Mentioned links also provide the examples of workflow and javascript.

For Plugin you can refer:

www.c-sharpcorner.com/.../create-plug-in-of-ms-dynamic-crm-2013-in-Asp-Net

Hope this helps.

Regards,

R.Rajkumar

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Mahendar Pal 45,095 on at

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RE: scenarios for Workflow ,Plugin and Javascript in CRM !!

Not sure if you check this good post or not, but just want to refer it: www.powerobjects.com/.../workflows-vs-javascript-vs-plugins-dynamics-crm

In simple manner- Java script is more useful for client side validation and data retrieval on client side interaction for example when lookup is select auto fill some specific field, JS is best candidate for this.

Plugin- Provides more options to bind your logic to specific message (there are pre defined messages, you can get this list in CRM SDK, entity messages where you could register your plugin, you should have good .net knowledge and require developer.

Workflow- Best suited for the requirement where we want to give business user facility to configure it using CRM UI.

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ScottDurow 21 on at

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RE: scenarios for Workflow ,Plugin and Javascript in CRM !!

As a general rule - if you want logic to run on the client so that the user sees the result immediately then you should use JavaScript or Business Rules. For example if you are setting a field from another then JavaScript or Business Rules will show you the calculated value immediately as the other value is changed. If you use a plugin or real time workflow then the user must first save the record to see the result. To implement logic on the server you can use plugins or real time workflows.

I did a post on comparing real time workflows to plugins -www.develop1.net/.../Real-Time-Workflow-or-Plugin.aspx

Since Crm2015 you can now have business rules running on both the client and server which is very cool.

If you don't need the workflow to run immediately and show in the UI you can make the workflow run asynchronously.

The other considerations are if you want logic to run during data imports or when records are update outside of the UI - JavaScript will not run in these scenarios.

Hope this helps

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Mclare 1,401 on at

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RE: scenarios for Workflow ,Plugin and Javascript in CRM !!

Thanks alot :) . But i need some case study kind of scenarios

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Rajkumar Rajaraman on at

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RE: scenarios for Workflow ,Plugin and Javascript in CRM !!

Hello,

Walkthrough the following article:

www.powerobjects.com/.../workflows-vs-javascript-vs-plugins-dynamics-crm

Hope this helps.

Regards,

R.Rajkumar

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