Can someone please explain to me the difference between workflows and dialogs, and what sorts of tasks each are used for? Thanks!
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Hi there!
I thought this was a pretty good comparison. blogs.msdn.com/.../options-plugin-workflow-or-dialog.aspx
Thanks, this will be useful for deciding what to use.
But I'm quite new at this, and I don't really understand what exactly workflows and dialogs really are, and how they are different. Can you please give me a simple explanation?
Sure! Here is workflow versus dialogs from a business perspective:
Workflows are automated processes that you design to run in the background. They can be triggered manually by the user, or they can be triggered automatically by something occuring in the application such as the value of a field changing, a record being assigned to another user or team, or a record changing status. After a Workflow is triggered it can do a number of actions such as create a record, update a record, send an EMail, or launch another workflow. Here are some very simple examples of what workflows can do:
Of course, those are simple examples, but multiple triggers, actions, and branching conditions can be combined to create rather robust Workflows to support more complex processes such as routing a case through the resolution and escalation process or facilitating automation around the sales process.
Dialogs can be best be thought of as a "wizard" --think "next, next, next, next, finish". They do not happen automatically in the background, but rather they are something you design for the user to walk through on the screen. The users starts the Dialog, and they are prompted for input and/or decisions before clicking Next. Based on what the user selects, Dialogs can call workflows to do things automatically in the background. Examples of dialogs might be:
As with workflows, these are very simple examples, but very robust Dialogs can be created to support and automate very complex business processes, which is all part of the extensive configurability of Microsoft Dynamics CRM, and why we love it!
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