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Microsoft Dynamics CRM (Archived)

When should i go for plugin & when should i go for Workflow in Dynamic CRM with example.

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I just wants to know When should i go for plugin & when should i go for Workflow in Dynamic CRM with example.

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  • Verified answer
    Rawish Kumar Profile Picture
    13,758 on at

    Hi Uday,

    hope below articles will help you : www.powerobjects.com/.../workflows-vs-javascript-vs-plugins-dynamics-crm

    In simple terms : workflows has very less triggers like create ,update, delete etc. however plugin provides variety of messags which you can like associate , dissaciate etc.

    so if you need a trigger outside the traditional CRUD - you would need Plugin. However if its normal CRUD messages , use workflow and also if you feel the funtionality might need some extension or editing later - its easier to change workflows and doesnt necessarily needs a develeloper.

    also using outlook client in offline mode workflow won't run. (From SDK: When you work offline, CRM disables workflow notifications. If the changes you make offline are set to trigger an automated workflow process or a system job, the process is automatically triggered when you go back online

    hope this helps.

  • Community Member Profile Picture
    on at

    Thank you Ravish for your help.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Uday ,

    In addition to Rawish ,  the main goal to implement logic using  workflow is without having any coding experience . Although there is some limitation both using workflow and plugin but its depends on business requirement, so your first choice should be workflow .

    As workflow can be trigger on demand but plugin executes only on the record created or updated.

    There is also some performance considerations also you need to keep in mind , hope below reference help you to understand .

    community.dynamics.com/.../real-time-workflow-or-plugin

    For impersonation of workflow  you can also check the differences between them-

    community.dynamics.com/.../user-impersonation-in-plugins-workflow-and-dialogs

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