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There are three ways to automate actions in Microsoft Dynamics CRM: workflows, JavaScript, or plugins. In this blog we will discuss the difference between them and how to choose which option is appropriate for your task.
So, how do you decide using workflows vs. JavaScript vs. plugins when so there are many ways to update the information you want? There are a few factors to help the decision:
This is known as synchronous processing. If the user needs to see the change on the screen, it should be done with a plugin or JavaScript and not a workflow. A workflow can take several seconds or minutes to process and should not be used in a process where users must wait for it to complete before they can continue.
Workflows are much easier for business users to modify than JavaScript or plugins, which require some code. JavaScript or plugins should be avoided in processes that may change frequently.
Workflows can easily run on demand (a.k.a manual workflow), but JavaScript and plug-ins require custom buttons in order to run on demand.
Here is a table that will help you identified the difference between workflows, JavaScript, and plugins for use within Microsoft CRM.
Workflow | JavaScript | Plugin | |
Synchronous | Asynchronous | Synchronous | Either |
Can Get External Data | No | Yes | Yes |
Maintenance | Business Users | Programmers | Programmers |
Can Run As | User | User | CRM System |
On Demand | Yes | No | No |
Nested Child Process | Yes | No | Yes |
Executed After Saving | After | Before | After |
Triggers | Create, Field Change, Status Change, Assign to Owner, On Demand | Field change or Form Load | Create, Field Change, Status Change, Assign to Owner, Delete |
For different cases when the user may need to walk through a process and make decisions, dialogs may instead be the right answer. To help make that decision, our blog on CRM Workflows and Dialogs: What's the Difference? provides great comparison.
Happy CRM'ing!
Excellent Post Joe. Your table is really helpful.
Good post, but I think the comparison table is a little bit incomplete because Javascript's Triggers can run On Form Save Too, Plug-ins can be executed After and Before Saving (both) and Javascripts can run on demand using a javascript button in the form module.
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hi please tell me--
1>>How to create personal view and use of this view.
2>>How to display an alert only when Save &Close button
is clicked.
3>>How to debugg plugin in crm online and crm onpremise.