Plugins in Dynamics 365 are custom code components that
extend the functionality of the platform by adding new features or modifying
existing ones. They run in the context of a specific event, such as the
creation of a record, and can access the data and metadata of the platform.
They are deployed and executed on the Dynamics 365 server and can be used to
automate business processes, integrate with external systems, and add custom
logic to specific events in the platform.
Examples of how plugins in Dynamics 365 can be used:
Here are some examples of how plugins in Dynamics 365 can be
used:
- Automating
Business Processes: A plugin can be created to automatically calculate and
set the value of a field based on the values of other fields when a record
is created or updated.
- Integrating
with External Systems: A plugin can be used to retrieve data from an
external system, such as a web service, and populate it in Dynamics 365
fields.
- Adding
Custom Logic: A plugin can be used to implement custom validation logic,
such as checking for duplicates before creating a new record.
- Enhancing
User Experience: A plugin can be used to provide additional functionality,
such as displaying custom notifications or alerts to the user when
specific events occur.
These are just a few examples of how plugins can be used in
Dynamics 365 to extend its functionality and automate business processes.
Examples where we can use only plugins, not workflows or
power automate:
Here are some scenarios where a plugin can be used in
Dynamics 365 instead of workflows or Power Automate:
- Real-time
Processing: When real-time processing is required, such as updating a
field value immediately after a record is created, a plugin can be used
instead of a workflow or Power Automate, which may have a delay in
execution.
- Complex
Business Logic: If the business logic required to automate a process is
too complex to be implemented using a workflow or Power Automate, a plugin
can be used to provide more advanced functionality.
- Data
Integrity: When maintaining data integrity is important, such as when a
field value must be calculated based on multiple inputs, a plugin can be
used to ensure the accuracy and consistency of the data.
- Access
to System Metadata: Plugins can access the metadata of the Dynamics 365
platform, such as entity and field definitions, which is not possible with
workflows or Power Automate.
- Performance:
Plugins can provide faster and more efficient processing compared to
workflows or Power Automate, especially for large amounts of data or
frequent events.
These are some examples of scenarios where a plugin can be
used in Dynamics 365 instead of workflows or Power Automate.
Examples where plugins and workflows both can be used:
Here are some examples where both plugins and workflows can
be used in Dynamics 365 to complement each other:
- Data
Validation: A plugin can be used to perform real-time validation of data
before it is saved, and a workflow can be used to notify the user of any
errors or inconsistencies.
- Record
Approval: A plugin can be used to automatically set the status of a record
based on specific conditions, and a workflow can be used to route the
record for approval to the relevant users.
- Data
Transformation: A plugin can be used to transform data from one format to
another, such as converting an incoming lead into an account, and a
workflow can be used to trigger a follow-up email to the lead after the
conversion is complete.
- Reporting:
A plugin can be used to aggregate data from multiple sources, and a
workflow can be used to generate reports based on that data and deliver
them to the relevant users.
These are some examples of scenarios where both plugins and
workflows can be used in Dynamics 365 to provide a complete solution for
automating business processes.
How a plugin is different from a custom workflow?
Plugins and custom workflows are both ways to extend the functionality of Dynamics 365, but they are different in terms of their purpose, execution, and scope.
Purpose: A plugin is designed to automate specific events or business processes, such as updating a field value or creating a record. A custom workflow, on the other hand, is designed to automate a series of steps or actions, such as sending an email or updating multiple records.
Execution: Plugins are executed on the Dynamics 365 server and are triggered by specific events, such as the creation of a record. Custom workflows, on the other hand, are executed by the workflow engine and can be triggered by a variety of events, such as the creation or modification of a record.
Scope: Plugins have access to the full Dynamics 365 platform and can access data and metadata, such as entity and field definitions. Custom workflows, on the other hand, have limited access to the platform and can only operate on the data and metadata of the records that are involved in the workflow.
Complexity: Plugins can handle complex business logic and calculations, and can be used to automate real-time processes. Custom workflows, on the other hand, are better suited for simple, sequential processes and do not have the same level of control over the platform as plugins.
In summary, plugins and custom workflows are both useful
tools for extending the functionality of Dynamics 365, but they have different
purposes, execution methods, and scopes, and should be used accordingly.
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