

Workflows - Automate various tasks that do not require human interaction. You can use any, but it is very important to add two assembly references - 1. You can use C# or VB.NET to write plug-ins. NET program, which is used to perform complex tasks, triggered to perform the desired tasks when a CRM record is created or updated. There are a number of ways to automate your tasks -ġ. Read my technical book - Creating a plug-in for Microsoft Dynamics 365 CRM You will find lots of occasions where it becomes absolute necessary for you to use a Plugin-in, which is a custom code.NET platform is used to write and compile it. You want to call an external web service while creating or updating a record. You want to automate some internal tasks for some specific queues or users.Ĥ. You want that some fields or records should be automatically updated in CRM.ģ.

You want that the system should automatically send emails to your customers on certain occasions.Ģ. In this situation, you can use a business logic that can be customized to meet your specific demands -ġ.

You want to extend it for some specific scenarios. But, the real problem starts when you have to modify the normal behavior of the system. It is working perfectly fine for your normal tasks like creating records, generating leads, dashboards etc.
