Plug-in VS Custom workflows in Dynamics 365

When to create Plug-in and when to write custom workflows in Dynamics 365 CRM? Plug-ins are event handlers and are fast. If system performance is your priority then use Plug-ins.Workflows can perform limited functions like triggers on create, update, read, delete. If there are certain other functions, that you want to perform then use Plug-ins. … Continue reading Plug-in VS Custom workflows in Dynamics 365

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Quick Tip – How to bulk close your cases in Dynamics 365 – Customer Service?

As an IT Help desk agent, at times you want to close cases in bulk. Out of the box, there isn't any button or option that you can select and do this job. I have written an on demand work flow, that will help close the cases in bulk. Problem: You want to close cases … Continue reading Quick Tip – How to bulk close your cases in Dynamics 365 – Customer Service?

Dynamics 365 – IT Help desk – How to send an email, when a case is assigned to an engineer?

In Dynamics 365, I have configured IT Help desk by picking up the Customer Service module. I have a business requirement, that my engineer should receive an email, as soon as the case is assigned to him/her. The case is assigned by IT Help desk agent. For this requirement, I have setup a workflow in … Continue reading Dynamics 365 – IT Help desk – How to send an email, when a case is assigned to an engineer?