Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Real-time workflows


By nature, real-time workflows are very similar to regular workflows in Dynamics CRM. The process of their creation is identical to that of regular workflows. This type of workflow was introduced with Dynamics CRM 2013, and involves a change on the backend of how the information is processed. These processes are not queued, but just like plugins, they execute immediately or in response to a message.

Real-time workflows execute in the same stage as synchronous plugins. They can execute before, after, or during the main operation. They can also be ranked within a stage like plugins.

These workflows can run in the context of either the current user or the workflow owner. When a workflow runs manually, it only runs in the context of the current user.

A limitation of real-time workflows is that they cannot contain any delay or wait activities.

Note

A real-time workflow can be converted to asynchronous and back to real-time. The workflow must be in the draft state to modify it.