Within Microsoft Dynamics CRM there are two types of customers:
Accounts: Represents Organization or Company
Examples: Customers, Vendors, Partners, Reseller.
Contacts: Represents individual Person.
When you go for plug-in and workflow?
Plug-in supports range of SDK messages or can be triggered but workflows are limited to be triggered on record creation, status change, and assignment, attribute change and deletion.
Plug-in can execute synchronously on Pre Validation and Database Transactions.
Needs a synchronous action to happen before or after an event occur.
Needs elevation of privileges (impersonation)
The process/logic may take a long time to complete or will be a persistent process (multiple long running steps).
Better small operations like data lookups, common data operations.
Child sub processes will be triggered.
Can run processes manually using run workflow.
Plug-in is not intend to fire or execute logic while timeout or subscription with recursive.
Microsoft Dynamics CRM Marketing Automation
Watch this 6 minute video demonstration to learn how to drill into campaigns using Microsoft Dynamics CRM. Some examples include tracking campaign responses, planning your activities, assigning them to CRM users and also be able to synchronise these to your Outlook tasks. Contact one of our experts for more information. W: www.pa.com.au E: email@example.com T: 1800 126 499