What Actually Happens Inside Dynamics 365 CRM After You Hit Save? ๐Ÿค”

Many of us hit Save every day… but have you ever thought about what happens behind the scenes? ๐Ÿ‘€

Simply put, here’s the journey:

  • ๐ŸŸข 1. JavaScript (OnSave) – the first thing that runs if you have JavaScript on the form.
  • ๐ŸŸข 2. Business Rules – any Business Rules tied to the data get executed.
  • ๐ŸŸข 3. Pre-Validation Plugin – this is the first plugin stage, usually used to validate data before any save operation.
  • ๐ŸŸข 4. Security Check – the system makes sure the user has permission to save.
  • ๐ŸŸข 5. Pre-Operation Plugin – your last chance to modify the data before it’s written to Dataverse.
  • ๐ŸŸข 6. Save to Dataverse – this is where the data actually gets saved.
  • ๐ŸŸข 7. Post-Operation Plugin – after saving, you can run additional operations or link the data to other entities.
  • ๐ŸŸข 8. Power Automate / Workflows – if there are any Flows or Workflows, they start running based on their configuration.
  • ๐Ÿ’ก Why does this order matter?

Because it helps you know: what changed after the save, when to use a Plugin versus JavaScript, and how to get to the problem faster when debugging.

  • ๐ŸŽฏ The better you understand the Save journey… the stronger the solutions you’ll write, and the more time you’ll save when solving problems.

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