A lot of people use Plugins in Dynamics 365 CRM, but the important question is: which Stage do I put the Plugin in? 🤔
A Plugin doesn’t just run at any random time, it moves through stages (a Pipeline), and each stage has its own purpose:
- 🔹 Pre-Validation: this is the first stage, before the operation executes. We use it when we need to do Validation and block the save if there’s a problem.
- 🔹 Pre-Operation: here we’re right before the data gets saved into CRM, and it’s the best stage if you want to modify values before they’re stored.
- 🔹 Post-Operation (sync): after the data has been saved, we use this when we need to perform operations related to the record.
- 🔹 Post-Operation (Async): this is the stage I usually use for operations that might take some time.
Bottom line: choosing the right Stage for your Plugin makes a huge difference in: Performance, User Experience, Stability of the System