In this blog, we share a lesson learned when using a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
|Can Get External Data||No||Yes||Yes|
|Can Run As||User||User||CRM System|
|Nested Child Process||Yes||No||Yes|
|Executed After Saving||After||Before||After|
|Triggers||Create, Field Change, Status Change, Assign to Owner, On Demand||Field change or Form Load||Create, Field Change, Status Change, Assign to Owner, Delete|
For different cases when the user may need to walk through a process and make decisions, dialogs may instead be the right answer. To help make that decision, our blog on CRM Workflows and Dialogs: What's the Difference? provides great comparison.