Dataverse Data Magic: Actions vs Web API Demystified
Actions and Web API are two different concepts within Dynamics 365 Customer Engagement (CRM) that serve distinct purposes but can sometimes be confused due to their similar usage in customization and automation. Let's demystify these two concepts: ### Actions: 1. Purpose: - Actions allow developers to define custom operations or business logic that can be executed by users or workflows. - They encapsulate a set of operations and can accept parameters and return values. - Actions are often used to perform complex operations that involve multiple entities or require custom processing. 2. Usage: - Actions are typically invoked programmatically through code or by triggering them from workflows or plugins. - They can be used to automate specific business processes or integrate with external systems. - Actions can be called from client-side scripts, plugins, custom workflow activities, or oth...