In the ever-evolving Dynamics 365 and Power Platform landscape, making strategic choices about how to implement server-side logic isn’t just smart — it’s essential. Whether you’re a seasoned architect or a functional consultant dabbling in custom logic, choosing the right tool can make the difference between a sleek, maintainable solution and a future headache.
To bring clarity to that decision-making process, we’ve mapped out a practical flowchart that demystifies when to reach for configuration, when to explore low-code options, and when it’s time to unleash the full power of .NET plugins or Logic Apps.
Start Simple: Configuration First
The first—and most important—question to ask is: Can it be done with configuration alone? If yes, that’s a win. Using table settings, relationships, form customization, or security roles avoids custom development altogether. Clean. Supportable. Upgrade-friendly.
Step into Business Rules & Formulas
If configuration doesn’t cut it, business rules come into play—especially at the table scope. They offer a no-code way to enforce logic across forms and processes. Still no go? Consider calculated fields like formulas or rollups. These can efficiently handle simpler logic without the need for code.
Real-Time vs. Async Logic
When you need something more dynamic, timing becomes key.
Real-time logic leads to synchronous operations. Here, performance is paramount. If the solution demands pre-validation or lightning-fast execution, .NET plugins are often the go-to. Otherwise, explore low-code plugins or fall back on classic workflows if needed.
Asynchronous logic opens doors to more complex, back-end-friendly operations. Have an integration, performance consideration, or long execution time (think 2 minutes or more)? You’re in Logic App territory. For shorter tasks, Cloud Flows paired with Custom Actions might do the trick. And don’t overlook low-code plugins—they’re growing in capability and offer a middle ground between speed and control.
The Power of Structure
This visual decision tree isn’t just a fancy flowchart—it’s a mindset. It encourages developers and consultants to prioritize maintainability and performance, all while embracing low-code whenever possible. The result? Smarter choices, happier teams, and a solution stack that scales with your business.