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Things That Help MS CRM Developers in Custom Best Practices

It is always the clever MS CRM developers who think about configuration first before customization.

Although there are many things served by Dynamics CRM, like flexibility and customization, but still developers need to be more cautious about customizing the CRM objects. Smarter developers will pick configuration first instead of customization. So, it is always a great thought to consider configuration of the task before moving to the customization. Apart from this, other key points are also there in the list that helps in making better customization practice. We will discuss them in this post.

Use custom attributes not entities

It is important to stay focus to save server space. Developers may use entity available to them and add custom attributes to achieve a specific task. Developer should rename the available entity to make the entities more meaningful.

Developers should use meaningful attributes and entities

Developing custom attributes with meaningful Display Name and Schema Name will help in making best practices. They can avoid changing the Form label of attributes and keep the Schema name, Display name, Form label name, and Logical name as it is.

Use Searchable and Requirement level aptly

Never leave the searchable and requirement level property as default when you add new custom attribute. Set the Searchable file of the field value to “NO” if you don’t wish to show this field in Advance Find Query. You should mention a meaningful description for every field while creating each of them.

Use existing entities to leverage built-in functionality

You can customize a system entity instead of replacing it with a new custom entity to leverage several built-in features available in existing entity. You cannot make a custom entity with similar lookup. You can make changes to the display name of a system entity to make it more meaningful to the business.

Customizing default solution is a big No-No

Never customize the default solution and always create custom solution for the clients. You can add all components to that custom solution on request.

Never perform customization in production directly

There should be unique environment for solution deployment like System testing, development, system integration testing, pre-production, user acceptance test, and production. Perform app development tasks, customizations in Dev environment, but always keep in mind never customize the CRM directly in production.

Exception handling in custom workflow activities

You must use an Invalid Plug-In Execution Exception in your code.

Always choose the right filter attributes in plugin registration tool

If you don’t wish to deal with unwanted issues, you must always select correct filter attributes in Plugin registration tool by selecting the sdk step.

Using indexes wherever needed is a great idea

By using indexes on the table will help MS CRM Developers in optimizing CRM performance along with minimizing the deadlocks of database.

These are the best practices that developers can make for CRM dynamics customization. For more updates, please follow.