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Best Practices Things That Help Ms CRM Developers

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

Although Dynamics CRM offers many things, such as flexibility and customization, developers need to be more careful about customizing CRM objects. Smarter developers will pick configuration first instead of customization. Therefore, it is always a good idea to consider the configuration of the task before proceeding to customization. Apart from this, there are other key points in the list, which help in creating better customization practices. We will discuss them in this post.

Use custom attributes, not entities

Focusing is important to save server space. Developers can use the entities available to them and add custom attributes to achieve specific functionality. The 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 a 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 specify a meaningful description for each 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 the existing entity. You cannot make a custom entity with a similar lookup. You can make changes to the display name of a system entity to make it more meaningful to the business.

Customizing the default solution is a big No-No

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

Never perform customization in production directly

There should be a unique environment for solution deployments like System testing, development, system integration testing, pre-production, user acceptance testing, and production. Perform app development tasks, and customizations in a Dev environment, but always keep in mind never to 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 the plugin registration tool

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

Using indexes wherever needed is a great idea

Using indexes on tables will help MS CRM developers optimize CRM performance while minimizing database deadlocks.

Aegis Infoways

Aegis Infoways is a leading software development company that provides a wide range of business solutions like software development, data warehouse, or web development for specific business needs.

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