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MS CRM development best practices RRS feed

  • Question

  • HI,

    Can any one tell me what are the best practices to be follwed in CRM development.

    Thursday, May 27, 2010 8:23 PM

Answers

  • I see no reason to establish your own webservice to wrap CRM customizations.  I think that's a lot of extra, unnecessary work--unless you have a legitimate reason, like keeping CRM in sync with a different application/database which has no direct integration with CRM.

    Dave Berry
    Thursday, May 27, 2010 11:52 PM
    Moderator

All replies

  • Hi,

    I am not sure if there is any document  for Development best practices from Mircrosoft. But here is a guidline for few.  I think  the normal coding practices for development should apply for Plugins & workflows.

    Plugins:-

    http://blogs.inetium.com/blogs/azimmer/archive/2010/01/25/plugin-best-practices-in-crm-4-0.aspx

    MS CRM Practices In  General:-

    http://blogs.msdn.com/b/crmbest/


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Thursday, May 27, 2010 8:56 PM
  • I haven't seen a list as there so many elements to what you ask.

    But I would think that number one and two on the list would be:

    1. Be wary of unsupported customizations.

    2. Don't write directly to the CRM database - use the SDK always.

     

     


    Jerry http://www.crminnovation.com
    Thursday, May 27, 2010 10:41 PM
  • I think the number one thing a developer can do when approaching customization/development for CRM, is to have a comprehensive understanding of each entity and it's out-of-the-box relationship with other entities, and what functions are being provided, or processes being followed.  Doing so will reduce the amount of wheel-inventing you're certain to do otherwise.

    Dave Berry
    Thursday, May 27, 2010 11:16 PM
    Moderator
  • Will it be a best approach if I develop a my own webservice as a middle layer between CRM webservice and the customizations which I develop. For example if I want to update certian attributes when a custom menu item  on the crm form is clicked it will call my own webservice and which will call the actual crm webservie. My web service is just to make the code reusable. I can do the same thing using client side script/javascript also.
    Thursday, May 27, 2010 11:44 PM
  • I see no reason to establish your own webservice to wrap CRM customizations.  I think that's a lot of extra, unnecessary work--unless you have a legitimate reason, like keeping CRM in sync with a different application/database which has no direct integration with CRM.

    Dave Berry
    Thursday, May 27, 2010 11:52 PM
    Moderator
  • ...

    2. Don't write directly to the CRM database - use the SDK always.

     

     


    Jerry http://www.crminnovation.com


    Always? why?

    Do you always use SDK for data import? What do you do if you need transacitonal actions?

     

    Saturday, May 29, 2010 9:33 AM
  • IMHO, the thumb rule is that when dealing with interal actions (such as javacript actions on UI) you better use the CRM SDK, and use proper classes to utilize it.

    However, when you need to expose CRM functionallity to the world , you should cover it up with your own layer.

     

    Saturday, May 29, 2010 10:00 AM