MS CRM Best Practices

Best Software is the product of best practice.

A successful Dynamics CRM implementation depends on the best practices followed during the development phase. For better performance every developer should follow some proven set of best practices.

In my experience I did not followed the best practices very frequently following the policy “I know how to code so I write codes”. But down the road when a lot of issues comes due to improper coding style and lack of best practices then I realize that It could have done in a better way before so that now I would not have to pay for it.

So I strongly recommend to follow the CRM best practices to ensure your project will stand issue free in the long run with less maintenance cost. As there are many ways to do a specific task in CRM, this flexibility also triggers a lot of bugs if not properly managed.

My intention here is to discuss all possible Best Practices we must follow while customizing or configuring Dynamics CRM. The following Best Practices ensures better CRM performance and clean system.

CRM Best Practices

1. Performance Best Practices
2. Customization Best Practices
3. Configuration Best Practices
4. Security Best Practices
5. Client Script Best Practice
6. Exception handling Best Practices
7. Deployment Best Practices
8. Build and Release Best Practices
9. Testing Best Practices

Hope we have some clear idea how to use these best practices during development and in different phases of our Dynamics CRM implementation.

If I missed anything please comment.