Dynamics 365 CRM Development Standards - Customization 1

Overview

D365 configuration and customization are two different approaches to enhancing the Dynamics 365 CRM system.

Configuration involves making changes to the system using the existing features and tools provided by Dynamics 365 CRM. This includes setting up entities, fields, forms, views, workflows, and business rules using the standard functionality of the system. Configuration does not require any coding or development skills and can be done by a system administrator or a power user.

On the other hand, customization enhances the system beyond the standard functionality provided by Dynamics 365 CRM. This includes creating new entities, fields, forms, views, workflows, JS, Web resources, Plugins, and business rules using custom code or development tools. Customization requires coding or development skills and is typically done by developers.

In summary, configuration involves making changes to the system using the existing features and tools provided by Dynamics 365 CRM, while customization enhances the system beyond the standard functionality provided by Dynamics 365 CRM using custom code or development tools.

Web Resource

Introduction

Web resources represent files that can be used to extend the D365, such as HTML files, JavaScript, and CSS, and several image formats.

You can use web resources in form customizations, the SiteMap, or the application Ribbon because they can be referenced by using URL syntax.

Best Practices

1. Web resources are limited to static files or files processed in the browser. There is no type of web resource that supports the capabilities of an ASP.NET page to execute code on the server.
2. You can use ten file formats to create web resources. The following table lists each file format, the allowed file extensions, and the type value that you use for each.

3. Organize your web resources into a folder structure based on the type of resource that is driving the Web Resource name that you give it.

For example, you might use the “/images” folder structure to store png, gif and ico files.

Not Recommended

1. Do not upload excessively large web files to avoid performance issues during loading. The default maximum size is 5MB.

Please refer to this page for all the content. 

Dynamics 365 CRM Development Standards and Best Practices.