Dynamics 365 CRM Development Standards and Best Practices

Overview

As a Dynamics 365 developer/consultant, our goal must be to build a robust solution that is easy to maintain, upgrade, and extend. Effective development standards and practices promote code consistency and help avoid errors, bugs, and performance issues.

This is a series of blogs introducing the Development Standards and Best Practices to help configure and customize CRM to do so consistently, clearly, and meaningfully.

Dear readers,

please note that I will be constantly updating this content in line with the latest D365 CRM Product updates.

Your input is greatly appreciated, and I welcome your comments for discussion.

The overall objective is to build a useful, free set of guidelines that can benefit the community as a whole.

Thank you

Quick Links:

1, Configuration in D365 CRM

1.1 Publisher

1.2 Solutions

1.3 Entity

1.3.1 Export all Audit enabled Entities and Attributes in D365 CRM

1.4 Form

1.4.1 How to disable all fields in a Dynamics 365 CRM Form?

1.4.2 Disable a Sub-grid in the Form

1.5 Attributes/Fields

1.5.1 Retrieve D365 Entity/Attribute Metadata through RetrieveEntityRequest

1.6 Quick Find View

1.6.1 Best Practices for Dynamics 365 CRM Quick Find View

1.7 Security Roles

1.8 Enable Dynamics 365 CRM Access Auditing

2, Customization in D365 CRM

2.1 Web Resource

2.2 JavaScript

2.2.1 Step by Step to Create a Client JavaScript in Dynamics 365 CRM

2.3 Ribbon

2.3.1 Add a Custom Enable Rule to an OOB Ribbon

2.3.2 Override the OOB(Out-Of-Box) Send Email Ribbon

2.3.3 How to rename a Dynamics 365 CRM OOB Ribbon name?

2.3.4 Override the OOB(Out-Of-Box) Send Email Ribbon

2.4 Plugin and Microsoft Flow

2.5 Plug-In Trace Log Management

2.6 Generate Earlybound entities in Dynamics 365 CRM

2.7 Connect to Dynamics 365 CRM in C# Console App

3, Coding Rules

3.1 Coding Rules

3.2 Code Review Checklist

4, Power Automate

4.1 How to reduce Power Automate Flow Runs

4.2 Receive an alert email when Power Automate Flow fails

4.3 Linking Dynamics 365 Record to Power Automate Flow Run History ID

5, D365 Web API

5.1 Export D365 Web API Response to Excel

6, Free up storage space

6.1 Free up D365 Audit Logs

7, Email Configuration

7.1 Add/Remove the Set Regarding Lookup Record type in D365 Outlook App

7.2 Create an Email Signature in Dynamics 365 CRM

7.3 How to sync email Signatures from Outlook/O365 to Dynamics 365 CRM?

7.4 How to determine an Email Language

7.5 Send an Email with Options and get the SelectedOption

7.6 Incoming emails were not tracked or synced to D365 CRM as expected

8, Administration

8.1 How to reset a D365 CRM Instance

8.2 How to query active users who accessed Dynamics 365 CRM

9, LinkedIn

9.1 How to identify if a Task is created by LinkedIn?

10, Dynamics 365 CRM Tips and Tricks

10.1 Hard refresh the browser cache

10.2 Identify whether a record was created manually or imported from Excel

10.3 Get the Manager of a particular user in Dynamics 365

10.4 Download Microsoft.CrmSdk.CoreTools

11, Troubleshooting

11.1 0x200B is inexplicably appended to a JSON Value

11.2 D365 CRM Early-bound 'The method 'Count' is not supported.'

12, New features

12.1 Understanding of Microsoft Preview Features

13, Power Automate

13.1 Power Automate Approval Action - Encountered a general permissions error

14, Azure

           TBD

 The End