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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Resources on the best ...
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Resources on the best practices in Dynamic 365 CRM

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Posted on by SadFox 9
Hi I am new to the Dynamic 365 CRM, I have developed Powerapps Canvas apps. What are best practices that are folled in Dynamic CRM
 
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Microsoft Dynamics CRM
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  • Verified answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 599 Most Valuable Professional on at
    Resources on the best practices in Dynamic 365 CRM
    Hello,
     
    🔧 Solution Architecture & Planning
    1. Use a Modular Solution Architecture:
      • Create separate solutions for core, customizations per module (e.g., Sales, Customer Service), and integrations.
      • Use unmanaged solutions during development and managed solutions for production.
    2. Follow ALM (Application Lifecycle Management):
      • Use Azure DevOps or GitHub for source control.
      • Automate deployments using Power Platform Build Tools or Power Platform CLI.
    3. Design for Extensibility & Reusability:
      • Use generic components (e.g., custom workflow activities, plugins) to avoid duplication.
      • Define naming conventions and solution design guidelines upfront.
    🧱 Customization (No-code/Low-code)
    1. Use First-Party Features When Possible:
      • Rely on Power Automate, Business Rules, and out-of-the-box components before writing code.
    2. Form Design:
      • Keep forms clean and optimized. Hide unused fields, use tabs and sections logically.
      • Use JavaScript only for UI logic that cannot be handled by Business Rules.
    3. Security Roles and Business Units:
      • Use least-privilege principles.
      • Design security roles aligned with business requirements.
    💻 Development (Code Customizations)
    1. Plugins:
      • Register on the correct pipeline stage (Pre/Post Operation).
      • Keep plugins small, single-purpose, and register them via Plugin Registration Tool or Power Platform CLI.
      • Use dependency injection and configuration settings.
    2. JavaScript:
      • Use namespaces or modules to avoid global scope pollution.
      • Load scripts asynchronously to improve performance.
    3. Web Resources:
      • Store code in a structured format and minify in production.
      • Use TypeScript for better maintainability.
    4. Custom APIs and Azure Functions:
      • For external integrations, expose functionality through Custom APIs and use Azure Service Bus or Azure Functions for asynchronous operations.
    🔄 Integration and Data Management
    1. Use Dataverse Web API or OData for integration.
    2. Implement retry logic and error handling in external systems.
    3. Use Dataflows or KingswaySoft for complex ETL scenarios.
    🧪 Testing and Quality Assurance
    1. Unit Test Plugin Logic using test libraries like FakeXrmEasy.
    2. Use UAT environments with production-like data.
    3. Document your tests and business logic clearly.
    📘 Documentation and Governance
    1. Maintain solution documentation, including:
      • Data model diagrams
      • Business process flows
      • Customizations
      • Security model
    2. Set up governance policies around:
      • Who can deploy and where
      • Naming conventions
      • ALM strategy
    📊 Performance Optimization
    1. Avoid synchronous plugins on create/update when possible.
    2. Use FetchXML properly—limit columns, use filters.
    3. Monitor with Dataverse Analytics and Performance Insights.
     
  • Suggested answer
    Hamza H Profile Picture
    Hamza H 1,800 on at
    Resources on the best practices in Dynamic 365 CRM
    • Welcome to Dynamics 365 CRM! Since you have experience with Power Apps Canvas apps, here are some best practices specifically for Dynamics 365 CRM development and customization:
    • Use the Power Platform Common Data Service (Dataverse):
      Leverage Dataverse to manage your data model, security, and business logic centrally.
    • Follow Solution Management Best Practices:
      Use managed/unmanaged solutions to package and deploy customizations, keeping development and production environments clean and consistent.
    • Design Efficient Data Models:
      Normalize your data, use appropriate field types, and avoid unnecessary fields to improve performance.
    • Use Business Rules and Workflows for Simple Logic:
      Implement client-side validation with Business Rules and server-side automation with Power Automate or classic workflows before resorting to plugins.
    • Use Plugins and Custom Workflows Sparingly:
      Use server-side code only when necessary, keeping it optimized and well-documented.
    • Secure Your Data Properly:
      Use Role-Based Security and Field-Level Security to control access.
    • Leverage Out-of-the-Box Features:
      Use native Dynamics 365 capabilities (like charts, dashboards, views) before building custom solutions.
    • Test in a Sandbox Environment:
      Always test your customizations and integrations in a non-production environment.
    • Use Asynchronous Processing When Possible:
      For long-running processes, use asynchronous workflows or plugins to avoid blocking the user interface.
    • Maintain Clear Documentation:
      Keep track of your customizations, configurations, and code for easier maintenance and handover.

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