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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM Code Review
Microsoft Dynamics CRM (Archived)

Dynamics CRM Code Review

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Posted on by Cathy_CRM 35

Microsoft has asked us to send our code over. We are using a Dynamics CRM online interface. 

These are the instructions from Microsoft:


1. A new solution is to be created with just custom items in it. It should be zipped.
2. All source code should be placed in a zip file.

I am assuming we cannot just give the solution from Visual Studio as it contains the non-custom stuff as well, right? So how am I going to accomplish this? Is there any tool to do this fast? 

Thank you!

Cathy. 

*This post is locked for comments

  • Suggested answer
    Indika Abayarathne Profile Picture
    Indika Abayarathne 671 on at
    RE: Dynamics CRM Code Review

    Hi Cathy,

    1) Yes, send only custom components but make sure that they can import it to their instance without any depenedcy issue. If your plugins have any steps, then yes then add them too. OR atleast let them know when to trigger the plugin.

    Sending the CRM workflow would be easy for them, but if you are worrying about your logic, atleast create a sample crm workflow just to invoke the custom workflow, and send it.

    2)Yes, only plugin/workflow cs files and if there are any base classes, send them too.

    2)

  • Cathy_CRM Profile Picture
    Cathy_CRM 35 on at
    RE: Dynamics CRM Code Review

    Indika,

    Thank you for your response!

    1) I guess they wanted "ONLY" custom code, so I was thinking of creating a new CRM solution and when I add "components", just under each component, click "custom" and just send those items over to them. I guess this applies to SDK messages also as it has a "custom" element to it. Right?

    I didn't want them to review our out of box workflows, just custom workflow activities, should I still need to send them "Processes"?

    2) For the VS code, even though I want them to ONLY review plugin and custom workflows, I need to send them the full VS solution, right? (I don't need to exclude the other components from the visual studio solution, right?)

    Looking forward to hear back from you!

    Regards,

    Cathy.

  • Cathy_CRM Profile Picture
    Cathy_CRM 35 on at
    RE: Dynamics CRM Code Review

    Hi Alex,

    Thank you for your response!

    For the first item, I guess I need to create a new solution inside CRM and add "components" in it.

    While deciding which components to add, I guess I need to go through the whole list starting from entity, option sets, etc. and search for "custom".

    Whichever is "custom" just add that "component" in that solution and export that solution to send over to Microsoft, right?

    For the plugin assembly, I can just add the plugin dll and the dll for workflow activity as we want Microsoft to check both our plugin and our custom workflow activity code. Don't add(include) any other plugin assemblies, right?

    For the VS Source Code, I KNOW where it is, I have it locally on my pc in Visual Studio as well as it is checked into our code repository! In the code, I don't need to find anything just "custom", as that is ALL custom, so send the "full" VS solution file to them, right?

    Looking forward to hear back from you!

    Regards,

    Cathy.

  • Suggested answer
    Cathy_CRM Profile Picture
    Cathy_CRM 35 on at
    RE: Dynamics CRM Code Review

    Melvin,

    Thank you for your response!

    For the first item, I guess I need to create a new solution inside CRM and add "components" in it.

    While deciding which components to add, I guess I need to go through the whole list starting from entity, option sets, etc. and search for "custom".

    Whichever is "custom" just add that "component" in that solution and export that solution to send over to Microsoft, right?

    For the VS Source Code, I don't need to find anything just "custom", as that is ALL custom, so send the "full" VS solution file to them, right?

    Looking forward to hear back from you!

    Regards,
    Cathy.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Dynamics CRM Code Review

    Hi Cathy,

     they are asking for the custom items, and it sounds like all custom entities, dashboard, reports, etc you have in CRM (plugin dll-s included)

     You can put all that into a CRM solution. You are correct that there will be no source code in that solution though.

     So, for the source code, you can't "find" it - you have to know where it is:) Whoever has developed the plugins for you - they should have the source code.

  • Cathy_CRM Profile Picture
    Cathy_CRM 35 on at
    RE: Dynamics CRM Code Review

    Hello Alex,

    No I think the CRM solution won't work. As that would not directly transfer into all our custom code(plugins and custom workflow activities).

    Where would I find the source file related to CRM?

    I guess we only need to send them Plugins and Custom workflow activities code files.

    Regarding "packaging" them do you suggest a quick way to do this?

    Please let me know!

    Regards,

    Cathy.

  • Verified answer
    Indika Abayarathne Profile Picture
    Indika Abayarathne 671 on at
    RE: Dynamics CRM Code Review

    1. Create a new crm solution and include all the components that you want to send to MS such as Entities, JS, CRM Processes, SDK Messages etc...

    MS should be able to import your CRM Solution in to their environment and test it.

    2. If you have any plugin code, custom workflows etc.. in VS, zip it and send it to MS. So that they can check your VS code as well.

    Hope that make sense...

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM Code Review

    First item I think MS is refer to the CRM solution file, which is exported as .ZIP. They request you to exclude the standard components if there is no changes, e.g. Account/Contact etc. (if there is no changes)

    Second item would be your VS source code.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Dynamics CRM Code Review

    Hi Cathy,

     not sure what it's for, but, for the CRM solution, you can export that solution from CRM

     for the .NET sources, you can package them separately (I'm assuming you just need to give them those sources which are related to CRM, so exclude everything else)

     In general, there is no "correlation" between CRM solution and VS, so you have to know which VS sources you want to send (it should not take long to package them, though)..

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