Dynamics CRM Development Standards

Currently I am working on a project in California, the client has asked me to help them to put together a CRM Development Standards for the development team.  I was surprised by the request because big companies with a development team usually have the standards defined and we just need to add the Dynamics CRM portion to the standards.

Per their request, I worked with them to came up with a CRM Development Standards for our project.  I would like to share with all of you on what should be included in a CRM Development Standards document.

So, what exactly is a Development Standards?  It’s simply a document layout all of the rules to tell developers what to DO and AVOID.  I have divided the rules into three categories, which they are DO, CONSIDER and DON’T.

  • DO – This should always be followed.
  • CONSIDER – This should usually be the case, however there are known exceptions.
  • DON’T – This should never do.

In our standards document, we have the following sections:

  • Configuration Standards
    • Entity
    • Form
    • Attribute
    • Relationship
  • Customization Coding Standards
    • Naming Conventions
    • Comments
    • Client Side Coding
      • JavaScript
      • jQuery
      • HTML
      • CSS
    • Server Side Coding
      • C#
      • ASP.Net
      • MVC
  • Database Standards
    • Table
    • Store Procedure
    • Function

If you are looking for a Dynamics CRM Development Standards, the above document layout should help you to get a head start.  All you have to do now is to write your DOs and DON’Ts for your project.  I hope this helps!

Comments

  • Anonymous
    August 20, 2010
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  • Anonymous
    August 25, 2013
    Hi, I am trying to put together CRM coding standard for one of my clients. Can you please share the coding standards document? email: pr79arc@hotmail.com Regards, Niranjan

  • Anonymous
    January 02, 2014
    Hello Darren, I am also  interested to see what you have put together! My email is dougwiley at yahoo dot com. Thanks much! Doug

  • Anonymous
    June 07, 2014
    Hi I am looking for a good coding standard.Can you share the coding standards document? m.sadrpour@gmail.com

  • Anonymous
    June 09, 2014
    Hi, I am preparing the coding standard document for my developer team. I am lloking a sample of what you have prepared, Please share with me at below email. abhishekpattanaik87@gmail.com

  • Anonymous
    January 08, 2015
    Hi Darren, Would you be willing to share your document with me at warnholtz@rogers.com Thanks, Craig

  • Anonymous
    January 08, 2015
    Sorry Darren, My email was wrong on the last post. Here is the correct email warnholtzC@rogers.com Thanks, Craig

  • Anonymous
    March 10, 2015
    I am preparing the coding standard document for my developer team. I am looking a sample of what you have prepared, Please share with me at below email. yhanss@gmail.com

  • Anonymous
    April 26, 2015
    Hello Darren, If possible can you please send me the document to uday.veluvali@gmail.com? Appreciate your response. Thanks Satya

  • Anonymous
    July 15, 2015
    Hello Darren, I'm a beginner in CRM and this would be really helpful to me. If possible can you please send me the document to:  manojchowdary.16@gmail.com Thanks in advance. Regards Manoj