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Dynamics CRM 2011 Configuration Standards

I am looking to develop a configuration/coding standards document for a Microsoft Dynamics CRM 2011 based development project. I have a general outline I will be following, however, are there any example documents out there?
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rdracer58
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rdracer58
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1 Solution
 
Chinmay PatelEnterprise ArchitectCommented:
Hi rdracer58,

If your organization is a Dynamics Partner then you can access Sure Step methodology. Sure Step is the official Software Process from Microsoft for Dynamics Projects. Like any other Software Process, Sure Step tells you WHO shall do WHAT in WHICH ORDER and who is RESPONSIBLE for what.

I can not provide you a direct download URL but once you are logged on to partnersource you can search for Sure Step methodology and it will get you what you are looking for.

Regards,
Chinmay.
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rdracer58Author Commented:
Thanks! I was able to download the SureStep methodology, however, as you mentioned, it is more of who does what in which order, responsibilities, etc.

However, what I am looking for is specific coding standards materials - standards for how entities, relationships, etc. should be configured (i.e. naming conventions, form/view layouts, etc.), formatting of custom code, etc. Any resources I am missing in SureStep for this? Any other resources specific to CRM development projects?
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Chinmay PatelEnterprise ArchitectCommented:
Hi rdracer58,

Oh... WOW.. I didn't see your question in that context. I got your point now. In my eyes, established CRM practices have their own standards. I DO discuss around this topic a lot during my trainings however, I am not sure if there are any established standards on the same available. Let me try to help you with some of the practices I adhere to:

For custom code - .Net [ASP.Net/Plugins/Custom Workflow Activities] you can follow any standard .net development practices
For Scripts - Load them in any decent Script editor[I prefer Visual Studio here] and just format the scripts so that they are well indented and readable. It is upto you and your team to decide on this. Something common, you might not be able to satisfy each and everyone here but you can definitely reach to a common agreement.

Entities and Relationships - I would want to know what kind of standards you are expecting here. If it's about naming generally we use Pascal case for entity labels. Unless you are generating Proxy classes, you will anyways have to provide schemaname i.e. lower case only. Apart from that Prefix itself is represented by 3 letters selected from current client OR project's name and so on.

Forms/View Layouts - Again I am not sure what kind of standards we are talking about here.

Also I have no access to SureStep since 2009[long story :)] so I am not sure whether it does address such scenarios. I am SURE that it contains best practices on development practices as well. But 2 years is a long time I have no idea if they changed anything in it.

Apart from the resources listed in SureStep, I think you will benefit a LOT if you refer to : Best Practices for Developing with Microsoft Dynamics CRM 2011. These are taken from CRM SDK itself I hope you have already looked into these topics. If you have not, I would strongly recommend to start with the guidelines provided.

Few more links on various best practices :
Microsoft Dynamics CRM administration best practices
Workflow Authoring Best Practices

Regards,
Chinmay.
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rdracer58Author Commented:
Awesome, thanks! That definitely helps point me in the right direction. Thanks again!
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Chinmay PatelEnterprise ArchitectCommented:
You are welcome :)
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