Rules to Better CRM for Developers

• Do you know the best way to demo Microsoft CRM to clients?
• Do you identify Development, Test and Production web servers by colors?
• Do you know how to correctly use the terms Configuration, Customization and Extending in the CRM context?
• Do you turn on 'Development Errors' and 'Platform Tracing'?
• CRM2013/2015 - Do you use CRM Business Rules to automate forms?
• CRM2013 - Do you use Real-Time Workflows instead of Javascript and/or Plugin Code?
• Do you use Filtered Views or Fetch for CRM Custom Reports?
• Project Planning - Do you download a copy of the Microsoft CRM Implementation Guide?
• Installation - Do you know that your organizational chart does not equal your CRM Business Units?
• Customization - Do you check custom JavaScript with the CRM Custom Code Validation Tool?
• Do you know the 6 ways to integrate your CRM 2011 data into SharePoint 2010?
• Customization - Do you have only one person making changes to your CRM customization?
• Customization - Do you know which version of SQL Reporting Services and Visual Studio you are using?
• Customization - Do you set the schema-name prefix?
• Customization - Do you have your customizations documented?
• Customization - Do you enable your contacts to have more than the default 3 email addresses and phone numbers?
• Do you allow multiple options rather than forcing a best fit?
• Do you know how to customize Dynamics UI/UX?
• Do you avoid doing small bug fixes on your test-server?
• Do you put your exported customizations and your plug-in customization under source-control during deployment?
• Do you export your configuration on deployment using the CRM Plug-in Registration Tool?
• Customization - Do you use a supported method of customization?
• Customization - Do you know how to change default CRM logo? (CRM 4 only)
• Customization - Do you export only the customizations of entities that you did customize? (CRM 4 only)
• Customization - Do you have a naming convention for your customization back up? (CRM 4 only)
• Customization - Do you have email address in the Associated Contact View?
• Customization - Do you only export the customizations and related ones that you have made?
• Customization - Do you use the built-in test form events before you publish JavaScript changes?
• Customization - Do you always make backup versions of the XML schema? (CRM 4 only)
• Data Migration - Do you prioritize the data that is to be imported?
• Do you make batch files for deployment to Test and Production servers? (CRM 4 Only)
• Form Design - Do you change contact method options from default option group to checkboxes?
• Do you have proper tools in your tool belt?
• Do you enable SQL (Read-Only) connect to the Common Data Service?
• Do you know how to configure email sending?
• Do you know how to set the default chart for a table (previously known as an entity)?
• Do you know the right place to store Employee Data?
• Do you make sure the Primary Field is always the first column in a view?
• Do you turn off auto-update on your servers?
• Do you use Azure DevOps Pipelines with your Dynamics solutions?
• Do you use version numbers and well formatted notes to keep track of solution changes?
• Do you turn off auto update on your servers?
• Do you use emoji on Dynamics label?