Best Practices: Customization Guidelines

As full featured and rich as Microsoft Dynamics CRM 3.0 is, you will invariably find yourself needing to customize Microsoft CRM to meet your specific business requirements.

When you start customizing Microsoft CRM, do yourself and your organization a favor and implement the following two simple guidelines:

Tip #1: Change the schema name prefix for customized entities and attributes.

Microsoft CRM adds a default prefix, “New_”, to custom entities’ and custom attributes’ schema names. As a best practice, change the default prefix to reflect the name of the company or consultant who will be doing the customization. Over time you might have different consultants work on the system and taking this extra step will greatly help in case you might have to go back to that consultant to get more information about the work they have done. If you are the consultant, doing this will help you distinguish your work from that of other consultants and help clear any disputes that might arise.

 

  1. In Microsoft Dynamics CRM 3.0, on the Navigation Pane (left hand side of the screen), click Settings, on the Main Grid (to the right of the Navigation Pane), click Organization Settings, on the Main Grid, click System Settings.
  2. In the System Settings dialog box, click the Customization Tab.
  3. In this tab, change the prefix from New to the name of the consultant or consulting firm who will be doing the customizations. Click OK to save your changes.

System Settings - Webpage Dialog

Tip #2: Make use of the Description field when adding new attributes.

Require anyone who adds a new attribute to put their name, date and reason for the new attribute addition in the Description field when adding the attribute.

Attribute New For Lead

If you have any questions in this regard, please feel free to contact us.

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services