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 (10)

  1. Rohit Sinha says:


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    We basically looking for web development project to work toghter, we have well balanced team of developers in the terms of php, .net, asp.net and many more, We have worked for various project in the field of development of websites, crm, integrations, as well designing up the and handling-maintaining up the web sites

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    Looking for the the good responsce


    Rohit Sinha




  2. Niranjan says:


    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



  3. Doug says:

    Hello Darren,

    I am also  interested to see what you have put together! My email is dougwiley at yahoo dot com. Thanks much!


  4. Marmar says:


    I am looking for a good coding standard.Can you share the coding standards document?


  5. Abhishek Pattanaik says:


    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.


  6. Craig says:

    Hi Darren,

    Would you be willing to share your document with me at warnholtz@rogers.com



  7. Craig says:

    Sorry Darren,

    My email was wrong on the last post. Here is the correct email warnholtzC@rogers.com



  8. yhanss says:

    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.


  9. satya says:

    Hello Darren,

    If possible can you please send me the document to uday.veluvali@gmail.com?

    Appreciate your response.



  10. Manoj says:

    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.



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