Dynamics:Best Practices
Installation
In order to guarantee that our solutions are behaving as intended, please only install one of our solutions at a time. We are working to allow for compatibility of installing more solutions at one time in order to help fit specific needs, but as of now, installation of only one solution at a time is recommended. If more than one solution is installed, the solutions may not function properly. If another solution is desired, please delete the solution from your Solution Explorer and import the desired solution. Please note, the information stored in our custom fields associated with the specified solution will be deleted when the solution is deleted.
- After installation of our solution, we recommend you publish all customizations immediately after the import is complete.
- We highly recommend that the solutions that are installed are always up to date with the latest version.
Configuration
Immediately after installation and publishing, the configuration entity must be set with an appropriate license before the solution is able to properly function. Please open the solution explorer, open our solution, and click Configuration to view the configuration options. When the options are set to the desired values, please click the “Set” button at the bottom of the configuration page.
System Roles
Our solutions require access to certain forms at installation. Most of our solutions may make changes to the following entities:
- Account
- Address
- Competitor
- Contact
- Invoice
- Lead
- Order
- Quote
In order to use our solutions, users will require at the very minimum read privileges to our custom configuration entities. In order to make changes to the entities, we recommend allowing users read and write privileges to the custom configuration entity.
Form Customization
We understand that Dynamics CRM allows for a large amount of customization especially with regards to the format of the form of each entity. Our solutions will run without issue on the main form, which is where our custom fields are stored. Currently, our solutions generally affect the main form of the following entities:
- Account
- Address
- Competitor
- Contact
- Invoice
- Lead
- Order
- Quote