Skip to main content

To Code or Not to Code in Dynamics CRM

Microsoft Dynamics CRM offers a wide range of features combined with the ability to customize the data model and workflows without any coding.  The question is, will these features fulfill all your business requirements or do you need to write some custom code? 

This is an important question, because once you start writing code you need to put in place a commensurate framework, methodology and platform to support it.  For instance, you may need multiple environments for development, testing, staging and production.  You may need version control for code as well as documentation. 

If you choose to go the No Code route, you may need to compromise the complexity of your business rules and change the way you work to suit the product better.  You will also have to settle for a bit less automation of some functions that could be streamlined through code. For instance, if you are determined to assign Account IDs that are a combination of the abbreviated customer name, state and date that they became a customer you will need to write some code.  Integration with other systems such as inventory or timesheets nearly always requires writing code.  Complex field derivations and validations require coding. 

If you are a do-it-yourselfer and not a programmer, and you want to implement Dynamics CRM on your own, try not to take on more than you can handle in terms of custom code.

Third party plug-ins can extend the capabilities of Dynamics CRM without forcing you to write and support custom code of your own. You can purchase plug-ins for reports and calculations or for functions such as sales tax calculation. 

Be sure to consider where you stand on custom coding in your implementation of Dynamics CRM. 

Comments

Ben Hosking said…
why do you not need the same amount of environments for the no code solution, surely you still need to test the no code solution
Jim Townsend said…
Thank you for commenting -- I agree that testing is needed regardless of which approach you take. At least one non-production environment is necessary to allow testing a reduce risk from untested changes.
Dung Maurice said…
Take a quick glimpse at this blog to stay in topic
Cherokee said…
Imagine the day we get to a place where 80% of business automation was possible with configuration. Wouldn't that be something?

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

InfoStrat Joins Microsoft CityNext

This month my company InfoStrat announced its participation in Microsoft CityNext, a global initiative empowering cities, businesses and citizens to re-imagine their futures and cultivate vibrant communities. Through the Microsoft CityNext initiative, Microsoft and InfoStrat will help leaders to do “new with less,” by combining the power of technology with innovative ideas to connect  governments, businesses and citizens with city services that increase efficiencies, reduce costs, foster a more sustainable environment and cultivate communities where people thrive.
In a recent study, IDC named Microsoft the most trusted smart-city vendor. "Whether it's traffic congestion, citizen services, energy efficiency or operating costs, our Microsoft CityNext partners are equipped to tackle whatever problem or priority local governments want to address. Microsoft’s IDC smart-city scores are really a credit to our partners, which leverage our trusted cloud platform, powerful data analytic…