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crm-best-practices

Community

CRM standards for Dynamics and Power Platform.

Software Engineering#crm#naming-conventions#entity-design#plugin-development#dataverse#dynamics-365#power-platform
Authorklemensms
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Defines consistent CRM customization guidelines to reduce rework and errors across Dynamics 365, Dataverse, and Power Platform projects.

Core Features & Use Cases

  • Standardized naming conventions for tables and columns
  • Prefixed reference data and robust entity design practices
  • Guidance for plugins, flows, and integrations across Azure services

Quick Start

Implement a new CRM entity with sic_ prefixes, apply naming conventions, and document the data model according to the CRM best practices.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-best-practices
Download link: https://github.com/klemensms/mcp-consultant-tools/archive/main.zip#crm-best-practices

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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