How do multiple developers work on a web resource within the CRM environment

“Alone we can do so little, together we can do so much.” –Helen Keller


“None of us is as smart as all of us.” –Ken Blanchard


I get asked questions from readers of the blog about general CRM topics such as career advice, finding a job, creating plugins or help with a specific problems/errors.

Ask the Hosk questions

If you are going to ask me a question please be polite, it will increase your chances of me answering your question, don’t forget to say how much you like my blog (that really increases your chances of getting an answer).

Take into account I’m a busy Hosk, I work, I have 2 young children, a wife and sometimes even get to chill out or play football.  Sometimes I could be too busy to answer your question quickly.

I won’t always know the answer to your question, if I haven’t read about a topic or got any experience in the topic I can’t give a good answer.

The CRM Forum

Instead of asking individuals a question I would recommend raising a question in the CRM Forum, for these reasons.

  • It’s free
  • CRM MVP’s answer many questions
  • CRM experts who have experience will answer the question
  • Microsoft CRM support answer questions
  • You might get a number of answers and opinions

A bonus reason to raise the question on the forum is after you have raised the question on the CRM forum, you can email me and ask me to look at the question.

CRM forum

When you raise a question, try to give as much information as possible, this will help anyone who answers your question.

The CRM forums are a great way to learn CRM, you can see common questions raised by CRM users and the answers from CRM experts.  I answered over 400 forums questions and learnt a lot and helped users in the CRM community.


How do multiple developers work on a web resource within the CRM environment?

With traditional web development if there are multiple developers working on the same page then they will each have local copies/websites to develop and test against then merge the changes in source control.

However, CRM web resources usually rely on the XRM SDK and the parent window within the CRM Evironment.

Are there any best practices for being able to have multiple developers work on the same web resource simultaneously?



This is a great question, working with a team of developers can be frustrating when they overwrite your changes, this didn’t quite make it to my list of frustrations of a CRM developer.

It’s a common scenario, particularly on big CRM projects and part of the problem lies with communication and practices

In the book The Mythical Man-month: Essays on Software Engineering the author Brookes discusses why adding more resources doesn’t always speed a project up, a great quote Brooks law

Communication overheads increase as the number of people increases. Due to combinatorial explosion, the number of different communication channels increases rapidly with the number of people.[3] Everyone working on the same task needs to keep in sync, so as more people are added they spend more time trying to find out what everyone else is doing.


Communication is key to successfully working with a group of developers, particularly if you are working on a shared environment.

Encourage developers to communicate via talking face to face, phone or instant messaging.

Multiple developers can develop separate parts of a CRM solution.  There will be time when development will overlap.  The quickest technique is to talk and work together, there are some steps to work without overwriting each others changes but this will involve some code merging will can be painful.


If two developers have worked on the same customization, it’s important you test all new functionality to ensure the last modification hasn’t affected the previous modification.

Source Control

Whether you use TFS or something doesn’t matter but what it is important is everyone checks in their code regularly.

Get into a habit of checking in code regularly, at minimum

  • Get the latest code in the morning before starting code
  • Before you are about to change some code, get latest
  • Check in code before you leave

Source control can be a pain, but it will save you skin on many occasions, don’t fight it, embrace it.  The more you refresh and check in your code the less likely you are to suffer merge hell.

Development Environment

Most CRM Development environments are a CRM server hosting a development CRM instance.  Multiple developers access and develop CRM customizations on it.  This lead to some problems if developers were working on the same Javascript file.

Developers will usually be working on separate plugins/Javascript, which avoid conflict and overlapping/overwriting code.

If two developers need to work on the same plugin, you can create and test the code in a separate class, avoiding conflict and merging later.

It’s possible to have separate VM’s on individuals laptops, so each developer has their own separate CRM Instance.  This is possible but the majority of CRM development projects I have not worked with this setup.

Unit Testing

Unit tests allow developers to isolate the business logic by faking/mocking interactions with CRM.  Writing unit tests allows the CRM developer to test their code on their local machine without any dependency on the CRM developer environment.

With unit tests, multiple developers can work on CRM customizations without affecting each other.

No right answer

This question is tricky and I don’t have a right answer or the perfect way for a team of developers working together without stepping on each others toes.

Source control is an important tool for a CRM developer and not just for teams working with multiple developers on the same project. It’s a vital tool which gives an audit trail of the code and saves the code safely in a repository which acts as a disaster recovery for your code on a developer’s laptop.

Source control will help recover overridden code, but it’s unlikely to stop developers overwriting code.  The most effective method is for different developers to work on separate customizations or give allocate only one developer to work on a single customization.

If multiple developers must work on the same customization then communicate with each other to agree on a way of working




10 thoughts on “How do multiple developers work on a web resource within the CRM environment

  1. Brandon Tull December 11, 2015 / 2:22 pm

    Well said! Thank you spending the time answering a difficult question. This has been very helpful!


  2. Khadim Ali December 29, 2015 / 3:27 pm

    Based on your question about working on a web resource by multiple devs, what we do is:

    * Each developer always get the latest web resource file from the main dev (crm) org before coding on the same in a separate dev org.
    * Upon completion of partiuclar task, each developer just gets the latest copy of the web resource again and copy the new lines of code only and update it over the main dev org

    Devs communicate with each other so that only one dev should be updating any particular web resource at a time.

    The plugin is tested thoroughly before being released for the customers.

    Please suggest any better approach if you can.


  3. Kevin May 11, 2018 / 8:22 pm

    Regarding developers using the same development environment and working on the same web resource, one approach I’d recommend is using the tool Fiddler and the plugin Imposter. This will replace the web resource in question with your local copy in real-time as you work on the code and only you will load the different file. Once your development is done, you can merge into source control and handle any merging with the other developers code.


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