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This blog will give you all possible information about Microsoft Dynamics CRM 2011 Client, factors which affect the performance of your CRM client and the performance improvement techniques specific to client side layer of CRM architecture.
I will also list down the software and hardware resources and their usage to monitor and achieve desired CRM client performance.
How do you decide that you need to improve the performance of your CRM client?
The answer is pretty straightforward, it all depends on “How quickly you get the response from the browser and once you receive it how fast you render the objects from the response on the page”.
What do you measure in the system to confirm that you need to improve the performance?
The Thumb Rule for Good Performance
After having a look at parameters, there is one solution for major performance problems in for Any Dynamics CRM client, and that is “less and Efficient customizations”.
Ribbon customizations again causes performance issues. With the introduction of contextual ribbon, there is lot of scope for performance to be degraded. Every time the ribbon loads, the xml written behind the ribbon loads. Similarly the little and almost ignorable thing in left side of your form, The Sitemap.
The idea is the lesser stuff you send from server to site and site to server is better for the performance of your client.
Here is a checklist which can help you identify and reduce the issues with your client performance:
Other than customizations,
The Dynamics CRM Outlook Client
We discussed about Dynamics CRM Web Client in the above sections. Let’s now have a look at Dynamics CRM Outlook Client and things we need to keep in mind from performance standpoint. There are several configuration techniques available for optimizing the performance of Microsoft Dynamics CRM for Outlook, which are detailed in the following sections.
These are some recommendations which are also mentioned in the performance whitepaper for dynamics CRM 2011.
Optimizing the Outlook Synchronization Process
Make sure that you configure the filters associated with the Outlook synchronization process too affect the fewest record types and to occur as infrequently as possible without compromising business requirements and to avoid creating duplicate records if key fields match. For more information about the settings and step by step guidance, you can go through this:http://go.microsoft.com/fwlink/?LLinkID=2155726
Optimizing Address Book Performance
To optimize Address Book performance, configure the Address Book to match only against the contacts that are synchronized too Microsoft Dynamics CRM and too retrieve updates as infrequently as possible without compromising business requirements.
Pinning Commonly Used Views
With Microsoft Dynamics CRM for Outlook, users can open tabs to display multiple views of an entity. Users can also “pin” views so they always display when a user logs in to Outlook. Pinned views, which are stored in cache, respond more quickly than do standard views, so be sure that suggest that users “pin”” the views with which they most commonly interact.
Now here I am going to contradict the above statement a little:
Watch what you pin: as the “pin” downloads everything on the client that you are using. But it downloads everything. So balance it out. People disable MAPI traffic but in certain client it is the only way to go.
Optimizing the Offline Synchronization Process
To optimize the offline synchronization process on computers running Microsoft Dynamics CRM for Outlook with Offline Access, consider the following best practices:
Assign all users roles with the minimum access levels and permissions required to perform a job function to help ensure optimized data synchronization too the offline client.
Avoid “Sliding time windows” and “Parent downloaded=true” clauses. Use of this clause often results in the synchronization of unnecessary data, which can degrade the performance of the synchronization
Implement local data filtering for each offline client to ensure that users have offline access only to the data required to perform their job functions. After implementing local data filtering, be sure to remain online and synchronize the data manually. The initial synchronization will be slower than subsequent synchronizations because Microsoft Dynamics CRM must remove records.
Configure offline synchronization to run in the background periodically
For more information about offline synchronization, see the following resources “Offline and Online Synchronization in Microsoft Dynamics CRM”:
Frequency of publishing customizations: Maintain the frequency of the publishing process of the latest updates/ customizations you have made to system. Very importantly before UR12 we had to download the metadata every time there are changes or customizations. And after UR 12 it only downloads only the delta. There is a new API which accepts the timestamp and which helps you download the delta.
So make sure you have the UR12 to get benefited by this feature.
Tools which can be used
Fiddler: This tool is generally used to inspect HTTP traffic as the CRM pages are being loaded. This tool has many features that give you a lot of information and insight into what is happening during the page load. For example you can see number of requests flowing, content of your webpage and scripts of your page.
This covers all the aspects of performance for Dynamics CRM client. In the next blog I will cover SQL server performance optimizations for Dynamics CRM 2011.
I hope this helps.
Until next post!
beautiful article, Thanks it helped
Thanks for the feedback Ronald! Glad the article was of help.
Very good Article
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