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Elevating Performance

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Session Abstract

With Dynamics CRM there are many choices on how to elevate performance. Some of the features are native to Dynamics CRM and some are native to Scribe. In this session you will learn about the specific features available for performance optimization with Dynamics CRM, whether they are native to CRM or Scribe, and how best to apply them to your integration requirements.

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Dynamics CRM Performance Tips - SQL

Adding fields Quick Find view will

rebuild the index

Lookup fields and option

sets to a Quick Find

slow system performance

Microsoft support can provide you

with information about long-

running Processes

Database Optimizations

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Dynamics CRM Performance Tip – SQL

• Move to SQL 2014

• SQL Server 2014 includes substantial improvements to the component that creates and optimized query plans and gets utilized only when database compatibility level is reset to 120 (SQL server 2014)

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Optimize SQL For Joins and lookups

All Versions can be improved by putting Indexes on any field you are using in a Scribe Lookup

• First Name/Last Name

• Phone Number

• Account Number etc…..

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SQL Server Configuration

Use different SQL Instances for Source and Target

Limit SQL RAM and CPU if Sharing Insight Server

Principle Object Access Table - CRM 2011, 2013

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Dynamics CRM Performance Tip - Network

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CRM Application

Convert Synchronous Workflows to Asynchronous

Pause Plugins

Pause

• Asynchronous Processing services.

• Asynchronous Processing (maintenance) services.

• Deletion services.

• Index creation services.

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Scribe Performance Methods

Pre Process Source Data

• Resolve Lookups in Joins / Views

• Replicate CRM Object Data locally

• Connect to CRM via ODBC

“Insider Info” - Microsoft Uses Scribe Replication

Services to build a BI store house, and to pre process

updates and lookups

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DTS Best Practices

Allow CRM to Create Guids

Use KeyXref

Use Alternative Key (CRM 2015)

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Integrate Using Multiple Threads

• Microsoft SDK explicit recommends using multiple processor threads as a way to improve performance. (Scribe Fast Load)

•Workbench

Payload(1000

Rows of Data)

CRM Adapter

TargetCRM API

DLL

Dynamics CRM

TCP Threads

Process Threads

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Bypass Proxy Server For Local Addresses

• CRM On Premise

Scribe Server ProxyCRM Server

IIS

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Dynamics CRM Workflow

Did ya know? –Scribe can call a

workflow as a step.

Build a big workflow not a parent with

many child workflow and branches.

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Limit Operations That Cascade To Related Entities

• Do not set the OwnerID unless the ownerID actually changes.

Account

Contact

Activity

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Microsoft White Paper On Their Use Of Insight

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Questions?