Enrollment Manager Performance Tips

Factors Affecting the Performance of Microsoft Dynamics CRM Clients[1]

The performance of Microsoft Dynamics CRM clients can be directly affected by a wide variety of factors, including
  • The hardware level of the computer running the client and the versions of software that are installed, as well as the configuration of selected Control Panel settings
  • Any extraneous processes and applications running on the same computer
  • The characteristics of the network over which client access occurs
  • In addition, Microsoft Dynamics CRM for Outlook performance can potentially be affected by the volume of data that is processed during Outlook synchronization.

Environment issues

Hardware

The recommended and minimum hardware requirements for using Dynamics CRM are below

Component

Minimum

Recommended

Processor (32-bit)

750-MHz CPU, or comparable

Multi-core 1.8-GHz CPU or higher

Processor (64-bit)

x64 architecture or compatible 1.5 GHz processor

Multi-core x64 architecture 2GHz CPU or higher such as AMD Opteron or Intel Xeon systems

Memory

2-GB RAM

4-GB RAM or more

Hard disk

1.5 GB of available hard disk space

2 GB of available hard disk space

Display

Super VGA with a resolution of 1024 x 768

Super VGA with a resolution higher than 1024 x 768

 

Microsoft Software

For the Dynamics CRM platform, Microsoft recommends the Windows 7 operating system and the use of Internet Explorer 9.  Dynamics CRM takes advantage of hardware and software acceleration technologies that are either not present or less capable in earlier versions.

These acceleration technologies are largely unavailable in Windows XP. XP is unsupported by Microsoft as of July 2010 and is now two generations old, supplanted by both Vista and Windows 7. If Windows XP is used, users must have XP Service Pack 3 installed to avoid unpredictable results and performance.

Other Software

Virus Scanners

Microsoft Dynamics CRM client performance can also be affected by desktop security software, including malware applications and anti-virus programs, which can lock certain files and make them inaccessible to other applications. In addition, some of these software packages include a feature called ScriptScan, which scans all web pages for malicious script and is known to affect the performance of web-based applications such as Microsoft Dynamics CRM.

Important: Consider carefully the implications of disabling or changing any portion of installed security software. Performance is important, as is protecting your systems and data from attack. The tradeoffs between the two must be carefully managed as part of your overall campus policy.

Non-critical Business Processes and Non-essential Applications

For client computers with hardware at or near minimal-level requirements, consider turning off non-critical business processes, video streaming, and software such as games and music programs, to accelerate performance. Because this issue can have a greater impact on client computers configured for offline access, third-party add-ins for Microsoft Office Outlook can also be disabled to improve the performance of Microsoft Dynamics CRM for Outlook.

Network Latency

Latency, the time required for a signal to travel from one point on a network to another, is one of the main causes of poor performance of Microsoft Dynamics CRM clients. Microsoft Dynamics CRM is designed to work best over networks with latency under 150 milliseconds.

Control Panel settings

Browser caching

CRM uses Internet Explorer caching to speed delivery during subsequent visits. Clearing the cache may have a negative short-term impact. After an upgrade or new release, clearing the cache may help.

In the Temporary Internet Files and History Settings dialog box, under Check for newer versions of stored pages, verify that “Automatically” is selected.

If your browser is set to automatically delete cached pages when you close the browser, you will lose the advantages of this feature.

Power Settings

Microsoft Dynamics CRM performs best when a computer’s power plan is set to “High Performance,” which is the recommended setting to ensure the fastest performing computer for running Microsoft Dynamics CRM for Outlook and the Microsoft Dynamics CRM Web client.

Note - High performance doesn't appear on the battery meter by default. To turn on High performance, in Control Panel, open the Power Options item, under Select a power plan, click Show additional plans, and then click High performance.

Internet Explorer settings

Disk space for temporary files

To help optimize performance, it may at times be advisable to increase the amount of hard disk space that is reserved for temporary Internet files. This technique ensures that the cache has adequate space to take advantage of improved load times when making subsequent visits to the same page for the same files. See the attached document for the procedure to accomplish this.

Configuring the Internet Explorer Zoom Setting

The Zoom functionality in Internet Explorer lets you enlarge or reduce the view of a web page. Unlike changing font size, zoom enlarges or reduces everything on the page, including text and images. You can zoom from 10% to 1000%.

Note however that a Zoom setting of anything other than “100%” will result in an increase in page rendering time, and hence in slower performance from your CRM system.


The Outlook Client

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.

Important: Each pinned view consumes system resources (memory), so balance the use of pinned views against the need for system resources.


[1] “Optimizing and Maintaining the Performance of Microsoft Dynamics CRM Clients” Microsoft MS CRM E2 Team

http://www.microsoft.com/download/en/details.aspx?id=23261. Entire content drawn largely from that document

 

 

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Tim Padgett,
Feb 17, 2012, 1:41 PM
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