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
Environment issues
HardwareThe recommended and minimum hardware requirements for using Dynamics CRM are below
Microsoft SoftwareFor 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 SoftwareVirus ScannersMicrosoft 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 LatencyLatency, 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 cachingCRM 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 SettingsMicrosoft 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 filesTo 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 SettingThe 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 ClientPinning Commonly Used ViewsWith 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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