Connect Learn Share CRM Online Optimal Performance Tips

Connect Learn Share CRM Online - Optimal Performance Tips & Tricks Jaden Blake CRM Premier Field Engineer

Where do you start § § What is slow What is acceptable Who does it happen to Establish a baseline @CRMU

What affects performance § § § Machine Hardware Machine Software Network Connection Customizations Outlook Configuration Settings @CRMU

Machine Hardware & Software § § § IG for requirements and recommendations Browser version (IE 9 and higher) Internet Explorer settings Other programs running Virus Scanning and Security Packages @CRMU

Networking § Adequate connection to the service – Bandwidth >50 KB/Sec & Latency <150 ms – Testing with CRM Diagnostics page § Traffic routing § Prioritize CRM traffic § Proxy servers & WAN accelerators – Compression – Caching @CRMU

Customizations § View – Fields/Columns – Records per page – Disable Record Query Count § Record Form – – – Fields, Sub grids, Iframes Role Based forms Read Optimized forms Collapse sections by default Jscript § Quick Find – Limit Fields @CRMU

CRM Client for Outlook § § § Outlook Sync Address Book Provider Offline Sync Pinned Views Email Tagging @CRMU

What else is being done § Update Rollups § New configuration options – Enable Retrieve Multiple Optimization (ERMO) § Work direct with customers on performance @CRMU

Connect Learn Share Thank you!

Appendix § CRM Online Performance – Tips and Tricks Part 1 § CRM Online Performance – Tips and Tricks Part 2 @CRMU