This is the presentation deck file that I gave at CRMUG Summit 2015 on Oct 16, 2015. In this session, I talked about some best practices that you can use to speed up your Dynamics CRM data migration and integration.
CRM magic with data migration & integration (Presentation at CRMUG Summit 2013)Daniel Cai
This is the deck that I presented to CRMUG Summit 2013 in Tampa. During the session, I tried to discuss various options that you may have for Microsoft Dynamics CRM data migration and integration, including some best practices that you can leverage. This deck is an updated version of my XrmVirtual presentation on Apr 9, 2013.
Enterprise Data Integration for Microsoft Dynamics CRMDaniel Cai
This is the deck that I used for my presentation for XrmVirtual on Apr 9, 2013, which discusses various options that you may have for Microsoft Dynamics CRM data migration and integration.
Architecture of Dynamics CRM with Office 365 and AzurePedro Azevedo
This document provides an overview of Microsoft Dynamics 365 and how it integrates with other Microsoft technologies like Office 365 and Azure. It discusses the CRM market share and Dynamics 365's growth. It describes how Dynamics 365 can be deployed on Azure and leverages various Azure services for capabilities like offline syncing, machine learning, voice of customer, and more. It also mentions related technologies like PowerApps, Logic Apps, and pricing considerations.
Software architecture & design patterns for MS CRM Developers sebedatalabs
The document discusses a presentation on software architecture and design patterns for developers. The agenda includes discussing architectural patterns and styles, as well as design patterns for topics like master data management, data quality, connected systems, complex event processing, long running processes, and mashups. The presentation aims to provide optimal patterns and solutions to common problems in these domains.
Data Mesh is a new socio-technical approach to data architecture, first described by Zhamak Dehghani and popularised through a guest blog post on Martin Fowler's site.
Since then, community interest has grown, due to Data Mesh's ability to explain and address the frustrations that many organisations are experiencing as they try to get value from their data. The 2022 publication of Zhamak's book on Data Mesh further provoked conversation, as have the growing number of experience reports from companies that have put Data Mesh into practice.
So what's all the fuss about?
On one hand, Data Mesh is a new approach in the field of big data. On the other hand, Data Mesh is application of the lessons we have learned from domain-driven design and microservices to a data context.
In this talk, Chris and Pablo will explain how Data Mesh relates to current thinking in software architecture and the historical development of data architecture philosophies. They will outline what benefits Data Mesh brings, what trade-offs it comes with and when organisations should and should not consider adopting it.
Building Modern Data Platform with Microsoft AzureDmitry Anoshin
This document provides an overview of building a modern cloud analytics solution using Microsoft Azure. It discusses the role of analytics, a history of cloud computing, and a data warehouse modernization project. Key challenges covered include lack of notifications, logging, self-service BI, and integrating streaming data. The document proposes solutions to these challenges using Azure services like Data Factory, Kafka, Databricks, and SQL Data Warehouse. It also discusses alternative implementations using tools like Matillion ETL and Snowflake.
Qlik Sense is a data visualization tool that allows users to extract and plot data from databases in interactive formats like charts, graphs and tables. It takes analytics to a new level of power and flexibility by compressing data to 10% of its original size and enabling faster calculations. Some key features include the ability to create customized reports and dashboards, drill down into data on charts, and access applications on desktops or mobile devices. Qlik Sense has advantages like faster and scalable analysis, more exploration capabilities, and the ability for users to build their own dashboards. It is used across several industries for business intelligence.
CRM magic with data migration & integration (Presentation at CRMUG Summit 2013)Daniel Cai
This is the deck that I presented to CRMUG Summit 2013 in Tampa. During the session, I tried to discuss various options that you may have for Microsoft Dynamics CRM data migration and integration, including some best practices that you can leverage. This deck is an updated version of my XrmVirtual presentation on Apr 9, 2013.
Enterprise Data Integration for Microsoft Dynamics CRMDaniel Cai
This is the deck that I used for my presentation for XrmVirtual on Apr 9, 2013, which discusses various options that you may have for Microsoft Dynamics CRM data migration and integration.
Architecture of Dynamics CRM with Office 365 and AzurePedro Azevedo
This document provides an overview of Microsoft Dynamics 365 and how it integrates with other Microsoft technologies like Office 365 and Azure. It discusses the CRM market share and Dynamics 365's growth. It describes how Dynamics 365 can be deployed on Azure and leverages various Azure services for capabilities like offline syncing, machine learning, voice of customer, and more. It also mentions related technologies like PowerApps, Logic Apps, and pricing considerations.
Software architecture & design patterns for MS CRM Developers sebedatalabs
The document discusses a presentation on software architecture and design patterns for developers. The agenda includes discussing architectural patterns and styles, as well as design patterns for topics like master data management, data quality, connected systems, complex event processing, long running processes, and mashups. The presentation aims to provide optimal patterns and solutions to common problems in these domains.
Data Mesh is a new socio-technical approach to data architecture, first described by Zhamak Dehghani and popularised through a guest blog post on Martin Fowler's site.
Since then, community interest has grown, due to Data Mesh's ability to explain and address the frustrations that many organisations are experiencing as they try to get value from their data. The 2022 publication of Zhamak's book on Data Mesh further provoked conversation, as have the growing number of experience reports from companies that have put Data Mesh into practice.
So what's all the fuss about?
On one hand, Data Mesh is a new approach in the field of big data. On the other hand, Data Mesh is application of the lessons we have learned from domain-driven design and microservices to a data context.
In this talk, Chris and Pablo will explain how Data Mesh relates to current thinking in software architecture and the historical development of data architecture philosophies. They will outline what benefits Data Mesh brings, what trade-offs it comes with and when organisations should and should not consider adopting it.
Building Modern Data Platform with Microsoft AzureDmitry Anoshin
This document provides an overview of building a modern cloud analytics solution using Microsoft Azure. It discusses the role of analytics, a history of cloud computing, and a data warehouse modernization project. Key challenges covered include lack of notifications, logging, self-service BI, and integrating streaming data. The document proposes solutions to these challenges using Azure services like Data Factory, Kafka, Databricks, and SQL Data Warehouse. It also discusses alternative implementations using tools like Matillion ETL and Snowflake.
Qlik Sense is a data visualization tool that allows users to extract and plot data from databases in interactive formats like charts, graphs and tables. It takes analytics to a new level of power and flexibility by compressing data to 10% of its original size and enabling faster calculations. Some key features include the ability to create customized reports and dashboards, drill down into data on charts, and access applications on desktops or mobile devices. Qlik Sense has advantages like faster and scalable analysis, more exploration capabilities, and the ability for users to build their own dashboards. It is used across several industries for business intelligence.
Azure DataBricks for Data Engineering by Eugene PolonichkoDimko Zhluktenko
This document provides an overview of Azure Databricks, a Apache Spark-based analytics platform optimized for Microsoft Azure cloud services. It discusses key components of Azure Databricks including clusters, workspaces, notebooks, visualizations, jobs, alerts, and the Databricks File System. It also outlines how data engineers can leverage Azure Databricks for scenarios like running ETL pipelines, streaming analytics, and connecting business intelligence tools to query data.
Creating an Effective MDM Strategy for SalesforcePerficient, Inc.
As Salesforce has grown from a simple, standalone tool to a platform that touches every customer interaction, the data has grown more complex. This problem happens for many reasons including user error, adding other cloud apps requiring data integration, and business mergers and acquisitions that create multiple instances of Salesforce within an organization.
A master data management (MDM) strategy is critical to helping companies solve challenges like providing enterprise analytics and creating a 360-degree view of the customer. With Informatica Cloud, companies are learning to address the challenges and explore alternatives including a cost-effective cloud MDM versus a full-blown MDM solution.
During this webinar, our experts demonstrated the Informatica cloud MDM solution in action and showed how with an effective strategy, you can:
-Support the business case for MDM consolidation of multiple instances
-Create a customer 360-degree view in the cloud
-Understand the use case, reference architecture, and why companies are choosing cloud-based MDM
D365 crm on-premise to d365 online migrationSydd365ug
The document describes a tool that provides a guided process for migrating an on-premises CRM implementation to Dynamics 365 Online. The tool automates platform transformations and identifies unsupported customizations. It stages the on-premises CRM in Azure infrastructure, upgrades it to a compatible version, and migrates it to the customer's Dynamics 365 Online organization. The tool handles database and solution migration but does not support selective data migration or fixing issues identified during upgrade or validation.
Best Practices in DataOps: How to Create Agile, Automated Data PipelinesEric Kavanagh
Synthesis Webcast with Eric Kavanagh and Tamr
DataOps is an emerging set of practices, processes, and technologies for building and automating data pipelines to meet business needs quickly. As these pipelines become more complex and development teams grow in size, organizations need better collaboration and development processes to govern the flow of data and code from one step of the data lifecycle to the next – from data ingestion and transformation to analysis and reporting.
DataOps is not something that can be implemented all at once or in a short period of time. DataOps is a journey that requires a cultural shift. DataOps teams continuously search for new ways to cut waste, streamline steps, automate processes, increase output, and get it right the first time. The goal is to increase agility and cycle times, while reducing data defects, giving developers and business users greater confidence in data analytic output.
This webcast examines how organizations adopt DataOps practices in the field. It will review results of an Eckerson Group survey that sheds light on the rate and scope of DataOps adoption. It will also describe case studies of organizations that have successfully implemented DataOps practices, the challenges they have encountered and benefits they’ve received.
Tune into our webcast to learn:
- User perceptions of DataOps
- The rate of DataOps adoption by industry and other demographic variables
- DataOps adoption by technique and component (i.e., agile, test automation, orchestration, continuous development/continuous integration)
- Key challenges organizations face with DataOps
- Key benefits organizations experience with DataOps
- Best practices in doing DataOps
- Case studies and anecdotes of DataOps at companies
This document provides an overview of Mustafa Kara's background and expertise in datacenter transformation. It discusses his 10 years of experience in roles such as senior consultant, Azure MVP, technical manager, and technical trainer. It then outlines his work as a speaker and writer for Microsoft events, Virtual Academy, universities, and personal websites. The rest of the document discusses strategies for transforming the datacenter, including moving from on-premises physical servers and VMs to a hybrid cloud model using public cloud off-premises and cloud on-premises. It highlights tools like Azure Migrate and database migration services that can help analyze costs and migrate applications, VMs, and data.
The document discusses the challenges of transitioning to a multi-cloud environment and proposes solutions across six architecture domains: 1) provisioning infrastructure as code while enforcing policies, 2) implementing a zero-trust security model with secrets management and encryption, 3) using a service registry and service mesh for networking, 4) delivering both modern and legacy applications via flexible orchestration, 5) addressing issues of databases across cloud platforms, and 6) establishing multi-cloud governance and policy management. The goal is to simplify management of resources distributed across multiple cloud providers while maintaining visibility, consistency, and cost optimization.
- Azure provides a unified platform for modern business with compute, data, storage, networking and application services across global Azure regions and a consistent hybrid cloud.
- Azure focuses on security and privacy with an emphasis on detection, response, and protection across infrastructure, platforms and applications.
- Security is a shared responsibility between Microsoft and customers, with Microsoft providing security controls and capabilities to help protect customer data and applications.
This document provides an overview of migrating on-premises workloads to Azure using Azure Migrate. It discusses the benefits of moving to the cloud, such as cost savings, increased agility and new capabilities. It also covers Azure Migrate features for discovering, assessing and migrating virtual machines, databases, app services and containers to Azure. Specific migration strategies and phases are outlined. Demo screenshots showcase assessing and migrating VMs and databases with Azure Migrate tools.
The document discusses the challenges of modern data, analytics, and AI workloads. Most enterprises struggle with siloed data systems that make integration and productivity difficult. The future of data lies with a data lakehouse platform that can unify data engineering, analytics, data warehousing, and machine learning workloads on a single open platform. The Databricks Lakehouse platform aims to address these challenges with its open data lake approach and capabilities for data engineering, SQL analytics, governance, and machine learning.
This document provides a guide for migrating infrastructure, databases, and applications to the cloud. It discusses why organizations are choosing to migrate now, including reducing costs, increasing flexibility and scalability, and improving security. The guide outlines Microsoft's Cloud Adoption Framework for planning and executing a cloud migration. It covers strategies for assessing the current environment, planning the migration, moving workloads to the cloud, and ongoing management after migration. The goal is to provide best practices to help organizations efficiently and successfully migrate to the cloud.
講師: Ivan Cheng, Solution Architect, AWS
Join us for a series of introductory and technical sessions on AWS Big Data solutions. Gain a thorough understanding of what Amazon Web Services offers across the big data lifecycle and learn architectural best practices for applying those solutions to your projects.
We will kick off this technical seminar in the morning with an introduction to the AWS Big Data platform, including a discussion of popular use cases and reference architectures. In the afternoon, we will deep dive into Machine Learning and Streaming Analytics. We will then walk everyone through building your first Big Data application with AWS.
A complete Salesforce implementation guide on how to implement SalesforceSoftweb Solutions
This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
Azure SQL Database (SQL DB) is a database-as-a-service (DBaaS) that provides nearly full T-SQL compatibility so you can gain tons of benefits for new databases or by moving your existing databases to the cloud. Those benefits include provisioning in minutes, built-in high availability and disaster recovery, predictable performance levels, instant scaling, and reduced overhead. And gone will be the days of getting a call at 3am because of a hardware failure. If you want to make your life easier, this is the presentation for you.
Getting Started & Driving Success With Power Platform At ScaleRichard Harbridge
Understanding the many capabilities of the Microsoft Power Platform is essential for any technology leader in today's world. Yet, the more significant challenge for many business leaders is understanding how they can drive meaningful impact in their own business based on these technologies.Power Platform makes incredible things possible at a fraction of the cost. Still, the focus often is on the plumbing or ways Power Platform supports that future state instead of envisioning future states powered by them. This session will focus on the best strategies to leverage when building business momentum around the Microsoft Power Platform. We will explore how organizations inspire and grow their usage of these tools and ideas/examples of Power Platform solutions that drive success for other customers.Join Richard Harbridge, a Microsoft MVP and internationally recognized expert on Microsoft 365 and the Employee Experience, as he shares insight on how to better plan for, prepare for and benefit from the future of the Microsoft Power Platform.
Watch full webinar here: https://bit.ly/3mdj9i7
You will often hear that "data is the new gold"? In this context, data management is one of the areas that has received more attention from the software community in recent years. From Artificial Intelligence and Machine Learning to new ways to store and process data, the landscape for data management is in constant evolution. From the privileged perspective of an enterprise middleware platform, we at Denodo have the advantage of seeing many of these changes happen.
In this webinar, we will discuss the technology trends that will drive the enterprise data strategies in the years to come. Don't miss it if you want to keep yourself informed about how to convert your data to strategic assets in order to complete the data-driven transformation in your company.
Watch this on-demand webinar as we cover:
- The most interesting trends in data management
- How to build a data fabric architecture?
- How to manage your data integration strategy in the new hybrid world
- Our predictions on how those trends will change the data management world
- How can companies monetize the data through data-as-a-service infrastructure?
- What is the role of voice computing in future data analytic
Learn how to harness the power of data through Microsoft Fabric to accelerate your AI capabilities for growth and scale.
What You'll Learn
Introduction to Microsoft Fabric: Understand the basics of Microsoft Fabric and its role in revolutionizing data management and analytics.
Exploring Microsoft Fabric's Features: Dive into the core functionalities and components that make Microsoft Fabric a powerful tool in data management.
Microsoft Fabric in Business: Discover how Microsoft Fabric transforms business processes, enhancing efficiency and decision-making with advanced data solutions.
Evolution of Data Management: Learn about the shift from traditional data management to dynamic, integrated solutions offered by Microsoft Fabric.
Microsoft Fabric Live in Action: Experience Microsoft Fabric firsthand through a live demo, illustrating its practical applications in real-world business scenarios.
Migrating on premises workload to azure sql databasePARIKSHIT SAVJANI
This document provides an overview of migrating databases from on-premises SQL Server to Azure SQL Database Managed Instance. It discusses why companies are moving to the cloud, challenges with migration, and the tools and services available to help with assessment and migration including Data Migration Service. Key steps in the migration workflow include assessing the database and application, addressing compatibility issues, and deploying the converted schema to Managed Instance which provides high compatibility with on-premises SQL Server in a fully managed platform as a service model.
Improving Data Literacy Around Data ArchitectureDATAVERSITY
Data Literacy is an increasing concern, as organizations look to become more data-driven. As the rise of the citizen data scientist and self-service data analytics becomes increasingly common, the need for business users to understand core Data Management fundamentals is more important than ever. At the same time, technical roles need a strong foundation in Data Architecture principles and best practices. Join this webinar to understand the key components of Data Literacy, and practical ways to implement a Data Literacy program in your organization.
This document discusses various ways to elevate performance when working with Dynamics CRM, both native CRM features and features available through the Scribe software. It provides tips for optimizing SQL and the network for CRM. Specific tips covered include moving to SQL 2014, adding indexes, converting synchronous workflows to asynchronous, using multiple threads, and how Microsoft uses replication and preprocessing techniques similar to Scribe.
Azure DataBricks for Data Engineering by Eugene PolonichkoDimko Zhluktenko
This document provides an overview of Azure Databricks, a Apache Spark-based analytics platform optimized for Microsoft Azure cloud services. It discusses key components of Azure Databricks including clusters, workspaces, notebooks, visualizations, jobs, alerts, and the Databricks File System. It also outlines how data engineers can leverage Azure Databricks for scenarios like running ETL pipelines, streaming analytics, and connecting business intelligence tools to query data.
Creating an Effective MDM Strategy for SalesforcePerficient, Inc.
As Salesforce has grown from a simple, standalone tool to a platform that touches every customer interaction, the data has grown more complex. This problem happens for many reasons including user error, adding other cloud apps requiring data integration, and business mergers and acquisitions that create multiple instances of Salesforce within an organization.
A master data management (MDM) strategy is critical to helping companies solve challenges like providing enterprise analytics and creating a 360-degree view of the customer. With Informatica Cloud, companies are learning to address the challenges and explore alternatives including a cost-effective cloud MDM versus a full-blown MDM solution.
During this webinar, our experts demonstrated the Informatica cloud MDM solution in action and showed how with an effective strategy, you can:
-Support the business case for MDM consolidation of multiple instances
-Create a customer 360-degree view in the cloud
-Understand the use case, reference architecture, and why companies are choosing cloud-based MDM
D365 crm on-premise to d365 online migrationSydd365ug
The document describes a tool that provides a guided process for migrating an on-premises CRM implementation to Dynamics 365 Online. The tool automates platform transformations and identifies unsupported customizations. It stages the on-premises CRM in Azure infrastructure, upgrades it to a compatible version, and migrates it to the customer's Dynamics 365 Online organization. The tool handles database and solution migration but does not support selective data migration or fixing issues identified during upgrade or validation.
Best Practices in DataOps: How to Create Agile, Automated Data PipelinesEric Kavanagh
Synthesis Webcast with Eric Kavanagh and Tamr
DataOps is an emerging set of practices, processes, and technologies for building and automating data pipelines to meet business needs quickly. As these pipelines become more complex and development teams grow in size, organizations need better collaboration and development processes to govern the flow of data and code from one step of the data lifecycle to the next – from data ingestion and transformation to analysis and reporting.
DataOps is not something that can be implemented all at once or in a short period of time. DataOps is a journey that requires a cultural shift. DataOps teams continuously search for new ways to cut waste, streamline steps, automate processes, increase output, and get it right the first time. The goal is to increase agility and cycle times, while reducing data defects, giving developers and business users greater confidence in data analytic output.
This webcast examines how organizations adopt DataOps practices in the field. It will review results of an Eckerson Group survey that sheds light on the rate and scope of DataOps adoption. It will also describe case studies of organizations that have successfully implemented DataOps practices, the challenges they have encountered and benefits they’ve received.
Tune into our webcast to learn:
- User perceptions of DataOps
- The rate of DataOps adoption by industry and other demographic variables
- DataOps adoption by technique and component (i.e., agile, test automation, orchestration, continuous development/continuous integration)
- Key challenges organizations face with DataOps
- Key benefits organizations experience with DataOps
- Best practices in doing DataOps
- Case studies and anecdotes of DataOps at companies
This document provides an overview of Mustafa Kara's background and expertise in datacenter transformation. It discusses his 10 years of experience in roles such as senior consultant, Azure MVP, technical manager, and technical trainer. It then outlines his work as a speaker and writer for Microsoft events, Virtual Academy, universities, and personal websites. The rest of the document discusses strategies for transforming the datacenter, including moving from on-premises physical servers and VMs to a hybrid cloud model using public cloud off-premises and cloud on-premises. It highlights tools like Azure Migrate and database migration services that can help analyze costs and migrate applications, VMs, and data.
The document discusses the challenges of transitioning to a multi-cloud environment and proposes solutions across six architecture domains: 1) provisioning infrastructure as code while enforcing policies, 2) implementing a zero-trust security model with secrets management and encryption, 3) using a service registry and service mesh for networking, 4) delivering both modern and legacy applications via flexible orchestration, 5) addressing issues of databases across cloud platforms, and 6) establishing multi-cloud governance and policy management. The goal is to simplify management of resources distributed across multiple cloud providers while maintaining visibility, consistency, and cost optimization.
- Azure provides a unified platform for modern business with compute, data, storage, networking and application services across global Azure regions and a consistent hybrid cloud.
- Azure focuses on security and privacy with an emphasis on detection, response, and protection across infrastructure, platforms and applications.
- Security is a shared responsibility between Microsoft and customers, with Microsoft providing security controls and capabilities to help protect customer data and applications.
This document provides an overview of migrating on-premises workloads to Azure using Azure Migrate. It discusses the benefits of moving to the cloud, such as cost savings, increased agility and new capabilities. It also covers Azure Migrate features for discovering, assessing and migrating virtual machines, databases, app services and containers to Azure. Specific migration strategies and phases are outlined. Demo screenshots showcase assessing and migrating VMs and databases with Azure Migrate tools.
The document discusses the challenges of modern data, analytics, and AI workloads. Most enterprises struggle with siloed data systems that make integration and productivity difficult. The future of data lies with a data lakehouse platform that can unify data engineering, analytics, data warehousing, and machine learning workloads on a single open platform. The Databricks Lakehouse platform aims to address these challenges with its open data lake approach and capabilities for data engineering, SQL analytics, governance, and machine learning.
This document provides a guide for migrating infrastructure, databases, and applications to the cloud. It discusses why organizations are choosing to migrate now, including reducing costs, increasing flexibility and scalability, and improving security. The guide outlines Microsoft's Cloud Adoption Framework for planning and executing a cloud migration. It covers strategies for assessing the current environment, planning the migration, moving workloads to the cloud, and ongoing management after migration. The goal is to provide best practices to help organizations efficiently and successfully migrate to the cloud.
講師: Ivan Cheng, Solution Architect, AWS
Join us for a series of introductory and technical sessions on AWS Big Data solutions. Gain a thorough understanding of what Amazon Web Services offers across the big data lifecycle and learn architectural best practices for applying those solutions to your projects.
We will kick off this technical seminar in the morning with an introduction to the AWS Big Data platform, including a discussion of popular use cases and reference architectures. In the afternoon, we will deep dive into Machine Learning and Streaming Analytics. We will then walk everyone through building your first Big Data application with AWS.
A complete Salesforce implementation guide on how to implement SalesforceSoftweb Solutions
This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
Azure SQL Database (SQL DB) is a database-as-a-service (DBaaS) that provides nearly full T-SQL compatibility so you can gain tons of benefits for new databases or by moving your existing databases to the cloud. Those benefits include provisioning in minutes, built-in high availability and disaster recovery, predictable performance levels, instant scaling, and reduced overhead. And gone will be the days of getting a call at 3am because of a hardware failure. If you want to make your life easier, this is the presentation for you.
Getting Started & Driving Success With Power Platform At ScaleRichard Harbridge
Understanding the many capabilities of the Microsoft Power Platform is essential for any technology leader in today's world. Yet, the more significant challenge for many business leaders is understanding how they can drive meaningful impact in their own business based on these technologies.Power Platform makes incredible things possible at a fraction of the cost. Still, the focus often is on the plumbing or ways Power Platform supports that future state instead of envisioning future states powered by them. This session will focus on the best strategies to leverage when building business momentum around the Microsoft Power Platform. We will explore how organizations inspire and grow their usage of these tools and ideas/examples of Power Platform solutions that drive success for other customers.Join Richard Harbridge, a Microsoft MVP and internationally recognized expert on Microsoft 365 and the Employee Experience, as he shares insight on how to better plan for, prepare for and benefit from the future of the Microsoft Power Platform.
Watch full webinar here: https://bit.ly/3mdj9i7
You will often hear that "data is the new gold"? In this context, data management is one of the areas that has received more attention from the software community in recent years. From Artificial Intelligence and Machine Learning to new ways to store and process data, the landscape for data management is in constant evolution. From the privileged perspective of an enterprise middleware platform, we at Denodo have the advantage of seeing many of these changes happen.
In this webinar, we will discuss the technology trends that will drive the enterprise data strategies in the years to come. Don't miss it if you want to keep yourself informed about how to convert your data to strategic assets in order to complete the data-driven transformation in your company.
Watch this on-demand webinar as we cover:
- The most interesting trends in data management
- How to build a data fabric architecture?
- How to manage your data integration strategy in the new hybrid world
- Our predictions on how those trends will change the data management world
- How can companies monetize the data through data-as-a-service infrastructure?
- What is the role of voice computing in future data analytic
Learn how to harness the power of data through Microsoft Fabric to accelerate your AI capabilities for growth and scale.
What You'll Learn
Introduction to Microsoft Fabric: Understand the basics of Microsoft Fabric and its role in revolutionizing data management and analytics.
Exploring Microsoft Fabric's Features: Dive into the core functionalities and components that make Microsoft Fabric a powerful tool in data management.
Microsoft Fabric in Business: Discover how Microsoft Fabric transforms business processes, enhancing efficiency and decision-making with advanced data solutions.
Evolution of Data Management: Learn about the shift from traditional data management to dynamic, integrated solutions offered by Microsoft Fabric.
Microsoft Fabric Live in Action: Experience Microsoft Fabric firsthand through a live demo, illustrating its practical applications in real-world business scenarios.
Migrating on premises workload to azure sql databasePARIKSHIT SAVJANI
This document provides an overview of migrating databases from on-premises SQL Server to Azure SQL Database Managed Instance. It discusses why companies are moving to the cloud, challenges with migration, and the tools and services available to help with assessment and migration including Data Migration Service. Key steps in the migration workflow include assessing the database and application, addressing compatibility issues, and deploying the converted schema to Managed Instance which provides high compatibility with on-premises SQL Server in a fully managed platform as a service model.
Improving Data Literacy Around Data ArchitectureDATAVERSITY
Data Literacy is an increasing concern, as organizations look to become more data-driven. As the rise of the citizen data scientist and self-service data analytics becomes increasingly common, the need for business users to understand core Data Management fundamentals is more important than ever. At the same time, technical roles need a strong foundation in Data Architecture principles and best practices. Join this webinar to understand the key components of Data Literacy, and practical ways to implement a Data Literacy program in your organization.
This document discusses various ways to elevate performance when working with Dynamics CRM, both native CRM features and features available through the Scribe software. It provides tips for optimizing SQL and the network for CRM. Specific tips covered include moving to SQL 2014, adding indexes, converting synchronous workflows to asynchronous, using multiple threads, and how Microsoft uses replication and preprocessing techniques similar to Scribe.
This document provides an overview of IBM Capacity Management Analytics (CMA). CMA is a solution that helps customers manage capacity across their IT infrastructure through features like systems management and optimization, software cost analysis, capacity planning and forecasting, and problem identification. The document outlines the various components and uses cases of CMA and how it can help customers optimize resources, manage costs, plan future capacity needs, and identify potential problems.
Serverless Design Patterns for Rethinking Traditional Enterprise Application ...Amazon Web Services
AWS Lambda is a powerful and flexible tool for solving diverse business problems, from traditional grid computing to scheduled batch processing workflows. Cloud native solutions using AWS Lambda enable architectures that depart from traditional enterprise application design. These new design patterns can provide substantially increased performance and reduced costs. In this session, learn how Fannie Mae re-architected one of their mission-critical traditional grid computing applications to a modern serverless solution using AWS Lambda. Learn More: https://aws.amazon.com/government-education/
The document summarizes a seminar presentation about Intacct, a cloud-based accounting system. It includes an agenda covering new cloud and on-premise options, an introduction to Intacct, a demonstration of Intacct functions, and a Q&A. Key points about Intacct are that it provides flexibility, visibility, and strong functionality for accounting in the cloud. The presentation highlights Intacct's attributes like multi-everything capability and ROI through automated processes, visibility, and avoiding ongoing infrastructure costs. It demonstrates Intacct capabilities and includes client examples and testimonials.
How a CPA Can Leverage Cloud ERP to Improve Client RelationshipsTAG
This presentation is geared to showing CPAs why they should encourage their clients to utilize new cloud ERP technology. Get real-time data, be proactive, receive notifications when ratio thresholds are hit and automatic reports. Audit with ease using NetSuite and cloud ERP.
Tech Talk: Five Simple Steps to a More Powerful Database ExperienceCA Technologies
This interactive discussion is for customers who have recently upgraded, are currently upgrading or considering upgrading to the most current production release. As technology evolves, the way people work continues to change. To make an impact, you need to think creatively and innovate boldly. Join us to hear about five simple steps towards a more powerful CA IDMS™ and CA Datacom® mainframe database experience—that help to improve performance, scalability, platform support, standards compliance and usability.
For more information, please visit http://cainc.to/Nv2VOe
The document discusses Microsoft System Center Service Manager 2010. It highlights how Service Manager integrates with other System Center products to enable self-service software provisioning, automate incident and change management, and simplify compliance. It provides demos of how Service Manager works with Configuration Manager and Operations Manager. The document also outlines the benefits of Service Manager's configuration management database and connectors for data integration across the enterprise.
SAP performance testing & engineering courseware v01Argos
This document provides an overview of planning best practices for SAP performance testing. It discusses defining testing objectives, deriving workload models by identifying critical transactions, managing test data requirements, setting up test environments, and identifying stakeholders and expectations. The planning process involves working with various project teams to gather requirements, analyze performance needs, classify critical business processes, and develop a testing methodology and process aligned with the project's SDLC. Key activities include setting expectations, scoping the test, defining quantitative performance metrics, and developing a business transaction profile mapping processes to automated scripts.
This document provides an overview and introduction to IBM Data Server Manager (DSM). It summarizes new features of DSM 2.1 for DB2 for z/OS, including enhancements to query tuning, configuration management, and utilities solution pack integration. The document highlights key customer requests that DSM addresses, such as simplified user experience, improved performance tuning, and centralized database administration across the enterprise. Screenshots and descriptions of DSM capabilities like database exploration, SQL development and scheduling, advisor-based query tuning, and client/server monitoring are also provided.
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2. #CRMUGSummit | #INreno15
INTRODUCTION - YOUR PRESENTER
Daniel Cai
Principal Developer @KingswaySoft
7 Years of development experiences with Microsoft Dynamics CRM
– Mostly working as a developer
5 times of Microsoft Dynamics CRM MVP since 2011
About KingswaySoft
– A leading provider of data integration solutions for Microsoft Dynamics software and
beyond
• SSIS Integration Toolkit for Microsoft Dynamics CRM
• SSIS Integration Toolkit for Microsoft Dynamics AX
• SSIS Integration Toolkit for Microsoft Dynamics GP
• SSIS Integration Toolkit for Microsoft Dynamics Marketing
• SSIS Integration Toolkit for Microsoft Dynamics NAV
• SSIS Integration Toolkit for Microsoft Dynamics SL
• SSIS Integration Toolkit for Parature
• and many more…
– Thousands of enterprise clients worldwide depend on our integration solutions to
drive their data efficiency
2
3. #CRMUGSummit | #INreno15
Discuss the techniques that you can use to get
data into Microsoft Dynamics CRM faster
Discuss some best practices that you utilize in
your CRM data integration and migration
projects
3
SESSION OBJECTIVES
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SSIS Integration Toolkit is used in some occasions in this presentation to
discuss the techniques
– It is a data integration solution developed by KingswaySoft that I work for
– More information available at http://www.kingswaysoft.com/products/ssis-integration-
toolkit-for-microsoft-dynamics-crm
The techniques should be transferrable to any other third-party or home-
grown solutions in a similar fashion, provided an equivalent option is
available
I didn’t invent any tips or tricks, neither did I discover all of them by myself,
they all come from the community that I have been learning. The credits go
to the generous CRM community and some special individuals.
4
DISCLAIMER
7. #CRMUGSummit | #INreno15
Web Service Interfaces are generally slow
– Dynamics CRM is no exception
You are often constrained by the limited time window
– A couple to a few hours time window for your daily integration
– Typically a ~50 hours of time window for the initial data migration
• Friday 9pm to Monday 6am
Your data volume could be significantly large
You always want to be faster!
7
WHAT ARE THE PROBLEMS
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Identify Resources
– Technical Resources
Get to know your infrastructure
– Networking
– Server Capacities
Define a baseline benchmark
– How many records in a second are required in order to meet the time window allowed
Define the infrastructure that can help you achieve the desired benchmark
Decide between Buy vs Write
9
DEFINE YOUR STRATEGIES
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Optimized Infrastructure
– Networking
– Firewall
– Security Policies
– Network Load Balancer
Server Capacity (CRM Server, Database Server, Integration
Server)
– CPU
– Memory
– I/O
10
HAVING THE RIGHT INFRASTRUCTURE
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CRM Data Import Wizard
Message-driven Integration Solutions
– BizTalk
– Service Bus
– Message Queue
Batch-based ETL Solutions
– SSIS
– Scribe
– Informatica
– IBM CastIron
11
CHOOSE THE RIGHT TOOLS
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Each tool works somewhat differently
Establish a good understanding of your tools
– Know the capabilities
– Know the different options to achieve a particular
purpose
– Know the techniques that can be used to help achieve
better performance
12
TRY TO KNOW YOUR TOOLS
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MULTI-THREADING
Make sure to update your .config file in order to
overcome the connection limit of concurrent
service calls
<configuration>
...
<system.net>
<connectionManagement>
<add address="*" maxconnection="100"/>
</connectionManagement>
</system.net>
</configuration>
TheSSIS way
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BULK API
Bulk API is more beneficial when
network latency is high
There is an API throttling with CRM
Online
– At most 2 concurrent ExecuteMultiple
requests per organization
How to achieve this?
• Simply enter a Batch Size in SSIS destination
component.
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The less fields, the better performance
Some fields may require additional services calls using special SOAP messages when
writing to CRM
– statecode/statuscode
– ownerid
– some more
• parentsytemuserid and businessunitid (systemuser entity)
• businessunitid (team and equipment entities)
• Parentbusinessunitid (businessunit entity)
– Those special service calls are not necessary if it is an Update and you are using v7.1 or later
• For Create or Upsert calls, you still need the additional service calls (as of v7.1).
Any fields registered for CRM plugins/workflows or auditing will have certain performance
impact when submitted
17
MINIMIZE THE NUMBER OF FIELDS YOU WORK WITH
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Why?
– Smaller SOAP message, which in turn results in less networking time
– Can avoid firing unnecessary CRM plugins/workflows or auditing
that are registered for the fields
How to achieve this?
– Simply turn on “Ignore Unchanged Fields” option in CRM destination
component
18
AVOID SUBMITTING UNCHANGED FIELDS
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CRM Diagnostics Tool
– http://CrmServer/tools/diagnostics/diag.aspx
Ideally the latency should be as low as
possible
– Make sure the integration server (or
workstation) is close to the CRM Server
– A poor infrastructure can result in high
network latency, even the servers are close
to each other
Bandwidth should be as high as possible
19
MIND YOUR NETWORK LATENCY
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Which servers
– CRM Server
– Database Server
– Integration Server (or workstation)
What to watch
– CPU
– Memory
– I/O
– Other CRM performance counters
20
WATCH OUT RESOURCE USAGES ON SERVERS
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Plan CRM database growth
– Have the right server specification to accommodate the growth
– Define data archiving strategies as required
– For initial load, consider sizing the database to the target size after the completion of the load to avoid database growth during
the load
Cleanup PrincipalObjectAccessBase table as required (to remove orphan records)
– http://support.microsoft.com/kb/2664150
• Consider implementing this as a SQL Server agent job to cleanup weekly or monthly to keep your system healthy
Cleanup AsyncOperationBase table as required (to remove completed workflow logs)
– http://support.microsoft.com/kb/968520 for one-time cleanup
• Make sure you implement the index first, otherwise it could a long time to complete depending on how many records you have
• Consider implementing this as a SQL Server agent job to cleanup weekly or monthly to keep your system healthy
– For CRM workflows, consider choosing “Automatically delete completed workflow jobs (to save disk space)” option for automatic
cleanup
– For asynchronous plugin, consider choosing “Delete AsyncOperation if StatusCode = Successful” option for automatic cleanup
21
MANAGE DATABASE GROWTH
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If your data integration or migration process involves any querying, you should review your query performance
Depending on the situation, if any query involves non-indexed CRM database field(s), you might want to add custom
index(es)
– CRM On-Prem, add custom indexes to CRM database directly
– CRM Online, request adding custom indexes by raising a support ticket. Alternatively, use the following techniques to add custom
indexes automatically.
• Add the field to CRM quick find view
• Create CRM alternate key – will have to be unique
Note that having an excessive number of indexes in one database table (entity) can adversely affect your performance
Where to start from?
– Look for long running queries in CRM Server Windows Log
• CRM logs any database queries that take longer than 10s
– SQL Server “Missing Index” tables
Query Tuning
– Show Actual Execution Plan – SQL Server Management Studio (SSMS)
– SQL Server Database Engine Tuning Wizard
22
MANAGE DATABASE INDEXES
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Reschedule CRM Maintenance Jobs
– By default, the time when CRM maintenance jobs kick off
depends on when the server was installed (or the
organization being provisioned) – which could be in busy
business hours
– Ideally your integration job kicks off shortly after the
maintenance job finishes
Disable the Reindex All job
– What it does?
• Reindex
• Shrink your CRM database
– Create your own CRM database maintenance jobs
23
MANAGE CRM MAINTENANCE JOBS
24. #CRMUGSummit | #INreno15
Manual primary keys could cause performance issue
down the road
– CRM Server generates sequential GUID values for best
performance
– Use manual primary keys only for migration purpose
Further read:
– The Dangers of Guid.NewGuid();
• http://blogs.msdn.com/b/crminthefield/archive/2015/01/19/the-dangers-of-guid-
newguid.aspx
24
AVOID GENERATING PRIMARY KEY (GUID) YOURSELF
25. #CRMUGSummit | #INreno15
Turn on SQL Server RCSI (Read Committed Snapshot Isolation)
– https://msdn.microsoft.com/en-us/library/tcbchxcb(v=vs.110).aspx
ALTER DATABASE CrmOrgName_MSCRM
SET ALLOW_SNAPSHOT_ISOLATION ON
ALTER DATABASE CrmOrgName_MSCRM
SET READ_COMMITTED_SNAPSHOT ON
Add NOLOCK hint to your FetchXML Query
<fetch mapping="logical" no-lock="true">
<entity name="account">
<attribute name="name" />
<filter>
<condition attribute="creditlimit" operator="gt" value="1000000" />
</filter>
</entity>
</fetch>
25
DEAL WITH LOCKS
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Help reduce database
deadlocks
Recommended for CRM
database, but not for data
warehouse
26
SQL SERVER – MAX DEGREE OF PARALLELISM
27. #CRMUGSummit | #INreno15
Set CRM database to Simple Recovery mode
– No SQL Server transaction logs
Disable IIS Logging
Disable all CRM workflows / plugins and auditing
Running data integration on CRM server itself
– Best possible network latency
– You need to alternate the target service URL to point to local server as
shown previously
27
EVEN MORE AGGRESSIVE MEASURES – SOME MAY
ONLY BE PRACTICAL FOR INITIAL LOAD
28. #CRMUGSummit | #INreno15
White Papers
– Microsoft Dynamics CRM 2015 White Papers & Technical Documentation
• http://blogs.msdn.com/b/crminthefield/archive/2015/01/05/microsoft-dynamics-crm-2015-white-papers-amp-technical-
documentation.aspx
– Optimizing and maintaining the performance of a Microsoft Dynamics CRM 2011 server infrastructure
• http://www.microsoft.com/en-ca/download/details.aspx?id=27139
Wikipedia
– Dynamics CRM Quick Optimization Guide
• http://social.technet.microsoft.com/wiki/contents/articles/13661.dynamics-crm-2011-quick-optimization-guide.aspx
Blog Posts
– http://blogs.msdn.com/b/crminthefield/archive/2012/04/26/avoid-performance-issues-by-re-scheduling-crm-2011-
maintenance-jobs.aspx
Best Practices
– Best practices for developing with Microsoft Dynamics CRM
• https://msdn.microsoft.com/en-us/library/gg509027.aspx
28
RESOURCES
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THANK YOU!
Please complete & turn in your survey now
Session code: ADC26
Visit the online CRMUG Summit 2015 community to
download these slides, ask questions, and connect
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Visit the CRMUG Medics in the HUB to get expert
advice on your CRM-related problems!
30
Editor's Notes
Title slide to be customized
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Agenda slide to be customized
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Additionally, you can write integration solutions using CRM SDK