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.

1. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Elevating Performance

2. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 3
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.

3. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 4
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

4. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 5
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)

5. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 6
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…..

6. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 7
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

7. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 8
Dynamics CRM Performance Tip - Network

8. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 9
CRM Application
Convert Synchronous Workflows to Asynchronous
Pause Plugins
Pause
• Asynchronous Processing services.
• Asynchronous Processing (maintenance) services.
• Deletion services.
• Index creation services.

9. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 10
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

10. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 11
DTS Best Practices
Allow CRM to Create Guids
Use KeyXref
Use Alternative Key (CRM
2015)

11. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 12
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
Target
CRM API
DLL
Dynamics CRM
TCP
Threads
Process
Threads

12. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 13
Bypass Proxy Server For Local Addresses
• CRM On Premise
Scribe Server Proxy
CRM Server
IIS

13. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 14
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.

14. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 15
Limit Operations That Cascade To Related Entities
• Do not set the OwnerID unless the ownerID actually changes.
Account
Contact
Activity

15. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 16
Microsoft White Paper On Their Use Of Insight

16. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. 17
Questions?