CRM 2011 – White Paper – Maintaining and optimizing CRM 2011

I have seen a few tweets pointing to this document this morning and I was interested enough to download it.  There were certainly a few tweaks and maintenance jobs you needed to do in CRM 4 and if like me you only found this out after having to contact Microsoft after your client was complaining of poor performance.  Why they don’t include documents like this in an Admin folder with the SDK is beyond me.

The document is worth a quick read and it won’t take you more than 5 minutes because the important parts of this document are probably 5 pages.  In some ways it’s a bit funny because they warn you not to use to much Javascript, grids, plugins and other useful features, I appreciate what they are saying because too much of these will slow down CRM but they are on the other some of the best features of CRM.

The white paper can be download from here

Lets stay positive and say creating this document is an excellent idea and well done Microsoft.  It’s quite a small document which I found a good thing.  It’s 19 pages long and the first 8 pages are really just an introduction

This is the overview


Access to and interaction with a business solution based on Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online is available by using the following Microsoft Dynamics CRM client offerings:

  • The Microsoft Dynamics CRM Web client, which leverages Microsoft Internet Explorer as a browser to provide access to Microsoft Dynamics CRM functionality without requiring the installation of client software on a user’s computer.
  • Microsoft Dynamics CRM for Microsoft Office Outlook, which provides a Windows-based user experience that is highly integrated with Microsoft Office Outlook. Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access is a second configuration of the client that provides users with the additional capability to synchronize Microsoft Dynamics CRM data for offline availability.

Note: Users can also connect to an implementation of Microsoft Dynamics CRM from an Internet-enabled mobile device, such as a cell phone, by using the Mobile Express client, which provides access via a lightweight version of the Microsoft Dynamics CRM Web client.

This white paper provides readers with the information necessary to optimize and maintain the performance of Microsoft Dynamics CRM clients connecting to a business solution that is based on Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online. Specifically, the paper includes:

  • A general approach to optimization and maintenance
  • Factors that can adversely affect the performance of Microsoft Dynamics CRM clients
  • Options available for configuring Microsoft Dynamics CRM clients to overcome potential performance issues
  • Best practices for customizing Microsoft Dynamics CRM clients for optimal performance

The Table of Contents below will give you a general overview of the document

General Approach to Optimization and Maintenance.

Optimizing Performance and Establishing a Baseline.

Monitoring and Maintaining Performance.

Factors Affecting Microsoft Dynamics CRM Client Performance.

Hardware and Software Requirements

Extraneous Processes and Applications

Network Characteristics

Level and Complexity of Customizations

Configuring Dynamics CRM Clients for Optimal Performance.

Configuring Internet Explorer for Optimal Performance.

Configuring Client-Side Browser Caching.

Configuring Simultaneous Download Sessions

Configuring Microsoft Dynamics CRM for Outlook for Optimal Performance.

Optimizing the Outlook Synchronization Process

Optimizing Address Book Performance.

Pinning Commonly Used Views

Optimizing the Offline Synchronization Process

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