Microsoft Dynamics CRM 3.0 Optimize Performance

8/21/2019 Microsoft Dynamics CRM 3.0 Optimize Performance

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Microsoft Dynamics CRM 3.0

Optimizing Performance

White Paper

Date: March 29, 200

http:!!go.microsoft.com!f"#in$!%&in$'()*09+

Performance
http://go.microsoft.com/fwlink/?LinkId=80916http://go.microsoft.com/fwlink/?LinkId=80916


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Contents

Summary........................................................................................5

Maintaining Databases and SQL Server..........................................6-n(erstan(ing o" Data /ize ffects Performance..................................................

'nsta##ing Microsoft /1& /erer in C#sters.............................................................

Maintaining the Data4ase.....................................................................................

Re5'n(e6ing the Data4ase ................................................................................

Re5'n(e6ing a## 7a4#es "ith a /cript....................................................................9

De58ragmenting a## 7a4#es "ith a /cript............................................................++

De58ragmenting 'n(e6es "ith a /cript..............................................................++

-p(ating 7a4#e /tatistics....................................................................................+

Remoing Wor$f#o" &og Recor(s.........................................................................+

Remoing Wor$f#o" &og Recor(s on /1& /erer 2000.........................................+Remoing Wor$f#o" &og Recor(s on /1& /erer 200.........................................+

Creating an( Managing 'n(e6es..........................................................................+9

Optimizing 'n(e6es "ith the 'n(e6 7ning Wizar( ..............................................20

Optimizing 'n(e6es "ith the Data4ase ;ngine 7ning (isor..............................2+

8in(ing Missing 'n(e6es "ith /1& /erer 200 Data4ase Management


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Microsoft Dynamics CRM C#ient for Microsoft Office Ot#oo$ ...................................39

Microsoft Dynamics CRM &aptop C#ient.................................................................39

&imit the recor( types yo synchronize.............................................................0

Deactiate #oca# (ata grops that yo (o not se................................................0

Re(ce the nm4er of recor(s to synchronize....................................................0

+ptimi,ing Performance of Microsoft Dynamics $%M$ustomi,ations............................................................................*

Optimizing the Creation of Cstom ;ntity.............................................................+

Optimizing 1eries for Cstom ;ntity..................................................................+

Determining the 7a4#e that Contains a /pecific Co#mn.......................................+

Changing the ORD;R B> on a Microsoft Dynamics CRM


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Mo(ifying the 0+.+ an( 0+.2 ;rror Pages..........................................................+

Configring C#ient5/i(e Bro"ser /ettings .............................................................2

/oft"are -p(ates for WA ;nironments.............................................................2

Deploying Microsoft Dynamics $%M to irtual Servers ................6(

'dditional %esources...................................................................6*((itiona# Rea(ing............................................................................................

More 'nformation a4ot Microsoft Dynamics CRM...............................................

More 'nformation a4ot /1& /erer..................................................................

/erices...........................................................................................................

Aorth merica ...............................................................................................

-nite( ing(om ............................................................................................

/erices in Other Regions ...............................................................................

OP7'M'@'A= 7; P;R8ORMAC; O8 M'CRO/O87 D>AM'C/ CRM 3.0


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Summary

7his "hite paper (iscsses some of the "ays that yo can optimize the performance of

the Microsoft DynamicsE CRM 3.0 system. 7he paper 4egins "ith seera# optimizationsthat can potentia##y increase performance the most an( are a#so fair#y easy to perform.7he optimizations #ater in this paper can a#so improe performance, 4t are morecomp#e6, an( re?ire more a(ance( $no"#e(ge to finish.

7his paper a#so proi(es #in$s to MicrosoftF no"#e(ge Base artic#es an( re#ate(Microsoft Dynamics CRM 3.0 (ocmentation that can he#p improe performance.

7o enhance performance of Microsoft Dynamics CRM the most, try these optimizations in

the fo##o"ing or(er:

+. Rein(e6 the Microsoft Dynamics CRM (ata4ase. 8or more information, seeGRe5'n(e6ing the Data4aseH on page .

2. pp#y Microsoft Dynamics CRM performance enhancement p(ates. 8or moreinformation, see GDo"n#oa(ing /oft"are -p(ates for Performance ;nhancement an(/ecrityH on page 29.

3. Configre 'nternet 'nformation /erices I''/J on the serer that is rnning MicrosoftDynamics CRM /erer. 8or more information, see GOptimizing 'nternet 'nformation

/erices an( WA PerformanceH on page .

. Recommen(e(: Moe the Microsoft /1& Reporting /erer for Microsoft Dynamics

CRM to another (e(icate( serer. 8or more information, see GDe(icate( Report/ererH on page 3.

. /et p performance monitoring of the serer that is rnning Microsoft DynamicsCRM. 8or more information, see GMonitoring an( Optimizing Microsoft Dynamics CRM

/ystem PerformanceH on page +.

. Recommen(e(: 'ncrease the nm4er of fi#e grops an( fi#es for the tempDB (ata4aseon Microsoft /1& /ererE. 8or more information, see GConfigring the temp(4Data4aseH on page 2.

)mportant 7hese optimizations are 4ase( on a stan(ar( Microsoft Dynamics CRM 3.0configration. Becase of the many types of cstomize( configrations aai#a4#e toMicrosoft Dynamics CRM 3.0 cstomers, the optimizations may not "or$ "ith a##configrations.

&arning Before yo perform any of the fo##o"ing optimization proce(res, 4ac$ pyor (ata4ases. 7hese inc#(e the system (ata4ases an( Microsoft Win(o"sF ctie

DirectoryF.'f yo (o not 4ac$ p these items, yo ris$ #osing the information that iscontaine( in them.



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Maintaining Databases and SQL Server

7he (ata4ase architectre for yor organizations imp#ementation of Microsoft Dynamics

CRM 3.0 inc#(es Microsoft /1& /erer an( a#so the (ata4ases that contain yororganizations recor(s. Ongoing maintenance of yor (ata4ases an( /1& /erer is one ofthe most important "ays that yo can optimize the performance of Microsoft DynamicsCRM.

Understanding ow Data Si,e 'ffects Performance

7he (ata in yor Microsoft Dynamics CRM (ata4ase can hae a significant effect on the

performance of the Microsoft Dynamics CRM system. 7his is tre of 4oth (ata that "asimporte( into the (ata4ase as part of a migration from another cstomer re#ationship

management system an( (ata that sers in yor organization enter in the system on a(ay5to5(ay 4asis. 7he Microsoft /1& /erer that contains Microsoft Dynamics CRM (ata

is a ery important component of any system operating at optima# efficiency./eera# factors affect the tota# size of the (ata in yor Microsoft Dynamics CRM

(ata4ase:

7he tota# nm4er of recor(s I4oth for each entity an( oer the "ho#e systemJ.

7he nm4er of sers in the system.

Meta(ata a4ot those sers.

7he (ata that each ser "i## o"n.

7he 4siness se cases that each ser "i## rn.

7he fre?ency at "hich those se cases occr.

Becase these factors can com4ine in an infinite nm4er of "ays, each Microsoft

Dynamics CRM (ep#oyment tr#y is ni?e. 7herefore, it is (iffic#t to compare t"o(ep#oyments si(e 4y si(e, een if they ha( a4ot the same nm4er of sers or (ata size.

Caref##y consi(er a## the 4siness re?irements an( other ni?e (ep#oyment (etai#sthat shape yor (ep#oyment.

)nstalling Microsoft SQL Server in $lusters

Microsoft Dynamics CRM 3.0 serers can 4e insta##e( in a c#stere( Microsoft /1& /ererenironment. c#ster of compters that are rnning /1& /erer can re(ce system

(o"n time. 'f one of the serers in the c#ster fai#s, there "i## 4e an atomatic fai#5oer

to another compter that is rnning /1& /erer.>o can configre the /1& /erer c#ster so that the Microsoft Dynamics CRM (ata4ases"i## fai# oer to the secon( no(e in the /1& /erer c#ster. On#y a /ing#e 'nstance

Ictie!PassieJ c#ster is spporte(. 7his inc#(es:

Microsoft Dynamics CRM Data4ase

Microsoft Dynamics CRM Meta(ata

Microsoft Dynamics CRM /1& Reporting /erices I/R/J

0ote7 /R/ can resi(e on a (e(icate( /R/ serer otsi(e the c#ster.

8or more information a4ot ho" to imp#ement Microsoft Dynamics CRM 3.0 in a /1&

/erer c#stere( enironment, see the artic#e G'nsta## Microsoft Dynamics CRM 3.0 /erersing a Microsoft /1& /erer c#ster enironmentH on Microsoft.com:

http://www.microsoft.com/dynamics/crm/using/deploy/clusteringSQLservers.mspxhttp://www.microsoft.com/dynamics/crm/using/deploy/clusteringSQLservers.mspxhttp://www.microsoft.com/dynamics/crm/using/deploy/clusteringSQLservers.mspxhttp://www.microsoft.com/dynamics/crm/using/deploy/clusteringSQLservers.mspx


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http:!!""".microsoft.com!(ynamics!crm!sing!(ep#oy!c#stering/1&serers.msp

6

Maintaining t!e Database

7o garantee optima# performance of the Microsoft Dynamics CRM (ata4ase on /1&/erer, yo sho#( hae /1& /erer maintenance p#ans rnning reg#ar#y, for e6amp#e,

eery night, or eery "ee$. 7hese p#ans sho#( inc#(e the fo##o"ing 4est practicerecommen(ations for fi#e grops:

-p(ating statistics

Re(cing the size of the (ata4ase ta4#e

Remoing recor(s (e#ete( from Microsoft Dynamics CRM

Creating an( managing in(e6es

%e8)nde9ing t!e Database

7he DBCC DBR;'AD;K (ata4ase maintenance comman( is he#pf# for (e5fragmentingin(e6es in /1& /erer. o"eer, DBCC DBR;'AD;K pts a share( #oc$ on the ta4#es it isoperating on for the (ration of the operation for non5c#stere( in(e6es, an( pts ane6c#sie ta4#e #oc$ on the ta4#e for re4i#(ing c#stere( in(e6es. 7herefore, theMicrosoft Dynamics CRM system may 4e naai#a4#e to sers (ring the e6ection of this

comman(. 7his can 4e minimize( 4y rnning the DBCC DBR;'AD;K statement afterreg#ar 4siness hors.

>o can se the DBCC DBR;'AD;K comman( to re4i#( one or more in(e6es for aspecific ta4#e. When yo se DBCC DBR;'AD;K, yo (o not hae to $no" anythinga4ot the n(er#ying ta4#e strctre or any PR'MR> ;> or -A'1-; constraintsL theseare presere( atomatica##y (ring the re4i#(ing. DBCC DBR;'AD;K comp#ete#y re4i#(s

the in(e6es. 7herefore, it restores the page (ensity #ee#s to the origina# fi## factor Ithe(efa#t metho(J, or yo can se#ect another target a#e for the page (ensity. 'nterna##y,

rnning DBCC DBR;'AD;K resem4#es sing 7ransact5/1& statements to (rop an(re5create the in(e6es mana##y.

0ote7 'f yo hae to create ne" in(e6es or manage e6isting in(e6es, see GCreating an(Managing 'n(e6esH on page +9.

Advantages of Running DBCC DBREINDEX

8or #arge or sma## (ata sets, the a(antages of rnning DBCC DBR;'AD;K are that yo

can:

Re4i#( statistics atomatica##y (ring the re4i#(ing of the in(e6es. 7his can

hae significant improements on "or$#oa( performance.

7a$e a(antage of m#tip#e5processor compters. Re4i#(ing #arge or heai#y

fragmente( in(e6es sing DBCC DBR;'AD;K can 4e significant#y faster on am#ti5processor compter.

## "or$ (one 4y DBCC DBR;'AD;K occrs as a sing#e, atomatic transaction. 7he ne"in(e6es mst 4e present an( mst 4e comp#ete#y 4i#t 4efore the o#( in(e6 pages arere#ease(. Performing the re4i#( re?ires sfficient free space in the (ata fi#e or fi#es.Withot sfficient free space in the (ata fi#es, DBCC DBR;'AD;K may 4e na4#e to

re4i#( the in(e6es, or the in(e6es may 4e re4i#t "ith #ogica# fragmentation a#esgreater than zero. 7he free space that is nee(e( aries an( (epen(s on the nm4er of

in(e6es 4eing create( in the transaction. 8or c#stere( in(e6es, a goo( gi(e#ine is:

Re?ire( free space ) +.2 Iaverage rowsizeJ Inumber of rowsJ

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8or non5c#stere( in(e6es, yo can pre(ict free space necessary 4y ca#c#ating theaerage size of each ro" in the non5c#stere( in(e655#ength of the non5c#stere( $eyp#s the #ength of c#stering $ey or ro" 'D. 7hen m#tip#y that a#e 4y the nm4er ofro"s. 'f yo re4i#( in(e6es for a comp#ete ta4#e, yo "i## nee( sfficient free space to

4i#( the c#stere( in(e6 an( a## non5c#stere( in(e6es. /imi#ar#y, if yo re4i#( anon5ni?e c#stere( in(e6, yo "i## a#so nee( free space for 4oth the c#stere( an(

non5c#stere( in(e6es. 7he non5c#stere( in(e6es are imp#icit#y re4i#t 4ecase /1&/erer mst generate ne" ni?e i(entifiers for the ro"s.

1ip7 When yo se DBCC DBR;'AD;K, it is goo( practice to specify the in(e6 yo"ant to (e5fragment. 7his gies yo more contro# oer the operations 4eing performe(

an( can he#p aoi( nnecessary "or$.

-se the R;'AD;K script to re5in(e6 a## the in(e6es in a partic#ar (ata4ase sing a fi##factor of 90, as sho"n in the fo##o"ing proce(re.

'f yo "ant to estimate the free space that is nee(e( for the ccontBase ta4#e, se thefo##o"ing /1& statement. 7his statement ca#c#ates the space that is nee(e( to re5in(e6

4oth the c#stere( in(e6es an( non5c#stere( in(e6es:select sum(xmaxlen) as 'Max_NonClusteredIndexLength', Sum(xmaxlen)*rows/1!" as '#st$matedIndex %e&u$ld S$e $n 'rom s+s$ndexeswhere $d $n (select &-ect_$d('.ccountase')).nd rows grou0 &+ rows

'f yo are sing /1& /erer 200, se the &7;R 'AD;K N7B&;AM; R;B-'&D

comman( instea( of the DBCC DBR;'AD;K comman(.

8or more information a4ot &7;R 'AD;K, see the G&7;R 'AD;K I7ransact5/1&JH entry

in the 7ransact5/1& section of the /1& /erer &angage Reference on M/DA:

http:!!ms(n2.microsoft.com!en5s!#i4rary!ms+**3**.asp6

0ote7 With Microsoft Dynamics CRM 3.0, yo can se t"o /1& /erer o4s to(e5fragment an( re4i#( the in(e6es. 7hese /1& /erer o4s are insta##e( "ith Microsoft

Dynamics CRM /erer on the Microsoft /1& /erer an( "i## "or$ "ith 4oth /1& /erer2000 an( /1& /erer 200. On Microsoft /1& /erer 200, yo can fin( an( rn these

o4s from /1& /erer Management /t(io.

+. C#ic$ Start, point to 'll Programs, point to Microsoft SQL Server "445, an( then

c#ic$ SQL Server Management Studio.

2. Open O4ect ;6p#orer, c#ic$ $onnect Database ngine, an( then connect to theMicrosoft Dynamics CRM /1& /erer, if it is not a#rea(y connecte(.

3. Open SQL Server 'gent, an( then c#ic$ :obsn(er the /1& /erer that contains

the Microsoft Dynamics CRM (ata4ase. /1& /erer gent (isp#ays a## o4s for this/1& /erer.

7he MS$%M )nde9 Defragmentationo4 (e5fragments Microsoft Dynamics

CRM in(e6es. By (efa#t, the (e5fragmentation o4 is sche(#e( to rn one time

per (ay.

7he MS$%M )nde9 %einde9ingo4 re4i#(s the Microsoft Dynamics CRM

in(e6es. By (efa#t, the re5in(e6ing o4 is sche(#e( to rn one time per "ee$.

)mportant7 Both of these o4s on#y ta$e action on (efa#t Microsoft Dynamics

CRM in(e6es. 7he o4s ignore any other in(e6es. o"eer, the samp#e scripts

proi(e( in this "hite paper (e5fragment an( re5in(e6 allMicrosoft DynamicsCRM in(e6es. 'f yo (eci(e to se the samp#e scripts in this "hite paper, yo can

*

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safe#y (isa4#e these t"o (efa#t o4s as #ong as yo create ne" o4s that inc#(ethe samp#e scripts.

1ip7 >o can mana##y rn these o4s 4y right5c#ic$ing the o4 name an(se#ecting Start :ob at Step.

On Microsoft /1& /erer 2000, yo can fin( an( rn these o4s from /1& /erer 2000;nterprise Manager.

+. C#ic$ Start, point to 'll Programs, point to Microsoft SQL Server, an( then c#ic$nterprise Manager.

2. ;6pan( the SQL Server ;roupan( e6pan( the /1& /erer that the MicrosoftDynamics CRM (ata4ases hae 4een insta##e( to.

3. ;6pan( Management SQL Server 'gent :obs.

7he MS$%M )nde9 Defragmentationo4 (e5fragments Microsoft Dynamics

CRM in(e6es. By (efa#t, the (e5fragmentation o4 is sche(#e( to rn one timeper (ay.

7he MS$%M )nde9 %einde9ingo4 re4i#(s the Microsoft Dynamics CRM

in(e6es. By (efa#t, the re5in(e6ing o4 is sche(#e( to rn one time per "ee$.

)mportant7 Both of these o4s on#y ta$e action on (efa#t Microsoft DynamicsCRM in(e6es. 7he o4s ignore any other in(e6es. o"eer, the samp#e scriptsproi(e( in this "hite paper (e5fragment an( re5in(e6 allMicrosoft DynamicsCRM in(e6es. 'f yo (eci(e to se the samp#e scripts in this "hite paper, yo can

safe#y (isa4#e these t"o (efa#t o4s as #ong as yo create ne" o4s that inc#(ethe samp#e scripts.

1ip7 >o can mana##y rn these o4s 4y right5c#ic$ing the o4 name an(se#ecting Start :ob.

>o can see the contents of the /1& ?eries for these o4s in the store( proce(res,po can se the script in the fo##o"ing proce(re, "ithot mo(ification, "ith 4oth

/1& /erer 2000 an( /1& /erer 200.

Perform this proce(re after reg#ar 4siness hors 4ecase the ta4#e or ta4#es

"i## 4e #oc$e( (ring the re5in(e6ing process.

1o re8inde9 all t!e inde9es in a SQL Server "444 or a SQL Server "445

database7+. Connect to /1& /erer.

9



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8or /1& /erer 2000:

aJ C#ic$ Start, point to Programs, point to Microsoft SQL Server, an( then c#ic$

Query 'naly,er.

4J 'n the $onnect to SQL Server(ia#og 4o6, c#ic$ +/.cJ On the Querymen, c#ic$ $!ange Database.

(J 'n the Select Database of =Server0ame>(ia#og 4o6, c#ic$ the Microsoft

Dynamics CRM (ata4ase that yo "ant to "or$ on, an( then c#ic$ +/.

eJ 'n the Query"in(o", type the comman(s #iste( #ater in this step.

8or /1& /erer 200:

aJ C#ic$ Start, point to Programs, point to Microsoft SQL Server "445, an( then


4J 'n the $onnect to Server(ia#og 4o6 enter the serer name an( se#ect&indows aut!entication credentials, an( then c#ic$ +/.

cJ 'n the Database Selectionmen, se#ect the Microsoft Dynamics CRM (ata4ase

that yo "ant to rn this script against.

(J 'n the Query"in(o", type the fo##o"ing comman(s:

S#2 NC4N2 N88 6 9 S :ers$on control S2.%26#CL.%# ;Sarchar(!@@))INS#%2 =:ers$on exec masterAd&oAx0_ms>erS#L#C2 ;S


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0ote7 >o mst p(ate the statistics after a## the in(e6es in a (ata4ase hae 4een(e5fragmente(, re5in(e6e(, or 4oth. o" to p(ate statistics is (iscsse( in G-p(ating7a4#e /tatisticsH on page +.

De82ragmenting all 1ables wit! a Script7his section (escri4es ho" to (e5fragment a## the ta4#es in the Microsoft Dynamics CRM(ata4ase.

Wen to !se DBCC INDEXDE"RA# and S$%WC%N&I#

8or #arge (atasets of ,000 entities or more, yo may a#so hae to rn DBCC'AD;KD;8R= to repair fragmentation of the (ata4ase. 7he DBCC 'AD;KD;8R=comman( can (e5fragment c#stere( an( non5c#stere( in(e6es on ta4#es an( ie"s.

DBCC 'AD;KD;8R= (e5fragments the #eaf #ee# of an in(e6 so that the physica# or(er ofthe pages matches the #eft5to5right #ogica# or(er of the #eaf no(es. 7his improes

in(e65scanning performance.

7he DBCC /OWCOA7'= script i(entifies the e6tent of the fragmentation, an( thenDBCC 'AD;KD;8R= (e5fragments the (ata4ase. 8or an i##stration of ho" to se DBCC/OWCOA7'= an( DBCC 'AD;KD;8R= to (e5fragment the in(e6es in a (ata4ase, see

;6amp#e ; in the DBCC /OWCOA7'=topic in the /1& /erer 2000 section of the M/DA&i4rary.

http:!!ms(n.microsoft.com!#i4rary!(efa#t.asp%

r#)!#i4rary!en5s!ts?#ref!tsQ(4ccQcn.asp

8or more information a4ot DBCC 'AD;KD;8R=, see the DBCC 'AD;KD;8R=topic inthe same section of the M/DA &i4rary.


r#)!#i4rary!en5s!ts?#ref!tsQ(4ccQ9m".asp

De82ragmenting )nde9es wit! a Script

0ote7 >o can se the script in the fo##o"ing proce(re, "ithot mo(ification, "ith 4oth/1& /erer 2000 an( /1& /erer 200.

1o de8fragment all t!e inde9es in a SQL Server "444 or a SQL Server "445database7

+. Connect to /1& /erer.

8or /1& /erer 2000:


Query 'naly,er.

4J 'n the $onnect to SQL Server(ia#og 4o6, c#ic$ +/.

cJ On the Querymen, c#ic$ $!ange Database.

(J 'n the Select Database of =Server0ame>(ia#og 4o6, c#ic$ the Microsoft

Dynamics CRM (ata4ase that yo "ant to "or$ on, an( then c#ic$ +/.


8or /1& /erer 200:

aJ C#ic$ Start, point to Programs, point to Microsoft SQL Server "445, an( then


4J 'n the $onnect to Server(ia#og 4o6 enter the serer name an( se#ect

&indows aut!entication credentials, an( then c#ic$ +/.

++

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cJ 'n the Database Selectionmen, se#ect the Microsoft Dynamics CRM (ata4asethat yo "ant to rn this script against.


S#2 NC4N2 N88 6 9 S :ers$on control S2.%26#CL.%# ;Sarchar(!@@))INS#%2 =:ers$on exec masterAd&oAx0_ms>erS#L#C2 ;S


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.>g%ecS$e $nt, or%ecCount $nt, #xtents $nt, #xtentSw$tches $nt, .>gree+tes $nt,

.>g5age6ens$t+ $nt, Scan6ens$t+ dec$mal, estCount $nt, .ctualCount $nt, Log$calrag dec$mal, #xtentrag dec$mal) 88 0en the cursorA 5#N ta&les 88 Loo0 through all the ta&les $n the data&aseA #2CE N#G2 %M ta&les IN2 ;ta&lename DEIL# ;;#2CE_S2.24S B #IN

88 %un the 6CC SEDCN2I command to >$ew 88 ragmentat$on $normat$on a&out all the ta&le's $ndexesA INS#%2 IN2 =ragl$st #G#C ('6CC SEDCN2I (''' ;ta&lename ''') DI2E .S2, 2.L#%#S4L2S, .LL_IN6#G#S, N_INMSS') #2CE N#G2 %M ta&les IN2 ;ta&lename #N6 88 Close and deallocate the cursorA CLS# ta&les 6#.LLC.2# ta&les 88 6eclare cursor or l$st o $ndexes to &e deragmentedA 6#CL.%# $ndexes C4%S% %

S#L#C2 &-ectName, &-ectId, IndexId, Log$calrag %M =ragl$st DE#%# Log$calrag B ;maxrag .N6 IN6#G5%5#%2 (&-ectId, IndexName, 'Index6e0th') 88 0en the cursorA 5#N $ndexes 88 Loo0 through the $ndexesA #2CE N#G2 %M $ndexes IN2 ;ta&lename, ;o&-ect$d, ;$ndex$d, ;rag DEIL# ;;#2CE_S2.24S B #IN 5%IN2 '#xecut$ng 6CC IN6#G6#%. (, ' %2%IM(;ta&lename) ', ' %2%IM(;$ndex$d) ') 8 ragmentat$on currentl+ ' %2%IM(CN:#%2(>archar(1@),;rag)) '' S#L#C2 ;execstr B '6CC IN6#G6#%. (, ' %2%IM(;o&-ect$d) ', ' %2%IM(;$ndex$d) ')' #G#C (;execstr) #2CE N#G2 %M $ndexes IN2 ;ta&lename, ;o&-ect$d, ;$ndex$d, ;rag #N6 88 Close and deallocate the cursorA CLS# $ndexes 6#.LLC.2# $ndexes 88 6elete the tem0orar+ ta&leA6%5 2.L# =ragl$st#N6

+3



14/66

Updating 1able Statistics

-p(ating statistics on the arios ta4#es in the Microsoft Dynamics CRM (ata4aseena4#es /1& 1ery na#yzer to se#ect an optima# ?ery e6ection p#an.

1o use t!e UPD'1 S1'1)S1)$S command to update statistics7

0ote >o can se the script #iste( #ater in the fo##o"ing proce(re "ith /1& /erer

2000 or /1& /erer 200 "ithot mo(ification.

+. Connect to /1& /erer.

8or /1& /erer 2000:


Query 'naly,er.

4J 'n the $onnect to SQL Server(ia#og 4o6, c#ic$ +/.

cJ On the Querymen, c#ic$ $!ange Database.

(J 'n the Select Database of =Server0ame>(ia#og 4o6, c#ic$ the MicrosoftDynamics CRM (ata4ase that yo "ant to "or$ on, an( then c#ic$ +/.


8or /1& /erer 200:

aJ C#ic$ Start, point to Programs, point to Microsoft SQL Server "445, an( thenc#ic$ SQL Server Management Studio.

4J 'n the $onnect to Server(ia#og 4o6 enter the serer name an( se#ect

&indows aut!entication credentials, an( then c#ic$ +/.

cJ 'n the Database Selectionmen, se#ect the Microsoft Dynamics CRM (ata4ase

that yo "ant to rn this script against.


40date Stat$st$cs $t+ase w$th ullScan

2. C#ic$ the 9ecute Query4tton on the too#4ar. G7he comman(IsJ comp#ete(sccessf##y.H appears in the res#ts pane of the Query"in(o".

#ternatie#y, yo can rn the fo##o"ing script in /1& 1ery na#yzer to p(ate thestatistics for eery ta4#e in the (ata4ase:

s0_MSor#ach2a&le 3456.2# S2.2IS2ICS 7 w$th ullscan3

0ote7 -p(ating statistics "ith f##scan on #arge ta4#es Ita4#es "ith 00,000 to a mi##ionrecor(s or moreJ may ta$e #ots of time to rn Ifrom +0 mintes to an hor or moreJ an(sho#( 4e rn after reg#ar 4siness hors. 7he time this ta$es to p(ate statistics(epen(s on 4oth the nm4er of recor(s in the Microsoft Dynamics CRM (ata4ase an(a#so on the spee( an( (is$ configration of the Microsoft /1& /erer that contains theMicrosoft Dynamics CRM (ata4ase.

%emoving &or-flow Log %ecords

fter Microsoft Dynamics CRM has 4een rnning for some time, Microsoft Dynamics CRM

"or$f#o" #og ta4#es can gro" to a ery #arge size an( can a(erse#y affect performance.7he fo##o"ing script sho#( 4e rn against the Microsoft Dynamics CRM (ata4ase

IOrganizationNameQM/CRMJ in /1& 1ery na#yzer or /1& /erer Management /t(io.7his script can a#so 4e a((e( as a /1& /erer o4 to rn at sche(#e( times, sch as onetime per "ee$ or (ring non54siness hors to minimize any a((itiona# (ecrease in

+



15/66

performance for sers. 7he script #ater in this section (epen(s on the spee( of theMicrosoft /1& /erer, 4t can (e#ete p to +,000,000 "or$f#o" #og recor(s in #ess thanone minte. Microsoft Dynamics CRM (oes not c#ean p sccessf# "or$f#o" #og eentsan( this ta4#e can 4ecome #arge enogh to affect performance for Microsoft Dynamics

CRM sers if not c#eane( p.0ote7 Rnning the fo##o"ing script remoes a## recor(s from the "or$f#o" #og ta4#es for"or$f#o"s that hae sccessf##y comp#ete(. 7hese recor(s "i## no #onger e6ist.7herefore, yo "i## no #onger 4e a4#e to see them in the Microsoft Dynamics CRM

Wor$f#o" Monitor too#.

)mportant7 fter yo rn either of the scripts proi(e( #ater in this section, "erecommen( that yo a#so (efragment the in(e6es, especia##y for the Microsoft DynamicsCRM Wor$f#o" ta4#es. 8or more information a4ot ho" to (etermine fragmenting an((efragmenting, see the Defragmenting /cript for ## 7a4#es section in this "hite paper.

%emoving &or-flow Log %ecords on SQL Server "444

-se the fo##o"ing script to remoe "or$f#o" #og recor(s on Microsoft /1& /erer 2000:S#2 NC4N2 N

88 2h$s scr$0t w$ll clean u0 all old worOlow logs w$th the exce0t$on o sales 0rocess log $normat$onA

88 Clean u0 an+ ex$st$ng ta&les that ma+ ha>e &een let o>erI #GIS2S (S#L#C2 * %M s+sAo&-ects DE#%# o&-ect_$d B P#C2_I6(N'd&oJAw%ule6eleteJ')

.N6 t+0e $n (N'4')) 6%5 2.L# d&oJAw%ule6eleteJ I #GIS2S (S#L#C2 * %M s+sAo&-ects DE#%# o&-ect_$d B P#C2_I6(N'd&oJAw.ct$on6eleteJ')

.N6 t+0e $n (N'4')) 6%5 2.L# d&oJAw.ct$on6eleteJ I #GIS2S (S#L#C2 * %M s+sAo&-ects DE#%# o&-ect_$d B P#C2_I6(N'd&oJAw5rocessInstance6eleteJ')

.N6 t+0e $n (N'4')) 6%5 2.L# d&oJAw5rocessInstance6eleteJ

6#CL.%# ;Sarchar(")

DEIL# ( 1B1 )#IN 88 %#2%I#:# 2E# %#C%6S 2 6#L#2# .N6 S2%# 2E#M IN 2#M5 2.L#S 88 4SIN . 1, %#C%6 .2CE, I 2E# SC%I52 %4NS % .N

88 #G2#N6#6 5#%I6 2IM# 2EIS DILL NL LC S#L#C2S %88 . SE%2#% 5#%I6 2IM#

S#2 %owCount 1 S#2 ;S


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.N6 D5rocessInstanceAStateCode IN (", @)' exec s0_executesQl ;SAM'C/ CRM 3.0


17/66

.N6 t+0e B ('4')) 6%5 2.L# d&oJAw%ule6eleteJ I #GIS2S (S#L#C2 name %M s+so&-ects DE#%# name B 'w.ct$on6elete' .N6 t+0e B ('4')) 6%5 2.L# d&oJAw.ct$on6eleteJ I #GIS2S (S#L#C2 name %M s+so&-ects DE#%# name B 'w5rocessInstance6elete' .N6 t+0e B ('4')) 6%5 2.L# d&oJAw5rocessInstance6eleteJ

#N6

%emoving &or-flow Log %ecords on SQL Server "445

-se the fo##o"ing script to remoe "or$f#o" #og recor(s on Microsoft /1& /erer 200:

S#2 NC4N2 N

88 2h$s scr$0t w$ll clean u0 all old worOlow logs w$th the exce0t$on o sales 0rocess log $normat$onA

88 cleanu0 an+ ex$st$ng ta&les that ma+ ha>e &een let o>erI #GIS2S (S#L#C2 * %M s+sAo&-ects DE#%# o&-ect_$d B P#C2_I6(N'd&oJAw%ule6eleteJ')

.N6 t+0e $n (N'4')) 6%5 2.L# d&oJAw%ule6eleteJ I #GIS2S (S#L#C2 * %M s+sAo&-ects DE#%# o&-ect_$d B P#C2_I6(N'd&oJAw.ct$on6eleteJ')


.N6 t+0e $n (N'4')) 6%5 2.L# d&oJAw5rocessInstance6eleteJ

6#CL.%# ;Sarchar(")

DEIL# ( 1B1 )#IN 88 %etr$e>e the records to delete and store them $n tem0 ta&les 88 &+ us$ng a 1, record &atch, $ the scr$0t runs or an

88 extended 0er$od o t$me th$s w$ll onl+ &locO selects or88 a shorter 0er$od o t$me

S#2 ;S


18/66

I #GIS2S (S#L#C2 * %M s+sAo&-ects DE#%# o&-ect_$d B P#C2_I6(N'd&oJAw.ct$on6eleteJ')


.N6 t+0e $n (N'4')) 6%5 2.L# d&oJAw5rocessInstance6eleteJ&reaOT

#N6

88transact the deletes #IN 2%.N 88 atch delete the 1 arch$>ed wrule entr$es 5%IN2 'delete rule logs'

S#2 ;SAM'C/ CRM 3.0


19/66

$reating and Managing )nde9es

common pro4#em that affects Microsoft Dynamics CRM performance is searching the/1& /erer (ata4ase for information in a specific ie" "ithot haing a correspon(ing

in(e6 that a(e?ate#y satisfies that partic#ar ?ery. 8or e6amp#e, if yo ?ery for #ea(sor(ere( 4y company name, 4t (o not hae an in(e6 set p that gathers #ea(s 4y

company name, /1& /erer mst search throgh eery recor( in the Leadsta4#e,#oo$ing for the company name that yo re?este(. When /1& /erer ses an in(e6, itgoes (irect#y to the recor(s that match the ?ery.

)mportant7 Creating in(e6es an( managing in(e6es are a(ance( tas$s. Ma$e sre

that yo hae the necessary $no"#e(ge an( e6perience 4efore yo try the tas$s(escri4e( in this section.

8or more information, see the G'n(e6esH topic in the /1& /erer 2000 section of theM/DA &i4rary:


r#)!#i4rary!en5s!create(4!cmQ*Q(esQ0Q30s.asp

+9

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+ptimi,ing )nde9es wit! t!e )nde9 1uning &i,ard

'f yo hae a #arge (ata4ase, (etermining "hat in(e6es to create can 4e a comp#e6 tas$.7he 'n(e6 7ning Wizar( ena4#es yo to se#ect an( create an optima# set of in(e6es an(

statistics for a Microsoft /1& /erer 2000 (ata4ase "ithot re?iring an e6pertn(erstan(ing of the strctre of the (ata4ase, the "or$#oa(, or the interna#s of /1&/erer.

7he 'n(e6 7ning Wizar( can perform the fo##o"ing actions:

Recommen( the 4est mi6 of in(e6es for a (ata4ase gien a "or$#oa(, 4y sing

/1& 1ery na#yzer to ana#yze the ?eries in the "or$#oa(.

na#yze the effects of the propose( changes. 7hese inc#(e in(e6 sage,

(istri4tion of ?eries among ta4#es, an( performance of ?eries in the "or$#oa(.

Recommen( "ays to tne the (ata4ase for a sma## set of pro4#em ?eries.

;na4#e yo to cstomize the recommen(ation 4y specifying a(ance( options

sch as (is$ space constraints.

recommen(ation consists of /1& statements that can 4e e6ecte( to create ne", moreeffectie in(e6es an(, if it is necessary, remoe e6isting in(e6es that are ineffectie. We

recommen( in(e6e( ie"s on p#atforms that spport their se. fter the 'n(e6 7ningWizar( has sggeste( a recommen(ation, yo can then se this information to

(etermine ho" yo "ant to han(#e the recommen(e( change:

'mp#ement the change imme(iate#y.

/che(#e the change to 4e imp#emente( #ater 4y creating a /1& /erer o4 that

e6ectes an /1& script.

/ae the change to an /1& script, "hich yo can e6ecte mana##y #ater, or on a

(ifferent serer.

8or more information a4ot in(e6 ie"s, see the "hite paper G'mproing Performance"ith /1& /erer 2000 'n(e6e( ;> constraints an( ni?e in(e6es.

8or more information a4ot in(e6 tning, see the artic#e G'n(e6 7ning Wizar(,H

aai#a4#e in the M/DA &i4rary:


r#)!#i4rary!en5s!create(4!cmQ*Q(esQ0Q0c4o.asp

&arning7 Before yo perform any of the fo##o"ing optimization proce(res, 4ac$ pyor (ata4ases an( ctie Directory. 'f yo (o not 4ac$ p these items, yo ris$ #osingthe information that is containe( in them.

Determine 'at inde(es to )reate

7he first step in sing the 'n(e6 7ning Wizar( to optimize yor in(e6es is to (etermine"hat in(e6es mst 4e create(.

20

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1o determine w!at inde9es to create7

+. C#ic$ Start, point to Programs, point to Microsoft SQL Server, an( then c#ic$

nterprise Manager.

2. ;6pan( SQL Server ;roup, an( then e6pan( the serer that contains the MicrosoftDynamics CRM (ata4ase for "hich yo "ant to create an in(e6.

3. On the 1oolsmen, c#ic$ &i,ards.

. ;6pan( Management.

. Do4#e5c#ic$ )nde9 1uning &i,ard.

. Comp#ete the steps in the "izar(.

Create an inde( using te Create Inde( Wi*ard

'f yo "ant to a(( in(e6es "ithot sing the 'n(e6 7ning Wizar(, yo can se the /1&/erer ;nterprise Manager to create the in(e6es that yo mst hae 4y fo##o"ing the

steps (escri4e( in this section.8or more information, see the GCreating an 'n(e6H topic in the /1& /erer 2000 section

of the M/DA &i4rary:


r#)!#i4rary!en5s!create(4!cmQ*Q(esQ0Q*+*.asp

1o create an inde9 using t!e $reate )nde9 &i,ard7

+. 'n /1& /erer ;nterprise Manager, e6pan( a serer grop, an( then e6pan( theserer in "hich to create the in(e6.

2. On the1oolsmen, c#ic$ &i,ards.

3. ;6pan( Database.

. Do4#e5c#ic$ $reate )nde9 &i,ard.

. Comp#ete the steps in the "izar(.

+ptimi,ing )nde9es wit! t!e Database ngine 1uning 'dvisor

'f yo are sing /1& /erer 200 yo can se the Data4ase ;ngine 7ning (isor

instea( of the /1& /erer 2000 'n(e6 7ning Wizar(. 7he #atest ersion of this too#inc#(es many improements, an( fre?ent#y (isp#ays goo( recommen(ations for

in(e6es to se in the Microsoft Dynamics CRM (ata4ase.

0ote7 ((itiona# in(e6es may affect performance 4oth negatie#y an( positie#y.

7herefore, 4ac$ps sho#( 4e performe( 4efore yo a(( any in(e6es or change any

in(e6es. Defa#t Microsoft CRM in(e6es sho#( not 4e mo(ifie( or (e#ete(.

8or more information a4ot ho" to se the Data4ase ;ngine 7ning (isor to optimizeyor in(e6es, see the topic Go" to: 7ne a Data4ase 4y -sing Data4ase ;ngine 7ning(isorH in the /1& /erer 200 section of the M/DA &i4rary:

http:!!ms(n2.microsoft.com!en5s!#i4rary!ms+*3.asp6

2+

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2inding Missing )nde9es wit! SQL Server "445 Database Management iew

>o can se /1& /erer 200 Data4ase Management enture_DorOs_C+cle_MSC%M

2. 7o create the in(e6es recommen(e( 4y DM


23/66

rom(select (user_seeOsuser_scans) * a>g_total_user_cost * (a>g_user_$m0act * A1) as

$ndex_ad>antage,m$gsA* rom s+sAdm_d&_m$ss$ng_$ndex_grou0_stats m$gs) as m$gs_ad>,

s+sAdm_d&_m$ss$ng_$ndex_grou0s m$g, s+sAdm_d&_m$ss$ng_$ndex_deta$ls m$d

where m$gs_ad>Agrou0_handle B m$gA$ndex_grou0_handle and m$gA$ndex_handle B m$dA$ndex_handle and m$gs_ad>A$ndex_ad>antage 1 order &+ m$gs_ad>A$ndex_ad>antage 6#SC

create ta&le =ta&lenameta& ( ta&le_name n>archar(@!1) collate data&ase_deault ) create ta&le $ndexL$st ( execstmt n>archar(@!1) collate data&ase_deault ) 886ISCL.IM#%

$nsert IN2 $ndexL$st (execstmt) >alues ('882E#S# IN6#G#S .%# NL .S#6 N 2E# L.S2@ S


24/66

etch next rom ms_cr$_cnames $nto ;column_$d, ;column_name, ;column_usage end close ms_cr$_cnames deallocate ms_cr$_cnames

$ (;num_$nclude_columns ) S#2 ;exec_stmt B 'C%#.2# IN6#G ' ;$ndex_name ' N ' ;ta&le_name '(' ;Oe+_l$st ') INCL46# (' ;$nclude_column_l$st ')'88 DI2E (NLIN# B N)' else S#2 ;exec_stmt B 'C%#.2# IN6#G ' ;$ndex_name ' N ' ;ta&le_name '(' ;Oe+_l$st ')'88 DI2E (NLIN# B N)' $nsert IN2 $ndexL$st (execstmt) >alues (;exec_stmt) end

etch next rom ms_cr$_tnames $nto ;data&ase_$d, ;o&-ect_$d, ;ta&le_name,;$ndex_handle end deallocate ms_cr$_tnames dro0 ta&le =ta&lenameta&

select * %M $ndexL$stdro0 ta&le $ndexL$stset nocount o

Manipulating 2ile ;roups

8i#e grops on the compter that is rnning /1& /erer consist of name( co##ections ofone or more fi#es that form sing#e nits of a##ocation or that are se( for the

a(ministration of a (ata4ase. >o can improe the performance of Microsoft DynamicsCRM insta##e( on the same compter as /1& /erer 4y fo##o"ing the recommen(ations

(escri4e( in this section.

$onfiguring t!e tempdb Database

We recommen( that yo configre the tempdb(ata4ase "ith m#tip#e fi#es, e?a# to thenm4er of processors that are aai#a4#e to /1& /erer.

Aote: 'n this conte6t, processors can 4e either #ogica# processors Iif hyperthrea(ing isaai#a4#e an( ena4#e(J or processor cores Iif the (ata4ase serer ser m#ti5coretechno#ogyJ.

##ocate each tempdb(ata fi#e "ith enogh space, so that ato5gro" (oes not occr.7he amont of space yo a##ocate to tempdb(epen(s on the ni?e re?irements ofyor Microsoft Dynamics CRM imp#ementation. o"eer, as a genera# gi(e#ine, the tota#size of a## tempdb(ata fi#es sho#( 4e at #east +0 of the size of the ser (ata4asesthat e6ist on /1& /erer.

8or e6amp#e, if the com4ine( size of a## Microsoft Dynamics CRM (ata4ases is 200 =B,then the size of the tempdb(ata4ase sho#( 4e 20 =B. 'f the /1& /erer instance isrnning on a for5processor serer, yo "o#( (ii(e 20 =B een#y (ii(e( into for fi#esof =B each.

Storing Logs and Databases on Devices Separate from t!e Data

>o can improe performance 4y ptting the (ata4ase #ogs an( (ata4ases on a physica#(is$ that is separate from the main (ata (eice. Becase (ata mo(ifications are "rittento the #og an( to the (ata4ase Ian( a#so to the tempdb(ata4ase, if temporary ta4#esare se(J, haing three (ifferent #ocations on (ifferent (is$ contro##ers proi(essignificant 4enefits. 7his section (escri4es ho" to moe the MSD?, Master, model, an(

tempdb(ata4ases.

2



25/66

Moving te MSDB Database

0ote'f yo are sing this proce(re "hen yo a#so moe the MSD?an( model(ata4ases, the or(er of reattachment mst 4e modelfirst an( then MSD?. 'f MSD?isreattache( first, it mst 4e (etache( an( not reattache( nti# after modelhas 4een

attache(.

'n /1& /erer 2000, system (ata4ases cannot 4e (etache( sing the spel 1?, State 1, L$ne 1S+stem data&ases master, model, msd&, and tem0d& cannot &e detachedAW

1o move t!e MSD? database on t!e computer t!at is running SQL Server "4447

+. 'n /1& /erer ;nterprise Manager, right5c#ic$ the serer name an( then c#ic$

Properties.

2. On the ;eneralta4, c#ic$ Startup Parameters.

3. (( a ne" parameter as 81(643.

. C#ic$ 'dd, an( then c#ic$ +/t"o times to c#ose the (ia#og 4o6es.

. /top /1& /erer an( then restart /1& /erer.

. Ma$e sre that the /1& /erer gent serice is crrent#y not rnning.

. Rn the fo##o"ing script in /1& 1ery na#yzer to (etach the MSD?(ata4ase:

use mastergos0_detach_d& 'msd&'go

*. Moe the Ms(4(ata.m(f an( Ms(4#og.#(f fi#es from the crrent #ocation Ifor e6amp#e,

D:TM//1&TDataJ to the ne" #ocation Ifor e6amp#e, ;:TM//1&TDataJ.

9. Remoe the 5730* trace f#ag from the startp parameters 4o6 in ;nterprise

Manager.

+0./top an( then restart /1& /erer again.

++.Reattach the M/DB (ata4ase 4y sing the fo##o"ing script:

use mastergos0_attach_d& 'msd&','#XMssQlX6ataXmsd&dataAmd','#XMssQlX6ataXmsd&logAld'go

0ote 'f yo try to reattach theMSD?(ata4ase 4y starting /1& /erer 4y sing tracef#ag 5730*, yo receie the fo##o"ing error:

VSer>er Msg ?1@, Le>el !1, State 1, L$ne 1Could not $nd data&ase ta&le I6 Y, name 'model'AW

Moving te Master Database

'n or(er to moe the Master(ata4ase, yo mst change the path for the (ata an( #ogfi#es for the Master(ata4ase in /1& /erer ;nterprise Manager 4y fo##o"ing these

steps:

0ote>o can a#so change the #ocation of the error #og here.

+. Right5c#ic$ the serer in ;nterprise Manager an( then c#ic$ Properties.

2. C#ic$ the Startup Parameters4tton, an( yo "i## see the fo##o"ing entries:

8d6XMSS


26/66

8l6XMSSo "i## 4e na4#e to access any ser (ata4ases (ring this process. When yoare sing this trace f#ag, yo mst not perform any operations other than the steps

(escri4e( in this section.

1o add trace flag (643 as a SQL Server startup parameter7

+. 'n /1& /erer ;nterprise Manager, right5c#ic$ the serer name, an( then c#ic$Properties.

2. On the ;eneralta4, c#ic$ Startup Parameters.

3. (( a ne" parameter as 81(643.. /top an( then restart /1& /erer.

. Rn the fo##o"ing script in /1& 1ery na#yzer to (etach the model(ata4ase as

fo##o"s:

use mastergos0_detach_d& 'model'go

. Moe the Mo(e#.m(f an( Mo(e##og.#(f fi#es from, for e6amp#e, D:TMss?#TData to

;:TM//?#T(ata.

. Rn the fo##o"ing script in /1& 1ery na#yzer to reattach the model(ata4ase as

fo##o"s:use mastergos0_attach_d&'model','#XMSSQlXdataXmodelAmd','#XMSSQlXdataXmodellogAld'go

*. Remoe the 81(643trace f#ag from the startp parameters 4o6 in ;nterprise

Manager.

9. /top an( restart /1& /erer.

>o can erify the change in fi#e #ocations sing sp

use model

gos0_hel0$lego

2



27/66

Moving te tem,db Database

>o can moe tempdbfi#es 4y sing the &7;R D7B/; statement, as sho"n in thefo##o"ing proce(re:

+. Rn the fo##o"ing script in /1& 1ery na#yzer to (etermine the #ogica# fi#e names for

the tempdb(ata4ase 4y sing sp

use mastergo.lter data&ase tem0d& mod$+ $le (name B tem0de>, $lename B '#XMSSQlXdataXtem0d&Amd')

go.lter data&ase tem0d& mod$+ $le (name B tem0log, $lename B '#XMSSQlXdataXtem0logAld')go

>o sho#( receie the fo##o"ing messages confirming the change:

V$le 'tem0de>' mod$$ed $n s+salt$lesA 6elete old $le ater restart$ng SerAW

W$le 'tem0log' mod$$ed $n s+salt$lesA 6elete old $le ater restart$ng SerAW

0ote7 -sing sp

PRB: -ser #ogon an(!or permission errors after restoring (mp.

$!oosing an 'ppropriate %')D $onfiguration

8or a (ata4ase serer, yo sho#( se#ect har("are5#ee# R'D instea( of soft"are R'D.

/oft"are R'D is imme(iate#y aai#a4#e throgh Microsoft Win(o"s fnctiona#ity an(re?ires no a((itiona# har("are or soft"are, 4t soft"are R'D ses CP- cyc#es. 'f CP-

sage is a 4ott#enec$ for yo, /1& /erer may not perform optima##y.

7"o core R'D #ee#s are of a#e for a (ata4ase serer:

/triping "ith parity IR'D J

/tripe( mirror IR'D 0U+J

When yo se#ect a R'D #ee#, yo hae to consi(er yor cost, performance, an(aai#a4i#ity re?irements. R'D is #ess e6pensie than R'D 0U+, an( R'D performs4etter for rea( operations than "rite operations. Compare( to soft"are R'D, R'D 0U+may re?ire a((itiona# har("are an( soft"are, 4t R'D 0U+ performs 4etter for"rite5intensie operations an( for accessing the tempdb(ata4ase.

8or more information a4ot other (ep#oyment consi(erations an( fi#e grop

manip#ation, see G'mproing /1& /erer PerformanceH in the M/DA &i4rary:

http:!!ms(n.microsoft.com!#i4rary!(efa#t.asp%r#)!#i4rary!en5s!(npag!htm#!sca#enetchapt+.asp

2

http://support.microsoft.com/default.aspx?scid=kb;en-us;274188http://support.microsoft.com/default.aspx?scid=kb;en-us;246133http://support.microsoft.com/default.aspx?scid=kb;en-us;168001http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnpag/html/scalenetchapt14.asphttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnpag/html/scalenetchapt14.asphttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnpag/html/scalenetchapt14.asphttp://support.microsoft.com/default.aspx?scid=kb;en-us;274188http://support.microsoft.com/default.aspx?scid=kb;en-us;246133http://support.microsoft.com/default.aspx?scid=kb;en-us;168001http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnpag/html/scalenetchapt14.asphttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnpag/html/scalenetchapt14.asphttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnpag/html/scalenetchapt14.asp


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%emoving Messages Stored in t!e Microsoft Dynamics $%M$onnector for Microsoft Dynamics ;P )ntegration Database

7he size of the integration (ata4ase se( 4y the Microsoft Dynamics CRM Connector for

Microsoft Dynamics =P can affect the performance of Microsoft Dynamics CRM 3.0.8or more information a4ot maintaining the size of this integration (ata4ase, seeChapter 9 in the Microsoft Dynamics CRM 3.0 Connector for Microsoft Dynamics GP

Guie. 7his chapter (iscsses ho" to maintain the connector. 7he chapter inc#(es(etai#s on ho" to se the intQData4aseC#eanp store( proce(re to c#ean p o#(messages in the integration (ata4ase to re(ce its size. By (ecreasing the nm4er of o#(messages store( in this (ata4ase, the 'ntegration Monitor can perform 4etter, 4ecase it"i## not hae to ?ery as mch (ata in the fo##o"ing ta4#es:

'ntMessageBo(yea(er

'ntMessageBo(yData

'ntMessageComponent&ogs

7he #atest ersion of the connector inc#(es many improements for 4oth performancean( (ata integrity. 8or more information a4ot the Microsoft Dynamics CRM 3.0Connector for Microsoft Dynamics =P, see:

http:!!""".microsoft.com!(ynamics!crm!sing!(o"n#oa(s!crmconnectorforgp.m

sp6

2*

http://www.microsoft.com/dynamics/crm/using/downloads/crmconnectorforgp.mspxhttp://www.microsoft.com/dynamics/crm/using/downloads/crmconnectorforgp.mspxhttp://www.microsoft.com/dynamics/crm/using/downloads/crmconnectorforgp.mspxhttp://www.microsoft.com/dynamics/crm/using/downloads/crmconnectorforgp.mspx


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Do'n+oading Soft'are !,dates for -erforman)eEnan)ement and Se)urity

7his section proi(es information a4ot the soft"are p(ates yo can (o"n#oa( toimproe the performance of yor organizations Microsoft Dynamics CRM 3.0 system.

>o can see a comp#ete #ist of a## the soft"are p(ates aai#a4#e for Microsoft DynamicsCRM 3.0 in the fo##o"ing no"#e(ge Base artic#e, GMicrosoft Dynamics CRM 3.0 p(ates

an( hotfi6esH:

http:!!spport.microsoft.com!$4!90*9+

-p(ate Ro##p + for Microsoft Dynamics CRM 3.0 proi(es a sing#e (o"n#oa( for many ofthe soft"are p(ates (escri4e( in this section:

http:!!spport.microsoft.com!$4!922*+

Performance8%elated otfi9es

7he hotfi6es specifica##y re#ate( to performance are #iste( in the fo##o"ing ta4#e.

0ote7 Becase of (ifferences in ho" organizations se Microsoft Dynamics CRM, not a##fi6es (escri4e( here may app#y to yor imp#ementation. 'f yo are not sre a4ot"hether a hotfi6 is app#ica4#e or not, the hotfi6 no"#e(ge Base artic#e proi(einformation a4ot "hat the p(ate fi6es an( the area of Microsoft Dynamics CRM to"hich it app#ies.

otfi6 rtic#e 7it#e no"#e(ge Base &in$ 'n Ro##p

/ystem performance (ecreasesregar(#ess of the fi#e size of the (atasetin Microsoft Dynamics CRM 3.0

http:!!spport.microsoft.com!(efa#t.asp6%sci()$4L;A5-/L9+22+0

>es

n entities gri( is pop#ate( s#o"er than

yo e6pect "hen yo moe to a cstomentity in Microsoft Dynamics CRM 3.0

http:!!spport.microsoft.com!(efa

#t.asp6%sci()$4L;A5-/L9+32

>es

;rror message in Microsoft Dynamics

CRM 3.0: V/1& /erer timeot e6pire(V


#t.asp6%sci()$4L;A5-/L9+3*02

>es

;rror message "hen yo se MicrosoftDynamics CRM 3.0: VBffer oerrn(etecte(V

http:!!spport.microsoft.com!(efa#t.asp6%sci()$4L;A5-/L9+33

>es

>o e6perience s#o"er performance thantypica# in Microsoft Dynamics CRM 3.0"hen the M/CRM /tore( Proce(rePriming o4 is rnning


Ao

n actiity that has a (e (ate in thepast may 4e fon( "hen yo search forpcoming actiities in MicrosoftDynamics CRM 3.0

http:!!spport.microsoft.com!(efa#t.asp6%sci()$4L;A5-/L9+*22

>es

#ist p(ate occrs "hen yo c#ic$ anitem in the &ist We4 Part for Microsoft

http:!!spport.microsoft.com!(efa#t.asp6%sci()$4L;A5-/L9+*30

Ao

29

http://support.microsoft.com/kb/908951http://support.microsoft.com/kb/922815http://support.microsoft.com/default.aspx?scid=kb;EN-US;912210http://support.microsoft.com/default.aspx?scid=kb;EN-US;912210http://support.microsoft.com/default.aspx?scid=kb;EN-US;913462http://support.microsoft.com/default.aspx?scid=kb;EN-US;913462http://support.microsoft.com/default.aspx?scid=kb;EN-US;913802http://support.microsoft.com/default.aspx?scid=kb;EN-US;913802http://support.microsoft.com/default.aspx?scid=kb;EN-US;915343http://support.microsoft.com/default.aspx?scid=kb;EN-US;915343http://support.microsoft.com/default.aspx?scid=kb;EN-US;915722http://support.microsoft.com/default.aspx?scid=kb;EN-US;915722http://support.microsoft.com/default.aspx?scid=kb;EN-US;917822http://support.microsoft.com/default.aspx?scid=kb;EN-US;917822http://support.microsoft.com/default.aspx?scid=kb;EN-US;917830http://support.microsoft.com/default.aspx?scid=kb;EN-US;917830http://support.microsoft.com/kb/908951http://support.microsoft.com/kb/922815http://support.microsoft.com/default.aspx?scid=kb;EN-US;912210http://support.microsoft.com/default.aspx?scid=kb;EN-US;912210http://support.microsoft.com/default.aspx?scid=kb;EN-US;913462http://support.microsoft.com/default.aspx?scid=kb;EN-US;913462http://support.microsoft.com/default.aspx?scid=kb;EN-US;913802http://support.microsoft.com/default.aspx?scid=kb;EN-US;913802http://support.microsoft.com/default.aspx?scid=kb;EN-US;915343http://support.microsoft.com/default.aspx?scid=kb;EN-US;915343http://support.microsoft.com/default.aspx?scid=kb;EN-US;915722http://support.microsoft.com/default.aspx?scid=kb;EN-US;915722http://support.microsoft.com/default.aspx?scid=kb;EN-US;917822http://support.microsoft.com/default.aspx?scid=kb;EN-US;917822http://support.microsoft.com/default.aspx?scid=kb;EN-US;917830http://support.microsoft.com/default.aspx?scid=kb;EN-US;917830


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otfi6 rtic#e 7it#e no"#e(ge Base &in$ 'n Ro##p

Dynamics CRM 3.0

'nternet 'nformation /erices stops

respon(ing on a Microsoft DynamicsCRM 3.0 serer


#t.asp6%sci()$4L;A5-/L92+0

Ao

>o e6perience timeots or s#o"

performance "hen yo reassign recor(sfrom one ser to another ser in

Microsoft Dynamics CRM 3.0


#t.asp6%sci()$4L;A5-/L92+23

Ao

7he Microsoft Dynamics CRM c#ient forOt#oo$ stops respon(ing "hen yo

promote an e5mai# message


>es

>o e6perience s#o" performance "henyo try to #oa( forms in Microsoft

Dynamics CRM 3.0

http:!!spport.microsoft.com!$4!92*

Ao

+J Ren(ering the (etai# form for ane6isting serice ia /ettings X /erices iss#o" an( 2J Ren(ering the Resorce7ree "hen fin(ing aai#a4#e resorcesia /erice Ca#en(ar X /che(#e is s#o"

http:!!spport.microsoft.com!$4!922

Ao

7he Vai#a4#e 7imesV We4 page iss#o"#y pop#ate( "hen yo c#ic$ V8in(ai#a4#e 7imesV on the V/che(#e/erice ctiityV We4 page in MicrosoftDynamics CRM 3.0


Ao

>o can ie" the (ata of a## systemsers "hen yo c#ic$ V8in( ai#a4#e7imeV in the V/che(#e /erice ctiityV(ia#og 4o6 in Microsoft Dynamics CRM3.0


Ao

7he a((ress 4oo$ proi(er for theMicrosoft Dynamics CRM c#ient forOt#oo$ may ta$e seera# hors tosynchronize if there are many recor(s inentities in Microsoft Dynamics CRM 3.0

http:!!spport.microsoft.com!$4!92*0!

Ao

>o e6perience timeots or s#o"performance after yo change a secrity

ro#e in Microsoft Dynamics CRM 3.0

http:!!spport.microsoft.com!$4!9+*990

Ao

>o can ie" the (ata of a## systemsers "hen yo c#ic$ V8in( ai#a4#e

7imeV in the V/che(#e /erice ctiityV(ia#og 4o6 in Microsoft Dynamics CRM

3.0

http:!!spport.microsoft.com!$4!923 Ao

30

http://support.microsoft.com/default.aspx?scid=kb;EN-US;921065http://support.microsoft.com/default.aspx?scid=kb;EN-US;921065http://support.microsoft.com/default.aspx?scid=kb;EN-US;921235http://support.microsoft.com/default.aspx?scid=kb;EN-US;921235http://support.microsoft.com/default.aspx?scid=kb;EN-US;921653http://support.microsoft.com/default.aspx?scid=kb;EN-US;921653http://support.microsoft.com/kb/927854http://support.microsoft.com/kb/927854http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/925473http://support.microsoft.com/kb/925473http://support.microsoft.com/kb/925780/http://support.microsoft.com/kb/925780/http://support.microsoft.com/kb/918990http://support.microsoft.com/kb/918990http://support.microsoft.com/kb/925473http://support.microsoft.com/kb/925473http://support.microsoft.com/default.aspx?scid=kb;EN-US;921065http://support.microsoft.com/default.aspx?scid=kb;EN-US;921065http://support.microsoft.com/default.aspx?scid=kb;EN-US;921235http://support.microsoft.com/default.aspx?scid=kb;EN-US;921235http://support.microsoft.com/default.aspx?scid=kb;EN-US;921653http://support.microsoft.com/default.aspx?scid=kb;EN-US;921653http://support.microsoft.com/kb/927854http://support.microsoft.com/kb/927854http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/924425http://support.microsoft.com/kb/925473http://support.microsoft.com/kb/925473http://support.microsoft.com/kb/925780/http://support.microsoft.com/kb/925780/http://support.microsoft.com/kb/918990http://support.microsoft.com/kb/918990http://support.microsoft.com/kb/925473http://support.microsoft.com/kb/925473


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Microsoft SQL Server Updates

7he p(ates for Microsoft /1& /erer 2000 app#ica4#e to Microsoft Dynamics CRM are#iste( in the fo##o"ing ta4#e:

otfi6 rtic#e 7it#e no"#e(ge Base &in$

Aot a## memory is aai#a4#e "hen W; is ena4#e( on acompter that is rnning a 3254it ersion of /1& /erer2000 /P+

http:!!spport.microsoft.com!(efa#t.asp6%$4i()*99+

+

7he B artic#e in(icates that it is app#ica4#e if W; is ena4#e(, 4t performancecan 4e improe( in /1& /erer 4y app#ying this hotfi6 to /1& /erer 2000 /Psystems een if W; is not 4eing se(.

3+

http://support.microsoft.com/default.aspx?kbid=899761http://support.microsoft.com/default.aspx?kbid=899761http://support.microsoft.com/default.aspx?kbid=899761http://support.microsoft.com/default.aspx?kbid=899761


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Configuring te Mi)rosoft Dynami)s CRM WebA,,+i)ation

With a 4asic change to the configration of Microsoft Dynamics CRM, sch as changingthe (efa#t ie", yo can improe performance of the app#ication.

'f the (ata4ase contains many recor(s an( yo "ant to ie" a## cstomer recor(s orinoices eery time that yo open Microsoft Dynamics CRM, yo may fin( that Microsoft

Dynamics CRM performance (eteriorates significant#y. 8rom the Settingspage inMicrosoft Dynamics CRM, yo can change the (efa#t ie" for a## $in(s of recor(s. 8or

e6amp#e, instea( of (isp#aying a## the actie acconts for yor "ho#e organization, yocan (isp#ay on#y the actie acconts o"ne( 4y the ser.

$!anging t!e Default iew for 'ccounts

+. 'n Microsoft Dynamics CRM, on the omepage, c#ic$ the Settingsta4.

2. On the Settingspage, c#ic$ System $ustomi,ation.

3. -n(er $ustomi,e ntities, (o4#e5c#ic$ 'ccount.

. 'n the ntity7 'ccount#eft naigation area, c#ic$ 2orms and iews.

7he Defa#t ie" is mar$e( "ith a star an( #ists its type as Default Public iew.

. /e#ect the ie" that yo "ant to set as the (efa#t ie", sch as My 'ctive'ccounts.

. C#ic$ More 'ctionson the action too#4ar an( se#ect GSet DefaultH to set the My

'ctive 'ccountsas the (efa#t ie".

. On the 2ilemen, c#ic$ Save.*. On the 'ctionsmen, c#ic$ Publis!.

Modifying Quic- 2ind Searc! $olumns

>o can a#so improe Microsoft Dynamics CRM performance 4y mo(ifying the co#mnsthat the 1ic$ 8in( featre searches.

1ic$ fin( ie"s search a pre(efine( #ist of fie#(s. >o can a(( fie#(s that yo "ant tosearch. o"eer, yo sho#( on#y a(( fie#(s that are appropriate for the "ay yororganization ses the 1ic$ 8in( featre. Wheneer possi4#e, these fie#(s sho#( 4efie#(s that e6ist in a /1& /erer in(e6 Iassming that the 1ic$ 8in( ie" is se(fre?ent#y 4y the Microsoft Dynamics CRM sers in yor organizationJ.

7he fo##o"ing e6amp#e sho"s ho" to chec$ the (efa#t search co#mns an( change themif necessary:

+. 'n the Microsoft Dynamics CRM 0avigation Pane, c#ic$ Settings.

2. On the Settingspage, c#ic$ System $ustomi,ation.

3. -n(er $ustomi,e ntities, (o4#e5c#ic$ 'ccount.

. -n(er ntity7 'ccount, c#ic$ 2orms and iews.

. /e#ect the Quic- 2ind 'ctive 'ccountsie".

. -n(er Common 7as$s, c#ic$ 'dd 2ind $olumns.

32



33/66

. 'n the Quic- find view7 'ccountsform, se#ect chec$ 4o6es for the co#mns thatyo "ant to inc#(e in yor 1ic$ 8in( search an( c#ear any chec$ 4o6es for co#mnsyo "ant to remoe.

*. On the 2ilemen, c#ic$ Save.

9. On the 'ctionsmen, c#ic$ Publis!.

7he 'dd 2ind $olumns(ia#og 4o6 (isp#ays a## fie#(s aai#a4#e for the ccont entity.ny fie#(s that hae the chec$ 4o6 se#ecte( are fie#(s that are searche( "hen sers sethe 1ic$ fin( featre.

8or e6amp#e, if 'ccount 0amean( 'ccount 0umber are se#ecte(, the 1ic$ 8in(featre searches 4oth ccont Aame an( ccont Am4er co#mns to fin( that te6t.

)mportant7 7o minimize the performance effect on the Microsoft /1& /erer that isse( for Microsoft Dynamics CRM, "heneer possi4#e, "e recommen( that yo se#ect

three or fe"er co#mns. 8or e6amp#e, if +,000,000 or more ccont recor(s e6ist, eacha((itiona# 1ic$ 8in( co#mn great#y increases the #oa( on the Microsoft /1& /erer

eery time that a Microsoft Dynamics CRM ser ses the ccont 1ic$ 8in(. Werecommen( that yo se#ect co#mns in the 'dd 2ind $olumns(ia#og 4o6 that arein(e6e( an( that are appropriate co#mns on "hich to create a /1& in(e6, sch as'ddress7 Street . >o can improe performance if yo a(( a non5c#stere( in(e6 tosearch co#mns sch as 'ddress7@)PAPostal $ode.

33



34/66

Im,roving Re,ort -erforman)e

7he 4est "ay to improe report performance is 4y #imiting the (ata that is se( in each

report. >o can (o this 4y a((ing parameters that sers mst specify "hen they rn thereport, sch as (ate ranges or o"ner, or 4y a((ing a((itiona# se#ection criteria to areport. 7his section (escri4es ho" to a(( an +wnerparameter that ena4#es sers tose#ect either on#y recor(s they o"n, or a## recor(s.

'f there is a noticea4#e (e#ay I secon(s or moreJ in (isp#aying (ata in a MicrosoftDynamics CRM #ist, or "hen opening a Microsoft Dynamics CRM form on a #oca# areanet"or$, this (e#ay may 4e case( 4y configration pro4#ems in the /1& Reporting/erer I/R/J. 7ypica##y, this on#y occrs "hen Microsoft Dynamics CRM is insta##e( on aseparate serer from the /R/ serer.

Reasons for this (e#ay can inc#(e the fo##o"ing:

'ncorrect /R/ #ocations in the /1&R//erer-R& registry $ey in

;>Q&OC&QMC'A;Q/O87WR; X Microsoft X M/CRM

DA/ pro4#ems

Missing or ina#i( /erice Principa# Aames I/PAsJ for the ost name or Microsoft

/1& /erer I4oth the /1& /erer that contains the Microsoft Dynamics CRM(ata4ases an( the /R/ Microsoft /1& /ererJ

'ncorrect permissions on the compter that is rnning Microsoft /1& /erer for

/R/

0ote7 'ncorrect permissions can case pro4#ems accessing Microsoft Dynamics

CRM reports. 7his can preent Microsoft Dynamics CRM from (isp#aying the #ist ofa#i( reports in #ists an( forms.

1roubles!ooting S%S Problems

erify t!at t!e issue is caused by S%S

aJ /et the registry $ey ;>Q&OC&QMC'A; X /oft"are X Microsoft X M/CRMX/1&R//erer-R& to !ttp7AA4.4.4.4. 7his "i## case Microsoft CRM to fai#imme(iate#y "hen it tries to retriee reports.

0ote7 >o mst 4ac$ p or note the a#e in this registry $ey 4efore changing it.Changing this a#e to !ttp7AA4.4.4.44rea$s a## Microsoft Dynamics CRMreporting fnctiona#ity.

4J 7ry to repro(ce the s#o" performance 4y ta$ing actions sch as opening theMicrosoft Dynamics CRM We4 app#ication an( naigating to a #ist, sch as the'ccounts#ist, or opening a Microsoft Dynamics CRM form, sch as an ccontrecor(. 'f the #ist page or recor( form opens in #ess than a secon( or t"o, thisin(icates that the pro4#em is "ith the /1& /R/ serer or "ith the net"or$connection from the serer that is rnning Microsoft Dynamics CRM to theMicrosoft /1& /R/ serer.

%esolving S%S Problems

'f yo erify that the /1& /R/ serer has a pro4#em, the fo##o"ing items sho#( 4echec$e( an( erifie(:

+.


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Microsoft /1& Reporting /erer is "or$ing correct#y, yo sho#( see a We4 page thathas a (irectory that is the same name as the Microsoft Dynamics CRM organizationname, sch as V(entreQWor$sQCyc#eQM/CRMV. C#ic$ing the #in$ sho#( (isp#ay a##the reports aai#a4#e for Microsoft Dynamics CRM. 'f the accont yo are sing to

access this We4 page has the prii#eges necessary to ie" Microsoft Dynamics CRMreports, c#ic$ing a report name, sch as -ser /mmary, sho#( (isp#ay the

correspon(ing report.

2. 'f yo cannot access the SQL%SServerU%L#ocation in 'nternet ;6p#orer on the

Microsoft Dynamics CRM serer, the fo##o"ing items sho#( 4e erifie(:

o can chec$ the serice4y rnning /erices.Msc on the /1& /erer an( erifying that the serice name(V/1& /erer Reporting /erices IM//1&/;Ro can (o"n#oa( AetDiag from:http:!!""".microsoft.com!(o"n#oa(s!(etai#s.asp6%

fami#yi()+;0*+5;C5;5*C*C53C3932;98Y(isp#ay#ang)en.

>o can a#so se the MP/RP7QAet"or$.e6e Microsoft Cstomer /pport reportingtoo# to ana#yze the net"or$ configration on the Microsoft Dynamics CRM sereran( on the Microsoft /1& Reporting /erices serer. >o can (o"n#oa( this too#from:http:!!""".microsoft.com!(o"n#oa(s!(etai#s.asp6%fami#yi()ce4f3cc5ca50*f5**45f9c9430c0Y(isp#ay#ang)en.

'f yo hae insta##e( Reporting /erices on a (ifferent serer, erify that the

a((itiona# setp tas$s hae 4een performe(. 8or more information a4ot thesea((itiona# tas$s, see VMicrosoft CRM 3.0: ((itiona# /etp 7as$s Re?ire( ifReporting /erices is 'nsta##e( on Different /ererV:http:!!""".microsoft.com!(o"n#oa(s!(etai#s.asp6%

8ami#y'D)+4f9f2054(00595*3*543*eef(a499YDisp#ay&ang)en.

8or a((itiona# tro4#eshooting information a4ot 7rst for De#egation an(

er4eros Do4#e5op athentication pro4#ems, see the artic#e G7ro4#eshootinger4eros De#egationH:

http:!!go.microsoft.com!f"#in$!%&in$'().

'f yo receie the error Vn error has occrre(. 8or more information, contact

yor system a(ministratorV or V7he re?est fai#e( "ith 77P stats 0+:-nathorize(V "hen yo try to access reports in Microsoft Dynamics CRM 3.0, see

the no"#e(ge Base artic#e G;rror message "hen yo try to access Reports inMicrosoft CRM 3.0: V/erer ;rror in S!S pp#icationVH:

http:!!spport.microsoft.com!(efa#t.asp6%sci()$4L;A5-/L9++*.

3

http://www.microsoft.com/downloads/details.aspx?familyid=23870A87-8422-408C-9375-2D9AAF939FA3&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=23870A87-8422-408C-9375-2D9AAF939FA3&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1EA70814-7E6C-46E5-8C8C-3C439A732E9F&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1EA70814-7E6C-46E5-8C8C-3C439A732E9F&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=cebf3c7c-7ca5-408f-88b7-f9c79b7306c0&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=cebf3c7c-7ca5-408f-88b7-f9c79b7306c0&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://go.microsoft.com/fwlink/?LinkId=57546http://support.microsoft.com/default.aspx?scid=kb;EN-US;916168http://www.microsoft.com/downloads/details.aspx?familyid=23870A87-8422-408C-9375-2D9AAF939FA3&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=23870A87-8422-408C-9375-2D9AAF939FA3&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1EA70814-7E6C-46E5-8C8C-3C439A732E9F&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1EA70814-7E6C-46E5-8C8C-3C439A732E9F&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=cebf3c7c-7ca5-408f-88b7-f9c79b7306c0&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=cebf3c7c-7ca5-408f-88b7-f9c79b7306c0&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://go.microsoft.com/fwlink/?LinkId=57546http://support.microsoft.com/default.aspx?scid=kb;EN-US;916168


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'f yo receie the error GReports.config has ina#i( schema, an( co#( not 4e

#oa(e(.H "hen yo access a report, see the no"#e(ge Base artic#e V>o receiean error message "hen yo access Ca#en(ar or Reports in Microsoft CRMV:http:!!spport.microsoft.com!(efa#t.asp6%sci()$4LZ&A[L9++3.

>o may see this error if yo hae insta##e( Microsoft .Aet 8rame"or$ 2.0 on the

Microsoft Dynamics CRM /erer or on /1& /erer 2000 "ith Reporting /erices,an( the Report/erer irta# (irectory an( the Microsoft Dynamics CRM We4

app#ication are set to se /P.Aet ersion 2.0.02 instea( of +.+.322.

0ote7 /1& /erer 200 Reporting /erices can se the /P.Aet ersion2.0.02 "ithot errors.

/#o" performance opening Microsoft CRM #ists or forms can a#so in(icate ina#i(

permissions for /R/ reports. >o can correct this 4y rep4#ishing the Microsoft

Dynamics CRM /R/ reports. Microsoft Dynamics CRM Reports can 4e rep4#ishe(4y a ser "ho has Microsoft CRM (ministratie rights. 7o (o this, fo##o" these

steps:

aJ Open the Microsoft Dynamics CRM We4 app#ication.

4J 'n the Aaigation Pane, n(er Wor$p#ace, c#ic$ Reports.

cJ /e#ect the report yo "ant to rep4#ish, an( then on the More 'ctionsmen

c#ic$ dit %eport.

(J C#ic$ ?rowsein the report form, naigate to the V\Microsoft CRM 'nsta##ationDirTReportsTM/CRMV (irectory, an( then se#ect the report fi#e that yo opene(.'n other "or(s, if yo "ere e(iting the ccont Distri4tion Report, se#ect the

'ccount Distribution.rdl fi#e.

eJ C#ic$ Save and $lose to p4#ish the report again.

fJ o Perform any of the fo##o"ing optimization proce(res, 4ac$ pyor (ata4ases an( ctie Directory. 'f yo (o not 4ac$ p these items, yo ris$ #osing

the information that is containe( in them. 8or #ong5rnning reports, se the Report /che(#ing Wizar(.

s soon as it is insta##e(, the Report /che(#ing Wizar( is aai#a4#e from the

Reports area of Microsoft Dynamics CRM. 't can 4e se( 4y any ser "ho has theManage Reports prii#ege to sche(#e any Reporting /erices report to rn on a (ai#y,"ee$#y, or month#y sche(#e, an( to create a snapshot of a report that inc#(es (atafrom a specific time point. >o can (o this to sche(#e the reports to rn (ringnon54siness hors to off#oa( processing to a time "hen most Microsoft DynamicsCRM sers are not sing the system.

/napshots create( 4y sing the "izar( can 4e ma(e aai#a4#e to the ser rnning the"izar(, or can 4e share( "ith other sers. 8or more information, see the

(ocmentation for the Report /che(#ing Wizar(, aai#a4#e as part of the fo##o"ing(o"n#oa(:

3

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http:!!""".microsoft.com!(o"n#oa(s!(etai#s.asp6%8ami#y'D)a+0+((9535a5*99453c3ee99c(0YDisp#ay&ang)en

When yo create cstom /R/ reports, reie" the GPerformance 'ssesH section in

the Report Writers =i(e section of the Microsoft CRM 3.0 /D, aai#a4#e on

Microsoft.com:

http:!!""".microsoft.com!(o"n#oa(s!(etai#s.asp6%

8ami#y'D)9c+*4*53a05*9*54c*354(+430*cYDisp#ay&ang)en

Dedicated %eport Server

'f yor organization has a #arge (ata set, yo may 4enefit 4y setting p a (e(icate(

serer for Microsoft Dynamics CRM reports. 8or more information, see the G'mproingPerformance of Microsoft Dynamics CRM 3.0 4y -sing a De(icate( Report /ererH(ocment, aai#a4#e to (o"n#oa( on Microsoft.com:


8ami#y'D)c*2(f4e25(4*f5a*592425c*0c(eYDisp#ay&ang)en'f yo (eci(e to set p a (e(icate( report serer, there are a((itiona# tas$s yo mstperform. 8or more information a4ot these tas$s, see the G((itiona# /etp 7as$sRe?ire( if Reporting /erices 's 'nsta##e( on Different /ererH (ocment, aai#a4#e to(o"n#oa( on Microsoft.com:


8ami#y'D)+4f9f2054(00595*3*543*eef(a499YDisp#ay&ang)en

Preparing to 'dd Parameters to Bour %eports

1ip 7 $reate a report in 5 minutes or less

8or 4asic information a4ot ho" to create reports for Microsoft Dynamics CRM, refer tothe fo##o"ing artic#e on Microsoft.com

http:!!""".microsoft.com!(ynamics!crm!sing!cstomizing!reportttoria#.msp6

1ip "7 Ma-e t!e report pre8filterable

When yo create a report, yo can configre it to hae a (efa#t fi#ter that each ser cane(it 4efore they rn the report. 7his process is referre( to as ma$ing the reportpre5fi#tera4#e. 7here are t"o a(antages to ma$ing a report pre5fi#tera4#e:

7he (efa#t fi#ter preents sers from nintentiona##y rnning the report on a##

recor(s. By (efa#t, this fi#ter se#ects actie recor(s that "ere mo(ifie( in the #ast 30(ays. 'f yo hae the Manage Reports prii#ege, yo can (efine specific (efa#t

criteria for the (efa#t fi#ter for each report.

-sers can e(it the fi#ter to fin( e6act#y the (ata that they nee( on the first try.

8or Microsoft Dynamics CRM to ma$e a report pre5fi#tera4#e, yo mst specify theCRM8Q prefi6 in yor /1& ?ery "hen yo create yor report in Report Designer. When

yo a(( this prefi6 to at #east one fi#tere( ie" in the ?ery, Microsoft Dynamics CRMa((s a (efa#t fi#ter to the report. 8or each fi#tere( ie" that has this prefi6 in the ?ery,sers can e(it fi#ter criteria. 8or e6amp#e, if yor ?ery inc#(es the 8i#tere(ccont an(8i#tere(Contact ie"s, an( yor /1& ?ery ses CRM8Q8i#tere(ccont an(8i#tere(Contact, the report "i## hae a (efa#t fi#ter. -sers "i## 4e a4#e to e(it criteriare#ate( to acconts, 4t "i## 4e na4#e to e(it criteria re#ate( to contacts.

8or more information a4ot pre5fi#tering reports, see the G-sing 8i#ters in a ReportHsection of the Microsoft Dynamics CRM 3.0 Re&ort 'riter(s Guie, aai#a4#e in the M/DA&i4rary:

3

http://www.microsoft.com/downloads/details.aspx?FamilyID=a101d4d9-6463-4a45-899b-3c3ee979c4d0&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=a101d4d9-6463-4a45-899b-3c3ee979c4d0&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-bd14b74308c5&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-bd14b74308c5&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=c82dfbe2-db8f-4a78-92b2-7c866057cde6&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=c82dfbe2-db8f-4a78-92b2-7c866057cde6&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://home/gabriel/Escritorio/Preparing%20to%20Add%20Parameters%20to%20Your%20Reportshttp://www.microsoft.com/dynamics/crm/using/customizing/reporttutorial.mspxhttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0usingfiltersinareport.asphttp://www.microsoft.com/downloads/details.aspx?FamilyID=a101d4d9-6463-4a45-899b-3c3ee979c4d0&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=a101d4d9-6463-4a45-899b-3c3ee979c4d0&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-bd14b74308c5&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-bd14b74308c5&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=c82dfbe2-db8f-4a78-92b2-7c866057cde6&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=c82dfbe2-db8f-4a78-92b2-7c866057cde6&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=51bf9f20-bd00-4759-8378-b38eefda7b99&DisplayLang=enhttp://home/gabriel/Escritorio/Preparing%20to%20Add%20Parameters%20to%20Your%20Reportshttp://www.microsoft.com/dynamics/crm/using/customizing/reporttutorial.mspxhttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0usingfiltersinareport.asp


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r#)!#i4rary!en5s!Crm/($3Q0!htm!3(0singfi#tersinareport.asp

Dynamic 9cel or 2iltered iew Cueries

7he artic#e G2 "ays to see com4ine( accont an( or(er (ataH on Microsoft.com (escri4esho" to create a ?ery to com4ine (ata from t"o re#ate( recor( types, (isp#ay that (ata

in Microsoft Office ;6ce#, an( ma$e it aai#a4#e as a report in Microsoft Dynamics CRM:

http:!!""".microsoft.com!(ynamics!crm!sing!reporting!m#tentity.msp6

7o #imit the nm4er of recor(s a report retrns if yo are sing a (ynamic ;6ce#"or$sheet or sing a 8i#tere(


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%,timi*ing Mi)rosoft Dynami)s CRM %ut+oo0 and La,to,C+ient -erforman)e

Microsoft Dynamics $%M $lient for Microsoft +ffice +utloo-

7he re?irements for Microsoft Dynamics CRM 3.0 c#ient for Microsoft Office Ot#oo$ are(ocmente( in the Microsoft Dynamics CRM 3.0 )m&lementation GuieIsection 53J.

o"eer, these re?irements are minimumre?irements. 7o 4oost performance, systemspecifications 4eyon( these minimm re?irements are re?ire(.

Microsoft Dynamics $%M Laptop $lient

Becase the Microsoft Dynamics CRM 3.0 #aptop c#ient for Microsoft Office Ot#oo$ hasoff#ine fnctiona#ity, more po"erf# har("are c#ient re?irements for the c#ient aretypica##y re?ire(. We recommen( for the #aptop c#ient to hae at least the fo##o"ing

re?irements to a(e?ate#y meet performance e6pectations:

Microsoft Win(o"s ;(ition Processors RM Aet"or$

Win(o"s KP or a #ater ersion + sing#e processoror + (a#5coreprocessor

+ =B ormore

+00 m4ps or more

8or soft"are re?irements an( har("are minimm re?irements I"hat it ta$es for the#aptop c#ient to rnJ, see the Microsoft Dynamics CRM 3.0 )m&lementation Guie:


fami#yi()+ff0f*5f50f05ae9c5*a(a(f+aY(isp#ay#ang)en

7he fo##o"ing #ist inc#(es seera# practices "e recommen( for optimizing #aptop c#ientoff#ine synchronization. 7his can affect performance on the compter that is rnningMicrosoft /1& /erer, in a((ition to performance of yor oera## Microsoft Dynamics CRM(ep#oyment.

ssign a## sers ro#es "ith the minimum access #ee#s an( permissions that are

re?ire( for them to (o their o4s. 7his "i## he#p garantee that (ata synchronization

to the #aptop c#ients performance is optimize(.

Optimize #oca# (ata fi#tering for each #aptop c#ient. 'n other "or(s, #imit the (ata

any ser ta$es off#ine. Off#ine (ata fi#tering is aai#a4#e 4y sing the Microsoft Ot#oo$too#4ar after the #aptop c#ient is insta##e( Ion the $%Mmen, c#ic$ Local DataJ.

ae an approe( secrity (ata p#an I(ata access #ee#s an( rights "ithin

Microsoft Dynamics CRMJ for the organizationSs imp#ementation.

'nsta## high5spee( connections at remote 4ranches to improe off#ine

synchronization performance for the #aptop c#ient.

1ip7 'f yo hae ?estions on other "ays to increase synchronization performance,contact yor regiona# Microsoft Cstomer /pport /erices office.

Other processes an( app#ications can a#so a(erse#y affect Microsoft Dynamics CRM#aptop c#ient performance. 7rning off any of these processes that are not critica# to yor

4siness may 4e necessary to achiee yor target performance #ee#s. 7he fo##o"ingitems may affect Microsoft Dynamics CRM #aptop c#ient performance Ithis is not an

a##5inc#sie #istJ: ny other thir(5party Microsoft Office Ot#oo$ a((5ins

39

http://www.microsoft.com/downloads/details.aspx?familyid=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=en


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7hir(5party soft"are on the c#ient compter that is not critica# to a sers 4siness

nee(s, sch as games an( msic programs

Dis$ fragmentation

More )nformation

Gitting the roa( "ith Microsoft Dynamics CRM #aptop c#ient for Ot#oo$H:

http:!!""".microsoft.com!(ynamics!crm!sing!sa#es!#oca#(atagrop.msp6

G/pee( p (ata synchronizationH

http:!!""".microsoft.com!(ynamics!crm!sing!configre!improesync.msp6

Limit t!e record types you sync!roni,e

'f yo mst synchronize contacts, tas$s, an( appointments, #imit the recor( types yosynchronize to those that yo mst hae off#ine.

+. 'n Microsoft Dynamics CRM c#ient for Ot#oo$, on the $%M men, c#ic$ +ptions.

2. 'n the Set Personal +ptions(ia#og 4o6, on the Sync!roni,ation ta4, se#ect on#ythe recor( types yo mst synchronize.

Deactivate local data groups t!at you do not use

Deactiate #oca# (ata grops for areas that yo (o not se in Microsoft Dynamics CRMc#ient for Ot#oo$.

+. On the Data ;roupsta4, se#ect one or more (ata grops.

2. On

Documents

Microsoft Dynamics CRM 3.0 Optimize Performance