- Use CRM 2013 as an opportunity to "re-launch" and set up CRM's position in the organization. Make it exciting!
- Do not over-customize
- 2011 endpoints will be supported at least through v7 (2011=v5, 2013=v6)
- Custom Mobile apps do not require an IFD
- Change in how scripts load in UR 12-14. Upgrade to UR 15 where this is fixed
- Use Outlook Critical Update with UR 11 for best performance
Top 7 Server Optimizations
1. If UR < 10, adjust the EnableRetrieveMultipleOptimization setting for your organization
2. Enable SOAP and XML Compress for Faster Outlook CRM Client
3. Tune Threads (if you have a dedicated machine) to use all the available resources, this is dependent on the number of CPUs.
4. Follow SQL Server best practices – Set Max Degree of Parallelism to 1, look at Microsoft White papers, separate OS/Data/Log/Temp TB drives, and watch performance metrics.
5. Create custom indexes
6. Run the recommended scripts to clean up the POA table (every 6 months) and AsyncOperationBase Table (Workflows, monthly).
7. Adjust the Email Router settings if you have a large number of emails (by default it grabs up to 1000 waiting emails every 60 seconds)
CRM for Outlook
1. Minimum requirements = minimum performance
2. Offline Client = Mini CRM System. This requires more power and more planning. Also keep Data Security in mind and consider encryption.
3. Antivirus software can drastically slow down your performance if it has a URL scanner. To fix, whitelist your URL.
4. Update the System Synchronization Settings. Change Address Book from 1 hour to 24 hours; change the other settings to an hour or greater.
5. Turn off MapiCaching on low power machines.
6. Keep up to date on your patches.
7. Keep your inbox small. There are some ways to improve performance if you must have a large inbox such as some registry changes and keeping an eye on your OST Fragmentation.
8. Update the Outlook Filters, Sync Rules.
9. Use the Diagnostic cool to clear temp files and create log files when the issue can be reproduced.
10. Download the Trace File Viewer from CodePlex to make reviewing issue log files easier.
Internet Explorer Best Practices
1. Use AD Group policy to roll out changes
2. Add CRM to local or trusted sites
3. Want to make use of the temporary internet cache for images and Java Script. Adjust the SSL settings to cache files such as icons.
4. Keep in mind common issues: different default browsers, multiple toolbars, etc.
Moving Workflows that have team/user references - create a configuration entity with one record, link this record at the beginning of the workflow and use it to get the records you need. When creating this, import it with the GUID to force it to be the same between environments.
Long running workflows - instead of a wait create a different type of record. Set up a bulk delete job to delete records that meet the wait condition. Start the rest of the workflow (child) off the delete. (Scheduling Recurring Workflows)
CRM 2013 Actions are the opposite of custom workflows.
Custom workflows are written in code and instantiated through the UI.
Actions are written in the UI and instantiated through code.
Auto Save probably will not cause many issues in real life. Create is still explicit. Generally people will work on record for a while and then leave and possibly come back to do more work. Workflow should be going off of actual field change.
CRM 2011 UR 15 or UR 15v2 for Outlook will work with CRM 2013.
Snapshot Chart - Use custom entity to manually capture month-end stats, use this to build charts
When moving to CRM 2013 - make sure all reports are going off the filtered views. This is the supported method and will ensure that they do not break with the table structure changes (no more extension base table)
In CRM 2013, dashboards can support security roles (similar to role-based forms)
Reporting Tools and Resources
- For help with editing XML a good blog is CRM Chart Guy. These are business charts, not 3D or flashy.
- Scribe Online Replicate – easy to use tool to mirror the database
- Metadata document generator (CRM toolbox) – view all entities, attributes, options
- Metadata entity viewer – Generate Visio diagram for specific entities; do not include the User entity due to the number of connections it has
- SQL2Fetch – converts SQL to FetchXML
Recommended BI Tools