Comparison of best CRM solutions

CRM Solutions are being incorporated by all kinds of business whether large or small. This software has expanded beyond the conventional database record management for improving customer relationships. A CRM solution is a vast information portal with multiple tools and features which enable businesses to streamline operations, consolidate data, assists in sales and provides marketing solutions.

Among the vast multitudes of CRM software systems the three most popular and leading CRM solutions currently are Microsoft Dynamics, Salesforce and SugarCRM. There are many other CRM contenders in this arena but they are not in the same tier as these three.  Large businesses rely heavily on their CRM system to drive improved marketing strategies and achieve higher profitability.

What does CRM offer a business?

What are some of the features that we need in a CRM without even realising it? The CRM software should be intuitive. It should know what you are trying to do and make the task simpler with fewer clicks. User error is something we all do at some point or the other. Trying to fill in the data in the wrong field, the CRM should recognise that there is a user error and generate an alert with a helpful suggestion. The Microsoft Dynamics CRM is able to perform these tasks in a user friendly manner.

Automatically being able to link up the CRM with email allows business to directly email sales reports, purchase invoices, service reports, service reminders and other industry related specifics. Some CRM solutions perform predefined automated tasks such as sending automatic emails for services or as upgrade offers.

Linking the CRM to mobile apps allows real time information updates from customers. Compatibility with multiple platforms allowing access from various phone OSis an essential feature for some organisations. Mobile device support and integration with third party software enables business wider access.

Marketing automation is the one feature that has propelled CRM to the forefront from being just a database for storing customer data. It has enabled organisation to boost their sales figures multi fold. Each CRM offers different tools for marketing, creating strategies, analysing and generating leads.

Microsoft Dynamics is in a close competitive space as a leading CRM solution. It offers viable solutions to the shortcomings of Salesforce such as onsite hosting while also giving users a choice of cloud hosting. Microsoft Dynamics offers some excellent features which has made is extremely popular, such as numerous automated abilities, powerful reporting engine, built in analytics with business intelligence and more. When it comes to third party software integration MS Dynamics prefers to encourage user to leverage the beneficial features of the wide range of Microsoft products. It provides self-sufficiency which also comes at a lower cost. Microsoft Dynamics integrates Skype for communication and SharePoint for document storage. Existing Microsoft users of Office 365 can avail a price advantage for the Microsoft Dynamics. Businesses that are users of other Microsoft products such as MS Office, Skype etc. should not consider any other CRM solution.

Salesforce has held a prominent position in market for several years. It has established itself by offering features that go a step further than a simple tracking system. Integration of the Chatter social platform and compatibility with Android and iOS mobile OS adds value to the Salesforce CRM. It offers excellent third party software support and integration. It operates on a cloud platform with all the benefits on that sphere. Among the few drawbacks of Salesforce is the high pricing. It ranks among the most expensive to use despite its excellent features. The other drawback is the lack of the option for self-hosting. There is no alternative to the subscription service when you use Salesforce.

SugarCRMis a popular CRM solution that is web based. It has found its place among the top CRM solutions due to the fact that it offers extensive customisation options, can be self-hoisted and is relatively cheaper to run on the whole. It is however,a little complex and requires some technical expertise to get familiar with the user interface. The storage space offered by SugarCRM is not much. Even though SugarCRMis not very intuitive but has some good campaign delivery and sales tracking features. It can easily be integrated with third party software and has exceptional compatibility features.Low running cost, easy compatibility and interface customisation has kept SugarCRM among the top few CRM solutions.

There is much comparison and speculation about which CRM should be considered as a market leader with the great benefits offered by all of them. A market research reach was conducted. The areas that were taken into consideration were functionality which looked at the CRM’s development flexibility. Microsoft Dynamic uses common standards like Java, HTML and .NET while Salesforce is bound to its own programming language Apex, and limits users. When it comes to cost Microsoft Dynamics beat Salesforce hands down. Not only is it a cheaper subscription, but Salesforce is known to have many additional hidden costs. While Microsoft offers a choice of deployment, Salesforce is limited to SaaS (multi-tenant hosting).Globally Microsoft Dynamics is gaining popularity as a reliable brand name.

Functional features of CRM solutions

All businesses are upgrading their systems to incorporate CRM solutions. The choice of CRM depends largely on the features offered by the CRM and if it can meet the specify area of requirement of the business.

Comparison of Salesforce, MS Dynamics and SugarCRM

  Microsoft Dynamics Salesforce SugarCRM
KEY FEATURES      
Campaign Design 85 85 85
Customer Targeting 70 85 70
Campaign delivery 70 70 85
Campaign analysis 85 70 70
Batch email marketing 85 85 0
Lead generation 85 70 85
Sales Tracking 85 85 85
Customer Portal – online case management 85 70 70
Customer reports 70 70 85
Business Intelligence 85 85 85
Industry Business Process Support 70 70 70
Planned enhancements 50 85 50
       
FUNCTIONAL FEATURES      
Email utilities 70 85 70
VOIP comparability 100 50 50
Access control & data audit trail 100 100 100
Customer database (history) 100 100 100
Knowledge management 85 85 85
Social media interaction 85 70 70
       
TECHNICAL FEATURES      
Hosting & installation 100 100 100
       
Overall ranking 82 80 74

Source: selecthub.com

 

Campaign Design

When it comes to designing a sales campaign, right from the planning stage to the execution Salesforce, MS Dynamics and SugarCRM all standout with excellent performance. They offer a variety of helpful features and functions to create a vibrant sales strategy.

Customer Targeting

Tracking target customer based on their activities such as purchases, spend patterns, income group, geographic location etc. This information can be accumulated and analysed by the CRM software and used for locating potential customers. Salesforce performs exceptionally well in this arena with an all-round view of a customer’s preferences.

Campaign delivery

Carrying out the campaign once it has been designed is the next crucial step. Ensuring that the strategies are on target and reaching the desired audience. It is essential to make sure that the campaign unfolds the way it has been designed for best results. SugarCRM performs well when it comes to proper campaign delivery with its powerful workflow management tools.

Campaign analysis

Analysing if the campaign reaped the desired results, what kind of returns did the marketing investment derive? Appropriate campaign analysis tools can help to perform a detailed analysis.

Microsoft Dynamics with its exceptional campaign analysis tools performs an outstanding job of analysing the final results of how successful the campaign has been. It helps to identify areas of improvement and how the campaign can be delivered in a better manner or planned differently to generate better results.

Batch Email Marketing

Email has a powerful effect and is a personalised method of contacting a person regarding a service, upgrade, new product or as a reminder. This function does not hold the same value through social media. The Batch emailing feature assists in designing emails and newsletters with easy to use tools. Microsoft Dynamics and Salesforce go a step further in this sphere with wonderful features for easy and automated emailing.

Lead Generation

Using the built-in lead generation tool of the CRM, business are able to capitalise on the leads acquired through the campaign. The leads can be nurtured and converted through the available CRM tools.This tool also enables the business to renew contact with existing customers and strengthen the current relationship. Salesforce and Microsoft Dynamics allow business to define their own criteria’s and qualify the leads.

Sales tracking

Opportunity management is an innovative feature offered by the CRM software which allows businesses to take advantage of opportunities as they present themselves in the sales pipeline. This feature of CRM enables business to do an end to end tracking of the sale.  Salesforce, Microsoft Dynamics and SugarCRMoffer similar sales tracking features, which increases business.

Functional Features

These may not be among the essential core features one looks at when considering a CRM solution, but play a vital role in enhancing business. Cutting edge features are a result of the constant evolving capabilities of the CRM. When it comes to VOIP Microsoft Dynamics stands out with the Skype integration. Charting an audit trail or customer history is now a basic CRM functionality and they all provide excellent features. Social media integration is an essential required that is covered well by most of the CRM software.

Choosing the best CRM rests on a few crucial features such as cost, functionality, ease of deployment, marketing tools and generating revenue. Based on these criteria Microsoft Dynamics has moved into the top spot as the preferred choice. Salesforce is a close second with price as a hindrance. SugarCRM offers wonderful customisation but comes with certain complexities that prove to be a challenge.

Regional ISV Partner of the year award at Microsoft Inspire

Pragmasys has won the prestigious Regional ISV Partner of the year award at Microsoft Inspire – Annual Worldwide Partner meet.

Congratulations to all of you! This would not have been possible without your relentless efforts in delivering best in class CRM solutions to our customers!

CRM driving business value for healthcare industry

The MS Dynamics CRM enables healthcare businesses to entice patients with delivering better value services. People are always attracted to quality of service in relation to cost. At the end of the day for healthcareit is the deliverables that matter as much as the returns. The core of a healthcare business whether it is a hospital, speciality clinic, diagnostic centre or any other, is to provide a servicethat is of value to the patient.

Improved service to patients
Businesses can improve their standard of healthcare services with the introduction of the MS Dynamics CRM system. This system helps to record and organise minute details of the patient’s medical history and the treatment details along with the doctor’s report in a chronological manner. These details can be presented in a proper record format which is pleasing to the eye.

With the MS Dynamics CRM system, comprehensive information and records of the patient are easily accessible at hand which helps to improve patient satisfaction. This enables the business to deliver higher value outcomes and improves business reputation. Building a reputation adds to the asset value of a business in the way of Goodwill or Brand value.

Business value
On face value the health care industry demonstrates a façade of delivering high value services to the community. Business returns are essential but always calculated behind the scenes. The MS Dynamics CRM has been designed to ensure that there is an equal balance between the two.

The main focus of implementing the MS Dynamics CRM is to give patients a better service which they feel is value for money. In turn this helps to increase business with higher number of patients seeking treatments that are value for money. The result being increased incomes and better profitability. Overhead costs are reduced in ratios to the number of patients thus driving up profit margins.

CRM support from Pragmasys
The MS Dynamics CRM system solves a lot of organisational problems and streamlines systems. It is easy for a business to become totally dependent on it. However, people believe that every system is susceptible to go down or malfunction. In contrast the MS Dynamics CRM software has been built to be robust and is totally dependable. To ease the fears,Pragmasysprovides round the clock support and service to clients.

The technical team are on standby to help sort out problems and any issues with CRM operations. Some common problems are data accessibility, security level access or report generation. These are handled immediately by Pragmasys support team. A healthcare organisation needs their system to be up and running without a glitch 24 x 7 and Pragmasysensures smooth operations with minimal downtime.

Operational modifications to Microsoft CRM
Changes in the system can be incorporated without affecting the current operations. The expert Pragmasys technicians are highly experienced in the area of making changes and modification to the system at operational levels including the incorporation of new data fields and modifications to the user interface.

Every now and then there is a need for a new report format that offers the relevant required information only. This may include designing new queries to meet the requirement or format changes in the report. Incorporating new reports formatsas and when required is a service that the Pragmasysteam can have in place within a matter of a few days.

Healthcare: Reduce risk with MS Dynamic CRM

Every industry faces some risks in their operations. The type of risks an organisation encounters varies from industry to industry. Incorporating systems to reduce risk and safeguard business interests is one of the primary agenda’s that high risk business have.

The medical industry falls under the high risk segment as here they have people’s lives at stake. It is a matter of life and death in some cases. A healthcare business needs to ensure that they have their records in order to counter any false allegations.  One small error in record or in case some minor details have not been included in the patient’s record could lead to disastrous consequences.

The MS Dynamics CRM system enables a healthcare business to reduce risks by maintaining accurate, up to date information including the minute details regarding the patients care. Some of the features of the MS Dynamics CRM which helps in reducing risk and securing the business are:

  • Complete patient record: The Microsoft Dynamics CRM can be customised to store the whole medical history of the patient including doctor’s comments, allergies, response to treatment and medication. This information can be accessed easily and viewed in a comprehensive report format.

  • Records updated on real time: The patient’s record is up to date at all times. Any tests or medicine administered is updated immediately. This allows the doctor to remain apprised of the case and also enables the finance and billing department to generate the invoice accordingly.

  • Data Security: The MS Dynamics CRM system offers businesses total data security. Only authorised people have access to view data. Certain departments can update records where required. Modifications and deletion of patients’ record requires high level access. The user name is recorded along with any information that is added in the patients’ medical record.

  • Streamline operations: A business that has their operations streamlined drives higher performance value. Microsoft Dynamics CRM enables businesses to optimise operations with effective manpower and resource utilisation.

  • Reduce costs: There are various methods of reducing cost and MS Dynamics CRM system helps to identify some areas with the help of comprehensive and consolidated reports.. Through streamlined operations there is an improved performance and hence a reduction in operational costs. Resource allocation can be monitored and wastage curtailed.

Identifying non-profit segments through CRM

Business risks are not only related to services. Every business faces the risk of closure when they are not able to break even and sustain over a certain stipulated time period without delving into the capital fund. The MS Dynamics CRM enables healthcare management to identify segments that are increasing costs without delivering the required performance and contributing towards the income. Identifying unprofitable sections becomes very easy through the Microsoft Dynamics CRM.

Partnering with Pragmasys

Pragmasys are Microsoft Gold Partners. They have a fully qualified team of experts to handle all requirement correlated to the Microsoft Dynamics CRM. Pragmasys specialises in understanding your existing system and customising the MS Dynamics CRM to match the requirements of your business. The greatest advantage of upgrading to the Microsoft Dynamics CRM is that it enables businesses to take their business operation to a higher level with a better control over operational management and easier monitoring and reporting. Once the Microsoft CRM is underway a small part of the Pragmasys team continues to work closely with the client to ensure that the CRM system is on track and operations progress smoothly.

Facilities of Microsoft Partners

When it comes to information technology Microsoft are unsurpassed leaders in this field. Any company that makes a decision to implement the Microsoft Dynamics CRM is looking at taking a step into the future of not just technology but overall development of their organisation from the technological point of view. A progressive decision to upgrade to new systems also requires support from the service providers and Pragmasys is at hand to impart any kind of assistance required.

 Implementation of MS Dynamics CRM

Pragmasys are Microsoft Dynamics CRM partners and offer specialised services for the Dynamics CRM system. Working in close association with Microsoft, Prgamasys have taken on the responsibility of providing a comprehensive implementation plan for the Microsoft Dynamics CRM software to client companies.  Upgrading to the Microsoft Dynamics CRM is a big decision and an organisation needs the expert help of Microsoft Dynamics CRM partners to see them through the whole process.

 Intelligent technical support

Pragmasys has a highly qualified technical analytics team that can decipher and intelligently rectify problems encountered with the MS Dynamics CRM software by client companies. A client organisation feels secure when they know they have professional and technical support even if it is a critical matter. In the initial stages there may be a few problems that crop up as employees are familiarising themselves with the new system and getting a hang of how to get their work done and use it to their benefit.

 The Pragmasys advantage

There are many benefits for a Microsoft Dynamics CRM user to having Pragmasys on board with them. Pragmasys have years of hands on experience with the implementation and customisation of the Microsoft Dynamics CRM software. They have worked very closely with many Microsoft Dynamics CRM clients and helped them take their business to new levels of growth by leveraging the MS Dynamics CRM software to their advantage.

 Another great benefit of the Pragmasys support is in the case of a problem with the system. Occasionally a client organisation may face an issue with the functioning of the Microsoft Dynamics CRM. At times it may be a problem with a setting or it may be something bigger and entail a modification in the CRM software. The expert technicians at Pragmasys are able to make the required changes and modifications in the Microsoft Dynamics CRM software.

 When an organisation is upgrading its services or expanding its business reach it may require certain modification to the Microsoft Dynamics CRM software to cater to the changes. The Microsoft Dynamics CRM system offers clients multiple benefits when it comes to data storage and organisation.

The best MS Dynamics CRM services

The installation of the MS Dynamics CRM system can be quite tedious and it is best to have the help of experienced professionals to support this implementation and the transition from the existing system to a new one. Pragmasys are Microsoft Dynamics CRM partners and quite adept at ensuring a seamless switch over from the current system to the Microsoft Dynamics CRM software. They make everything so simple and effortless by getting totally involved in the whole system and working with the client organisation each step of the way. They tackle problems head on as they arise and try and resolve issues with well thought out solutions before they manifest into larger problems.

Steps for transition

Implementing the new Microsoft Dynamics CRM system involves a number of different steps. Pragmasys are proficient in this procedure and have years of hands on experience in setting up the Microsoft dynamics CRM system for client organisation in a successful manner. The initial phase involves understanding the existing structure of the client’s organisation. Each company has its own unique method of operation and procedures that they follow. It is essential to first have a good and clear in-depth comprehension of the core functioning of the organisation before getting them to convert to a new system. Pragmasys takes the effort to get a detailed understanding of the methodologies by delving deep into the current system. The Pragmasys team spends time with the employees until they are confident that they understand how each department works and carries out their various functions.

 One they have complete clarity of the existing system they are able to customise the MS dynamics CRM software to suit the needs of the client’s organisation. The analysis report is compiled and presented to the Management of the client’s organisation. The report is complete with details on the plan of the transition phases and also a section on the new options that MS Dynamics system offers that could help improve the way they access and store information. New CRM options can help them improve their productivity.

 The right kind of expertise

Pragmasys being Microsoft Dynamics CRM partners are experts at customising and making the necessary changes required by the organisation in the MS Dynamics CRM system. The Microsoft CRM software needs to be customised to suit the need and requirement of the client’s current organisation and the expert team at Pragmasys is prepared for this task way ahead of time.

Evolving with technology and the times means keeping pace with technological Evolving with technology and the times means keeping pace with technological Evolving with technology and the times means keeping pace with technological

Evolving with technology and the times means keeping pace with technological advancements. At some point or the other every organisation needs to consider this upgradation. Implementing new systems and advancements to incorporate techniques that produce business benefits are inevitable for growth and progress. Pragmasys has consistently been working with their client organisations and assisting them to evolve with new developments in spheres that could essentially give them a competitive advantage and a major boost in profits and sales.

Pragmasys focus on an all-round business expansion which looks at not only sales and profits but also for the organisation to grow comprehensively starting from the lowest level to the top management. Partnering with Microsoft has empowered Pragmasys to contribute in a big way towards assisting organisation move ahead and keep abreast of changing technologies. Supporting organisation to implement and run the Microsoft Dynamics CRM system has facilitated many organisations to improve their sales and business growth as a whole.

The Dynamics CRM services provided by Pragmasys to their clients include implementation and customisation of the MS Dynamics CRM software. The CRM system can be totally customised to meet the requirements and particular specification of a business. The idea is to modify the Microsoft Dynamic software to suit the organisational requirements and make the transition from the existing system to the new one as smooth and easy as possible with minimal disruptions to the ongoing work.

CRM system customisation
The Microsoft Dynamics CRM system is totally customisable down to the level of defining entities and changing table and data storage structures. Fields can be added and modified and existing field types can be changed. As a part of the Dynamics CRM services Pragmasys will assist clients with all the modifications and customisation requirements. These changes can be worked on before the CRM software is implemented and tested accordingly to ensure that there are no errors in operation. The CRM software dashboard is also totally customisable and the options can be modified as per the organisations requirements.

Security levels
Security is always a concern especially when the data is stored on servers that do not belong to the organisation. The CRM data is stored on multiple Microsoft servers at different locations will fool proof security measures. Within an organisation the data and information access levels can be defined based on requirement. This ensures that the safety of data is maintained and unauthorised access is restricted even with the organisations internal operations. Management staff can view reports and keep track of their team’s progress. Reports can be customised according to requirement and standard reports can be predefined by the technical team for easier access.

Best CRM services by Pragmasys

 

The Microsoft Dynamics CRM is committed to delivering business insights to organisation and helping them provide higher service levels to customers. Better quality customer service leads to higher customer retention, better customer loyalty and recommendations to family and friends. Personal recommendations are the best way to gain new customers for any organisation. Building up credibility and a good reputation among its customers is what every organisation strives for. The Microsoft Dynamics CRM has played a major role is assisting organisation give their customers a satisfying experience.

Boost customer experience: Organisations are able to deliver intelligent customer service solutions which results in a high percentage of customer satisfaction and increase in customer retention. With the Microsoft Dynamics CRM services agents are better informed regarding the customers history and thus able to offer better services and solution options. Customers are happy to speak to agents who are updated about their records rather than having to explain their history all over again. The MS Dynamic CRM allows the customer to feel gratified and happy with the overall experience. Organisations go all lengths to ensure that their customers are satisfied. Disgruntled customers are bad for business and with the Dynamic CRM system it makes it a lot easier to iron out ripples of discord between the customers and the expected levels of service. Reclaiming customers and building up a bridge of trust and confidence becomes much easier and stress-free with the use of the MS Dynamics CRM system.

Increase business sales
Every organisation is on the quest for ways to increase business sales. Sometimes the search extends to hiring reputed sales experts. Many organisations feel that a person reputed for his past performance in another organisation can replicate the same for them. At times it happens and sometimes things don’t work out quite the way it was expected.

Sometimes getting the team to attend motivational seminars to encourage better performance is a method employed by some organisation for the improvement of sales. Motivation is a great way to boost the morale of the team and get them to put in their best efforts. But giving them a tool to help them do the job better is the best way to get your teams performance to peak. The ideology to boost performance levels has been ideally capsulated by Microsoft in the Microsoft Dynamics CRM services. The CRM system is a great tool that assists the sales agents along each step of the way. It provides them with the required information as and when required.

Empower sales agents
When your sales team has a certain amount of information access and the ability to make some lower level decisions for customers it makes them feel empowered. The Microsoft Dynamics CRM is a tool that assists the sales agents with a lot more than they could imagine. It gives the agents a certain amount of access to customer information that enables them to be fore armed on how they should approach the customer and the loopholes that they can capitalise on. It taps in to potential customer’s online activity and provides the sales agent with tips on their areas of interest. This information can be used by the sales agents to promote the right products and make a confirmed sale. Personal customer information can be useful for sales agents who are skilled on how to use it to their advantage.

Instant access to information
The Microsoft Dynamics CRM allows sales agents to access information on the go. Sales agents that are out on calls can log into the CRM system through a laptop or a smart phone and get access to information regarding a particular customer who they intend to visit or are on the way to visit for a sales call.

Sales agents who are cold calling or prospecting can have the facility to append new records to the Microsoft Dynamics CRM system and update it with the information of the new contact. Sales can be instantly recorded and calls backs can be noted with reminders. Sometimes customers give references and this information can also be updated on the CRM accordingly for the sales agent to follow up on at a later time.

Using the Microsoft Dynamics CRM services has helps many organisations to grow multi fold. Most of these organisations attribute their progress to better systems and easier information access. Management staff have found the Microsoft Dynamics system very helpful as they can get instant updates and customised reports whenever they need.

CRM Performance Pre-determiner

CRM Performance Pre-determiner

This article gives you information on how to diagnose non-performing MSCRM applications, identify where the actual problem is and some suggested solutions.

Best Practices Analyzer 

First up, have you run the Microsoft Dynamics CRM 2013 Best Practices Analyzer on your installation? If there are any errors that are highlighted, then foremost you should address those – they might not be having a direct impact on the performance of your system but it’s best to eliminate those before you get too far.

Determine aspects that cause performance issue

The first thing you’re going to need to understand is – what is slow about your CRM and how have you measured that? You are going to need to get a grip on what aspects of performance are being reported as problematic if you’re going to solve them. Often there’s a multitude of factors that lead to poor performance so it is important that you establish some kind of baseline measurement of the current ‘poor’ performance is, understand the acceptable performance and then work out what is causing the difference.

– Is it the web service calls from some custom integration?

– Could it be related to increased number of users, or increased data?

– The user perception of performance, when accessing the web UI?

– Is it searching data?

– Is it editing and creating data?

Some Performance Diagnostic Tools

Following are some of the tools that help us determine performance of system.

– CRM’s built-in diagnostic tools – for measuring browser web UI performance, and network metrics between browser and server

– Fiddler – for capturing traffic between the browser and server

– SOAP-UI – for reproducing web service calls – works on both SOAP and REST web services

– SQL Server Management Studio – for examining underlying SQL Server performance, executing queries, checking execution plans

CRM’s Built-in diagnostic tools

This is a very handy way of getting end users to capture the performance of the CRM from their end and send it in to you. If you go to http://<CRM-URL>/tools/diagnostics/diag.aspx you’ll see like the page below. Click the Run button and you’ll get the results of some tests executed from the browser that reveal any issues between browser and server, or with the browser itself. Also helps to run this over different times of the day if your scenario involves different performance at different times of the day. 

From CRM 2013 SP1 onwards Microsoft added a new browser diagnostic tool. Press Ctrl + Shift + Q in internet Explore and you’ll see the following.

Now click the Enable button and load a form you’re trying to analyze. Hit Ctrl + Shift + Q again and now you’ve got an excellent breakdown of the form performance. 

This can be handy to compare performance from different browsers / end-users, and also to see the impact your form design is having. Loaded up with a billion sub-grids? That’s a paddling.

External application call to MSCRM

MSCRM allows integration by other systems. A pattern I’ve seen often involves getting .NET developers to write a simplified set of web services that conform to organization specific data models, acting as a wrapper to the CRM. This simplifies integration and transforms CRM objects into the required models, it also provides a bit of abstraction so you can minimize disruption if you upgrade the CRM installation later. Sounds awesome and you can bash out some code pretty damn quickly that gives you the desired results using LINQ.

Assuming you is writing queries against the OData service:

– Only return the attributes and links that you need

– Specify only the attributes that you need and then execute the query

– Additional unnecessary attributes just result in additional overhead of serializing / de-serializing.

– A handy way to log the timing of your custom web services is to ensure ‘time-taken’ is logged in IIS (assuming ASP.NET web services). You can then analyze this for queries exceeding your target times.

– Understand that your LINQ query may result in multiple OData web service calls. Which happen sequentially? Which adds up to lost time?

– Test your queries using SOAP-UI directly against the CRM OData service

– Compare the results to SQL Server Filtered Views – try T-SQL in SQL Server Management Studio that gets similar result-sets, how does that perform by comparison?

– One option for reading data is to connect to the SQL Server Filtered Views – go straight to the heart of the beast.

– Don’t jump into this without considering the future implications – it won’t work in a CRM Online world for instance, but if the bulk of the operations for your web services are read-oriented it may be worth checking out.

MSCRM Maintenance Jobs

CRM has a number of built-in maintenance related jobs that perform things such as index re-calculations. By default these kick off once a day roughly around the time that the CRM was installed. Which is usually the business hours? An excellent tool to review these schedules and change them to a time of less interruption to the user is the CRM Job Editor – with editions for CRM 2011 / 2013 / 2015.

Infrastructure

Check MSCRM implementation Guides for appropriate hardware value such as RAM and CPU.

If you’ve got multiple CRM servers deployed behind a load balancer, are you able to side step the load balancer and browse the CRM server directly (from the end user desktop environment), and does this make any difference to the performance? If it does, then check out the NLB configuration for any issues.

What’s the network topology? When you’re browsing the CRM Web UI and getting your own feel of system performance, are you doing it only meters away from the data center, while the users complaining about performance are in some regional office connected over a wet piece of string? If the performance symptoms being complained about seem to be geo-specific, replicate testing from their end as much as possible (see the built-in diagnostic tools in the Web Interface section).

Have you got latency issues between end users and your CRM servers? CRM can be a bit chatty and these can causes you pain over a connection with high latency.

Use of SQL Server Best Practices Analyzer

Of course Dynamics CRM performance is heavily dependent on the performance of the underlying SQL Server installation. So, have you run the SQL Server Best Practices Analyzer (2012 edition)?

– Memory and CPU – is SQL crying out for any more of either of these?

– Physical location of Data and Log files – are the data and log files on separate physical disks?

– Max Degree of Parallelism (MAXDOP) – it is recommended that this is set to 1. It affects the entire instance, and changes occur immediately. A word of caution: Tread carefully before making this change.

Tempdb – it is generally recommended to have the same number of physical files for Tempdb data as the number of CPUs on the server. By default there will be 1 file.

Growth of database files – check the auto-growth settings of the database files and pre-grow them to a larger size if your database is growing regularly. This can reduce the number of ‘disk grabs’ SQL makes as it expands the databases.

Use of SQL Statistics

SQL has some excellent statistics that it keeps regarding costly queries, index usage and other tuning related things. From a CRM perspectives these can help reveal what your most costly queries are.

SQL Indexes

If you’re doing a lot of queries that involve WHERE clauses with custom attributes or ORDER BYs with custom attributes chances are you can benefit from an index on those attributes – particularly if the number of records is large. Adding an INDEX to the SQL Table is the only supported thing you can change in the SQL Database. Things you need to consider – how unique is the data? How often are you reading from it vs. writing to it (inserts, updates)? Because the cost will come in terms of index calculation as you make changes. These days this calculation happens ‘online’ and doesn’t block but it still taxes CPU and Memory of course.

Run management Studio Execution Plan for Costly Queries

Run queries similar to the ones that are performing slowly, directly in SQL Server Management Studio and make sure to include the execution plan. SQL will tell you the cost of the query components and reveal if an index would benefit that query.

For Online Deployment if you put a support call in to Microsoft you can have them add the index for you.

Increase the performance of MSCRM form

Many times we see that MSCRM form takes much time to load, this is really hectic. Everyone wants smooth processing of MSCRM. So we have to take care of the thing by which MSCRM perform well. Slow processing may be due to fallowing reasons, slow internet, less ram and java scripts on MSCRM form. Improper java scripts code is also a bigger reason for slow processing of MSCRM form.

 

Below are some of the things you should remember before using java script on MSCRM form.

Do not include unnecessary java script web resource library: As we know if any web page contains more script to include on page load, page will take more time to load, so the more scripts you add to the form, the more time it will take to download them. After loading first time scripts get cached in browser. But as we usually say first impression is the last impression, so we have to try to not include unnecessary web resource library on MSCRM form.

Try to avoid loading all scripts in the on load event of the MSCRM form: If you have code that only supports on change events for fields or the on save event, make sure to set the script library with the event handler for those events instead of the On Load event. This way loading those libraries can be deferred and increase performance when the form loads.

Use collapsed tabs to defer loading web resources: Here is one interesting thing whenever a web resources or IFRAMES are included in sections inside a collapsed tab; they will not be loaded if the tab is collapsed so the script will also not get loaded on page load. They will be loaded when the tab is expanded.

Try to set default visibility options: We have to use default functionality for hiding attributes, we should avoid using form scripts in the On Load event to hide form elements. Instead, set the default visibility options for form elements that might be hidden to not be visible by default when the form loads. Then, use scripts in the On Load event to show those form elements you want to display.