Technical Deep Dive on Dynamics 365 Customer Engagement Performance Optimization - Nov. 22nd, 2017
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1 Nov. 22nd, 2017 Technical Deep Dive on Dynamics 365 Customer Engagement Performance Optimization
2
On today‘s call
SIMONE ASTOLFI RADU NEGULESCU3
Agenda • Optimizing the Application
• Network
• Troubleshooting
• Troubleshooting Tools
• Q&A4
Causes of Performance Effects of Performance
Issues Issues
Users and business process Slow Form Loads
Application Application configuration
Application Saving Records
Application coding
Slow List View Loading
Database index and table
design
Database Slow Workflow Processing
SQL Server configurations
Database Slow Searching
Operating System
Timeouts and Deadlocks
Hardware
Infrastructure Slow Logins
Datacenter Network
Infrastructure
Customer Network Timeouts5 Optimizing the Application
6
Client Machines
• Meet/Exceed Hardware and Software Requirements
• Power Settings
Web Client requirements High Performance
Supported Web Browsers and Mobile • Non-essential applications
Devices Turn off or Disable
• VDI/Citrix Scenarios
• Antivirus Programs / ScriptScanning
Add Dynamics site to list of safe sites7
Internet Explorer
• IE Zoom - set to 100%
• New versions of stored pages - Automatic
• Disk Space to use - 250 MB
• Delete Browsing on Exit – Unmarked
• Do not save encrypted pages to disk -
Unmarked8
System Settings
• IM Presence
• Learning Path
• Activity Feeds
• Legacy Form Rendering
• Enable Quick Find record limits
• Audit Only What You Need9
Security Roles
• Organization
• Parent-Child Business Unit
• Business Unit
• User
• None10
Sharing Considerations
• Limit Sharing of records
• Use security roles and
If sharing is needed use Access Teams business units to grant
if possible versus direct shares access to records
• Direct vs Indirect Shares
• Access Teams
Scalable Security Modeling11
Cascading Considerations
Default Cascading rules are setup to cascade
If you are deleting an account and the account has
hundreds of activities and has contacts with hundreds of
activates and opportunities with activities the delete
cascades through all those records.12 View Customizations
13
Form Customizations
Role-based Forms
Use to limit what loads on a form
Form Controls - Remove if not needed
Quick View Forms
Bing Maps
Timer Controls
Charts
Social Pane
IFrames & Web Resources14 Demo
15 Developer Tips Best practices for developing with Microsoft Dynamics 365
16
Reporting
• Complexity of Report and
number of charts in a
dashboard
• 50,000 record limit with charts
• Reports can span more the
50,000 records, however must
complete within 5 minutes or
will timeout
• Limit the fields pulled in the
query
Microsoft Dynamics 365 (online) reporting
considerations17 Network
18
Bandwidth and Latency
• Average latency less than 150 ms.
• Max Download Speed greater than
50 KB/sec
Diagnostic Page
(https://.crm.dynamics.com/tools/
diagnostics/diag.aspx)19 Troubleshooting
20
Questions to Ask
If only a subset of users are impacted, perhaps it is something
Does this impact certain users or is this issue isolated to a certain office branch, Security Role or local
reproducible by all users? machine configuration.21
Questions to Ask
If the issue is on certain forms, certain sections or areas of the
What entities/area does this issue happen with? application, it potentially is related to customizations. The
amount of customizations, number of subgrids loading or client
side code executing slowly.22
Questions to Ask
What form(s) does the issue happen with? If the issue happens with only certain entities, investigation can
focus on items interacting with this specific entity. If all entities
are impacted, we can look at more general SQL issues,
Network and client side for troubleshooting.23
Questions to Ask
If the issue only reproduces in a specific browser, look for add-
ins for the affected browser to see if they may be causing
additional processing. If users are reporting the same behavior
What browser is being used? with the same browser, have them try from a new machine or
machine off company network and policies (such as a home
computer) and see if the issue still reproduces. If the issue
does not happen on a home computer, this could mean the
issue related to the Group Policy / configuration of machine on
the company network.24
Legacy Forms
This can be done with the customer by
Check and see if Legacy Form
having them check Settings ->
rendering engine is being used.
Administration -> System Settings ->
General tab25
Plugins Log into the instance and check if they have any plugins
registered on that entity, specifically regarding 'Retrieve'
message. This can be done by navigating to Settings ->
Settings -> Customizations -> Customize the System -> Sdk
Message Processing Steps.
You can ignore the ActivityFeeds plugins typically as these are
Check and see if they have any out of the box plugins. We are looking for entries which match
the following:
plugins executing on the entity
in question - SDK Message = Retrieve (Possibly other SDK Message types
as well, such as RetrieveMultiple)
- Primary Object Type Code =
- Status = Enabled
- Execution Mode= Synchronous
SDK Message Processing Steps matching these results could
be investigated as they would be executing when the record is
loaded. These steps could be potentially disabled and the
scenario can be retested without these enabled to see if the
issue remains.26
On Load Events
Navigate to Settings -> Customizations -> Customize the
System -> Entities -> -> Forms -> . Then navigate to Form Properties -> Events tab.
Are there libraries listed under Form Libraries? If there is, these
are the libraries or the definitions of the client side scripting.
Under Form Customizations, Under Event Handlers, Event: OnLoad, are there libraries listed
check for OnLoad events here? Are they enabled? Should there be an OnLoad listed
here, this means when the page is loaded, it runs the
function(s) listed below.
If there are OnLoads listed and enabled, try disabling them,
save and publish the forms. Then attempt to reproduce the
issue.27
Express Route
Not routing customer information
via the public internet
Dedicated connection avoiding
conflict with other internal traffic
Microsoft Dynamics 365 and ExpressRoute28 Troubleshooting Tools
29
Azure Speed Test
This is an approximate calculation of latency to Azure
Run AzureSpeed test to determine data centers from the client machine. The data centers
client latency to Azure datacenters. we would want to be mindful of are:
- North America, West US, California
From web browser, access - North America, East US 2, Virginia
http://www.azurespeed.com/
Same recommendations here as the CRM Diagnostic
Page. This is not a definitive CRM test but more of a
general network performance indicator.30
Fiddler
Take a look at ClientBeginRequest, ClientDoneRequest,
ServerGotRequest, ServerBeginReponse and
ServerDoneReponse. Look for long delays here
between the markers. Long delays would be over a
couple of seconds.
Capture a Fiddler Trace while
trying to load the form. For If delays are between ServerGotRequest and
ServerBeginReponse, this indicates the server was
additional instructions, see the processing on retrieving or processing the data before
Fiddler documentation for details sending back to the client. Look towards SQL or Plugin
on using Fiddler or utility Website: execution delays.
http://fiddler2.com
If the delay is ClientBeginRequest, ClientDoneRequest or
ServerGotRequest, this indicates slow network in
sending the request to the server. Look at network
latency, bandwidth and perhaps firewalls on the
customer side.31
Form Performance Test
There will be 4 larger markers (All Subgrid
If the form does load, run Forms Load, Complete Load, Edit-Ready (pre-
Performance report when onload), Edit-Ready (post-onload) and then
reproducing issue. (alt+shift+q) a bunch of smaller ones. Values are in
milliseconds (ms). The main 4 should
complete between 2400 - 7000 typically.32
Collecting Client Side Performance Metrics
1. Login to your CRM organization in browser. Navigate to any entity grid or form.
2. Press Alt + Shift + Q.
3. In the Performance view that this opens, click "Enable" to turn on capture of performance measurements.
4. Click "Close" to close the Performance view.
5. If you are measuring form load time, navigate to the grid for the entity you want to measure.
6. Open a record. Let it load fully.
7. Press Alt + Shift + Q to bring up the Performance view.
8. Click on "Select Major" to get a list of the main measurements.
9. For Dynamics CRM 2015 Spring release, for the new forms, the 2 main measurements are:
a."ControlsInitializationCompleteTimestamp" : all controls on the form are initialized and record is edit
ready. Asynchronous loads may not be completed yet.
b."All Sub-grids Loaded": All sub-grids are loaded with the
associated records. All asynchronous loads are complete.33
Collecting Network Traces from the Browser
1. Identify the scenario (page) which is loading slowly. Preferably this should be a warm scenario (i.e. page
navigated the second time and cache warmed up)
2. Use IE 11 network analyzer to record a trace:
a. Show the network analyzer by pressing F12 then clicking on the network icon then start tracing by
clicking on the green play button.
b. Execute the test scenario.
c. Stop recording by clicking on the red stop button
d.Save to xml file by clicking the button next to it
3.Use Chrome network analyzer to record a trace:
a. Open network analyzer by pressing F12 and then clicking on Network. Unlike IE Chrome records by
default.
b. Execute the test scenario
c. Stop recording by clicking on the red record button
d. Right click on the grid and choose “Save as HAR with content”34
Additional Resources
• Optimize form performance
• Retrieve Multiple Performance
• Older “Tips & Tricks” from the field:
• Microsoft CRM Online Performance Tips & Tricks - Part 1
• Microsoft CRM Online Performance Tips & Tricks - Part 2
• Key preparation and configuration tasksGET STARTED
Technical Journey Start here if you are new to
Microsoft Dynamics 365
Introduction to Dynamics 365
Customer Engagement
Introduction to Dynamics 365 CUSTOMER ENGAGEMENT Technical Onboarding (Day 1)
Attend this Technical Journey if you are new to
Recording from November 6th, 2017
Microsoft Dynamics 365.
Components: Introduction to Dynamics 365 CUSTOMER ENGAGEMENT Technical Onboarding (Day 2)
• 4 technical training Webcasts (free of charge) Recording from November 7th, 2017
• One-to-one Starter Kit Consultation*
What's New and Highlights in Business Applications
Target audience: Recording from November 8th, 2017
• IT Decision Maker
• Tech Influencing Business Developer Manager
• Productivity Consultants Introduction to Microsoft Dynamics 365 - Internal Use Rights & Demo Benefits
Recording from November 8th, 2017
• Sales Solutions Specialist
• PreSales Specialist
• Consultant Introduction to Dynamics 365 CUSTOMER ENGAGEMENT - Basics of Customization
Recording from November 9th, 2017
Technical Level:
• 100-200 (Introduction + Technical Details)
Dynamics 365 Starter Kit Consultation *The cost for this technical consultation
Prerequisites: Delivery method: on-demand* is 5 partner advisory hours.
• You have to be a Microsoft Partner
• Experience with Office 365 is an advantageGROW
Technical Journey Enhance Your Business with Dynamics 365 for Field Service
Enhance Your Business with Recording from November 14th, 2017
Dynamics 365 Customer Engagement
Enhance Your Business with Dynamics 365 and Azure B2B Functionality
Attend to this Technical Journey if you already Recording from November 14th, 2017
have experience with any Dynamics 365
Application and wish to enhance your business
portfolio with new services.
Enhance Your Business with Dynamics 365 Portals
Recording from November 14th, 2017
Components:
• 7 technical training Webcasts (free of charge)
• One-to-one Growth Consultation Enhance Your Business with Dynamics 365 for Project Service Automation and Project Online
Recording from November 15th, 2017
Target audience:
• Architect Enhance your business with Dynamics 365 - PowerApps and Flow
Recording from November 15th, 2017
• IT Decision Maker
• Tech Influencing BDM
Enhance Your Business with Dynamics 365 with Cognitive Services / Cortana Intelligence
Technical Level: Recording from November 16th, 2017
• 200 (Technical Details)
Enhance Your Business with Dynamics 365 and Data analysis / Insights / Power BI
Prerequisites: Recording from November 16th, 2017
• Basic know-how of Dynamics 365 Customer
Engagement functionalities.
Dynamics 365 Growth Kit Consultation *The cost for this technical consultation
Delivery method: on-demand is 5 partner advisory hours.OPTIMIZE
Technical Journey
Technical Deep Dive on Dynamics 365
Customer Engagement
Technical Deep Dive on Dynamics 365 with Azure AD - Managing Multiple Customers
Recording from October 10th, 2017
Attend this Technical Journey if you wish to have a
technical deep dive into specific functionalities of
the listed Microsoft Dynamics 365 Applications. Technical Deep Dive on Dynamics 365 for Field Service
Recording from November 21st, 2017
Components:
• 5 technical training Webcasts (free of charge)
Technical Deep Dive on Dynamics 365 with PowerApps
• One-to-one Growth Consultation* Recording from November 21st, 2017
Target audience:
Technical Deep Dive on Dynamics 365 CUSTOMER ENGAGEMENT performance optimization
• Architects Delivery date: November 23rd, 2017, 09:00 - 10:00, GMT (London)
• Consultants
Technical Level: Technical Deep Dive on Dynamics 365 with Azure Logic Apps
Delivery date: November 23rd, 2017, 10:30 - 11:30, GMT (London)
• 300-400 (Functional/Technical Deep Dive)
Prerequisites:
• Solid know-how of Dynamics 365 Customer
Dynamics 365 Advanced Workload Consultation *The cost for this technical consultation
Engagement functionalities Delivery method: on-demand* is 5 partner advisory hours.
• Developer skills required for Level 400 sessions38 Questions Wishes askpts@microsoft.com Feedback
39 © 2017 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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