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Microsoft Dynamics CRM Team Blog: Customizing Microsoft Dynamics CRM 4.0 for High-Latency and Low-Bandwidth Environments
Источник: http://blogs.msdn.com/crm/archive/20...ironments.aspx
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The MS CRM Engineering Excellence (E2) and Dynamics Premier Field Engineering (PFE) teams recently collaborated on a benchmark testing effort designed to measure the performance improvement associated with customizing an “out-of-the-box” implementation of Microsoft Dynamics CRM 4.0 to accommodate the requirements of a specific, real-world business scenario in which the customer would encounter potential issues with network latency and bandwidth.
Testing Plan
To derive the necessary data, we defined the following testing plan:
1. Define the specific business scenario
2. Perform a 500 user un-optimized run
a. Collect network stats for first-run (cold) experience
b. Execute benchmark
3. Customize CRM to accommodate requirements of business scenario
4. Optimize CRM/SQL based on the workload
5. Perform a 500 user optimized run
a. Collect network stats for first-run (cold) experience
b. Execute benchmark
Business Scenario
To meet the criteria of for the business scenario, we specified that the customer:
- Has offices located in four, geographically dispersed regions with varying network characteristics
- Uses Microsoft Dynamics CRM 4.0 for account and contact management
- Has customized the CRM deployment for optimal levels of network performance across all regions
Summary of Customizations
Based on this scenario, the teams customized the application by engineering a user interface that required fewer roundtrips and transmitted less data. Below is a summary of these customizations.
- Customized the Account and Contact forms
- Disabled Forms Assistant
- Changed the Default Public View to display two fields
- Removed selected fields and search fields
- Changed Number of Fields returned to 25
- Specified to show only Sales in Workplace Pane
- Changed the security role to only allow the Contact and Account Entities
- Disabled Duplicate Detection
- Removed as many items as possible from the left Navigation Bar (except Workplace)
- Customized Accounts and Contacts grid to show only the Name and a few other key fields
- Removed the majority of items in the left Navigation Bar of the Account and Contact forms
Detail of Customizations
The actions, rationale, benefits, and potential caveats that are associated with each of the customizations are shown in the following table:
Customization
Rationale
Benefit/Caveat
Customized the Account and Contact forms
Disabled the Forms Assistant
Users do not require the Form Assistant
Application requires fewer roundtrips to load
Changed the Default Public View to display two fields
Eliminating unnecessary or unused fields
Reduces the amount of data sent to/from the CRM Client
Removed fields:
§ Account form: Other Phone; Fax; Phone; Address2; Address3
§ Contact form: Street2; Street3; Country/Region; Phone; Salutation; Middle Name; Home Phone; Fax; Pager
Eliminating unnecessary or unused fields streamlines form layout
Reduces the amount of data sent to/from the CRM Client
Removed search fields:
§ Account form: Account Number; E-mail
§ Contact form: All except FullName
Eliminates unnecessary or unused search fields
Enhances query execution; reduces the amount of data sent over the network
Changed the Number of Fields returned to 25
Users can locate specific records by reviewing 25 or fewer fields
Increases the efficiency of record searches and reduces the amount of data sent to the CRM Client, resulting in faster rendering times
Modified the Workplace Pane to show only Sales
Simplifies navigation by removing unused/un-needed options
Prevents accidental navigation; facilitates training; and reduces the amount of data that is sent to/from the CRM client and the number of associated roundtrips
Changed the security role to allow only the Contact and Account entities
“Hardens” the deployment by removing access to unused entities
Helps to lock down the application to provide access only to necessary business functions. Removing access to unnecessary entities also removes their visibility from the Workplace pane, in turn reducing the amount of data and roundtrips required by the CRM Client
Disabled Duplicate Detection
Customer anticipates that the system will not contain duplicate records
Reduces data checks on Save; limits on-screen functionality to reduce roundtrips and data sent to the CRM Client
Removed all unnecessary items (except Workplace) from the left Navigation Bar
Simplifies navigation
Streamlines interface, prevents accidental navigation, facilitates training, and reduces the amount of data sent to/from the CRM Client and the associated number of roundtrips
Removed unnecessary items from the left Navigation Bar of the Account/Contact forms.
Customer only uses CRM for account/contact management
Streamlines interface, prevents accidental navigation, facilitates training, and reduces the amount of data that is sent to/from the CRM Client and the number of related roundtrips
Testing Results
Overview
The tests we conducted were focused on the first-run (Cold) experience of the application. The subsequent run (Warm) experience of the CRM 4.0 application is highly optimized and typically only involves a handful of roundtrips and a very small amount of data transferred.
Note: For details of a network utilization study that documents the results of an un-optimized Cold and Warm run experience, on MSDN, see Microsoft Dynamics CRM 4.0 Performance and Scalability White Papers at:
http://www.microsoft.com/downloads/details.aspx?familyid=5852B14A-394C-4898-8374-CAF5E6479EB0&displaylang=en
While the performance improvements covered in this posting apply to both a Cold and Warm run experience, the savings associated with Cold runs are more significant.
Test Run Results
Deployment
Home Page
Create Account
Create Contact
Find Account
Find Contact
Open Account
Open Contact
Update Account
Update Contact
UN-OPTIMIZED
Bytes Sent
98,262
170,982
173,482
115,114
114,807
160,878
160,435
174,791
173,832
Bytes Received
278,385
443,321
449,537
312,798
311,167
455,093
450,625
458,521
454,488
Roundtrips
123
222
223
141
140
220
219
226
225
UN-OPTIMIZED IFD
Bytes Sent
146,485
290,842
289,113
174,169
172,566
291,207
286,798
301,482
297,972
Bytes Received
191,681
357,704
353,496
226,743
225,255
364,542
359,335
367,247
361,876
Roundtrips
90
177
176
106
105
179
177
183
181
OPTIMIZED IFD
Bytes Sent
131,007
213,304
228,210
138,444
149,952
230,151
221,229
217,022
229,750
Bytes Received
174,321
267,011
292,400
180,052
203,839
354,941
295,024
273,788
295,251
Roundtrips
81
131
140
86
93
143
137
133
141
% Improvement between Un-optimized non-IFD and Optimized IFD
Measurement
Home Page
Create Account
Create Contact
Find Account
Find Contact
Open Account
Open Contact
Update Account
Update Contact
Total Bytes Transferred
18.94%
21.81%
16.44%
25.57%
16.95%
5.01%
15.52%
22.50%
16.44%
Roundtrips
34.15%
40.99%
37.22%
39.01%
33.57%
35.00%
37.44%
41.15%
37.33%
IFD vs. Windows Authentication
The default authentication model (Windows Authentication) attempts to send each web request with anonymous credentials, and the server responds with a 401 response for those items that require authentication. At this point, the client sends the credentials. Items that do not require authentication are sent back immediately.
It is important to note that using the IFD deployment model reduces the roundtrips that are required to complete a business transaction because authentication credentials are sent with the web request. However, adding this credential also increases the amount of data sent to the server, which is reflected in the test results above.
Summary
Test results demonstrate that the customizing the CRM application can significantly improve performance in WAN environments. While customer business requirements will dictate the level of customization required, taking the approach described can dramatically reduce the network utilization and roundtrips required by the CRM application.
Thanks,
Jim Toland
Источник: http://blogs.msdn.com/crm/archive/20...ironments.aspx
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