Tip #302: Optimize CRM by updating statistics and reorganizing indexes

Another SQL nugget from Gayan “Mr Performance” Perera: If you’re running CRM (any variant) on-premise you can optimize the speed of the system by setting up two management jobs inside SQL. First, update statistics of the organization_MSCRM database every day (outside business hours). Second is to reorganize the indexes of the organization_MSCRM database every 2-4 […]

Tip #301: Using a team for system administrator access

Gustaf (not V) Westerlund mentions that while it may be attractive to create a team with System Administrator role to simplify security administration, the “inherited” approach is not sufficient to grant users all privileges that they need as System Administrator. For example, users cannot publish Business Rules if they don’t have a user role that […]

Tip #299: Schedule CRM on premise reports

Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]

Tip #295: New entities and attributes in CRM 2015

Julie “Nighteye” Yack asked the other day: Is there a magical list somewhere (that I have failed to find after half an hour of binging, or banging?) of new entities and new attributes on existing entities for 2015? Everhelpful Jim “Mr SDK” Daly chimed in: The metadata browser allows you to filter by entities using […]