There is a big difference between the problem of "when I first launch CRM it takes 30 seconds to load" and "when I save a new Account record it takes 25 seconds" - you must get the problem statements down to these types of specifics. Otherwise, you'll never know where to look and you won't know if you have fixed it. Now, once you have the specific performance problems you need to determine if CRM - at a baseline in your environment - is performing acceptably. on Office 365 and Outlook, or that run operations on Azure, Dynamics 365 provides. Create a new organization in CRM and create some accounts and contacts during a period of low-load in both the new organization and the current organization. x), Microsoft Dynamics CRM 2016 (on-premises). What is the performance difference? Can you account for this performance difference because of plugins executing? Perform updates, assigns, deletes, etc and make the same measurements. This is where I would start if I knew absolutely nothing about the system and its history. Once I could narrow down the specific performance and I had a control organization - running in the same environment - to use for comparison I would go to Serverfault and post a specific question with all the relevant details (custom entities, workflows/plugins, server config, sql configuration/indexing, workstation setup, network topology, etc.) for each performance issue you are experiencing.
Outlook Customer Manager is being added today for free for those with the Office 365 Business Premium Plan, starting with those in the First Release program ahead of worldwide rollout in the months ahead.Nicknow is correct in that you have to get some metrics and figure out if this is truly a client side CRM Outlook performance issue or if it's a server side issue that may be due to poor SQL Server or poor Microsoft CRM Server performance. That software, which complements this new release, helps businesses schedule appointments with customers and automate appointment reminders. The move follows another launch from earlier this year, also aimed at small businesses, Bookings. But many smaller organizations are not in need – or may never be in need – of such a solution, which has had them turning to other, third-party providers for lightweight CRM.
If at some point, if the company grows larger, they can upgrade to Dynamics 365, which offers enhanced customer info along with deeper insights. It’s available from the home tab in the Outlook inbox, and the data tracked remains in Office 365.
The feature will be available on desktop and on mobile, starting first with iOS before hitting other mobile platforms. All the notes from calls, meeting dates, and deal stage details are accessible to anyone at the company with access to the new Customer Manager software. In addition to making it easier and quicker to keep up with customers through Outlook’s familiar interface, another advantage to this system is that it can help teams handle customer calls and inquires, even if the customer’s original point-of-contact is out sick or on vacation. The Focused feature is similar, in a way, to Outlook’s Focused Inbox, which helps to prioritize the emails that need to be read first. In addition, the technology is able to prioritize which customers and deals are most important, then present this as a “Focused” list to help with time management. One of the features of the Outlook Client is that it automatically syncs all the CRM contacts that user owns and creates contacts in Outlook. It’s also able to present lists of deals by stage, close dates, priority and amount. The Outlook Client for Microsoft Dynamics CRM keeps your users' inboxes from becoming silos of information that are accessible only to the user. When you try to configure Microsoft Dynamics CRM for Microsoft Office Outlook.
To utilize the system, businesses can associate certain tasks with a contact, company or deal, so they can interact with their customers in a more timely fashion. The Dynamics AX client is for example exchanging data with Microsoft. This information – which is collected from email, calendar and call log data – is presented in a timeline format next to the inbox. Once enabled, Outlook Customer Manager will automatically organize customer information, including emails, meetings, calls, notes, files, tasks, deals and deadlines. The new tool lets businesses track tasks and deals in progress directly in Outlook, and will pop-up reminders aimed at helping them stay on top of their customer relationships, the company says. Microsoft today is rolling out a new tool for business owners using Office 365 and Outlook called Outlook Customer Manager, a lightweight CRM for companies that need to track their customer interactions and history, but aren’t yet ready for a more robust platform like Dynamics 365.