Increase Dynamics CRM Online Scribe Data Migration Performance

Slalom Consultant Jayson Goldinger

Jayson Goldinger is a Slalom Consultant based in Denver, CO, and a member of the Slalom National CRM practice. His work revolves around Microsoft Dynamics CRM including configuration, customization, report development, and integration. He is also recognized as a Scribe MVP.

For those of you who have done data migration or integration with Dynamics CRM Online, you know that the performance may be a challenge. I recently faced that challenge during a recent project.

I had approximately 52,000 account records with associated contacts to import. I also needed to do a check (Seek Step) against CRM to see if the record was already in CRM. I was using Scribe Insight with my source being Excel and my target was Dynamics CRM Online using the Dynamics CRM Adapter. On my first attempt my job ran for 9 hours and only imported approx. 15,000 records. At that rate it would have taken over 30 hours to complete. That rate is not really acceptable. It also potentially adds other issues like the connection being dropped after some period of time and then I would have to restart the integration. Some of my colleagues have said they have seen the Dynamics CRM connections dropped around the 8 hour mark.

The question then becomes how to combat this issue. Continue reading and I’ll explain how I was able to increase the performance from about 30 source records per minute to an average of 200 source records per minute. I say source records because in the job that I am discussing each source record may create one or two records. Read more of this post

Controlling Ribbon Buttons with Jscript in Dynamics CRM 2011

Slalom Consultant Jayson GoldingerCRM 2011 has been out for some time now and I finally had a project where I had a chance to really dig into the functionality of the ribbon. In reading through the software developers kit (SDK), I quickly realized that the Ribbon Enable Rules are somewhat limited in functionality. However, Microsoft left the door open for us to use jscript where the XML will simply not suffice. The use of jscript (and some FetchXML) gives us quite a bit of flexibility that we need out in the implementation world. Let’s walk through how this works…

For the sake of this blog post, I am going to make the assumption that you have a basic understanding of the RibbonDiffXML. In the CommandDefinition for the button you will see the EnableRules. You can have several rules and if any one of the rules returns False, the button will be disabled. You can get to the CommandDefinition for custom buttons by looking in the customizations.xml or you can find the CommandDefination for standard buttons on standard entities in the SDK. Here is a sample of a button’s CommandDefinition; this one is for the standard “Deactivate” button on the Account Entity pulled from the SDK. The highlighted line of the XML is a custom EnableRule that I created. Read more of this post

Dynamics CRM 2011 Report Development using FetchXML

Slalom Consultant Jayson Goldinger

Jayson Goldinger is a Slalom Consultant based in Denver, CO, and a member of the Slalom National CRM practice. His work revolves around Microsoft Dynamics CRM including configuration, customization, report development, and integration. He is also recognized as a Scribe MVP.

The inability to have custom reports was one of the biggest drawbacks of Dynamics CRM online when it was first released. Fortunately Microsoft has addressed this issue in the release of Dynamics CRM 2011. However, there is one small catch. The catch is that you have to use FetchXML (which is a proprietary query language that is used in Microsoft Dynamics CRM) for your SRS report query.

In my opinion one of the most powerful features of reporting in Dynamics CRM is the ability to use Advanced Find to “pre-filter” the data sent to the report. As a report writer of a number of years, I was always frustrated by the moving target of parameters that a user might request. When you get more than two or three, the report becomes a little difficult for the end user to use. By taking advantage of the “pre-filtering” with Dynamics CRM and Advanced Find the options of parameters become almost infinite and as a developer I only need to worry about one thing–setting up the option of “pre-filtering” in my report. It may seem like a difficult task but it is actually quite simple. I’ll walk through the steps. Read more of this post

Follow

Get every new post delivered to your Inbox.

Join 129 other followers

%d bloggers like this: