So, at my company we're using Microsoft's CRM 3.0 and I must say, I like it. The integration with Outlook is seamless and customization is easy too. We have, however, experienced some significant performance issued with it, specifically when installed as a Laptop Client. We don't have any Desktop Clients installed yet but I'm guessing this isn't issue with the Desktop Client.
If you don't know, the Laptop Client uses MSDE 2000 to store the data offline and synchronizes with the SQL server that CRM is running on. Gotta love SQL, especially desktop edition. MSDE tends to be a bit of a RAM hog and thus CRM becomes the RAM hog. Our database is relativly small, we don't use it for all appointments and tasks yet, there's three users as of now, still in "testing" mode. We have about 80 companies, 130 or so contacts and about 80 opportunities/quotes/orders/invoices etc. Not that big. As I write this, my sqlservr.exe is taking about ...... wait a minute its not too bad right now. That's funny. I just had an episode with this, uninstalled CRM and Office 2003, installed Office 2003 then installed CRM and it appears to be happier now. I swear before sqlservr.exe was taking about 150MB VM and about the same of memory. Also the Microsoft.Crm.Application.Hoster.exe was taking up about the same amount. Now they are both under 100MB, not bad.
It could also be due to some of the changes I made suggested by someone in a msnews newsgroup. I was complaining about how much CRM is a performance hog. My post on 10/9/06:
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Howdy,
I've tried running CRM 3.0 on my laptop (ThinkPad Z61p Dual Core 2Ghz, 1GB
RAM, 100GB SATA, Windows XP Pro SP2) but it just bogs it down to no end.
When my computer is idle, CRM is offline, and Outlook 2003 SP2 is set to
Work Offline, outlook.exe utilizes about 40-55% of my processors! When CRM
is online and Outlook is also online and I'm local to the CRM server
(ethernet) it does the same thing.
Its a little bearable for myself because even at half processor
availability, i can get most of my work done, once in a while i'll close
outlook just to get some functions done. My coworkers are on slower
computers and laptops and their outlook will lock up for 2-4 minutes between
opening and closing.
I just reinstalled Outlook 2003 and SP2 and have not installed CRM yet and
everything is quite happy. Processor is idling around 1-5%. I'm going to
install CRM in a few days, once I know Outlook is happy and try it again,
but I know from experience, its going to bog my computer again.
What can be done? Is anyone else experiencing similar issues? Microsoft,
help!
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See, I was having issues. Someone replied to my post and I think it actually worked! Their reply was
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Try not syncing on startup. Go to CRM -> Options and the Sync tab. Uncheck
sync on startup.
Also try disabling the AutoTagging feature in CRM.
Start the Microsoft CRM server as a CRM administrator user.
2. Click Settings, click Organization Settings, and then click System
Settings.
3. In the System Settings dialog box, click the Outlook Synchronization tab.
4. In the Check for promoted e-mail every field, type 9999.
5. In the Perform additional checks for promoted e-mails when new e-mail is
received box, click No.
6. Click OK.
7. Restart each Microsoft CRM client.
If the users inbox is rather large it can slow down performance.
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So here's what I did. In CRM web interface when logged in as an administrator, I went to Settings, then Organization Settings, then System Settings. On the Outlook Synchronization tab I changed the "Check for promoted e-mail every" from 10 to 9999. I also changed "Performed additional checks for promoted e-mails when new e-mail is received" from Yes to No. My understanding is that CRM will scan your inbox in the time increment specified to find emails to promote. Also do the same checks when new emails arrive. This may explain the issue when idle Outlook was crunching away. My Inbox consists of about 1500 emails so I'm guessing that's a lot for it to work on.
Then in Outlook, I went to the CRM menu then Options. Then went to the Synchronization tab and unchecked "Synchronize the items in my Outlook folders as startup". So it appears that CRM will synchronize Outlook with itself? There's a lot of checking and synchronizing that CRM does, and I'm not sure if its all needed. Is Microsoft trying to help too much again?
So, since I've made the above changes my laptop has been running great. Outlook has been normal and not crunching away. I passed the tip along to my coworkers but don't know if they've applied it yet. When they do I'll let you know how it goes.