Speed up data synchronization
Published: June 30, 2006
When you work offline, you can speed up data synchronization between Microsoft Dynamics CRM 3.0 and Microsoft CRM 3.0 client for Microsoft Office Outlook in several ways. The most effective way is to manually synchronize your data while you are still online. To do so, in Microsoft CRM client for Outlook, on the CRM menu, click Synchronize CRM with Outlook.
Typically, the first synchronization is the slowest because you must populate the entire local database. The speed of subsequent synchronizations depends on the amount of data that you have to synchronize. While you are online, follow these suggestions to reduce the amount of data you synchronize for work offline.
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Limit the record types you synchronize
If you must synchronize contacts, tasks, and appointments, limit the record types you synchronize to those you require offline. In Microsoft CRM client for Outlook, on the CRM menu, click Options. In the Set Personal Options dialog box, on the Synchronization tab, select only the record types you must synchronize.
Deactivate local data groups that you don't use
Deactivate local data groups for areas that you don't use in Microsoft CRM client for Outlook. To deactivate an active data group, on the Data Groups tab, select one or more data groups. On the toolbar, click Deactivate. This deactivates all of the local data groups, and then moves them to the Inactive Data Groups tab.
Reduce the number of records to synchronize
Modify local data groups for areas that you do use in Microsoft CRM client for Outlook. In Microsoft CRM client for Outlook, on the CRM menu, click Local Data. Reduce the number of records that you own or share, including templates, contracts, and sales literature. To view the owner of a record, on the Details tab, see the Owner field.
After you implement any of these suggestions, synchronize your data manually while you are still online. The first synchronization will be slower than subsequent synchronizations because Microsoft CRM must remove records from the local data store.
Optimize your servers
If you are a system administrator, you can also optimize your servers to speed up synchronization for your entire organization. To learn how, read the first few pages of chapter 25 in the Microsoft CRM 3.0 Implementation Guide. They describe how to optimize servers and how to monitor them with Microsoft Windows 2000 Performance Monitor. To learn more about improving performance in Microsoft CRM client for Outlook, read about monitoring and optimizing Microsoft SQL Server in chapter 25.
