Performance Issues

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End users want reports to come up quickly, with as little impact as possible on other users of the Microsoft CRM database. How you design and deploy reports has a big impact on report performance.

By following these guidelines, your reports can display improved performance:

  • Limit a report to display information from a specified time period, rather than displaying all records in the Microsoft CRM database.
  • Do not make a report with a large dataset or a complex SQL query available on-demand to all users. Instead schedule a snapshot in Report Manager during a time schedule when the system is lightly loaded.
  • Deploy the report through Microsoft CRM, then use Report Manager to run the report at a scheduled time, with the results posted.
  • Pre-filter a report so that the dataset is limited.
  • Use SQL stored procedures instead of inline SQL.
  • Calculate aggregate totals using SQL code, instead of passing raw data to Reporting Services and grouping.
  • Limit the number of datasets used, if possible.
  • When comparing dates, use the UTC date fields for comparisons. For example, compare the createdonutc fields and not the createdon fields in a filtered view.

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