{QUICKS TIPS} IMPROVING PERFORMANCE of CRM Reports

Here are some guidelines that can help you improve the performance of the report.

Applicable for both SQL-based and Fetch-based reports.

· Limit a report to display information from a specified time period, instead of displaying all records in the Microsoft Dynamics CRM database.

· Pre-filter a report so that the dataset is limited.

· Calculate aggregate totals by using SQL code or aggregations in a FetchXML query, instead of passing raw data to Reporting Services and grouping.

· Limit the number of datasets used, if possible.

· When you compare dates, use the UTC date fields for comparisons. For example, compare the createdonutc fields and not the createdon fields in a filtered view or the FetchXML query.

SQL-based Reports

· Don’t create a report that uses a large dataset or a complex SQL query available on-demand to all users.

· Don’t select all columns from a Microsoft Dynamics CRM filtered view. Instead, explicitly specify the columns that you want to select in the SQL statement.

· Use SQL stored procedures instead of inline SQL.

Hope it helps!

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