Dynamics CRM Integration Performance Best Practices

Increasing Performance of a Dynamics CRM integration

A four-part series dealing with security, redundancy, and performance

Increasing the Performance of Your Microsoft Dynamics CRM integration

Performance is very important when integrating Microsoft Dynamics CRM and your ecommerce website. You want your integrated internal Dynamics CRM and your external ecommerce website to perform well together by being both quick and accurate. When our team at Clarity integrates your systems for you, integration performance is one of the most important aspects that we focus on.

Making integration Performant: Caching and Scoping Data

One of the top ways to make an integration performant is to cache the data. When you have data from your internal Microsoft Dynamics CRM system that will be needed by your ecommerce site but not yet, have the data saved in a cache. The data that is put in the cache will be immediately available to the ecommerce website whenever it does need or call for the data, that way the site doesn't have to go back down to the internal Dynamics CRM to retrieve the data. When data that is needed isn't in the cache, there is latency to transmit the data between your ecommerce website and your internal Microsoft Dynamics CRM system. In this case, it is very important to scope the data down to the smallest that you can which would be the bare minimum of data that is needed so it can transfer more quickly. Both caching and scoping down your data will help the integration perform better and faster.

The Clarity Connect™ Platform Can Help integration Performance

Clarity Connect™ is our integration platform that helps connect your Microsoft Dynamics CRM system (or any CRM or ERP software that you use) with your ecommerce website. The platform enables you to establish and maintain the transferring and caching of data. First you can set up how often data is sent to your website. Some of our clients choose to have updated data automatically sent from their CRM to their ecommerce website or cache every night, while others have it sent every hour, and some others every minute. It is completely based on the clients’ ecommerce business needs. By having only the recently updated data automatically sent at a set interval instead of every time someone visits your ecommerce website, you are greatly increasing the performance of your integration.

Dynamics CRM SDK

When integrating Microsoft Dynamics CRM with any external application, it is best to use the Dynamics CRM Software Development Kit (SDK), which Microsoft now provides for Dynamics 365 as the Dataverse SDK for .NET. The SDK is a set of software development tools, including sample code, documentation, and other useful resources, that help with the development of your CRM software. Microsoft Dynamics CRM SDK helps developers customize your Microsoft Dynamics CRM system and your integration to best suit your business' needs. If you use the API (Application Programming Interface) for Microsoft Dynamics CRM and the SDK, you are able to upgrade to newer versions of Microsoft Dynamics CRM without considerably altering your Dynamics CRM and ecommerce website integration.

Clarity Can Help

Our team at Clarity implements the best practices on all of the Microsoft Dynamics CRM integrations that we do. When Clarity integrates Microsoft Dynamics CRM with your website, you can be sure that the process is secure, redundant and performant. With years of experience, our team can be counted on to complete a successful integration for your website or ecommerce business. To find out more, call or click for a quote today!