Optimize form performance
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)
Forms that load slowly can reduce productivity and user adoption. Follow these recommendations to maximize how quickly your forms will load. Many of these recommendations are about how a developer may implement form scripts for your organization. Be sure to discuss these recommendations with developers who create form scripts for your forms.
Think about the interaction the user will have with the form and the amount of data that must be displayed within it.
Keep the number of fields to a minimum
The more fields you have in a form, the more data that needs to be transferred over the internet or intranet to view each record.
When you have customizations using form scripts make sure that the developer understands these strategies to improve performance.
The more scripts you add to the form, the more time it will take to download them. Usually scripts are cached in your browser after they are loaded the first time, but the performance the first time a form is viewed often creates a significant impression.
Avoid loading all scripts in the Onload event
If you have code that only supports
OnChange events for fields or the
OnSave event, make sure to set the script library with the event handler for those events instead of the
OnLoad event. This way loading those libraries can be deferred and increase performance when the form loads.
Use collapsed tabs to defer loading web resources
When web resources or IFRAMES are included in sections inside a collapsed tab they will not be loaded if the tab is collapsed. They will be loaded when the tab is expanded. When the tab state changes the
TabStateChange event occurs. Any code that is required to support web resources or IFRAMEs within collapsed tabs can use event handlers for the TabStateChange event and reduce code that might otherwise have to occur in the
Set default visibility options
Avoid using form scripts in the
OnLoad event that hide form elements. Instead set the default visibility options for form elements that might be hidden to not be visible by default when the form loads. Then, use scripts in the
OnLoad event to show those form elements you want to display.
Command bar or ribbon
Keep these recommendations in mind as you edit the command bar or ribbon.
Keep the number of controls to a minimum
Within the command bar or the ribbon for the form, evaluate what controls are necessary and hide any that you don’t need. Every control that is displayed increases resources that need to be downloaded to the browser.