Table of Contents

Preparing for a Performance Analysis

Thank you for requesting a performance analysis. To help us deliver the most effective support, please complete the following preparation steps. This structured approach allows our team to understand your situation better and provide faster, more targeted solutions.

1. Issue Description

Please provide a clear description of the performance issue you're experiencing:

  • What specific performance problem are you observing?
  • When does the issue typically occur?
  • Which users or departments are affected?

2. Business Context

Help us understand the impact and patterns:

  • Frequency: Is this intermittent or consistent?
  • Business impact: How is this affecting your operations?
  • Reproducibility: Can you reliably recreate the issue?

3. System Maintenance Check

Performance can often be improved through proper system maintenance:

  • Have you reviewed your data cleanup settings recently? (See Data Clean Up for guidance)
  • Are there any task queue entries that appear to be stuck?
  • Is the Change Log configured appropriately for your needs? (Warning: Extensive Change Log tracking can significantly impact system performance)
  • Are there other resource-intensive processes running concurrently? For example:
    • Batch posting of large document volumes
    • Mass invoice generation runs
    • High-volume data imports (such as orders, items, or customer data)
    • Report generation for large datasets
    • Database maintenance operations
    • Multiple users running complex queries simultaneously
    • Background synchronization with external systems
  • Are the Job Queues configured correctly? (See Job Queue for guidance)
  • Have you verified that all job queue entries are running and properly scheduled?
  • Have you removed any unused job queue entries that might be consuming system resources?

4. External Systems Review

External connections can significantly impact system performance. Please review the following:

  • Web Service Frequency: How often are web services (such as Jet Reports, Power BI, or web portals) accessing your system?
  • Integration Schedules: Are you running regular data synchronizations with systems like Azure Data Factory or data warehousing solutions?
  • Data Extraction: Are external systems extracting large volumes of data from Business Central?
  • Query Efficiency: Note that tools like Jet Reports may generate inefficient queries that can impact overall system performance.

Optimization Tip

For Azure Data Factory and similar integration tools, we recommend implementing incremental data loading strategies rather than full data refreshes to minimize system load and improve performance.

5. Filter Configuration

Efficient filtering strategies are crucial for maintaining optimal system performance:

  • Have you confirmed that all functional tests implement appropriate filters to limit data processing?
  • Are your list pages and scan screens set up with practical default filters to reduce unnecessary data loading?
  • Do your functionsets, scan views, and functions utilize filters that align with existing database keys? For example, when filtering document lines, are you including document type in your filter criteria?
Note

🔍 Coming Soon! We're pleased to announce that we'll soon be launching a specialized tool to help you analyze and optimize your filter configurations.

6. Performance Data

If available in your version of Business Central:

  • Have you collected Performance Profiler data? (See Performance Profiler for guidance)
  • Would you be able to schedule a performance profiling session during the issue?

7. Recent Changes

Please note any recent changes that might correlate with the performance issue:

  • System configurations or setups
  • User roles or permissions
  • Workflow or process changes
  • Increases in data volume or user activity

8. Operational Limits

Review the operational limits of Business Central Online to ensure your usage patterns are within recommended boundaries:

9. Your Goals

What would you like to achieve through this performance analysis?

  • Resolution of a specific performance bottleneck
  • General system optimization recommendations
  • Understanding of resource usage patterns

Completing these preparation steps will significantly improve our ability to help you quickly and effectively. If you have any questions about this process, please don't hesitate to contact our support team.

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