📋 Performance Checklist (Pre-Deployment)

📋 Performance Checklist (Pre-Deployment)

Purpose: Ensure every customization or deployment meets performance standards before release.  

Developer Checklist

- ✅ Forms

  - Fields per form < 75  

  - Max 2 subgrids, filtered views only  

  - JavaScript loads deferred or conditional  

- ✅ Plugins

  - Execution time < 2 seconds  

  - Asynchronous unless business-critical  

  - Minimize database calls (no redundant queries)  

- ✅ Workflows / Power Automate

  - Long-running jobs scheduled off-peak  

  - Replace legacy workflows with flows where possible  

  - Logging enabled for troubleshooting  

- ✅ Data

  - FetchXML queries filtered, no *  

  - Indexes maintained weekly  

  - Bulk imports scheduled outside business hours  

- ✅ Environment

  - Tested on latest Edge/Chrome  

  - Latency < 150ms verified  

  - Cache cleared before UAT  

📑 Performance SLA (Service Level Agreement)

Purpose: Communicate clear performance commitments to end-users and stakeholders.  

SLA Commitments

- Form Load Time: ≤ 5 seconds for standard forms  

- Dashboard Load Time: ≤ 8 seconds for standard dashboards  

- Plugin Execution: ≤ 2 seconds synchronous, ≤ 10 seconds asynchronous  

- Workflow Completion: ≤ 30 seconds for synchronous, ≤ 5 minutes for asynchronous  

- Data Operations: Bulk imports/exports scheduled outside business hours  

Monitoring & Reporting

- Telemetry Dashboards: Real-time monitoring of form load and plugin execution  

- Alerts: Triggered when thresholds exceeded (e.g., form load > 5s)  

- Quarterly Reviews: Performance audit reports shared with stakeholders  

Exceptions

- Complex forms with >100 fields may exceed SLA; must be documented and approved.  

- Integrations with external systems may introduce latency outside crm control.