SIMSTSize
← Back to Documentation

Client Guide

Step-by-step guide for D365 F&O clients to use SIMS TSize.

Step 1Registration

  1. Go to Register page
  2. Enter your email and create a password
  3. Select "Client" as your role
  4. Click "Create Account"

Your identity will be protected with an anonymous alias (e.g., "Client-7x9K"). Engineers will not see your real email or company name.

Step 2Create a D365 Project

  1. Go to your Dashboard
  2. Click "New Project"
  3. Enter a project name (e.g., "Production Environment")
  4. Optionally add a description
  5. Click "Create Project"
Important:

After creation, you'll receive an API key. Save it immediately — it won't be shown again! You can regenerate it if lost, but the old key will stop working.

Step 3Generate & Use API Key

Your API key is used to send table statistics from D365 to SIMS TSize.

API Key Management:

  • Find your API key in the project details page
  • Click "Show API Key" to reveal it
  • Click "Regenerate" if you need a new key
  • Each project has its own unique API key

Example API Key format:

sims_proj_7x9KmN2pQrStUvWxYz1234567890

Step 4Send Table Statistics

Send anonymous table size statistics from your D365 system using the API.

POST /api/statistics

{
  "apiKey": "your-api-key-here",
  "snapshotLabel": "before",
  "tables": [
    {
      "tableName": "BatchJobHistory",
      "recordCount": 5000000,
      "dataSizeMB": 1200.5,
      "indexSizeMB": 450.2,
      "totalSizeMB": 1650.7,
      "dataAgeMonths": 24
    },
    {
      "tableName": "SysOutgoingEmailTable",
      "recordCount": 150000,
      "dataSizeMB": 85.3,
      "indexSizeMB": 12.1,
      "totalSizeMB": 97.4
    }
  ]
}

Data Fields:

  • tableName — D365 table name (required)
  • recordCount — Number of records (required)
  • dataSizeMB — Data size in MB (optional)
  • indexSizeMB — Index size in MB (optional)
  • totalSizeMB — Total size in MB (optional)
  • dataAgeMonths — Age of oldest data in months (optional)
  • snapshotLabel — "before", "after", or "periodic" (required)

See full API documentation in the API Reference.

Step 5Configure Statistics Settings

Choose how to track cleanup sessions in Dashboard → Settings:

Share Anonymous Statistics

Enable to contribute your cleanup results to the community stats on the homepage. Your company name and data details are never revealed — only aggregate numbers.

Statistics Collection Mode

  • Manual: Use before and after snapshots for precise control
  • Auto: Send periodic updates and the system detects cleanup automatically

Step 6Post a Job Request

  1. Go to Dashboard → "Post New Job"
  2. Enter a descriptive title (e.g., "Clean up BatchJobHistory table")
  3. Describe what you need (analysis, cleanup, optimization)
  4. Optionally link a project to share statistics with applicants
  5. Click "Post Job"

Engineers will see your job with anonymous statistics. They cannot see your identity until you accept their application.

Step 7Review Applications & Connect

  1. You'll receive email notifications when engineers apply
  2. Review applicant profiles and their messages
  3. Accept applications from engineers you want to work with
  4. Once accepted, you'll see the engineer's contact details
  5. Connect directly via email, phone, or LinkedIn
Remember:

SIMS TSize only facilitates introductions. All negotiations and agreements are between you and the engineer directly.

Step 8Leave a Review

After the work is complete, you can leave an anonymous review:

  1. Go to the job details page
  2. Find the engineer who completed the work
  3. Rate from 1 to 5 stars
  4. Optionally add a text review

Reviews are anonymous by default. The engineer can choose to publish them on their profile (without revealing your identity).

← Back to Documentation