Microsoft Dynamics CRM Interview Questions
The increased demand for CRM tools has created a lot of opportunities in the industry. Microsoft Dynamics CRM is one of the leading CRM platforms in the present age. Organizations are adopting it because of its wide range of benefits which include high customer loyalty, better marketing strategies, enhanced analytics, etc.
Here, we have gathered a set of frequently asked Microsoft dynamics CRM interview questions for freshers as well as for the experience. Master these and you will definitely clear your interview with flying colours.
Categories of Microsoft Dynamics CRM Interview Questions
1Q) What is the difference between Dialogs and workflow?
Ans: Dialogs refer to synchronous processes that require user input, a wizard-like interface. Whereas Workflow refers to an Asynchronous process that requires no user input and it is a background process
2Q) What is Plug-in?
Ans: A plug-in is a custom business logic that functions for integrating Microsoft Dynamics CRM 2011 with Microsoft Dynamics CRM Online. This integrating is to augment or modify the standard behaviour of the platform.
3Q) What is workflow?
Ans: Workflow involves the automation of business processes from one party to another whose actions are in accordance with a set of rules.
4Q) What is the difference between plug-in and workflow with regard to security restrictions?
Ans: The user requires a system admin or system customizer security role and membership in the development administrator group, in order to register a plug-in with the platform. Whereas, the user can use the web application for workflow.
5Q) When will you use workflow?
Ans: The answer would be, it depends on the characteristics of the task that is under consideration. And the same thing applies to plug-in.
6Q) What is an E-mail router in Microsoft Dynamics CRM
Ans: E-mail router in MS CRM forms the software component which creates an interface between the Organization’s messaging system and the Microsoft Dynamics CRM deployment.
7Q) Should my Active Directory Domain have Microsoft Exchange Server installed in it?
Ans: No, it is not necessary. One can use in-house or external SMTP and POP3 services.
8Q) How can you enable or disable the form assistant? And how to be sure that the form assistant is expanded or not?
Ans: One can use the following pathway to ensure this– Navigate to Customization >> Open the Entity >> Open Forms and Views >> Open Form >> Select Form Properties >> Open Display Tab >> Check/Uncheck the “Enable the Form Assistant” and “Expanded by Default”.
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9Q) What is meant by the Metadata services of MSCRM?
Ans: The metadata of MSCRM holds information about the attribute and the entity. For instance, platform name, the data type of attribute, size of the attribute, display name, etc
10Q) What is Discovery Services?
Ans: The discovery services function for determining the correct organization and URL. MSCRM has many servers, each of which it, might be dedicated to multiple organizations.
11Q) What is ‘Append’ and ‘Append To’ privilege in MSCRM? Give one example of it?
Ans: ‘Append’ and ‘Append To’ privileges works together. ‘Append To’ privilege will allow other entities to get attached to the entity. ‘Append’ privilege will allow the entity to attach the records to the entity with ‘Append To’ privilege.
Let us understand this with a simple example:
Let us say that you want to attach a note to a case then note entity should have ‘Append’ access right and the case entity should have ‘Append To’ access right.
Let us take one more example to understand this. Suppose you have two custom entities called ‘TestCustomEntity1’ and ‘TestCustomEntity2’. You want to attach the ‘TestCustomeEntity2’ records to ‘TestCustomEntity1’records. For this, you need to have ‘Append’ access right on ‘TestCustomEntity1’ entity and ‘Append To’ access right on ‘TestCustomEntity2’.
Now guess will I be able to attach the records? The answer is “NO” because we need to create a 1: N relationship between ‘TestCustomEntity1’ and ‘TestCustomEntity2’.
Now the user who has the above-mentioned access right in his security role will only be able to add ‘TestCustomEntity2’ records to ‘TestCustomEntity1’.
12Q) How to create a Custom Entity record using SDK?
Ans: Using a Dynamic Entity.
13Q) How to join two tables using Query Expression?
Ans: Using Linked entity. You should always try to minimize the number of SWS calls that we make in the database. Often during code review, it is explored that the number of Microsoft CRM web-service could have been reduced by making use of the Linked-entity concept. So we should always look for the opportunity to minimize the effort.
14Q) Can we modify the name of the Root Business Unit?
Ans: No; We will have to re-install MSCRM.
15Q) Suppose if I have 20 user licenses and I have created 20users. What will happen if I create a 21st User?
Ans: The 21st User will get created in MSCRM but that user will be in a disabled state.
16Q) What is the maximum number of tabs allowed on a Microsoft Dynamics CRM 4.0 form?
Ans: 8
17Q) How to enable/disable the form assistant? How to make sure the form assistant is expanded/collapsed on a form?
Ans: Navigate to Customization >> Open the Entity >> Open Forms and Views >> Open Form >> Select Form Properties >> Open Display Tab >> Check/Uncheck the “Enable the Form Assistant” and “Expanded by Default”.
18Q) What is your CRM experience?
Ans: A summary of CRM experience, your CRM career journey.
Mention – Roles and experience, concentrate on the most relevant experience for the role
19Q) Tell me about your last CRM project?
Ans:
- Size
- Complexity
- Customisations
- Integration
Mention- Mention different customizations, difficulties experienced, and how you overcame them. Show what skills you used and will bring to the role.
20Q) What development tools do you use for CRM development?
Ans: Mention – CRM Developer toolkit, XrmToolkit, Ribbon Workbench, Plugin Registration. Tools used in CRM development which you use.
21Q) When do you use managed and unmanaged solutions?
Ans: Mention – Discuss your experiences with Solutions, how you used them. How would you use solutions?
22Q) What are the disadvantages of managed and unmanaged solutions?
Ans: Explain when to use managed solutions and when to use unmanaged solutions. Solutions are a key part of releasing the customization to the customer if done badly can cause problems and waste time.
MS CRM Interview Questions
23Q) How do you set up your CRM solutions?
Ans: Mention – Your experiences or ideas of how you think solutions should be created. There is no right or wrong way
24Q) What are the potential problems with multiple developers working on a project?
Ans: Mention – How you have developed solutions with a team of developers and what problems can arise.
25Q) How do you debug a plugin?
Ans: Mention – How you debug, e.g. Unit Test, console app, Remote Debugging or plugin registration tool
26Q) How do you debug Javascript?
Ans: Mention – Pressing the F12 key and getting your breakpoints setup and hit. If you haven’t done this, try it out, it’s awesome.
27Q) Have you integrated CRM with other systems, what was it, and did you have any problems?
Ans: Mention – Any experience you have, the problems you experienced, and how you overcame them.
28Q) How do you estimate CRM customizations?
Ans: Mention – explain how you estimate customizations. e.g. breaking up the work into smaller chunks, taking into account risks and experience.
29Q) Tell me about a project which went wrong, what were the reasons for the problems, how did you cope?
Ans: Mention – The lessons learned and how you avoid potential problems.
30Q) How do you test your code?
Ans: Mention – Unit testing knowledge and experience if you have it. Your process of testing code.
31Q) Explain how pre-validate, pre and post are different plugins?
Ans: Mention – Plugin stages, images, and when you use each.
32Q) How are Asynchronous and synchronous plugins different?
Ans: Mention – Time. Synchronous plugins must run straight away, async plugins can be delayed.
33Q) What is a common cause of plugin bugs?
Ans: Mention – The most common error is an infinite loop caused by updating fields, which triggers the plugin to run again and again
34Q) What is early binding, what are the benefits and the drawbacks?
Ans: Mention – Early binding creates strongly typed code which is easier to read and moves the errors to compile-time and not runtime. Early binding stops syntax errors which can occur with late-bound code.
35Q) Should you keep up with the latest release of Microsoft Dynamics CRM?
Ans: Mention – Whenever you upgrade your CRM your customizations might stop working but you get the new features and fixes. If you delay you have more versions to catch up to.
36Q) How do you keep up with Microsoft Dynamics CRM news?
Ans: Mention – Blogs, certifications, Microsoft Dynamics training Hyderabad community page
37Q) What is the effect of making a plugin sandboxed?
Ans: Mention – CRM online can only deploy Sandboxed plugins and Limitations such as
- Access to the file system (C Drive)
- system event log
- certain network protocols
- registry
- You cannot access any other DLL’s
- IP addresses cannot be used
- Only the HTTP and HTTPS protocols are allowed.
- In isolated mode, you cannot call any external DLL’sDLL’s in the GAC
38Q) When do you use OData?
Ans: Mention – OData is the primary method to retrieve information from related records
39Q) What Access teams and why would you use them?
Ans: Mention – The purpose of access teams are to easily share records with a team of people where the members of the team are not static.
40Q) What is Metadata and how is it used in CRM?
Ans: Mention – Metadata is the data about data. CRM has lots of Metadata, types of field, options value, auditing, etc.
To retrieve Metadata you need use web services, RetrieveEntityRequest for entity Metadata and RetrieveAttributeRequest
41Q) What things should you consider when choosing between CRM online or on Premise?
Ans: Mention – The big difference is you can’t see or modify the CRM server and SQL server. CRM Online limitations, such as Sandbox plugins, workflow limit of 200, custom entities 300, storage is a monthly fee.
MS Dynamics CRM Interview Questions
42Q) Why is code readability important?
Ans: Mention – reading and understanding code is important because code spends most of its time in a maintenance state. Developers will need to read and understand code to extend the code, debug the code.
43Q) Why Code Readability is important If a user complained a particular CRM form is loading slowly, how to investigate, what to look for?
Ans: CRM 2011/2013 Investigating CRM Form Performance issues
44Q) If CRM stopped working, what would you check?
Ans: Mention – CRM Async services stopped, APP Pool service account password, SQL Server services, Disk space, Active Directory
45Q) What is the POA table and how can it affect performance?
Ans: Mention – security, sharing problems.
On Creation Of Entity How Many Tables Will Be Created At Back End?
Entityname+Base, EntityName+ExtensionBase example: if you created an entity bank then the following tables will be created at CRM database
new_bankbase, new_bankentensionbase
Can We Hide Tab In Ms. Dynamic Crm Form Using Javascript? How?
Yes we can hide particular section using following line of code. Xrm.Page.ui.tabs.get("tab_name").sections.get("section_name").setVisible(false);
46Q) What is an Unmanaged Solution?
Ans: There are two types of solutions in Microsoft Dynamics: Managed and Unmanaged. An Unmanaged solution is one that is under development or not yet ready for distribution. A completed unmanaged solution needs to be exported and packaged as a managed solution for its distribution.
47Q) What is Microsoft XRM?
Ans: We can interpret XRM as “eXtreme” Relationship Management, or “Any” (the X can be any value) Relationship Management. For example, an organization might be managing contacts, policies, parking violations, property taxes, etc. Hence, with the term XRM, you can manage the relationship of anything within the organization.
48Q) What is the ribbon workbench in Microsoft Dynamics?
Ans: The Ribbon Workbench is a Microsoft Dynamics managed solution. After downloading it, you have to import it in the Dynamics instance by going to Settings > Solutions > Import.
After a successful import of the solution, refresh the page, and you can see the Ribbon Workbench button in the solutions area of Dynamics 365.
49Q) What is the Microsoft CRM SDK?
Ans: The CRM SDK contains all the functions which are essential to work with CRM. It describes all the documentation of all the features in CRM.
50Q) What are the minimum privileges required to develop a solution?
Ans: The minimum privileges required to develop a solution are:
Read-write of solutions, web resources, customizations, and publishers
Publish customizations
Import and export customizations
51Q) List some of the components of a solution.
Ans: Following are some of the components that can be added to a solution:
Site map
Security role
Report
Plug-in assembly
Message
Form
Field
Entity
Dashboard
Connection role
Business role
52Q) What is the use of Managed Properties?
Ans: Managed properties help in identifying the component of customizable managed solutions. If you want to apply managed properties, then an entity needs to be included using a managed solution and downloading it to another environment.
53Q) What is a Publisher?
Ans: Each MS CRM solution has a publisher. The publisher works with data sources to track modification over a timeframe. The default publisher of microdynamics is called “Default Publisher for”. You can also create a customized publisher for a solution.
54Q) What are web resources?
Ans: Web resources are the components of CRM for developing HTML, JS, Images, Silverlight, and style sheet files. The different web resources in CRM are:
Webpage (HTML)
Script (JScript)
Image (PNG, GIF, JPG, and ICO)
StyleSheet (XSL, CSS)
Data (XML)
Silverlight (XAP)
55Q) What are the data types in CRM?
Ans: The different types of data in CRM are:
Single and multiple lines of texts
Date and time
Decimal number
Floating point number
Option set
Lookup
Currency
Whole number
Two options
Image
56Q) What are the products provided by Microsoft Dynamics?
Ans: Microsoft Dynamics provides two products.
CRM Online
It is Microsoft’s cloud-based service. It includes application servers, licensing, databases, setups, etc. CRM is a subscription-based service that businesses use when they cannot manage the technicalities of CRM implementation.
CRM On-Premise
In CRM On-Premise, applications and databases are deployed on client-server instead of Microsoft servers. It gives full control for customizations, database, backups, deployments, licensing, etc. Businesses use CRM on-premise when they need customized CRM solutions and better integration.
Dynamics CRM Interview Questions
57Q) Define entity?
Ans: An entity model manages business data. It is a database table that stores the information in an organized format. Some of the different types of entities are:
Cases
Contacts
Accounts
Opportunities
Leads
Activities
58Q) What are the steps to export a solution as a managed solution?
Ans: The steps to export a solution as a managed solution are:
Go to Settings. And then, Solutions.
Click on the solution that you want to export.
Select Export.
On the“Package Type” page, select the “Managed” solution type.
Complete the remaining steps in the wizard.
Click on Save Changes.
59Q) What is the function of a System Administrator?
Ans: A system administrator gives full access to the files that are protected in MS CRM.
60Q) Define the ‘Insufficient Permission’ error.
Ans: When a user makes an object using security fields, an insufficient permission error is a message received on creating a record.
61Q) List the types of Relationship behaviour?
Ans: Given below are the different types of relationship behaviour.
Parental
Configurable Cascading
Referential
Referential, Restrict Delete
62Q) How does CRM help in sales?
Ans: The various ways in which CRM can help in sales are:
It helps the sales team with customer management.
It helps in lead generation.
It centralizes customer data, which can be useful for the sales department of a company.
63Q) What are the differences between Find and Advanced Find?
Ans: The main differences between Find and Advanced Find are:
Find | Advanced Find |
It performs a search on an attribute. | It performs a search on the conditions and attributes for which the user customizes or runs. |
It is faster as it searches for one attribute and returns the result. | It is slower as it searches for all the attributes and conditions while parsing through records. |
It is applicable on only active records. | It is applied to all the records. |
It filters only one condition. | It filters multiple conditions. |
64Q) What are the changes in CRM?
Ans: Few of the changes that are taking places in CRM are:
The customer records are at the centre of the data universe.
New and improved visibility is evolving for intelligent decision making.
Companies are scaling to more customers.
Better tools.
Custom dashboards.
65Q) What are the different web services available in MS CRM?
Ans:
The web services available are:
Deployment web service
The uses of this service are:
To create and import organizations.
To enable and disable organizations.
To add deployment administrators.
To configure IFD and claims-based authentication.
Discovery web service
The uses of this service are;
To identify the available organization information in a deployment.
Organization web service.
The uses of this service are:
To access data and metadata.
66Q) How to add/remove columns in an entity lookup window?
Ans: The steps to add/remove columns in an entity lookup window are:
Go to Settings.
Under Customization, select the entity.
Click ‘Forms and View’ on the left navigation page.
Double click the ‘Entity Lookup View.’
A dialog box will appear that contains the Add/Remove and Sorting options for a lookup view.
67Q) What are the differences between GAC, Database, and Disk deployments?
Ans: The key differences are:
GAC Deployment | Database Deployment | Disk Deployment |
It does not support CRM 2011 online deployments. | It supports CRM 2011 online deployments. | It does not support CRM 2011 online deployments. |
You can refer to external DLL assemblies used in Plugin only if the registration is in GAC. | You can refer to external DLL assemblies used in Plugin only if the registration is in GAC. | You can refer to external DLL assemblies from the disk and from GAC. |
68Q) What are the differences between early binding and late binding?
Ans:
Early binding | Late binding |
In early binding, the compiler binds the objects to methods at the compile time. | In late binding, the compiler binds the objects to methods at the runtime. |
It is also called static binding. | It is also called dynamic binding. |
Example: Function overloading. | Example: Function overriding. |
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