Solutions Interview Questions – Dynamics CRM

Easy:

  1. What are the different types of solutions in Dynamics CRM?
  2. There are two types Dynamics CRM solutions: Managed and Unmanaged. We have ‘Default Solution’ also in CRM with all components of instance

  3. Can we export Default solution as “Managed Solution”?
  4. No

  5. What is Managed Solution?
  6. Managed solutions is a kind of completed package that we can distribute to others to install in their CRM organizations.

  7. What is unmanaged solution?
  8. Unmanaged solutions is a group of unmanaged customizations. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.
    We can export an unmanaged solution as Managed solution. We can’t rollback the customizations once import into CRM instance.

  9. Can we update the components in Managed solution?
  10. No, we can’t update the components in Managed solution

  11. What is the process to update Managed solution?
  12. By using Managed Properties of Managed solution

  13. How can we know the Owner of Managed solution?
  14. Each Managed solution is linked with Publisher. Publisher indicates the owner of the Managed solution who developed it.

  15. What is the difference between Remove and Delete buttons on solution?
  16. Remove button release the components from the solution whereas Delete button removes the component from CRM system.

  17. What are all the steps to create a solution?
    • Navigate to Settings – Solutions
    • Click on New
    • Fill the required fields like Name, version. Select the Publisher record (Create if not existed)
  18. What are all the steps to Export the solution as Managed solution?
    • Navigate to Settings – Solutions
    • Select the solution that you want to export
    • Click on “Export”
    • Follow the Wizard and select “Managed” solution type in “Package Type” page.
    • Follow the remaining steps in wizard and save the solution

MEDIUM:

  1. What are all components can be added to solution?
  2. The following is a list of solution components that you can view within a solution:

    • Application Ribbon
    • Article Template
    • Business Rule
    • Chart
    • Connection Role
    • Contract Template
    • Dashboard
    • Email Template
    • Entity
    • Entity Relationship
    • Field
    • Field Security Profile
    • Form
    • Mail Merge Template
    • Message
    • Option Set
    • Plug-in Assembly
    • Process
    • Report
    • Sdk Message Processing Step
    • Security Role
    • Service Endpoint
    • Site Map
    • Web Resource

  3. What is meant by web resources and how many types of web resources we have?
  4. Web resource is one of the component in CRM to create JS, HTML, Silverlight, images and style sheet files. We can create below types of web resources in CRM:

    • Webpage (HTML)
    • Style Sheet (CSS)
    • Script (JScript)
    • Data (XML)
    • Image (PNG)
    • Image (JPG)
    • Image (GIF)
    • Silverlight (XAP)
    • StyleSheet (XSL)
    • Image (ICO)

  5. What are all the new components we create from solution?
  6. Below components can be directly create from solution file:

    • Entity
    • Option sets
    • Web Resources
    • Processes
    • Dashboards
    • Reports
    • Connection Roles
    • Security Roles
    • Templates (Email, Mail merge, contract and Article)
    • Field security profiles

  7. What are all the components require Publish when they update in system?
  8. Below solution components require publishing when they are updated:

    • Application Ribbon
    • Entity
    • Entity Relationship
    • Field
    • Form
    • Message
    • Option Set
    • Site Map
    • Web Resource

ADVANCED:

  1. What are the minimum privileges required to create solution?
    • Read write of Customizations
    • Read write of solutions
    • Read write of publishers
    • Read write of web resources
    • Import and Export customizations
    • Publish customizations

  2. What is meant by Managed Properties?
  3. We can’t customize Managed solution components. By using, Managed properties of Managed solutions users can customize these Managed solution components.

  4. What is meant by publisher and why we are using it in Dynamics CRM Solutions?

  5. Every solution in CRM has a Publisher. Publisher record stores the information like address and contact information of solution publisher.
    CRM default solution has its own default publisher with the name “Default Publisher for ”
    We can create our own Publisher for solution and can define the “Prefix” for the custom components and start value of Option set values.

    Please click here for more information on Publishers

Differences reated Interview Questions in Dynamics CRM

  1. Discovery service Vs Organization service
  2. Discovery Service :
    The IDiscoveryService Web service is used to determine the organizations that a user is a member of, and the endpoint address URL to access the IOrganizationService Web service for each of those organizations. This discovery service is necessary because Microsoft Dynamics CRM is a multi-tenant environment—a single Microsoft Dynamics CRM server can host multiple business organizations. By using the discovery Web service, your application can determine the endpoint address URL to access the target organization’s business data.

    Organization Service
    It is a primary web service that accesses data and metadata of an organization. This web service contains the methods that you use to write code that uses all the data and metadata in Microsoft Dynamics CRM.

  3. Global Option set Vs Option set field

  4. Click here to get more info on Global Option set

  5. Organization owned Vs User Owned entities
  6. When we create a new entity in CRM, we have two option for “Ownership” as “User or Team” and “Organization”. Below are the main differences between these two types of entities.

    Owned Entity User/Team owned Entity
    Entity doesn’t has Owner ID field. Hence, these entity records can’t be owned by any user/team. Entity has owner ID field. Hence, it can be owned by user/team.
    Entity records can be viewed by whole organization users Entity records can be viewed by user based on their security roles
    Records cannot be shared or assigned Records can be share and assigned
    Entity has only two security access levels as “None” and “Organization” Entity has all access levels (None, user, BU, Parent: Child BUs, Org)

  7. Fin Vs Advanced Find
  8. Find Advanced Find
    Search is performed on defined attributes in Quick Find view Search can be performed on any attributes, users can customize the attributes
    Find searches only Active records in an entity Advance Find searches in all records including inactive records
    Fine filters on only one condition User can declare multiple conditions dynamically in Advanced Find. User can define complex queries with GROUP AND & GROUP OR
    Find gives better performance than Advanced Find Less performance

  9. Managed Solution Vs Unmanaged Solution
  10. Unmanaged Solution
    All solutions start out as Unmanaged. When it is in the unmanaged state, you can add, remove, update, and test any of the components of the solution. You can delete components of your unmanaged solutions, while leaving it available for use in the rest of the system. Some on the MS CRM dev team have likened this to your ‘source’ code of your system. The great thing about an Unmanaged Solution is that during development, you can create restrictions (like ‘not customizable’) on the components as they evolve.

    Managed Solution
    When your unmanaged solution is ready for the show, you simply export it to ‘Managed’. You could think of this as ‘compiling’ you code. You set the restrictions (i.e. prevent customizations on certain components) and the end user lives by those rules. But remember, they can still customize the components of the solution that are unrestricted. You cannot add or remove components of a solution, even if the component is unmanaged.
    Once you have packaged the Managed Solution, it can be installed into another organization. They can also be deployed across multiple deployment types (Online, Partner Hosted, On-Premise) and all CRM Clients (web, Outlook, Mobile Express, and Offline via Outlook Client).

  11. Append Vs AppendTo
  12. ‘Append’ and ‘Append To’ privileges works together in CRM. ‘Append To’ allows other entities to get attached with it. ‘Append’ privilege will allow the entity to attach the records of an entity which has ‘Append To’ privilege.

    Ex:
    Generally, we attach notes to an entity (Account). To do this Note should have “Append” privilege and Accounts should have “Append To” privileges.

    Let say Entity1 and Entity2 has 1:N relation. Entity1 should have Append To and Entity2 should have Append permission to relate both the entities records with lookup.

  13. Share Vs Assign
  14. Share Assign
    User who has share privileges on entity record can share to another user User who has Assign privileges on entity record can share to another user
    On sharing the record, selected permission given to new user on that record. Here, ownership of the record remain same. On Assigning record, Ownership will be transferred to new user
    We can use GrantAccess, ModifyAccess and RevokeAccess Messages to share the records with SDK We can use AssignRequest to assigned records with SDK

  15. Form level security Vs Field level security
  16. Click Here
    to know the difference between Form level security Vs Field level securityn

  17. Plug-ins Vs UI Workflow

  18. Click here
    to know the difference between Plug-ins Vs UI Workflow

  19. Synchronous Vs Asynchronous Plug-ins
  20. Synchronous Plug-ins Asynchronous Plug-ins
    These Plug-ins are executed by the CRM Core System These plug-ins are executed by Asynchronous service
    Synchronous means the triggering point will wait until the Plug-in finish its execution. Triggering event don’t wait to finish the Asynchronous plug-in to complete.
    Generally, we use Synchronous plug-ins to do validations before any actions happened, Any action that should be performed immediately. It give lesser performance compare to Asynchronous plug-ins. Generally, we use this plug-ins to improve the server performance. If the Plug-in logic takes more time and that need to not to be happen immediately then we can go with these plug-ins.

  21. UI Workflows Vs Dialogue

  22. Click here
    to know the difference between Workflows Vs Dialogue

  23. Advanced Find Vs Reports
  24. Click Here
    to know the difference between Advanced Find and Reports

  25. QueryByAttribute and QueryExpression
  26. Click Here
    to know the difference between QueryByAttribute and QueryExpression

  27. QueryExpression and FetchExpression
  28. Click Here
    to know the difference between QueryExpression and FetchExpression

Customizations Interview Questions – Microsoft Dynamics CRM

Easy:

  1. Can we modify the name of root business unit?
  2. No, we cant. We have to re-create the crm instance.

  3. Can we have 2 BU’s for a single user?
  4. No

  5. Can we add different BU related users to a single Team?
  6. Yes

  7. Where we need to change the prefix for custom components?
  8. Under Publisher record

  9. How to see the CRM version information?
    • Click on settings Icon at top right corner of the CRM instance
    • Select About
    • A pop-up window will be opened with version information
  10. Where can we set the Default module and Entity to get on opening CRM?
    • Click on settings Icon at top right corner of the CRM instance
    • Select Options
    • Under General tab, select Default pane and Default Tab
  11. Where to do the user related (personal) settings?
    • Click on settings Icon at top right corner of the CRM instance
    • Select Options
    • Here, user can update general settings like default module, #records per grid view, tmezon, currency, email settings, format settings, synchronization settings, email templates and etc.
  12. Where to change the #of records count limit that displaying in entity grid view?
    • Click on settings Icon at top right corner of the CRM instance
    • Select Options
    • Under General tab, select the value for Records per page (25, 50, 75, 100 and 250)
  13. What is the maximum limit of records can be displayed in CRM grid view?
  14. 250

  15. Where can we change the number, currency and time formats?
    • Click on settings Icon at top right corner of the CRM instance
    • Select Options
    • Under format tab
    • Click on “Customize”
    • Here, user can change the format of Number, Currency, Date and Time
  16. What are the different data types we have in CRM?
    • Single line of text
    • Multiple lines of text
    • Currency
    • Date and Time
    • Whole Number
    • Decimal Number
    • Floating Point Number
    • Option set
    • Two Options
    • Image
    • Lookup
  17. Can we create a new field from form customization?
  18. Yes

  19. What is the max chars limit for “Multiline textbox”?
  20. 1048576

  21. What is the lookup data type and where it will be placed?
  22. It will be created on 1:N relationship mapping and will be placed at “N” side entity

  23. What is the char limit for custom components pre-fix?
  24. 2-8

  25. Where does CRM store Option Set values in SQL Server?
  26. StringMapBase

  27. What are requirement levels we have to create a new field for an entity?
    • Optional
    • Business recommended
    • Required
  28. What are the default settings for Field level security and Auditing?
    • Field level security : Disable
    • Auditing : Enable
  29. How can you customize the CRM Ribbon?
  30. Mention the tool name which you are using to customize the CRM Ribbon. (Ribbon editor, Ribbon Workbench, etc)

  31. Where can we get Organization and Discovery service URLs in CRM instance?
  32. Navigate to Settings –> Customizations –> Developer Resources

Field Level Security – Interview Questions – Dynamics CRM

Easy:

  1. What is the importance of field level security in CRM?
  2. Field level security allow us to restrict the users/teams on individual fields

  3. What are the permission we can restrict on specific field with field level security?
  4. Below are the security permission that we can restrict the users/teams on individual fields:

    • Read
    • Create
    • Update
  5. What are the high level steps to enable field level security?
    • Enable field-level security for an attribute
    • Create a field-level security profile
    • Associate users or teams with the profile
    • Add specific field permissions, such as Create, Update or Read for a specific attribute to the profile

  6. What will happen if a field is enabled for field level security?
  7. A field that is enabled for field level security is added to all field level security profiles in CRM.
    It will automatically be added to all Field Level security roles with Read, Create and Update all set to No.

  8. What a field level security profile contains in CRM?
  9. Field level security profile contains all the fields from all entities which are enabled for field level security.

  10. Can we add user/team to more than one field level security profile?
  11. Yes, we can.

  12. Can we delete System Administrator field level security profile?
  13. No, we can’t

  14. Can we set field level security for OOB fields?
  15. No, we can’t. We can set only for custom fields

  16. Do Audit history maintained for enabling and disabling field level security by setting “IsSecured” on a field?
  17. No.

  18. What will happen if the user don’t have “Read” security on a field?
  19. The filed on the form shows as “*** asterisks” if a user does not have read access to a field. Even the field is blank/null, user can see “*** asterisks” on field.

    Medium:

    1. How can we know what are all attributes can be secured in CRM with field level security?

    2. There are thousands of attributes from all entities those can secured with field level security. We can get those attributes in 2 simple ways:

      • Install metada ta browser for the customized CRMs and query the entity metadata for the following properties CanBeSecuredForCreate, CanBeSecuredForRead and CanBeSecuredForUpdate
      • Open EntityMetadata.xlsx file for uncustomized CRM and query the entity metadata for the following properties CanBeSecuredForCreate, CanBeSecuredForRead and CanBeSecuredForUpdate
    3. Do all attribute data types support to restrict all permissions with field level security?

    4. No, there are a few additional rules that apply to certain attribute data types

      • Boolean attributes can be secured for create and update operations but not for read.
      • Option set attributes can be secured for create, update, and read when a default value is unspecified.

       

    5. Which security roles allow you to see secured fields?

    6. System Administrator

      • The System Administrator field security profile gives full access to all secured fields in Microsoft Dynamics CRM. By default, all users who have the System Administrator security role have this profile. This profile is system managed and can’t be updated or deleted.

       

    7. What will happen if multiple profiles assigned to user/team?
    8. User/Team receives the least restrictive permissions

    Advanced:

    1. How do secured fields behave for create or update?
    2. If user prepares an object with secure fields to Create/Update a record then it will show “Insufficient permission” error on creating/updating the record.

    3. How do secured fields behave for Retrieve and RetrieveMultiple?
    4. When user call the Retrieve/RetrieveMultiple messages, CRM evaluates if the user has access to each retrieved record and each secured field. CRM wont show error message if the retrieve column set contains secure fields instead null values are returned for secured fields.

    5. How do secured fields behave when records are shared?
    6. A user with access to a secured field in a record can choose to share it with another user or team. The user can only give the access that they have on the record. For example, to share the record and grant Update privileges, the user must have update privileges.
      You can share a secured field on a particular record with Read and/or Update with a security principal (user or team). The user or team members with whom the record was shared now have that type of secured field access only on the shared secured fields on only that particular record, even if the user or team member to whom it was shared does not have a field security profile that gives them access.

    7. How do secured fields behave for filtered views?
    8. Filtered views will not return data for the secured fields if the calling user does not have authorization for the fields. When no field security is applied for any of the view’s attributes, the filtered views return complete data.

    9. How do secured fields behave for offline synchronization?
    10. Only the secured field values that you have access to replicate into the offline database. If you don’t have access to the data, it is not saved offline.

General Interview Questions – Microsoft Dynamics CRM (Services, Field/Form security, Auditing, etc)

Easy

  1. What are the different WCF services available in CRM 2011/2013/2015?
  2. CRM provides 3 WCF services as below

    • Discovery service
    • Organization service
    • Organizaton OData service

  3. What is the main difference between CRM 4.0 and CRM2011 services?
  4. We had separate services for “CRM Service” and “Metadata” in CRM 4.0. In CRM 2011 we have both in same service “Organization.svc”

  5. Where we can find the WCF services addresses in Dynamics CRM
  6. Navigate to Settings –> Customizations –> Click on Developer Resources –> Here user can see the 3 WCF services URLs.

  7. Any idea on current version of CRM?
  8. CRM 2015 is out now and soon MS will release CRM 2015 Update1

Medium

  1. What is Discovery service and purpose of it?
  2. http://www.magnetismsolutions.co.nz/blog/roshanmehta/2012/07/04/the_microsoft_dynamics_crm_2011_discovery_service

  3. What are the REST calls in CRM?
  4. What is early binding and late binding. How is it used in CRM?
  5. http://www.magnetismsolutions.com/blog.aspx/roshan-mehtas-blog/2012/05/04/dynamics_crm_2011_early_vs._late_binding_overview

    https://woodsworkblog.wordpress.com/2013/02/25/crm-2011-early-binding-vs-late-binding-performance/

  6. What is PrinciplalObjectAccess table why is it used?
  7. http://blogs.msdn.com/b/crminthefield/archive/2011/06/09/principalobjectaccess-performance-recommendations.aspx

  8. What is the use of stringmap table?

Advanced:

  1. What are the different types of Authentication methods supported in Dynamics CRM
  2. What are different types of Modules we have in CRM?
  3. CRM provides mainly below modules:

    • Sales
    • Marketing
    • Servive
    • Apart from these we can Extend the CRM system based on our requirements with customizations, Plug-ins, workflows and integrations

  4. Can you explain the Marketing Life cycle in CRM?
  5. Click here to see Video on Marketing module

  6. Can you brief on Sales module of CRM?
  7. Click here to see Video on Sales module

  8. How the service module works in CRM?
  9. Click here to see Video on Service module

  10. Explain details about “Event Execution Pipeline”
  11. What is field level security?
  12. What is form level security?
  13. Can we control the field level security based on security role?
  14. Can we control the entities in site map with security roles?
  15. Will auditing slow down my system? No, it will not slow down CRM system because all auditing data is stored in a single audit table. This design keeps the audit logs completely separated from other CRM data.
  16. Does audit data count against my CRM storage quota?
  17. Yes audit data occupies the CRM storage. Hence, as a best practice we need to clean up the audit data on a regular basis as part of yearly maintenance.

    “Settings / Auditing / Audit Log Management “ will show the space that occupied by audit data in CRM DB.

  18. Can I audit just changes done by a couple users?
  19. Auditing is turned on or off based on the entity or attribute. If auditing is only desired for a couple users custom code is needed.

  20. Can I schedule auditing to be turned off during data import?
  21. Yes. Auditing can be scheduled to be turned off during a data import but this requires custom code.

  22. What type of operations and data can be audited in CRM?
  23. Below data and oprations can be audited in CRM:

    • Create, update, and delete operations on records.
    • Changes to the shared privileges of a record.
    • N:N association or disassociation of records.
    • Changes to security roles.
    • Audit changes at the entity, attribute, and organization level. For example, enabling audit on an entity.
    • Deletion of audit logs.
    • When (date/time) a user accesses Microsoft Dynamics CRM data, for how long, and from what client.