Microsoft Dynamics 365 Interview Questions and Answers

In the market, there are numerous chances as a result of the growing need for CRM tools. These days, one of the most popular CRM solutions is Microsoft Dynamics CRM. Businesses are implementing it because of its many advantages, which include more analytics, improved marketing tactics, and high levels of client loyalty. 

Here is a collection of frequently asked interview questions for Microsoft Dynamics CRM that are relevant to both experienced candidates and recent graduates. If you can master these, you’ll undoubtedly ace your interview. Join us at SLA Institute for a wide range of IT courses.

What distinguishes workflows from dialogs?

Dialogs are synchronous operations with a wizard-like user interface that calls for input from the user. On the other hand, workflow describes an asynchronous, background operation that doesn’t need user input.

A plug-in: what is it?

A plug-in is a specially designed business logic used to connect Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011. The purpose of this integration is to enhance or adjust the platform’s default behavior.

Workflow: What is it?

The automation of business operations from one party to another whose actions follow a set of rules is known as workflow.

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When you say “managed solution,” what do you mean?

One sort of completed product that the right CRM company may install and market is managed solutions.

In terms of security constraints, how are plug-ins and processes different?

To register a plug-in with the platform, the user needs to be a member of the development administrator group and have the security role of system customizer or system admin. On the other hand, the user can use the web application for workflow.

When are you going to apply the workflow?

The response would be that it would depend on the particulars of the task at hand. The same holds ‘true’ for plug-ins.

What kinds of solutions are there in Dynamics CRM?

Two dynamic CRM options are available. They are controlled and controlled. One could respond by saying that, in Microsoft Dynamics, the default option is also available.

Is it possible to export the default solution as a managed solution?

The default solution cannot be exported as a managed solution.

When you say “unmanaged solution,” what do you mean?

A group of customizations that are not handled together is known as an unmanaged solution. It is important to remember that some unmanaged solutions may have components that are tied to some customized solutions that are not managed in nature. A managed solution is something that can be exported. Furthermore, once the customizations are imported into CRM, they cannot be undone. Check out the Salesforce admin salary in India and improve your skills.

What is Microsoft Dynamics CRM’s email router?

The Microsoft Dynamics CRM email router is the software element that establishes an interface between the enterprise messaging system and the Microsoft Dynamics CRM implementation.

Should Microsoft Exchange Server be installed in my Active Directory domain?

No, it’s not required. POP3 and SMTP services are available either internally or externally.

How can the form assistant be turned on or off? And how can one be certain whether or not the form helper is expanded?

The following procedure can be used to make sure of this: Go to Customization >> Get the entity opened. Views and Forms Open >> Access Form >> Click on Form Properties. Select the Display Tab. Enable the Form Assistant and Expanded by Default can be checked or unchecked.

What do MSCRM’s metadata services mean?

The characteristics and the entity are described in the MSCRM metadata. For example, the name of the platform, the attribute’s size, data type, display name, etc.

Describe discovery services.

The feature of discovery services is that they help find the right organization and URL. Each of the numerous servers that make up MSCRM may be assigned to several different organizations.

How can you use the SDK to generate a custom entity record?

Employing a Changing Object.

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How can you use a query expression to link two tables?

Using a linked entity. It is usually advisable to make an effort to reduce the number of SWS calls we make within the database. Code review is frequently used to investigate whether using the linked-entity approach could have resulted in fewer Microsoft CRM online services. Hence, we ought to constantly seek out ways to put in the least amount of work.

Is it possible to change the Root Business Unit’s name?

No. MSCRM will need to be reinstalled.

Assume that you have 20 user licenses and 20 users that you have generated. What happens if you add a 21st user?

The twenty-first user will be created in MSCRM; however, they will be disabled.

How many tabs can a Microsoft Dynamics CRM 4.0 form have at most? 

8

How do you turn the form assistant on or off? How can you ensure that the form assistant on a form is enlarged or collapsed?

Go to Customization >> Get the entity opened. Views and Forms Open >> Access Form >> Click on Form Properties. Select the Display Tab. Enable the Form Assistant and Expanded by Default can be checked or unchecked.

Which programming languages are you using to create CRMs?

The Ribbon Workbench, XrmToolkit, CRM Developer Toolkit, and Plugin Registration.  Tools that you utilize for developing CRMs.

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What makes code-readability crucial?

Since code is primarily used in a maintenance form, it is crucial to read and comprehend code.  To expand and debug code, developers must be able to read and comprehend code.

The significance of code readability How can I look into this if a user complains that a certain CRM form is taking a long time to load?

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If CRM malfunctioned, what would you look for?

SQL Server services, disk space, Active Directory, APP Pool service account password, and CRM Async services halted

Microsoft XRM: What is it? 

XRM stands for “eXtreme” relationship management or “Any” relationship management (where the X can represent any value). An organization could be in charge of handling contacts, policies, parking infractions, property taxes, etc. Therefore, you can manage any relationship within the corporation by using the word XRM.

What does Microsoft Dynamics’ ribbon workbench entail? 

One solution handled by Microsoft Dynamics is the Ribbon Workbench. You must import it into the Dynamics instance by navigating to Settings > Solutions > Import after downloading it. 

Once the solution has been successfully imported, reload the page to see the Ribbon Workbench button in Dynamics 365’s solutions section. 

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What is the SDK for Microsoft CRM? 

All of the features required to operate with CRM are included in the CRM SDK. It explains all of the feature documentation for every CRM feature. 

What minimal rights are necessary to create a solution? 

The bare minimum of rights needed to provide a solution are: 

• Read-write content for publishers, customizations, online resources, and solutions 
• Publish modifications 
• Customizations for import and export 

Which products does Microsoft Dynamics offer? 

Microsoft Dynamics offers two different products. 

CRM Online: It is Microsoft’s cloud-based service. Application servers, licensing, databases, configurations, and other things are included. Businesses employ CRM, a subscription-based service when they are unable to handle the technical aspects of implementing CRM. 

CRM On-Site: Applications and databases are placed on client-server architecture rather than Microsoft servers in CRM On-Premise. Complete control over deployments, licensing, databases, backups, modifications, and other aspects is granted. When businesses require stronger integration and customized CRM solutions, they employ CRM on-premise.

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Dynamics 365 CRM Interview Questions

Describe the entity.

Business data is managed by an entity model. The information is kept in an orderly fashion in a database table. Among the several categories of entities are: 

• Cases 
• Contacts 
• Accounts 
• Opportunities 
• Leads 
• Activities 

How may a solution be exported as a managed solution? 

To export a solution as a managed solution, follow these steps: 

1. Navigate to Settings. Solutions follow. 
2. Select the solution you wish to export by clicking on it. 
3. Choose Export. 
4. Package Type >> Managed Solution Type. 
5. Finish the wizard’s final stages. 
6. Select “Save Changes.” 

What does a system administrator do? 

The protected files in MS CRM can be accessed completely with the permission of a system administrator. 

Explain the error “insufficient permission.” 

An insufficient permission error is a message that appears when a user creates an object utilizing security fields. 

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Name the different kinds of relationship behavior. 

The various forms of relationship behavior are listed below. 

• Parental 
• Configurable Cascading 
• Referential 
• Referential, Restrict, and Delete 

How can CRM support sales? 

The following are some of the ways that CRM can support sales: 

• It facilitates customer management for the sales staff. 
• It facilitates the creation of leads. 
• It centralizes customer data, which is advantageous for a company’s sales division. 

What changes has CRM made? 

A handful of the modifications occurring inside CRM are: 

• The core of the data universe is the customer record. 
• To support wise decision-making, new and enhanced visibility is emerging. 
• Businesses are expanding to serve more clients. 
• Superior instruments. 
• Custom dashboards

What kinds of web services does MS CRM offer? 

The accessible online services consist of: 

Web service deployment. This service is utilized for: 

• to import and establish organizations. 
• to make organizations active or inactive. 
• to include deployment administrators. 
• to set up claims-based authentication and IFD. 

Discovery Web Service. This service is used 

• to determine which organizational data is accessible during a deployment. 

Organization Web Services. This service is utilized for: 

• to gain access to metadata and data. 

How can you modify an entity lookup window’s columns? 

To add or remove columns from an entity lookup window, follow these steps: 

1. Navigate to Settings. 
2. Click Customization and choose the entity. 
3. On the screen with the left navigation, select “Forms and View.” 
4. Click the “Entity Lookup View” twice. 
5. A dialog window containing the Add/Remove and Sorting options for a lookup view will show up. 

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Conclusion

We hope that these practice interview questions will enable you to ace the interview. These days, there is a demand for technical professionals like Microsoft Dynamics CRM developers. Having these dynamic CRM interview questions ready will help you land that ideal career position. Check out our MSBI training in Chennai for dynamic CRM skills.