Simple interview question of MSCRM

1. How do you enable tracing in Dynamics CRM on-premise?  https://www.msdynamicsblog.com/how-do-you-enable-tracing-in-dynamics-crm-on-premise/

2.

MB-200 Test paper practice

 Portal Audience:

1. Customer
2. Employee
3. Partner

Customer Portals:-

This portal will help customers with helpful information, reducing the number of support cases that are submitted to the supporting team.

Employee Portals:-

This portal helps HR & Employees to Interact with each other using Discussion Forums and Case management.

Partner Portals:-

Sales partner’s related information will be maintained under Partner portals. Using the content management system and Opportunity management will helps partners to deliver with a better experience.

 

1	Customer	Customer Self-Service Portal	Case Management, Knowledge Management, Discussion Forums
		Custom Portal
		Community Portal	Discussion Forums, Blogs, Ideas, Case Management.
2	Partner	Customer Self-Service Portal	Case Management, Knowledge Management, Discussion Forums
		Community Portal	Discussion Forums, Blogs, Ideas, Case Management.
		Partner Portal	Customer Management, Account & opportunity Management
		Custom Portal
		New Portals	Events, Field Service, Project Service Automation
3	Employee	Employee Self-Service Portal	Employee & HR Contacts, KB Articles, Discussion Forums and Case management

 

Self-Service Portal:-

• Organizations can maintain Polls / Surveys within a customer. (Survey entity)
• Customer can search for Articles (KB Articles entity)
• Customer can also search for answers/organization products information on forums
• KB articles can be easily found out by using the search bar available on home page.
• Customer can create case request to org for assistance also it can be tracked.

 

Community Portal:-

• Organization can publish articles to customers
• Customer can post messages on forums and have discussions.
• Organizations can maintain Corporate / Community blogs
• Customers can share ideas / votes and feed backs using this portal.
• Customer can create Case request for better assistance.

 

Partner Portal:-

• Partners can post messages on forums and have discussions.
• Organization can publish articles to partners
• Partner Registration can be maintained (approve / Reject in CRM)
• Registered Partners can maintain new customer accounts and contacts related to them.
• Distributed opportunities (which is assigned by organization to Partners) Partner has to accept it before work on them
• After Partner accepts opportunities those will be appeared under managed opportunities list.
• In Managed opportunities partners can also create their own opportunities if required.

 

Event Portal:-

• Event portal allows publishing event related information to wider audience.
• Partners / Audience can also register for events. Also audience can share events with others.
• Speaker related information can be easily maintained in CRM so that it can be rendered on event portal accordingly.

 

Project Service Automation portal:-

• Customer and Partners can view projects using portal, Customers can view active/closed projects related to organizations and partners can view projects and project related resources of an organization.
• Customer can approve/reject quotes related to their organization specific projects.
• Partner after approve invoice , customer can view the invoice (if visible to customer check box is checked on CRM)
• Final versions of orders / contracts will be available to customers to view (if visible to customer check box is checked on CRM)
• All project specific resources will be visible to both partners and customers.

Field Service Portal:-

• Customer can view all Service Delivery agreements created in CRM.
• Customers can view/create/edit account specific assets.
• On partner portal customer can view account specific active/inactive work orders.
• Active/inactive invoices also customer can view on partner portal.

MB2 716 paper prepration

1.       If we talk about the system view in that we can define

·         Sorting of the grid

·         Column to display 

·         The width of the column.

2.       If we talk about the publisher than in that case new custom entity starts with alias which is defined in that publisher setting and it is also applicable to option set also.

3.       You can't export the managed solution. when you remove the managed solution then it will remove all related component. 

·         The ability to add form in the custom entity.

4.       If you want to show some related data of the lookup field then you must choose a quick view.

5.       Mobile navigation set based upon sitemap.

6.       Design of mobile or tablet

·         Only the first five tabs will be displayed

·         if there is any change in the business rule then we have to close the app and start it again.

·         Tab does not have the expand and collapse capability

7.       We want to show read-only grid than we have to select tablet option in the entity and select read-only grid.

8.       Enable the status reason transition 

9.     If the cascading rule set to the referential than it will delete the child records if we delete the parent record.

10. Length of single-line text is 4000

11. Business Rules Action

·        Set a default field value.

·        Display an error message at the form level.

·        Clear a field value

·        It runs when the page load         

12.  Asynchronous workflow that runs on demand will run in the security context of the user who triggered it

13.     If you are going to create a new workflow than you have to mention below things

a.      Stage Name

b.     Entities

c.      Stage categories

d.     Step Required

e.      Step Display Name

f.       Data Field

g.     You can include a maximum of 5 entities

14. If you want to synchronize data like contacts, appointment between CRM and exchange

a.      Server-Side synchronization

b.     Microsoft Outlook

15.  Related to folder-level tracking.

a.     Administrator can enable the folder level tracking.

b.     Folder-level tracking is available for mailboxes that implement delegate access

c.      You cannot change the regarding object unless you remove the email from tracked folders.

d.     User has to create folder tracking rule

16. Roll up fields available for

a.      Whole number

b.     Decimal

c.      Currency

d.     Date and time

17. users can save private documents in Microsoft OneDrive for Business folders from within Microsoft Dynamics 365

a.      Install and activate the Microsoft SharePoint List Component.

b.     Configure server-based integration for Microsoft Dynamics 365 and Microsoft SharePoint Online.

c.       Ensure that users have Microsoft OneDrive for Business and SharePoint licenses.

18. For system entity

a.      We can disable Allow quick create

b.     We can disable access team property

19. If you have run the workflow in the business process workflow

a.      Select an on-demand workflow to run.

b.     Add a stage-specific workflow composition component.

20. You need to configure Microsoft OneNote integration for an organization’s Microsoft Dynamics 365 case entity

a.      Document management for the entity

b.     Server-based Microsoft SharePoint integration

21. implement Microsoft Office 365 Groups

a.      Configure a Microsoft Exchange Online mailbox for each Microsoft Dynamics 365 user.

b.     Enable the ISV Extensions security privilege.

c.      Enable server-based Microsoft SharePoint in Microsoft Dynamics 365.

22. Users need to be able to embed Microsoft Power BI visuals into personal dashboards

a.      Enable Power BI visualization embedding.