Question 1. What Is Meant By Managed Properties?
Answer :
We
can’t customize Managed solution components. By using, Managed properties of
Managed solutions users can customize these Managed solution components.
Question 2. What Are The Different Types Of
Solutions In Dynamics Crm?
Answer :
There
are two types Dynamics CRM solutions:
Managed.
Unmanaged.
We
have ‘Default Solution’ also in CRM with all components of instance
Question 3. Can We Export Default Solution As
“managed Solution”?
Answer :
No.
We cannot export Default solution as Managed Solution.
Question 4. What Is Managed Solution?
Answer :
Managed
solutions is a kind of completed package that we can distribute to others to
install in their CRM organizations.
Question 5. What Is Unmanaged Solution?
Answer :
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.
Question 6. Can We Update The Components In Managed
Solution?
Answer :
No,
we can’t update the components in Managed solution
Question 7. How Can We Know The Owner Of Managed
Solution?
Answer :
Each
Managed solution is linked with Publisher. Publisher indicates the owner of the
Managed solution who developed it.
Question 8. What Is The Difference Between Remove
And Delete Buttons On Solution?
Answer :
Remove
button release the components from the solution whereas Delete button removes
the component from CRM system.
Question 9. What Are All The Steps To Create A
Solution?
Answer :
Navigate
to Settings – Solutions
Click
on New
Fill
the required fields like Name, version. Select the Publisher record (Create if
not existed)
Question 10. What Are All The Steps To Export The
Solution As Managed Solution?
Answer :
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
Question 11. What Tables Get Effected When A New
User Is Created In Ms Crm?
Answer :
When
CRM creates a new user, it writes data to three different tables:
[MSCRM_CONFIG].[dbo].[SystemUserAuthentication]
[MSCRM_CONFIG].[dbo].[SystemUserOrganizations] [XX_MSCRM].[dbo].[SystemUserBase]
The steps for creating the user in CRM is as follows: The first table is
populated as soon as you press ‘Save’. Amongst other data, the users GUID in
Active Directory is added to the table. Next it tries to bind the user to the chosen
organization. Lastly CRM populates the table in wich is used to display CRM
users in CRM.
Question 12. On Creation Of Entity How Many Tables
Will Be Created At Back End?
Answer :
Entityname+Base
, EntityName+ExtensionBase
example:
if you created an entity bank then following tables will be created at crm
database new_bankbase , new_bankentensionbase
Question 13. Can We Hide Tab In Ms Dynamic Crm Form
Using Javascript? How?
Answer :
Yes
we can hide particular section using following line of code.
Xrm.Page.ui.tabs.get("tab_name").sections.get("section_name").setVisible(false);
Question 14. I Am Using Singleton Pattern And Found
That Two Objects Are Created , How Is It Possible?
Answer :
If
you have multiple worker processes configured then not all of the requests are
handled by the same process and thus not the same singleton. so if multiple
singleton are handling requests then obviously multiple objects will be
created.
Question 15. How To Enable/disable The Form
Assistant? How To Make Sure The Form Assistant Is Expanded/collapsed On A Form?
Answer :
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".
Question 16. What Are The Maximum Number Of Tabs
Allowed On A Microsoft Dynamics Crm 4.0 Form?
Answer :
Eight.
Question 17. Suppose If I Have 20 User License And
I Have Created 20 Users. What Will Happen If I Create 21st User?
Answer :
The
21st User will get created in MSCRM but that user will be in disabled state.
Question 18. Can We Modify The Name Of Root
Business Unit?
Answer :
No;
We will have to re-install MSCRM.
Question 19. How To Join Two Table Using Query
Expression?
Answer :
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.
Question 20. How To Create A Custom Entity Record
Using Sdk?
Answer :
Using
Dynamic Entity.
Question 21. What Is 'append' And 'append To'
Privilege In Mscrm? Give One Example Of It?
Answer :
Append'
and 'Append To' priviledges works together. 'Append To' priviledge will allow
other entities to get attached with the entity. 'Append' priviledge will allow
the entity to attach the records to the entity with 'Append To' privildege.
Let us understand this with simple example:Let us say that you want to attach a note to a case
then note entity should have 'Append' access right and 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? Answer is "NO" because we
need to create a 1:N relationship between 'TestCustomEntity1' and
'TestCustomEntity2'.
Now
the user who has above mentioned access right in his security role will only be
able to add 'TestCustomEntity2' records to 'TestCustomEntity1'.
Question 22. What Is Plug-in?
Answer :
A
plug-in is an custom business logic which functions for integrating
microsoft dynamics CRM 2011 with microsoft dynamics CRM online. This
integrating is to augment or modify the standard behavior of the platform.
Question 23. What Is The Difference Between Dialogs
And Workflow?
Answer :
Dialogs
refers to synchronous processes which requires user input, a wizard like
interface. Where as Workflow refers to Asynchronous process which requires no
user input and its an background process
Question 24. What Is Workflow?
Answer :
workflow
involves the automation of business processes from one party to
another whose actions are in accordance to a set of rules.
Question 25. What Is The Difference Between Plug-in
And Workflow With Regard To Security Restrictions?
Answer :
The
user requires an system admin or system customizer security role
and membership in the development administrator group, in order to
register a plug-in with platform. Whereas, the user can use the web
application for workflow.
Question 26. What Is E-mail Router In Microsoft
Dynamics Crm?
Answer :
E-mail
router in MS CRM forms the software component which creates an interface
between the Organization’s messaging system and the microsoft dynamcs CRM
deployment.
Question 27. Does My Active Directory Domain Should
Have Microsoft Exchange Server Installed In It?
Answer :
No,
it is not neccesary. One can use in-house or external SMTP and POP3 services.
Question 28. How Can You Enable Or Disable The Form
Assistant? And How To Be Sure That The Form Assistant Is Expanded Or Not?
Answer :
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”.
Question 29. What Is Meant By Metadata Services Of
Mscrm?
Answer :
The
metadata of MSCRM holds the information about the attribute and the entity. For
instance, platform name, datatype of attribute, size of the attribute, display
name, etc
Question 30. What Is Discovery Services?
Answer :
The
discovery services function for determining the correct organization and
URL.MSCRM has many servers, each of which it, might be dedicated to
multiple Organization
Question 31. Business Rules,javascript Method Which
One Trigger The First?
Answer :
javascript
method is clientside program and syncronous and business rules are asynchronous
process so javascrit execute first.
Question 32. How Should Is Change Execution Order
Between Synchronous Workflow And Plugin?
Answer :
we
have tool synchronous event order in ToolBox by using we can able to update Rank
of workflow.
Question 33. Maximum Number Of Processes, Stages,
And Steps In Business Process Flow's?
Answer :
To
ensure acceptable performance and the usability of the user interface, there
are some limitations you need to be aware of when you plan to use
business process flows:
There can be no more than 10 activated business process flow processes
per entity.
Each process can contain no more than 30 stages.
Multi-entity processes can contain no more than five entities.
Question 34. Which Security Roles Allow You To See
Secured Fields?
Answer :
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.
Question 35. What Will Happen If Multiple Profiles
Assigned To User/team?
Answer :
User/Team
receives the least restrictive permissions
Question 36. Do All Attribute Data Types Support To
Restrict All Permissions With Field Level Security?
Answer :
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.
Question 37. How Can We Know What Are All
Attributes Can Be Secured In Crm With Field Level Security?
Answer :
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.
Question 38. What Type Of Operations And Data Can
Be Audited In Crm?
Answer :
Below
data and operations 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.
Question 39. How Do Secured Fields Behave For
Offline Synchronization?
Answer :
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.
Question 40. How Do Secured Fields Behave For
Filtered Views?
Answer :
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.
Question
41. How Do Secured Fields Behave When Records Are Shared?
Answer :
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.
Question
42. How Do Secured Fields Behave For Retrieve And Retrievemultiple?
Answer :
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.
Question
43. How Do Secured Fields Behave For Create Or Update?
Answer :
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.
Question
44. Where Can We Get Organization And Discovery Service Urls In Crm Instance?
Answer :
Navigate
to Settings –> Customizations –> Developer Resources
Question
45. What Is The Max Chars Limit For “multiline Textbox”?
Answer :
The
Maximum Chars limit For “Multiline textbox” is 1048576
Question
46. What Is The Lookup Data Type And Where It Will Be Placed?
Answer :
It
will be created on 1:N relationship mapping and will be placed at “N” side
entity
Question
47. What Is The Char Limit For Custom Components Pre-fix?
Answer :
2-8
Question
48. What Are Requirement Levels We Have To Create A New Field For An Entity?
Answer :
o
Optional
o
Business recommended
o
Required
Question
49. What Are The Default Settings For Field Level Security And Auditing?
Answer :
o
Field level security : Disable
o
Auditing : Enable
Question
50. Where Does Crm Store Option Set Values In Sql Server?
Answer :
StringMapBase
Question
51. What Is The Maximum Limit Of Records Can Be Displayed In Crm Grid View?
Answer :
The
maximum limit of records can be displayed in CRM grid view is 250.
Question
52. Where Can We Change The Number, Currency And Time Formats?
Answer :
o
Click on settings Icon at top right corner
of the CRM instance
o
Select Options
o
Under format tab
o
Click on “Customize”
o
Here, user can change the format of
Number, Currency, Date and Time
Question
53. What Are The Different Data Types We Have In Crm?
Answer :
o
Single line of text
o
Multiple lines of text
o
Currency
o
Date and Time
o
Whole Number
o
Decimal Number
o
Floating Point Number
o
Option set
o
Two Options
o
Image
o
Lookup
Question
54. Where Can We Set The Default Module And Entity To Get On Opening Crm?
Answer :
o
Click on settings Icon at top right
corner of the CRM instance
o
Select Options
o
Under General tab, select Default pane
and Default Tab
Question
55. Where To Do The User Related (personal) Settings?
Answer :
o
Click on settings Icon at top right
corner of the CRM instance
o
Select Options
o
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.
Question
56. Where To Change The #of Records Count Limit That Displaying In Entity Grid
View?
Answer :
o
Click on settings Icon at top right
corner of the CRM instance.
o
Select Options.
o
Under General tab, select the value for
Records per page (25, 50, 75, 100 and 250).
Question
57. What Are The Permission We Can Restrict On Specific Field With Field Level
Security?
Answer :
Below
are the security permission that we can restrict the users/teams on individual
fields:
o
Read
o
Create
o
Update
Question
58. What Are The High Level Steps To Enable Field Level Security?
Answer :
o
Enable field-level security for an
attribute.
o
Create a field-level security profile.
o
Associate users or teams with the
profile.
o
Add specific field permissions, such as
Create, Update or Read for a specific attribute to the profile.
Question
59. What Will Happen If A Field Is Enabled For Field Level Security?
Answer :
o A field that is enabled for
field level security is added to all field level security profiles in CRM.
o It will automatically be added
to all Field Level security roles with Read, Create and Update all set to No.
Question 60. What A Field Level
Security Profile Contains In Crm?
Answer :
Field level security profile contains all the fields from all
entities which are enabled for field level security.
Q61) What is the process to update
the Managed solution?
Ans: By using Managed Properties or a Managed solution.
Q62) What are all the components
require to Publish when they update in the system?
Ans: Below solution components
require publishing when they are updated:
1. Application Ribbon
2. Entity
3. Entity Relationship
4. Field
5. Form
6. Message
7. Option Set
8. Site Map
10. Web Resource
Q63) What are the minimum privileges
required to create a solution?
Ans: Below is the minimum privileges required to create a solution.
1. Read-write of Customizations
2. Read-write of solutions
3. Read-write of publishers
4. Read-write of web resources
5. Import and Export customizations
6. Publish customizations
Q64) What are all components that can be added to the solution?
Ans: The following is a list of solution components that you can view
within a solution: Application Ribbon
1. Article Template
2. Business Rule
3. Chart
4. Connection Role
5. Contract Template
6. Dashboard
7. Email Template
8. Entity
9. Entity Relationship
10. Field
11. Field Security Profile
12. Form
13. Mail Merge Template
14. Message
15. Option Set
16. Plug-in Assembly
17. Process
18. Report
19. SDK Message Processing Step
20. Security Role
21. Service Endpoint
22. Site Map
23. Web Resource
Q65) What are all the new components we create from the solution?
Ans: Below components can be directly created from the solution file:
1. Entity
2. Option sets
3. Web Resources
4. Processes
5. Dashboards
6. Reports
7. Connection Roles
8. Security Roles
9. Templates (Email, Mail merge, contract, and Article)
10. Field security profiles
Q66) What is meant by Managed Properties?
Ans: We can’t customize Managed solution components. By using, Managed
properties of Managed solutions users can customize these Managed solution
components.
Q67) What is meant by the publisher and why we are using it in Dynamics
CRM Solutions?
Ans: 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 a solution and can define the
“Prefix” for the custom components and start the value of Option set values.
Q68) What is meant by web resources and how many types of web resources
we have?
Ans: The web resource is one of the components in CRM to create JS,
HTML, Silverlight, images, and style sheet files. We can create the below types
of web resources in CRM:
1. Webpage (HTML)
2. Style Sheet (CSS)
3. Script (JScript)
4. Data (XML)
5. Image (PNG)
6. Image (JPG)
7. Image (GIF)
8. Silverlight (XAP)
9. StyleSheet (XSL)
10. Image (ICO)
69. When will
you use workflow?
The answer would
likely be: it depends on the characteristics of the task that is under
consideration. And the same thing applies to plug-in.
70What is your
CRM experience?
71. Tell me
about your last CRM project?
They should talk
about (otherwise, ask) the following:
Size
Complexity
Customisations
Integration
Any difficulties
experienced / overcome
What skills were
used
72. What
development tools do you use for CRM development?
Most will say:
CRM Developer toolkit, XrmToolkit, Ribbon Workbench, Plugin Registration.
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