Microsoft Dynamics CRM Technical Interview Questions and Answers.
What is the difference between Role Based and Object Based Security Model in MSCRM?
Code based security is entirely coded in the application itself. Role based security uses one of the authentication/authorisation mechanisms of the application server. The fundamental concept in role-based security is that of privilege, defined at design time, on a system-wide basis. Each user has a set of privileges (there are well over a hundred privileges) that are enabled for that user. However, Policies and Roles grant privileges and simplify the process. The other form of security applies to individual instances of objects. There is a fundamental difference between an access right and a privilege: an access right is a right granted to a user on an object), but a privilege is a right granted to a user on a class of objects. Access rights apply only after privileges have taken effect. In other words, if a user does not have the privilege to read accounts, the user will not be able to read any account, whether or not it has been shared.
Difference between Find and Advanced Find? Which one is faster and why?
Find perform a search on an attribute for which it is defined. Advanced Find perform search on the conditions and the attributes for which user customizes or runs it. Normal Find in faster as it looks for one attributes and matches with that and returns the result whereas Advanced Find searches for all the attributes and conditions while parsing through the records. Find is applicable on only active records and it finds only on 2 or 3 column which we have defined in the find view and even it returns any those column which is there in the view but advanced find is applicable to all the records and it finds all the columns and even it returns all the column and filter criteria can be on any column and most important - find filters on just one condition but advanced find filters on multiple condition at one time.. Find is faster than Advanced Find.
Difference between CRM Discovery Service and CRM Metadata service?
CRM service - when we need ORG related information like ORG name, Properties, CRM service path for this ORG -- then we use CRM discovery service. This is only to get the ORG related information Metadata service - we use this when we need to interact with the CRM records – create, update or delete anything-- it is very specific to the CRM records. When we need to interact with the CRM entity and attribute - like create an entity (not record) or attribute -- add a value to pick list-- retrieve the pick list value retrieve the entity properties-- attribute property and all we need Meta data service.
Difference between Plug-in and Workflows?
Requirement Plug-in Workflow Needs a synchronous action to happen before or after an event occurs. The same piece of logic will be executed for different events and possibly on different entities. The logic needs to be executed while offline. Needs elevation of privileges (impersonation) Needs to execute on events other than assign, create, update, set state The process/logic may take a long time to complete or will be a persistent process (multiple long running steps). Need an asynchronous action. End users will need to modify the process logic Child sub processes will be triggered.
Whenever you install MSCRM what all databases get created?
MSCRM_Config and MSCRM_orgname.
Whenever you install MSCRM what all user groups get created in Active Directory?
User Group All Microsoft CRM. This group is updated automatically as users are added and removed from Microsoft CRM. ReportingGroupA group contains all users within Microsoft CRM. This group is updated as users are added to Microsoft CRM. Users in this group have read-only access to the filtered views in the Microsoft CRM database. PrivUserGroupPrivileged Microsoft CRM user group for special administrative functions. SQLAccessGroupA group that contains Microsoft CRM ASP.NET account and other service accounts. Members in this group have full access to the Microsoft CRM database and this group is used by the Microsoft CRM platform layer. End users should never be added to this group.
What is 'Append' and 'Append To' privilege in MSCRM? Give one example of it?
'Append' and 'Append To' priviledges works together. 'Append To' privilege will allow other entities to get attached with the entity. 'Append' privilege will allow the entity to attach the records to the entity with 'Append To' privilege. 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'.
Can we modify the name of Root Business Unit?
No, we will have to re-install MSCRM.
Suppose if I have 20 user license and I have created 20users. What will happen if I create 21st User?
The 21st User will get created in MSCRM but that user will be in disabled state.
How to enable/disable the form assistant? How to make sure the form assistant is expanded/collapsed on a form?
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".
What was your role in the MSCRM implementation project that you have worked on?
You should be honest while giving answer to this question and should give a brief overview of the project and your role. This is very important question because the answers of this question will trigger so many questions. You should highlight the key skills you have; this way you will divert the attention of the interviewer to your key skills and try not to expose the area in which you are less confident.
What was the most challenging task you have faced till now?
Here you should give answer that exhibits your positive attitude. E.g. for a technical consultant it may be something like ... “I was new to the support and during this experience i faced challenging issue related to plug-in that improved my debugging skills. Email-to-case plug-in was really difficult as we had to take care of so many conditions. I have learnt one thing during my previous assignment and that is 'Never give-up'".
How is CRM changing and what does the business owner need to be aware of?
At the heart of CRM is the benefit of having the customer record at the center of the data universe rather than multiple galaxies of transactions held in separate, transaction-specific apps. So the innovation lies in new and improved visibility for putting information to use in intelligent decision making. Companies that used to serve 100 are serving 10,000, and with this kind of scaling, better top-level tools and custom dashboards are where I see CRM continuing to morph and advance.
What exactly should I be expecting CRM to do for me?
This is an important question, as there are many misconceptions about software and CRM in particular. Besides some fundamentals, like data security and access and ease of use, CRM will primarily help you do what you do anyway, but move it to the next level. If your main focus is customer service, CRM will help you monitor, deliver, and measure your effectiveness. If your goal is a flat organization where the right hand knows immediately what the left hand is doing, CRM will help you be informed about the customer’s world and not just what relates to your department or team.
What are the most common mistakes you see companies make with CRM?
Many organizations use Outlook BCM or Excel for managing their contacts, which offer no planning or setup process — just create a column or type in a field and get started. This causes problems when information is related and the flexible aspects of the previous solution are overlooked. There are real benefits that won’t happen without understanding the new vernacular; the specific way the new solution describes the data. For example, an “account” in Sales-force may not be the same as an “account” in High-rise. In fact, it might have another name altogether, such as “company.” Understanding how the particular vendor uses “leads” or “opportunities” will help to avoid a great deal of frustration.
Do you have a few key best practices someone considering CRM can use?
Yes, I have three that anyone can use. First, consider your future needs. Look down the road and ask “How many contacts will I have in five years?” “How many salespeople will I have?” “How many of my people will need real-time access to this information at home or on their phones and PDAs?” “How much would it cost me to replace these contacts?” Second, take the opportunity to clean up your data now. Moving to a CRM solution is an opportunity to start with a clean version of accurate data. De-duplicate and otherwise scrub the data to minimize the possibility of needing to import twice. For example, the flexibility of Excel and Outlook BCM allow placing incorrectly formatted information in their fields. This data will not import well without some good planning. Third, be sure to communicate throughout the process and get early buy-in. The biggest focus of Saleforce.com with its customers is adoption. Members of your team are influencers in their departments. Leverage their expertise and influence by building a team to help you make decisions about the solution. Even if you disagree, listening, acknowledging, and respecting will build loyalty and acceptance within the process.
What advantages might CRM have for specific verticals?
The answer to this question is not if but how much. Since CRM helps you do what you do better, if you are in a professional services company with long sales cycles, project terms, and frequent interactions and touch points, CRM will be exponentially more valuable to you. So service businesses, like lawyers, consultants, and accountants, are ripe for CRM but often have a technological aversion and a strong status quo to maintain.
Does CRM fall more to sales or marketing in most organizations?
In my experience, marketing is somewhat of a new concept in CRM. Sales are definitely involved, but most often it is operations leading the charge.
How many Web Services are in MSCRM?
1. Deployment Web Service
Using this service we can
· Create or import organizations
· Enable and Disable organizations
· Add deployment administrators
· Configure IFD and Claims-based authentication
2. Discovery Web service
Using this service we can
· Identify the organization information available in a deployment
What was the size of the implementation?
The number of user-licenses.
How to add/remove columns in an entity lookup window?
Go to Settings >> Customization >> Select the entity >> Click ‘Forms and Views in the Left Nav Pane” >> Double click the ‘Entity Lookup View’ >> Dialog box appears that contains the Add/Remove and Sorting options for a lookup view.
How to debug the java script that we write for some validation on entity pages?
Following are the steps that are needed to be followed:
· Enable the Debugging in the Internet Explorer – Go to Tools >> Internet Options (wizard will appear >> Click the ‘Advanced Tab’ >> Under Browsing Section uncheck the ‘Disable script debugging’ checkbox >> Click OK.
· Edit the java script code of the Entity Page that you want to debug.
· Put the statement ‘debugger;’ above the line where you want to do the debugging.
e.g. suppose my java-script show ‘Hello World’ message and i want to debug this then following is the way I am going to add script:
· Save and Publish corresponding customization.
· Perform the operation that would trigger the java script written by you
· Debugger dialog box will appear and select appropriate debugger (Visual Studio new or existing instance)
Difference between CRM web services vs. CRM.SDK Proxy namespaces?
Calling Dynamic Entities (knowledge on Moniker, Input Parameters, Output Parameters, and Meta Services)?
Difference between GUID and Key, Lookup and String?
Knowledge on Java Script and SOAP web services, most important how to call XmlHttpRequest?
How many numbers of tabs available in MS CRM Entity Form?
Officially max 8 tabs, unofficially we can do plenty (It’s not recommended by Microsoft CRM)
Explain in details about the event execution pipeline?
When do we register a plugin in child pipeline? Give examples?
Quote can be created in 2 ways, through the home screen OR the opportunity screen. If you create it from the latter, it will run on the child pipeline and you will find that your plugin will not work.
What are images? Why are they used?
Plugins in Dynamics CRM, allow you to register images against the steps of a plugin assembly. Images are a way to pass the image of the record that is currently being worked upon prior or after the action has been performed. In general it could be said, it is the image of the record as is available in the SQL backend.
Two types of Images are supported, Pre-Image and Post Image.
In case of Pre-image, you get the image of the record as is stored in the SQL database before the CRM Platform action has been performed.
Post Image, returns the image of the record after the CRM Platform action has been performed.
What is PrinciplalObjectAccess table why is it used?
The POA table is used to provide access to specific records for CRM users, and each record in the POA table represents one CRM object that is related to one CRM user. Records created in the POA table come from one of four ways:
· Share reassigned records with original owner: CRM System Settings
o If this is set to Yes, then records would be added to the POA table whenever an assign takes place. These records will have a value in the AccessRightsMask colum of the POA table.
· Direct sharing: Actions – Sharing
o When users explicitly share a record to another user, a record would be created in the POA table. These records will have a value in the AccessRightsMask colum of the POA table.
· Reparent Setting: Relationship Behavior
o Each entity has relationships with other entities (ex. Account to Case). By default, the Reparent option is set to Cascade All. With this setting, sub records would be shared to the owner of the parent record. For example: Let’s say that User1 owns Account1. User2 has access to Account1 and creates a case underneath Account1. With the out of the box Reparent options, a record would be created in the POA table that would give User1 access to the newly created case. These records will have a value in the InheritedAccessRightsMask colum of the POA table.
· Indirect Sharing: When sharing occurs through a direct share, assignment, or parenting, if the relationship is set up to cascade the share to child records, additional records will be created in the POA table in order to give proper permissions to the new user for the relevant child records. These records will have a value in the InheritedAccessRightsMask colum of the POA table.
How many types of relationships are available in crm?
What is the difference when the ownership is user vs. organization for a custom entity?
Organization-owned entities typically contain data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities cannot be assigned or shared. For example, products are owned by the organization.
User-owned entities are associated with a user. User-owned entities typically contain data that relates to customers, such as accounts or contacts. Security can be defined according the business unit for the user.
What are filtered views?
SQL database views, called "filtered views," are provided with the Microsoft CRM database to enable access to business data according to the user's Microsoft CRM security role. When a user runs a report that obtains data from filtered views, the user's Microsoft CRM security role determines the data to be included in the report. Data in filtered views is restricted at three levels: the organization, the business unit, and the owner. Filtered views exist for all Microsoft CRM business objects (entities).
Your reports should not read data directly from the Microsoft CRM database tables. Instead, use the filtered views. The following sample SQL code returns all columns from the filtered view for an Account entity:
SELECT * FROM dbo.FilteredAccount
If you delete a record from UI, what happens in database? Can you bring the record back?OR, what is deletion service? Can you change its schedule?
In Microsoft Dynamics CRM, deleting an entity by using the Web application or through SDK Web service calls usually results in a "soft delete" where the entity is not immediately deleted from the database. Instead, the entity is marked for deletion later. The platform marks the entity for deletion by setting the entity's DeletionStateCode attribute to 2. Entities with a DeletionStateCode attribute set to 2 are filtered out from all data views in the Web application and are not accessible using the SDK.
These marked entities are physically deleted from the database by the Deletion Service. The Deletion Service is an asynchronous operation that is based on a table named ScaleGroupOrganizationMaintenanceJobs in the MSCRM_CONFIG database of Microsoft Dynamics CRM. By default, the frequency of the Deletion Service job execution is set to once a day. You can use the Scale Group Job Editor tool to change the execution frequency of the Deletion Service. You can find the tool on the Web at http://code.msdn.microsoft.com/ScaleGroupJobEditor.
Explain how solutions work, managed and unmanaged?
All solutions start out as Unmanaged. When it is in the unmanaged state, you can add, remove, update, 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.
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).
What does the CRM asynchronous service do?
The asynchronous service executes long-running operations independent of the main Microsoft Dynamics CRM system process. This results in improved overall system performance and improved scalability.
The asynchronous service features a managed queue for the execution of asynchronous registered plug-ins, workflows, and operations such as bulk mail, bulk import, and campaign activity propagation. These operations are registered with the asynchronous service and executed later when the service processes its queue. All workflows are executed by the asynchronous service.
What is an Email-Router?
Microsoft Dynamics CRM E-mail Router is a software component that creates an interface between a Microsoft Dynamics CRM deployment and the organization's messaging system. The E-mail Router routes qualified email messages to the Microsoft Dynamics CRM system as email activities and fully integrates with different messaging systems, such as Microsoft Exchange Server, Microsoft Exchange Online, POP3, and SMTP. The E-mail Router includes the functionality for sending email through any desired SMTP provider and for receiving email from Microsoft Exchange Server or from a POP3 server. Additionally, the Forward Mailbox feature remains available.
What is Metadata service of MSCRM?
Dictionary meaning of the word METADATA is data about data and similarly the metadata holds the information about MSCRM means the information about the entity and attributes e.g. Display name, platform name, size of the attribute, data type of attribute etc. If we want to access any information about any entity (Dynamic or system) we will have to make use of the Metadata service. In the database we can find the metadata table and name of these tables begins with keyword Metadata.
I hope these help someone out there.