Dynamics 365 Customer Engagement (CRM) Interview Questions and Answers Part 1

Dynamics 365 Customer Engagement (CRM) interview Questions and Answers Part 1

1. What is the workflow in Dynamics 365 CRM?

Ans: Workflow facilitates the automation of the documents, information and tasks pass from one user to the customers. Moreover, the actions are carried out with the help of certain rules. The workflow structure facilitates many components that can be used by administrators and business users in a bid to model the structure of their business information. Microsoft Dynamics CRM facilitates the developers with a new variety of mechanisms so that they can always alter the standard behavior which is required by their applications related to business.

2. What do you mean by unmanaged solution in Customer Engagement CRM?

Ans: An unmanaged solution can be defined as a collection of customizations unmanaged in nature. It is worthwhile to note that customized solution unmanaged in nature and its components may be interrelated with some unmanaged solutions. One can export a solution as a managed solution. Moreover, the customizations cannot be rolled back once they are imported into CRM.

3. What is meant by web resources and how many types of web resources we have in Dynamics 365?

Ans: Web resource is one of the components in CRM to create JS, HTML, Silverlight, images, and style sheet files. We can create below type sources 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)

4. How to enable/disable the form assistant? How to make sure the form assistant is expanded/collapsed on a form?

Ans: 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”.

5. What Is the E-mail Router in Microsoft Dynamics CRM?

Ans: E-mail router in MS CRM forms the software component which creates an interface between the Organization’s messaging system and the Microsoft Dynamics CRM deployment.

6. Where to do the User Related (personal) settings in Microsoft CRM?

Ans: Click on settings Icon at the top right corner of the CRM instance select options. Here, the user can update general settings like default module, #records per grid view, currency, email settings, format settings, synchronization settings, email templates and etc.

7. What is meant by Managed Properties in Dynamics 365?

Ans: We can’t customize managed solution components. Users can customize these managed solution components by using managed properties of managed solutions.

8. I am using singleton pattern and found that two objects are created, How Is It Possible in CRM 365?

Ans: If you have several worker processes configured then not all of the requests are managed by the same process and thus not the same singleton. So if multiple singletons are handling requests then apparently multiple objects will be created.

9. How to enable/disable the form assistant? How to make sure the form assistant is expanded/collapsed on a form in CRM 365?

Ans: 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”.

10. What Is Meant by Metadata Services of MS Dynamics 365 CRM?

Ans: The metadata of MS CRM holds information about the attribute and the entity. For instance, platform name, size of the attribute, datatype of an attribute, display name, etc.

11. What Is Discovery Services in CRM 365?

Ans: The discovery services function for defining the correct organization and URL.MS Dynamics 365 CRM has many servers. Each of which might be dedicated to numerous Organizations.

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

Ans: The System Administrator field security profile gives complete access to all secured fields in Microsoft Dynamics 365 customer engagement CRM. By default, all users who have the System Administrator security role have this profile. This profile is already system managed and can’t be updated or deleted.


13. How do secured fields behave to retrieve multiple?

Ans: When a user calls the retrieve multiple messages, CRM calculates if the user has access to each retrieved record and each secured field. CRM won’t show an error message if the retrieve column set contains secure fields instead null values are returned for secured fields.

14. What are the Default settings for field Level Security and auditing?

Ans: Disable Auditing and Enable.

15. How many possible ways to register a Plug-In in MS Dynamics 365 CRM?

Ans: 1. Plugin Registration Tool.

2. Solution Export/Import

3. Developer Tool Kit.

16.Why MS Dynamics 365 CRM? Since so many CRM available in the market like ERP, SAP, SIEBEL etc. but How MS Dynamics 365 customer engagement CRM is different from others?

Ans: World-class customer experiences begin with your people. By giving people the right tools to multiply their productivity, multiply their impact, they can drive your organization to achieve your goals, multiply your revenue, and multiply your customers.

17. How can we restrict any ' Entity ' from being shown in advanced find in Dynamics365?

Ans: Best way to achieve this applies security settings if you remove them read/view permission of unused entity in CRM security, then those entities will not available. But if you have read privilege on the entity and still you want that entity not to be shown in Advanced find or If you want permanently hide entity from Advanced Find then there is no supported way. But there is an unsupported way to achieve the same. CRM exposes below Boolean property in Entity Metadata to identify which entity should appear in advanced find.

18. What is Server-to-server authentication in Dynamics 365 CRM?

Ans: Use server-to-server (S2S) authentication to securely and seamlessly communicate with Microsoft Dynamics 365 (online & on-premises) with your web applications and services. S2S authentication means you don’t need to use a paid Dynamics 365 user license when you connect to Dynamics 365 tenants. There is no license fee for the special application user account you will use with S2S authentication. With S2S authentication a special Dynamics 365 unlicensed application user account is created and includes information about your application registered with Azure Active Directory (Azure AD). Rather than user credentials, the application is authenticated based on an application user identified by an Azure AD Object ID value which is stored in the Dynamics 365 user record. The Dynamics 365 application user is associated with a security role which controls the kinds of data and operations the application is allowed to perform.

19. In Dynamics 365 CRM, what is a task flow and how it can be used?

Ans: You can also design a type of business process flow called a task flow in Dynamics 365 for phones or Dynamics 365 for tablets based on common tasks your users perform. For example, if they need to regularly perform a series of follow-up steps after client meetings, create a task flow. When users tap the new task in their mobile.

20. What is the effect of making a plugin sandboxed in Customer Engagement 365?

Ans: CRM online can only deploy Sandboxed plugins and Limitations such as

  • Access to the file system (C Drive)

  • System event log

  • Certain network protocols

  • Registry

  • You cannot access any other DLL’s

  • IP addresses cannot be used

  • Only the HTTP and HTTPS protocols are allowed.

  • In isolated mode, you cannot call any external DLL’s\DLL’s in the GAC.

Technical Content Writer at Magnifez Technologies

    1 Comment

  1. Avatar
    Asad Ummattil
    March 07, 2019

    It Helps Passionate Dynamics 365 Professionals who Actively Looking for Better Opportunities…

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