The CRM of Microsoft Dynamics stand for Customer Relationship Management( CRM), which refers to the business solutions which will enhance the productivity and the effectiveness of marketing. This can be achieved through business intelligence, social insights, or with other campaign management in the cloud, or with a hybrid combination. The main motto of CRM is to increase the profitability and reduce the costs.
Microsoft Dynamics is one of the rapidly growing CRM technologies and holds a market share of 9.9% in the CRM industry. It acts as a one-stop solution for all your business problems. Microsoft dynamics features have made it be popular and widely accepted CRM’s in the present market.
If you are in search of Microsoft Dynamics interview Questions you are at right place. In this blog post, we have gathered the most frequently asked questions based on the opinion of industry experts. KBS Training offers you the updated interview questions of basic and advanced levels. This blog would help you in clearing the interview and in getting into your dream career.
Q) What is the difference between Dialogs and workflow
Ans: 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
Q) What is Plug-in?
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.
Q) What is workflow
workflow involves the automation of business processes from one party to another whose actions are in accordance to a set of rules.
Q) What is the difference between plug-in and workflow with regard to security restrictions?
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.
Q) What are the product types offered by Microsoft Dynamics?
There are two types of products offered by Microsoft which are
- CRM online
- CRM On-premise
Q) What is the difference between workflow and Dialogs?
Workflow is an asynchronous background process and requires no user input whereas dialogues are asynchronous and needs a user input a wizard-like input.
Q) What is meant by a managed solution?
It is a complete predefined package which is ready to install on the organizational servers and requires no developments. Using the software is ready.
Q) What is the unmanaged solution?
The unmanaged solution is nothing but CRM software that needs customizations. An unmanaged solution could be associated with any number of solutions. Exporting the unmanaged solution to a managed solution is possible.
Q) When will you use workflow?
The answer would be, it depends on the characteristics of the task that is under consideration. And the same thing applies to plug-in.
Q) What is E-mail router in microsoft dynamics CRM
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.
Q) Does my Active Directory Domain should have Microsoft Exchange Server installed in it?
No, it is not neccesary. One can use in-house or external SMTP and POP3 services.
Q) How can you enable or disable the form assistant? And how to be sure that the form assistant is expanded or not?
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”.
Q) What is meant by Metadata services of MSCRM?
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
Q) What is Discovery Services?
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.
Q) Is it possible to update the components in a managed solution?
No, it is not possible to update the components in a managed solution.
Q) Who are the direct competitors of Microsoft Dynamics CRM?
Microsoft Dynamics is one of the top performers of CRM’s providers in the market. The below mentioned are the direct competitors of Microsoft Dynamics
- Salesforce.com
- SAP
- Netsuite
- Sugar CRM
- Sage CRM
- Oracle etc.
Q) What are the functional modules available in Microsoft CRM?
There are three types of CRM tools available in the market which are
- Sales
- Marketing
- Service management
Q) Why is the sales module used?
This is used to approach the customer through the leads which we have received in the sales module portal and convert that into sales with the help of sales representatives.
Q) Why marketing module is used?
This module collects the information of the interested customers, and this information is termed as leads in CRM. These leads are collected in the marketing module via sales drives, marketing campaigns, referrals etc.
Q) Why do we use the service module?
Every product has to provide after sale service to keep the customer happy and should resolve the issues that arise over the lifetime of a product. CRM service portal helps organizations in receiving the customer related issues such as payments, refund, billing etc. The main aim of this module is to provide better service to the customer and to keep them happy.
Q) What is an entity?
An entity is a concept used to model and manage the business data in CRM. In CRM all these components such as Leads, accounts, contacts, opportunities, cases, etc. are called entities. And each entity is meant for holding the specific data. A CRM entity is acting as a database.
Q) What are the types of fields?
We have 11 types of fields in Microsoft Dynamics. Which are,
- Single Line of Text
- Whole Number
- Image
- Floating Point Number
- Decimal Number
- Lookup
- Option Set (Dropdown)
- Multiple Lines of Text
- Two Options (Radio Button)
- Currency, Date and Time
Q) What is the event framework?
It is an event processing system in CRM which processes the synchronous and asynchronous plugins requests by passing it to the event execution pipeline. If an event triggers a plugin logic, a message will be transferred to CRM web service which is a place where changes have been made to other plugins or core platform.
Q) What are the main elements required to create a solution?
- Read-write of web resources
- Import and export customizations
- Read-write of customizations
- Read-write of publishers
- Publish customizations
- Read-write of solutions
Q) What are all the components that can be added to the solution?
Below mentioned are the components that can be added to solution.
- Article template
- Chart
- Contract template
- Business rule
- Connection role
- Email template
- Dashboard
- Field
- Entity
- Field security profile
- Entity relationship
- Form
- Mail merge template
- Message
- Plugin-assembly
- Process
- Option set
- Site map
- SDK message processing step
- Service endpoint
- Security role
- Web resource
Q) What is meant by managed properties?
It is not possible to customize the managed solutions. Managed properties of managed solutions will let you customize the components of the managed solutions.
Q) Is it possible to export the default solution as a managed solution?
NO, it is not possible to do that.
Q) Is it possible to hide Tab using Javascript? If yes how?
Yes we can do that with help of following code,
Xrm.Page.ui.tabs.get(“tab_name”).sections.get(“section_name”).setVisible(false);
Q) What are the different data types we have in CRM?
- Currency
- Whole number
- Date and time
- Decimal number
- Multiple lines of text
- A single line of text
- Options set
- Floating point number
- Lookup
- Image
- Two options
Q) What would be the procedure to know the owner of the managed solution?
Each managed solution is linked to its publisher, and the publisher is none other the person who is an owner or who developed it.
Q) What makes the difference between Remove and Delete buttons on a solution?
IN Microsoft Dynamics CRM Remove button is used to release the components, and the Delete button is used to erase the components from the CRM.
Q) What is meant by web resources?
A WEB resource is anything that can be obtained from the world wide web. Examples of web resources are email information, web pages, information from the database, etc.
Q) How many types of Web resources do we have in Microsoft Dynamics CRM?
Web resources help in customising the CRM platform and below mentioned are the web resources that we have.
- Script (JScript)
- Data (XML)
- Silverlight (XAP)
- StyleSheet (XSL)
- Image (PNG)
- Image (GIF)
- Image (JPG)
- Webpage (HTML)
- Image (ICO)
- Stylesheet (CSS)
Summary:
In this tutorial, we have covered the important and frequently asked questions of Microsoft Dynamics CRM. Practising these questions and having strong knowledge on some of the basic concepts of the Microsoft Dynamic CRM will help you in cracking the interview. Happy learning and all the very best!
Praveen
Praveen is working as a Senior Content Contributor for KBS Training, one of the world’s leading online learning platforms. With over 5 years of experience in the technology industry, he holds expertise in writing articles on various technologies including AEM, Blockchain, Cybersecurity, Microsoft Dynamics and Kubernetes