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Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Firoz Muhammed | www.magnifez.com | training@magnifez.com
Interview Questions on Microsoft Dynamics CRM 2015
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q1. New Features in Dynamics CRM 2015
CRM Online Administration Experience. System Administrators can self-
provision instances from O365 and choose from 60 different markets.
Enhanced Business Processes. Dynamics CRM 2015 allows you to create
branching rules and the ability to combine multiple conditions within a rule.
Enhanced Mobile Sales. Dynamics CRM 2015 will allow users to create drafts
offline that can easily be synchronized when the user is back online.
Additionally, all dashboards can now be enabled for a tablet.
Enhanced Business Rules. No need to create multiple business rules for one
logic string. Business rules can now contain If/Then logic and the ability to
combine expressions using And/Or. 2
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q1. New Features in Dynamics CRM 2015
Global Search. You can now search in Dynamics CRM 2015 across different
record types or configure specific fields on your preferred entities.
SLA Enhancements. Previously created SLAs will be considered standard
SLAs and all new SLAs created in CRM 2015 will be considered Enhanced. All
Enhanced SLA will be eligible to use this feature.
Calculated and Rollup
With Dynamics CRM 2015we can create more complex field calculations that
can run based upon a scheduled job and compliments business rules with real
time integration.
Hierarchy Visualization. Leverage record relationships, calculated and roll-
up fields to easily visualize up to four different data fields.
3
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q2.What is the Business Rules in Ms CRM?
Using business rules you can create business logic using CRM UI without
writing any script. It is an attempt to replace javascript and do operations on
form such as field validations, hiding/unhiding fields, enable/disable fields,
change field properties etc.
4
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q3.When we have Business Rules and JavaScript
on forms which one will trigger first?
Javascript methods are client side programs and will trigger asynchronously.
Business rules can be on client side as well on server side, and are
asynchronous processes.
In terms of execution Javascripts execute before Business rules.
5
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q4.What is real-time workflow?
Real-time workflows are synchronous in nature and would trigger immediately
after the triggering criteria is met.
These are Introduced in Dynamics CRM 2013.
In functionality synchronous workflows are almost similar to synchronous
plugins but can be triggered for lesser events.
6
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q5. Which one will trigger first, Real-time
workflows or plugins when used together?
Though both are synchronous in nature plugins will trigger before
synchronous workflows because plugins are code based customizations and
are registered directly in the event plug-in before or after CRM core
operations.
7
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q6.How can we change order of the execution
between synchronous workflow and Plugin?
There exists a tool called synchronous event order in ToolBox by using we
can able to update Rank of workflow.
8
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q7.Different types of Views in Dynamics CRM?
3 types of Views basically: Public views , System views and Personal Views.
System Views are again classified into the following:
Advanced Find View
Quick Find View
Associated View
Lookup Views.
9
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q8.What are the new type of processes/workflows
introduced in MS CRM 2013.
i. Actions are used for creating custom events/messages in Dynamics CRM
systems.
II. Business Process workflow are used to guide users visually through
business processes.
10
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q9. What is SLA and where it is used?
Service Level Agreements are used to give different levels services to the
customer depends on the following factors but not limited to:
Customer Category – Gold, Silver, Bronze.
Case Criticality – Priority 1, Priority 2.
Support Coverage – 24x7, 12x5, 9x5 etc
11
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q10. Describe the different Types of SLAs?
Standards SLAs and Enhanced SLAs.
Standard SLAs are the legacy SLAs which are introduced in CRM 2013 and
later renamed as Standard when Enhanced SLAs introduced in 2015 where
the latter fixes the limitations of previous one.
We can put Enhanced SLAs on hold when the connected Case is put on hold,
and we can display and track the KPI details on the case form under Enhanced
SLA tab.
12
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q11. What is calculated and roll up fields and
where are they used?
Calculated Fields let you do mathematical calculations and display the result
as the field value.
Rollup Field aggregates the values of a particular field from the child records,
accumulates and displays on the corresponding field on the parent record.
Ex: Estimated Revenue on the parent Opportunity record can be calculated by
aggregating the Estimates Revenue on the child Opportunity records.
13
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q12. What is the use of interactive dashboards?
It is a new type f Dashboard added in Dynamics CRM 2016 which is supposed
to be used in Interactive Service hub, a new feature of Dynamics CRM 2016.
It is different from normal dashboards as they are Entity specific while the
former is common to Entities.
14
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q13. Difference between synchronous and
asynchronous workflows?
Synchronous workflows will execute right after the condition is met so that
platforms operations need to wait till the workflow execution get completed.
Asynchronous workflows wait to execute when they are triggered and will
be added to the queue and execute then the resources are available.
15
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q14.What is Actions and how it is used?
Using Actions you can create custom events in Dynamics CRM in addition to
system events such as Create, Update, Delete etc.
You can trigger Actions using Workflows, JScripts and from custom code.
Plugins can be registered on Actions so that when the action/custom event
occurs the plugin will trigger.
16
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Q15. What is hierarchy security model?
This is a new security model introduced in Dynamics CRM 2016 which can be
used along with other security models such as – role based security, field level
etc.
Hierarchy security models – managerial and positional, uses the managerial or
positional hierarchy of users and which allows a manager or a user at a higher
position in the hierarchy to access the records own by the reportee.
17
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Firoz Muhammed | www.magnifez.com | training@magnifez.com
Interview Questions on Microsoft Dynamics CRM 2015

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Microsoft dynamics crm 2015 interview questions

  • 1. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Firoz Muhammed | www.magnifez.com | training@magnifez.com Interview Questions on Microsoft Dynamics CRM 2015
  • 2. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q1. New Features in Dynamics CRM 2015 CRM Online Administration Experience. System Administrators can self- provision instances from O365 and choose from 60 different markets. Enhanced Business Processes. Dynamics CRM 2015 allows you to create branching rules and the ability to combine multiple conditions within a rule. Enhanced Mobile Sales. Dynamics CRM 2015 will allow users to create drafts offline that can easily be synchronized when the user is back online. Additionally, all dashboards can now be enabled for a tablet. Enhanced Business Rules. No need to create multiple business rules for one logic string. Business rules can now contain If/Then logic and the ability to combine expressions using And/Or. 2
  • 3. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q1. New Features in Dynamics CRM 2015 Global Search. You can now search in Dynamics CRM 2015 across different record types or configure specific fields on your preferred entities. SLA Enhancements. Previously created SLAs will be considered standard SLAs and all new SLAs created in CRM 2015 will be considered Enhanced. All Enhanced SLA will be eligible to use this feature. Calculated and Rollup With Dynamics CRM 2015we can create more complex field calculations that can run based upon a scheduled job and compliments business rules with real time integration. Hierarchy Visualization. Leverage record relationships, calculated and roll- up fields to easily visualize up to four different data fields. 3
  • 4. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q2.What is the Business Rules in Ms CRM? Using business rules you can create business logic using CRM UI without writing any script. It is an attempt to replace javascript and do operations on form such as field validations, hiding/unhiding fields, enable/disable fields, change field properties etc. 4
  • 5. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q3.When we have Business Rules and JavaScript on forms which one will trigger first? Javascript methods are client side programs and will trigger asynchronously. Business rules can be on client side as well on server side, and are asynchronous processes. In terms of execution Javascripts execute before Business rules. 5
  • 6. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q4.What is real-time workflow? Real-time workflows are synchronous in nature and would trigger immediately after the triggering criteria is met. These are Introduced in Dynamics CRM 2013. In functionality synchronous workflows are almost similar to synchronous plugins but can be triggered for lesser events. 6
  • 7. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q5. Which one will trigger first, Real-time workflows or plugins when used together? Though both are synchronous in nature plugins will trigger before synchronous workflows because plugins are code based customizations and are registered directly in the event plug-in before or after CRM core operations. 7
  • 8. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q6.How can we change order of the execution between synchronous workflow and Plugin? There exists a tool called synchronous event order in ToolBox by using we can able to update Rank of workflow. 8
  • 9. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q7.Different types of Views in Dynamics CRM? 3 types of Views basically: Public views , System views and Personal Views. System Views are again classified into the following: Advanced Find View Quick Find View Associated View Lookup Views. 9
  • 10. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q8.What are the new type of processes/workflows introduced in MS CRM 2013. i. Actions are used for creating custom events/messages in Dynamics CRM systems. II. Business Process workflow are used to guide users visually through business processes. 10
  • 11. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q9. What is SLA and where it is used? Service Level Agreements are used to give different levels services to the customer depends on the following factors but not limited to: Customer Category – Gold, Silver, Bronze. Case Criticality – Priority 1, Priority 2. Support Coverage – 24x7, 12x5, 9x5 etc 11
  • 12. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q10. Describe the different Types of SLAs? Standards SLAs and Enhanced SLAs. Standard SLAs are the legacy SLAs which are introduced in CRM 2013 and later renamed as Standard when Enhanced SLAs introduced in 2015 where the latter fixes the limitations of previous one. We can put Enhanced SLAs on hold when the connected Case is put on hold, and we can display and track the KPI details on the case form under Enhanced SLA tab. 12
  • 13. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q11. What is calculated and roll up fields and where are they used? Calculated Fields let you do mathematical calculations and display the result as the field value. Rollup Field aggregates the values of a particular field from the child records, accumulates and displays on the corresponding field on the parent record. Ex: Estimated Revenue on the parent Opportunity record can be calculated by aggregating the Estimates Revenue on the child Opportunity records. 13
  • 14. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q12. What is the use of interactive dashboards? It is a new type f Dashboard added in Dynamics CRM 2016 which is supposed to be used in Interactive Service hub, a new feature of Dynamics CRM 2016. It is different from normal dashboards as they are Entity specific while the former is common to Entities. 14
  • 15. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q13. Difference between synchronous and asynchronous workflows? Synchronous workflows will execute right after the condition is met so that platforms operations need to wait till the workflow execution get completed. Asynchronous workflows wait to execute when they are triggered and will be added to the queue and execute then the resources are available. 15
  • 16. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q14.What is Actions and how it is used? Using Actions you can create custom events in Dynamics CRM in addition to system events such as Create, Update, Delete etc. You can trigger Actions using Workflows, JScripts and from custom code. Plugins can be registered on Actions so that when the action/custom event occurs the plugin will trigger. 16
  • 17. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Q15. What is hierarchy security model? This is a new security model introduced in Dynamics CRM 2016 which can be used along with other security models such as – role based security, field level etc. Hierarchy security models – managerial and positional, uses the managerial or positional hierarchy of users and which allows a manager or a user at a higher position in the hierarchy to access the records own by the reportee. 17
  • 18. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Firoz Muhammed | www.magnifez.com | training@magnifez.com Interview Questions on Microsoft Dynamics CRM 2015