CRM

CRM Questions

• Difference and features  between CRM 365 V9.0, V9.1 and V8.0 (https://community.dynamics.com/365/b/dynamicscrmenthusiast/archive/2017/01/16/dynamics-crm-multi-tier-application-structure)
• Features of Dynamics CRM 365, CRM 2016, MS CRM 2015 and CRM 2013?
• Difference between online and on-premise CRM.
• What are the modules in CRM..?
• What are various type of services in MSCRM?
• What are the various types of forms in MSCRM?
• What is the solution?
• What is Patch and Clone in MS CRM Solutions?
• What are the Ownerships in MS CRM?
• How many ways to customize the form.
• What are the charts in MS CRM?
• What is Flow in CRM 365
• What is different between CRM reports and SSRS?
• What is mail merge in MSCRM how can we use?
• Navigation properties in CRM form
• What is entity reference in CRM?
• Explain all entities involve in Case Management in MSCRM
• What is the difference between managed and unmanaged solution?
• Use of Email Router.
• How will you authenticate users in third-party application to CRM?
• What is Organization Data and Organization service in CRM?
• How to integrate the CRM application to MVC.
• What are the services available on MS CRM? What are they?
• How will you Handle Exceptions in CRM
• What is CRM and how it benefits the user with an example..?
• How to integrate Outlook to CRM
• Why we use filter views instated of tables to work on MS CRM database?
• What is the difference between organization and discovery services

IOrganizationService

This is the primary web service used to access (CRUD operations) customer, sales, marketing, and service data; in addition, it exposes metadata that defines the specific “structure” of the CRM organization that you’re accessing.

IDiscovery

This web service allows a developer to examine the possibly multiple organizations that are hosted within a single instance of CRM (multi-tenancy) to determine which is the proper organization and endpoints to use for data access.

• How many tables will be created at the backend on the creation of an entity in Dynamics CRM?

There will be 2 tables created at the backend on the creation of an entity in Dynamics CRM. EntityName + Base & EntityName + ExtensionBase

For Example- If you created Entity Institution then following tables will be created at Database – new_intitutionbase, new_institutionextensionbase.

• How many tables are created a database when one entity creates in Dynamics CRM?

Till CRM 2011, Dynamics CRM maintained two database tables for every Entity.

One is Base table which is for the out of the box fields of an entity another is Extension table for the custom fields added to an entity. With CRM 2013 now there is just only one entity table available for an entity. 

Security

• What is The Business Unit?
• Difference between Append and Append to privileges?
• What are the relationship behavior types? Explain each behavior with one scenario?
• What are the security roles in MS CRM?
• How to retrieve the Security roles using JavaScript?
• How to hide/show button based on a security role. And tell how many ways we can do it.
• Current Project role & what you implemented Current Project (some Question on Current Project)
• There are some fields in MSCRM we need to show this fields based upon logged in user security ( what are possible ways, How cloud you Achieve) 
• How will you disable a button based on user role with without using any tool (Basically we need to tell the manual way to configure the button using Visual Studio)?
• Role and responsibility of in team and project 
• What are the types of Privileges are available in CRM?
• What are Security access levels in MS CRM?
• What are security privileges?
• Scenario: I have a Finance Entity at Organization Level security and have another department Same Organization Level. I need to provide Read Permission on what approach I need to follow
• Security Roles, Field Level Security
•  I have one situation, login user has multiple security roles, if the login user has permission for a particular role, show some buttons/fields otherwise the hide buttons/fields.

It is not straight forward to find out the security role, So I wrote one javascript to find out the security role. Here I am checking the user has a "Content Manager" security role or not.

var CMRole = CheckUserRole("Content Manager");
if (CMRole) {
    //true to show buttons
} else {
    //false to hide buttons
}


This function will get all the user's security role Id, passing security role id to get the security role name. If it matches, it is true otherwise false.

function CheckUserRole(roleName) {
    var currentUserRoles = Xrm.Page.context.getUserRoles();
    for (var i = 0; i < currentUserRoles.length; i++) {
        var userRoleId = currentUserRoles[i];
         var userRoleName = GetRoleName(userRoleId);
         if (userRoleName == roleName) {
            return true;
         }
    }
    return false;
}

This function calling odata web service and get the each security role name.
 function GetRoleName(userRoleId) {
     var selectQuery = "RoleSet?$top=1&$filter=RoleId eq guid'" + userRoleId + "'&$select=Name";
     var odataSelect = GetServerUrl() + selectQuery;
     //alert(odataSelect);
     var roleName = null;
     $.ajax({
         type: "GET",
         async: false,
         contentType: "application/json; charset=utf-8",
         datatype: "json",
         url: odataSelect,
         beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
         success: function (data, textStatus, XmlHttpRequest) {
             var result = data.d;
             if (!!result) {
                 roleName = result.results[0].Name;
             }
         },
         error: function (XmlHttpRequest, textStatus, errorThrown) {
             //alert('OData Select Failed: ' + odataSelect);
         }
     });
     return roleName;
 }