20+ Microsoft Dynamics CRM Developer Interview Questions and Answers

Auto-populate fields in Dynamics CRM using JavaScript when a lookup field is selected.

• Use the 'onChange' event of the lookup field to trigger the auto-population.

• Retrieve the selected record's data using the Xrm.WebApi.retrieveRecord method.

• Set the values of the target fields using the formContext.getAttribute('fieldname').setValue() method.

• Example: If 'account' is the lookup, use 'accountId' to fetch related fields like 'address'.

• Ensure to handle null checks to avoid errors ...read more

Integrating canvas in a model driven app involves using web resources and custom controls.

• Create a web resource containing the canvas code

• Add the web resource to the form in the model driven app

• Use custom controls to interact with the canvas

• Utilize JavaScript to handle canvas events

Business Rule for simple logic, Javascript for complex logic or UI manipulation

• Use Business Rule for simple field validations or defaulting values

• Use Javascript for complex calculations or manipulating UI elements

• Combine both for more advanced scenarios

Custom workflow activities can be used as an alternative to plugins or javascript in Microsoft Dynamics CRM development.

• Custom workflow activities can be created to automate business processes without the need for plugins or javascript

• Workflow activities can be easily configured and executed within CRM

• Custom workflow activities can be used to perform complex logic and data manipulation

• Examples include sending automated emails, updating records, and triggering notifications

Security roles in Microsoft Dynamics CRM define the permissions and access levels for users.

• Security roles control access to entities, fields, and actions within CRM.

• They help ensure data security and prevent unauthorized access.

• Roles can be customized to fit the specific needs of an organization.

• Examples of security roles include System Administrator, Sales Manager, and Customer Service Representative.

Debugging canvas apps involves using tools like Monitor, Test, and Inspect to identify and fix issues.

• Use Monitor to track app performance and identify errors

• Use Test to simulate user interactions and test app functionality

• Use Inspect to view app components and properties for troubleshooting

• Check data sources and connections for any issues

• Review app formulas and logic for errors

Async plugins run in the background, while sync plugins run in real-time.

• Async plugins are executed in the background and do not affect the user experience.

• Sync plugins run in real-time and can impact the user experience if they take too long to execute.

• Example of async plugin: Sending an email notification to a user after a record is created.

• Example of sync plugin: Updating a field on a record before it is saved.

Business rules can enhance editable grids in Dynamics CRM by enforcing logic and validation on data entries.

• Business rules can be applied to editable grids to enforce data validation, such as ensuring required fields are filled.

• For example, a business rule can prevent saving a record if a 'Status' field is set to 'Inactive'.

• You can use business rules to show or hide fields based on the values in other fields within the grid.

• For instance, if 'Priority' is set to 'High', a busi...read more

Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage customer interactions and data.

• Integrates sales, marketing, and customer service functionalities.

• Provides tools for managing customer data, tracking interactions, and analyzing customer behavior.

• Offers customization options to tailor the system to specific business needs.

• Supports automation of marketing campaigns and sales processes.

• Can be deployed on-premises or in the cloud, p...read more

Security model in Dynamics 365 controls access to data and features based on user roles and permissions.

• Security roles define what actions users can perform in Dynamics 365.

• Privileges are specific actions that can be performed within a security role.

• Access levels determine the depth of access to records, such as read, write, delete, etc.

• Record-based security restricts access to specific records based on criteria like owner or team membership.

• Field-level security controls acce...read more

SLAs in Dynamics CRM help manage service commitments and ensure timely responses to customer inquiries.

• SLAs define the expected response and resolution times for different service levels.

• They can be applied to cases, incidents, or service requests to ensure compliance.

• For example, a Gold SLA might require a response within 1 hour and resolution within 4 hours.

• SLAs can trigger alerts and notifications if deadlines are approaching or missed.

• They help organizations maintain serv...read more

Entities in Microsoft Dynamics CRM represent data structures that store information about various business aspects.

• Entities are similar to database tables, holding records of data.

• Common entities include Account, Contact, Lead, and Opportunity.

• Custom entities can be created to meet specific business needs.

• Each entity has fields (attributes) that define its data structure.

• Entities can have relationships with other entities, like a Contact belonging to an Account.

Workflow is a series of automated actions that are triggered based on predefined rules or conditions.

• Workflow automates business processes by defining a series of steps to be executed in a specific order.

• It can be used to streamline tasks, improve efficiency, and ensure consistency in operations.

• Examples include sending automated emails based on customer interactions, assigning tasks to team members based on certain criteria, and updating records based on specific events.

Dataverse is a cloud-based data storage and management platform for applications in the Microsoft ecosystem.

• Dataverse provides a secure and scalable data storage solution for applications like Dynamics 365 and Power Apps.

• It allows users to create, read, update, and delete data through a standardized API.

• Dataverse supports complex data types, relationships, and business rules, enabling rich data modeling.

• It integrates seamlessly with Microsoft Power Platform tools, enhancing d...read more

Plugins are custom business logic code that can be integrated into Microsoft Dynamics CRM to automate tasks or extend functionality.

• Plugins are written in C# or VB.NET

• They are triggered by predefined events in CRM, such as record creation or update

• Plugins can be used to validate data, perform calculations, or integrate with external systems

Plugin pipeline is a sequence of events that occur when a plugin is executed in Microsoft Dynamics CRM.

• Plugin pipeline consists of stages and steps that define the order of execution for plugins.

• Stages include pre-validation, pre-operation, main operation, and post-operation.

• Each stage contains multiple steps where plugins can be registered to execute.

• Plugins can be synchronous or asynchronous, depending on the stage they are registered in.

• Example: Pre-operation stage can be ...read more

A plugin is a custom business logic component in Microsoft Dynamics CRM that executes in response to specific events.

• Plugins are used to extend the functionality of Dynamics CRM.

• They can be triggered by events such as create, update, delete, or retrieve operations.

• For example, a plugin can validate data before a record is saved.

• Plugins can be registered to run synchronously or asynchronously.

• They are written in .NET languages like C# and can access CRM data.