Q1 : What are the different types of solutions in Dynamics CRM?
A : There are two types of Dynamics CRM solutions: Managed and Unmanaged. We have ‘Default Solution’ also in CRM with all components of instance.
Q2 : What are all the components required to Publish when they update in system?
A : Below solution components require publishing when they are updated:
1. Application Ribbon
2. Entity
3. Entity Relationship
4. Field
5. Form
6. Message
7. Option Set
8. Site Map
10. Web Resource
Q3 : What are all the steps to create a solution?
A : 1. Navigate to Settings – Solutions
2. Click on New
3. Fill the required fields like Name, version. Select the Publisher record (Create if not existed)
Q4 : What are all the new components we create from solution?
A : Below components can be directly created from solution file:
1. Entity
2. Option sets
3. Web Resources
4. Processes
5. Dashboards
6. Reports
7. Connection Roles
8. Security Roles
9. Templates (Email, Mail merge, contract, and Article)
10. Field security profiles
Q5 : What is Managed Solution?
A : Managed solutions is a kind of completed package that we can distribute to others to install in their CRM organizations.
Q6 : Can we export Default solution as “Managed Solution”?
A : No
Q7 : Can we update the components in Managed solution?
A : No, we can’t update the components in Managed solution.
Q8 : What is the process to update Managed solution?
A : By using Managed Properties of Managed solution.
Q9 : What is unmanaged solution?
A : Unmanaged solution is a group of unmanaged customizations. Any unmanaged customized solution component can be associated with any number of unmanaged solutions.
We can export an unmanaged solution as Managed solution. We can’t rollback the customizations once import into CRM instance.
Q10 : What are the minimum privileges required to create solution?
A : 1. Read-write of Customizations
2. Read-write of solutions
3. Read-write of publishers
4. Read-write of web resources
5. Import and Export customizations
6. Publish customizations
Q11 : What is E-mail router in Microsoft Dynamics CRM
A : 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.
Q12 : What is meant by Managed Properties?
A : We can’t customize Managed solution components. By using, Managed properties of Managed solutions users can customize these Managed solution components.
Q13 : What is Plug-in?
A : A plug-in is a 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.
Q14 : What is workflow
A : Workflow involves the automation of business processes from one party to another whose actions are in accordance with a set of rules.
Q15 : When will you use workflow?
A : The answer would be, it depends on the characteristics of the task that is under consideration. And the same thing applies to plug-in.
Q16 : What is Discovery Services?
A : 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.
Q17 : What is the difference between Dialogs and workflow
A : Dialogs refer to synchronous processes which require user input, a wizard-like an interface. Whereas Workflow refers to Asynchronous process which requires no user input and it is a background process.
Q18 : What is meant by Metadata services of MSCRM?
A : 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.
Q19 : How to join two table using Query Expression?
A : Using Linked entity. You should always try to minimize the number of SWS calls that we make in the database. Often during code review, it is explored that the number of Microsoft CRM web-service could have been reduced by making use of the Linked-entity concept. So we should always look for the opportunity to minimize the effort.
Q20 : Suppose if I have 20 user license and I have created 20users. What will happen if I create 21st User?
A : The 21st User will get created in MSCRM but that user will be in disabled state.