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Best Dynamics CRM Interview Questions

Q1)  What are the different types of solutions in Dynamics CRM?

Ans: There are two types of Dynamics CRM solutions: Managed and Unmanaged. We have ‘Default Solution’ also in CRM with all components of an instance

Q2) Can we export the Default solution as “Managed Solution”?

Ans: No

Q3)  What is Managed Solution?

Ans: Managed solutions is a kind of complete package that we can distribute to others to install in their CRM organizations.

Q4)  What is the unmanaged solution?

Ans: An 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 a Managed solution. We can’t rollback the customizations once import into the CRM instance.

Q5)  Can we update the components in the Managed solution?

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Ans: No, we can’t update the components in a Managed solution.

Q6)  What is the process to update the Managed solution?

Ans: By using Managed Properties or a Managed solution.

[Related Article: Salesforce Tutorial For Beginners]

Q7)  How can we know the Owner of the Managed solution?

Ans: Each Managed solution is linked with Publisher. The publisher indicates the owner of the Managed solution who developed it.

Q8)  What is the difference between Remove and Delete buttons on the solution?

Ans: The remove button releases the components from the solution whereas the Delete button removes the component from the CRM system.

Q9)  What are all the components require to Publish when they update in the system?

Ans: 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

Q10) What are the minimum privileges required to create a solution?

Ans:  Below is the minimum privileges required to create a solution.

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

[Related Article:  Salesforce Interview Questions]

Q11) What are all the steps to create a solution?

Ans:  Below mentioned steps to create a solution

1. Navigate to Settings – Solutions
2. Click on New
3. Fill in the required fields like Name, version. Select the Publisher record (Create if not existed)

Q12) What are all the steps to Export the solution as a Managed solution?

Ans:  Below are the steps to Export the solution as a Managed solution.

1. Navigate to Settings – Solutions
2. Select the solution that you want to export
3. Click on “Export”
4. Follow the Wizard and select the “Managed” solution type on the “Package Type” page.
5. Follow the remaining steps in the wizard and save the solution

Q13) What are all components that can be added to the solution?

Ans:   The following is a list of solution components that you can view within a solution: Application Ribbon
1. Article Template
2. Business Rule
3. Chart
4. Connection Role
5. Contract Template
6. Dashboard
7. Email Template
8. Entity
9. Entity Relationship
10. Field
11. Field Security Profile
12. Form
13. Mail Merge Template
14. Message
15. Option Set
16. Plug-in Assembly
17. Process
18. Report
19. SDK Message Processing Step
20. Security Role
21. Service Endpoint
22. Site Map
23. Web Resource

Q14) What are all the new components we create from the solution?

Ans: Below components can be directly created from the 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

Q15) What is meant by Managed Properties?

Ans: We can’t customize Managed solution components. By using, Managed properties of Managed solutions users can customize these Managed solution components.

Q16) What is meant by the publisher and why we are using it in Dynamics CRM Solutions?

Ans: Every solution in CRM has a Publisher. Publisher record stores the information like address and contact information of solution publisher.
CRM default solution has its own default publisher with the name “Default Publisher for ”
We can create our own Publisher for a solution and can define the “Prefix” for the custom components and start the value of Option set values.

Q17) What is meant by web resources and how many types of web resources we have?

Ans:  The web resource is one of the components in CRM to create JS, HTML, Silverlight, images, and style sheet files. We can create the below types of web resources in CRM:
1. Webpage (HTML)
2. Style Sheet (CSS)
3. Script (JScript)
4. Data (XML)
5. Image (PNG)
6. Image (JPG)
7. Image (GIF)
8. Silverlight (XAP)
9. StyleSheet (XSL)
10. Image (ICO)

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