Mastering Dynamics 365 CE/CRM: Top 100 Technical Interview Questions and Answers

“Preparing for a Dynamics 365 CE/CRM technical interview requires a solid understanding of the platform and its various components. To help you in your preparation, we have compiled a comprehensive list of the top 100 Dynamics 365 CE/CRM technical interview questions.

Each question covers a specific aspect of the platform and is accompanied by its corresponding answer, examples, explanations, and even code snippets.

Whether you’re a seasoned developer or just starting your journey with Dynamics 365, this list will equip you with the knowledge and insights needed to excel in your interview.”

1. What is Dynamics 365 CE/CRM?
   • Dynamics 365 CE/CRM is a customer relationship management software solution provided by Microsoft that helps organizations manage customer interactions, sales, marketing, and service-related activities.
2. How do you create a new entity in Dynamics 365 CE/CRM?
   • To create a new entity in Dynamics 365 CE/CRM, you can navigate to the Power Apps Maker Portal, go to “Solutions,” select a solution, and then click on “New” to create a new entity. You can define the entity’s properties, fields, relationships, and other settings.
3. What are the different types of relationships between entities in Dynamics 365 CE/CRM?
   • Dynamics 365 CE/CRM supports various types of relationships between entities, including one-to-many, many-to-one, many-to-many, and self-referential relationships. These relationships define how records in different entities are related and can be utilized to establish data connections and enforce business rules.
4. How do you create a new one-to-many relationship between entities in Dynamics 365 CE/CRM?
   • To create a new one-to-many relationship between entities in Dynamics 365 CE/CRM, you can use the Power Apps Maker Portal. Navigate to the entity you want to create the relationship from, go to “Relationships,” and click on “New Relationship.” Specify the related entity and define the relationship behavior, such as cascade behavior and relationship behavior.
5. What is the purpose of business rules in Dynamics 365 CE/CRM?
   • Business rules in Dynamics 365 CE/CRM allow non-technical users to define and apply simple business logic without the need for custom code. They enable the automation of field and form behavior based on predefined conditions and actions, making it easier to enforce data validation and implement basic workflows.
6. How do you create a new business rule in Dynamics 365 CE/CRM?
   • To create a new business rule in Dynamics 365 CE/CRM, navigate to the entity or form you want to apply the business rule to. Open the form editor, go to the “Business Rules” tab, and click on “New Business Rule.” Define the conditions, actions, and scope of the business rule to implement the desired logic.
7. Explain the concept of workflows in Dynamics 365 CE/CRM.
   • Workflows in Dynamics 365 CE/CRM are a powerful tool for automating business processes and streamlining repetitive tasks. They allow you to define a series of steps and actions that are executed based on predefined conditions and triggers. Workflows can be used for approvals, notifications, data updates, and more.
8. How do you create a new workflow in Dynamics 365 CE/CRM?
   • To create a new workflow in Dynamics 365 CE/CRM, open the Power Automate (formerly Microsoft Flow) interface. Click on “New” and select “Create from blank.” Choose the appropriate trigger, add steps and actions, define conditions and logic, and save the workflow. Finally, activate the workflow to make it available for use.
9. What is the purpose of plugins in Dynamics 365 CE/CRM?
   • Plugins in Dynamics 365 CE/CRM are custom code extensions that allow you to inject business logic and perform additional actions during data operations and events. Plugins are used to extend the functionality of the platform, interact with external systems, and enforce complex business rules.
10. How do you create a new plugin in Dynamics 365 CE/CRM?
    • To create a new plugin in Dynamics 365 CE/CRM, you need to use a development environment such as Visual Studio. Create a new class library project, reference the Dynamics 365 CE/CRM SDK, implement the required interfaces and logic for your plugin, and deploy it to the CRM organization using the Plugin Registration Tool.
11. Explain the concept of solutions in Dynamics 365 CE/CRM.
    • Solutions in Dynamics 365 CE/CRM are containers for grouping and managing customizations, configurations, and extensions. They allow you to package and distribute your custom entities, fields, workflows, plugins, and other components across different environments and organizations.
12. How do you create a new solution in Dynamics 365 CE/CRM?
    • To create a new solution in Dynamics 365 CE/CRM, open the Power Apps Maker Portal, go to “Solutions,” and click on “New.” Specify the solution name, publisher, and other details. You can then add required components, such as entities, fields, workflows, and plugins, to the solution.
13. What is the purpose of security roles in Dynamics 365 CE/CRM?
    • Security roles in Dynamics 365 CE/CRM define the level of access and permissions granted to users and teams. They determine what data and functionality users can view, edit, create, or delete within the system. Security roles play a crucial role in controlling data integrity and enforcing security policies.
14. How do you create a new security role in Dynamics 365 CE/CRM?
    • To create a new security role in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Security,” and click on “Security Roles.” Select an existing role as a template or create a new role from scratch. Define the privileges, access levels, and other settings for the role.
15. Explain the concept of solutions in Dynamics 365 CE/CRM.
    • Solutions in Dynamics 365 CE/CRM are containers for grouping and managing customizations, configurations, and extensions. They allow you to package and distribute your custom entities, fields, workflows, plugins, and other components across different environments and organizations.
16. How do you create a new solution in Dynamics 365 CE/CRM?
    • To create a new solution in Dynamics 365 CE/CRM, open the Power Apps Maker Portal, go to “Solutions,” and click on “New.” Specify the solution name, publisher, and other details. You can then add required components, such as entities, fields, workflows, and plugins, to the solution.
17. What is the purpose of security roles in Dynamics 365 CE/CRM?
    • Security roles in Dynamics 365 CE/CRM define the level of access and permissions granted to users and teams. They determine what data and functionality users can view, edit, create, or delete within the system. Security roles play a crucial role in controlling data integrity and enforcing security policies.
18. How do you create a new security role in Dynamics 365 CE/CRM?
    • To create a new security role in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Security,” and click on “Security Roles.” Select an existing role as a template or create a new role from scratch. Define the privileges, access levels, and other settings for the role.
19. Explain the concept of business process flows in Dynamics 365 CE/CRM.
    • Business process flows in Dynamics 365 CE/CRM are visual representations of a sequence of stages and steps that guide users through a predefined business process. They help standardize and streamline workflows, ensuring consistent execution and capturing essential information at each stage.
20. How do you create a new business process flow in Dynamics 365 CE/CRM?
    • To create a new business process flow in Dynamics 365 CE/CRM, navigate to the entity you want to associate the flow with, open the form editor, and go to the “Business Process Flows” tab. Click on “New Business Process Flow” and define the stages, steps, and fields for the flow.
21. What is the purpose of the Data Import Wizard in Dynamics 365 CE/CRM?
    • The Data Import Wizard in Dynamics 365 CE/CRM allows users to import data from various sources into the CRM system. It provides a user-friendly interface to map fields, validate data, and perform data transformation during the import process.
22. How do you use the Data Import Wizard in Dynamics 365 CE/CRM?
    • To use the Data Import Wizard in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Data” and select “Imports.” Click on “Import Data” and follow the wizard’s steps to choose the data source, map fields, define import options, and review the data import summary.
23. Explain the concept of calculated fields in Dynamics 365 CE/CRM.
    • Calculated fields in Dynamics 365 CE/CRM allow you to perform calculations or derive values based on the values of other fields in an entity. They provide a way to automate the calculation of certain fields, eliminating the need for manual data entry or complex formulas.
24. How do you create a new calculated field in Dynamics 365 CE/CRM?
    • To create a new calculated field in Dynamics 365 CE/CRM, navigate to the entity you want to add the field to, open the form editor, and go to the “Fields & Relationships” tab. Click on “New Field” and select “Calculated.” Define the calculation formula and the target field type.
25. What is the purpose of queues in Dynamics 365 CE/CRM?
    • Queues in Dynamics 365 CE/CRM are used to manage and distribute work items, such as leads, cases, or activities, among team members. They provide a centralized location for tracking and processing incoming requests, ensuring efficient workload distribution and collaboration.
26. How do you create a new queue in Dynamics 365 CE/CRM?
    • To create a new queue in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Service,” and click on “Queues.” Click on “New” and specify the queue name, type, and other details. You can then define the members, routing rules, and permissions for the queue.
27. Explain the concept of roll-up fields in Dynamics 365 CE/CRM.
    • Roll-up fields in Dynamics 365 CE/CRM are special fields that aggregate data from related records into a parent record. They can perform calculations like sum, average, count, or minimum/maximum values. Roll-up fields provide real-time insights and eliminate the need for manual calculations or custom code.
28. How do you create a new roll-up field in Dynamics 365 CE/CRM?
    • To create a new roll-up field in Dynamics 365 CE/CRM, navigate to the entity you want to add the field to, open the form editor, and go to the “Fields & Relationships” tab. Click on “New Field” and select “Rollup.” Define the aggregation function, relationship, and other settings for the field.
29. What is the purpose of the Ribbon Workbench tool in Dynamics 365 CE/CRM?
    • The Ribbon Workbench tool in Dynamics 365 CE/CRM allows you to customize the Ribbon, Command Bar, and Command Ribbon UI elements. It provides a visual interface for adding, modifying, or hiding buttons, menus, and controls in the CRM user interface.
30. How do you use the Ribbon Workbench tool in Dynamics 365 CE/CRM?
    • To use the Ribbon Workbench tool in Dynamics 365 CE/CRM, you need to install the Ribbon Workbench solution in your CRM organization. Once installed, open the Ribbon Workbench tool, connect to your CRM organization, and use the drag-and-drop interface to customize the Ribbon and Command Bar elements.
31. Explain the concept of web resources in Dynamics 365 CE/CRM.
    • Web resources in Dynamics 365 CE/CRM are files, such as HTML, JavaScript, CSS, or image files, that can be stored and utilized within the CRM system. They enable the customization and extension of the CRM user interface and provide additional functionality and interactivity.
32. How do you create a new web resource in Dynamics 365 CE/CRM?
    • To create a new web resource in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Web Resources,” and click on “New.” Specify the web resource name, type, and content. You can then use the web resource in forms, views, or scripts within the CRM system.
33. What is the purpose of the Advanced Find feature in Dynamics 365 CE/CRM?
    • The Advanced Find feature in Dynamics 365 CE/CRM allows users to perform complex searches and queries across multiple entities and fields. It provides a powerful tool for data analysis, data segmentation, and generating custom views or reports based on specific criteria.
34. How do you use the Advanced Find feature in Dynamics 365 CE/CRM?
    • To use the Advanced Find feature in Dynamics 365 CE/CRM, navigate to the “Sales,” “Service,” or “Marketing” module and click on “Advanced Find.” Define the search criteria, select the entities and fields to search, and run the query. You can then save, share, or export the results as needed.
35. Explain the concept of solutions in Dynamics 365 CE/CRM.
    • Solutions in Dynamics 365 CE/CRM are containers for grouping and managing customizations, configurations, and extensions. They allow you to package and distribute your custom entities, fields, workflows, plugins, and other components across different environments and organizations.
36. How do you create a new solution in Dynamics 365 CE/CRM?
    • To create a new solution in Dynamics 365 CE/CRM, open the Power Apps Maker Portal, go to “Solutions,” and click on “New.” Specify the solution name, publisher, and other details. You can then add required components, such as entities, fields, workflows, and plugins, to the solution.
37. What is the purpose of security roles in Dynamics 365 CE/CRM?
    • Security roles in Dynamics 365 CE/CRM define the level of access and permissions granted to users and teams. They determine what data and functionality users can view, edit, create, or delete within the system. Security roles play a crucial role in controlling data integrity and enforcing security policies.
38. How do you create a new security role in Dynamics 365 CE/CRM?
    • To create a new security role in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Security,” and click on “Security Roles.” Select an existing role as a template or create a new role from scratch. Define the privileges, access levels, and other settings for the role.
39. Explain the concept of business process flows in Dynamics 365 CE/CRM.
    • Business process flows in Dynamics 365 CE/CRM are visual representations of a sequence of stages and steps that guide users through a predefined business process. They help standardize and streamline workflows, ensuring consistent execution and capturing essential information at each stage.
40. How do you create a new business process flow in Dynamics 365 CE/CRM?
    • To create a new business process flow in Dynamics 365 CE/CRM, navigate to the entity you want to associate the flow with, open the form editor, and go to the “Business Process Flows” tab. Click on “New Business Process Flow” and define the stages, steps, and fields for the flow.
41. What is the purpose of the Data Import Wizard in Dynamics 365 CE/CRM?
    • The Data Import Wizard in Dynamics 365 CE/CRM allows users to import data from various sources into the CRM system. It provides a user-friendly interface to map fields, validate data, and perform data transformation during the import process.
42. How do you use the Data Import Wizard in Dynamics 365 CE/CRM?
    • To use the Data Import Wizard in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Data” and select “Imports.” Click on “Import Data” and follow the wizard’s steps to choose the data source, map fields, define import options, and review the data import summary.
43. Explain the concept of calculated fields in Dynamics 365 CE/CRM.
    • Calculated fields in Dynamics 365 CE/CRM allow you to perform calculations or derive values based on the values of other fields in an entity. They provide a way to automate the calculation of certain fields, eliminating the need for manual data entry or complex formulas.
44. How do you create a new calculated field in Dynamics 365 CE/CRM?
    • To create a new calculated field in Dynamics 365 CE/CRM, navigate to the entity you want to add the field to, open the form editor, and go to the “Fields & Relationships” tab. Click on “New Field” and select “Calculated.” Define the calculation formula and the target field type.
45. What is the purpose of queues in Dynamics 365 CE/CRM?
    • Queues in Dynamics 365 CE/CRM are used to manage and distribute work items, such as leads, cases, or activities, among team members. They provide a centralized location for tracking and processing incoming requests, ensuring efficient workload distribution and collaboration.
46. How do you create a new queue in Dynamics 365 CE/CRM?
    • To create a new queue in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Service,” and click on “Queues.” Click on “New” and specify the queue name, type, and other details. You can then define the members, routing rules, and permissions for the queue.
47. Explain the concept of roll-up fields in Dynamics 365 CE/CRM.
    • Roll-up fields in Dynamics 365 CE/CRM are special fields that aggregate data from related records into a parent record. They can perform calculations like sum, average, count, or minimum/maximum values. Roll-up fields provide real-time insights and eliminate the need for manual calculations or custom code.
48. How do you create a new roll-up field in Dynamics 365 CE/CRM?
    • To create a new roll-up field in Dynamics 365 CE/CRM, navigate to the entity you want to add the field to, open the form editor, and go to the “Fields & Relationships” tab. Click on “New Field” and select “Rollup.” Define the aggregation function, relationship, and other settings for the field.
49. What is the purpose of the Ribbon Workbench tool in Dynamics 365 CE/CRM?
    • The Ribbon Workbench tool in Dynamics 365 CE/CRM allows you to customize the Ribbon, Command Bar, and Command Ribbon UI elements. It provides a visual interface for adding, modifying, or hiding buttons, menus, and controls in the CRM user interface.
50. How do you use the Ribbon Workbench tool in Dynamics 365 CE/CRM?
    • To use the Ribbon Workbench tool in Dynamics 365 CE/CRM, you need to install the Ribbon Workbench solution in your CRM organization. Once installed, open the Ribbon Workbench tool, connect to your CRM organization, and use the drag-and-drop interface to customize the Ribbon and Command Bar elements.
51. Explain the concept of web resources in Dynamics 365 CE/CRM.
    • Web resources in Dynamics 365 CE/CRM are files, such as HTML, JavaScript, CSS, or image files, that can be stored and utilized within the CRM system. They enable the customization and extension of the CRM user interface and provide additional functionality and interactivity.
52. How do you create a new web resource in Dynamics 365 CE/CRM?
    • To create a new web resource in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Web Resources,” and click on “New.” Specify the web resource name, type, and content. You can then use the web resource in forms, views, or scripts within the CRM system.
53. What is the purpose of the Advanced Find feature in Dynamics 365 CE/CRM?
    • The Advanced Find feature in Dynamics 365 CE/CRM allows users to perform complex searches and queries across multiple entities and fields. It provides a powerful tool for data analysis, data segmentation, and generating custom views or reports based on specific criteria.
54. How do you use the Advanced Find feature in Dynamics 365 CE/CRM?
    • To use the Advanced Find feature in Dynamics 365 CE/CRM, navigate to the “Sales,” “Service,” or “Marketing” module and click on “Advanced Find.” Define the search criteria, select the entities and fields to search, and run the query. You can then save, share, or export the results as needed.

55. What is the purpose of business rules in Dynamics 365 CE/CRM?
    • Business rules in Dynamics 365 CE/CRM allow users to define and enforce custom logic and validation without writing code. They provide a way to automate and streamline business processes by controlling field visibility, requiredness, and calculations based on specific conditions.
56. How do you create a new business rule in Dynamics 365 CE/CRM?
    • To create a new business rule in Dynamics 365 CE/CRM, navigate to the entity you want to add the rule to, open the form editor, and go to the “Business Rules” tab. Click on “New Business Rule” and define the conditions, actions, and scope for the rule.
57. Explain the concept of form scripting in Dynamics 365 CE/CRM.
    • Form scripting in Dynamics 365 CE/CRM allows you to customize the behavior and functionality of forms using JavaScript. It enables you to perform client-side actions, interact with fields and controls, and respond to user events, providing a highly customizable user experience.
58. How do you write form scripts in Dynamics 365 CE/CRM?
    • To write form scripts in Dynamics 365 CE/CRM, navigate to the entity form you want to customize, open the form editor, and go to the “Form Properties” tab. Click on “Form Libraries” to add a new JavaScript web resource. You can then write JavaScript functions and attach them to form events.
59. What is the purpose of plug-ins in Dynamics 365 CE/CRM?
    • Plug-ins in Dynamics 365 CE/CRM are custom code components that can be registered and executed in response to specific events or operations in the CRM system. They allow you to extend and modify the system’s behavior, perform complex business logic, and interact with CRM data.
60. How do you create a new plug-in in Dynamics 365 CE/CRM?
    • To create a new plug-in in Dynamics 365 CE/CRM, you need to use a development tool such as Visual Studio. Create a new class library project, reference the necessary CRM SDK assemblies, and implement the plug-in logic using C# or VB.NET. Finally, deploy and register the plug-in in the CRM organization.
61. Explain the concept of workflows in Dynamics 365 CE/CRM.
    • Workflows in Dynamics 365 CE/CRM allow users to automate and streamline business processes by defining a series of steps and actions that are executed based on specific triggers or conditions. They provide a visual way to design and implement process flows without writing code.
62. How do you create a new workflow in Dynamics 365 CE/CRM?
    • To create a new workflow in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Processes,” and click on “New.” Specify the workflow name, entity, and scope. Use the workflow designer to define the steps, conditions, and actions for the workflow.
63. What is the purpose of solutions in Dynamics 365 CE/CRM?
    • Solutions in Dynamics 365 CE/CRM are containers for managing and packaging customizations, configurations, and components. They allow you to bundle and distribute CRM assets, such as entities, fields, forms, workflows, and plugins, as a single unit for easy deployment and reusability.
64. How do you create a new solution in Dynamics 365 CE/CRM?
    • To create a new solution in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Solutions,” and click on “New.” Specify the solution name, publisher, and version. You can then add or remove components, customize settings, and export/import the solution as needed.
65. Explain the concept of data import in Dynamics 365 CE/CRM.
    • Data import in Dynamics 365 CE/CRM allows you to bulk import or update records from external sources, such as Excel files or CSV files, into the CRM system. It provides a convenient way to migrate data or perform mass updates without manual data entry.
66. How do you import data into Dynamics 365 CE/CRM?
    • To import data into Dynamics 365 CE/CRM, navigate to the entity you want to import data for, click on “Import Data,” and follow the import wizard steps. Select the file, map the fields, configure the import options, and validate the data. Finally, start the import process.
67. What is the purpose of security roles in Dynamics 365 CE/CRM?
    • Security roles in Dynamics 365 CE/CRM define the permissions and access levels that determine what users can do and see within the CRM system. They provide a way to control data visibility, restrict actions, and enforce security policies based on user roles and responsibilities.
68. How do you create a new security role in Dynamics 365 CE/CRM?
    • To create a new security role in Dynamics 365 CE/CRM, navigate to the Power Apps Maker Portal, go to “Security,” and click on “Security Roles.” Click on “New” to create a new role, specify the role name and description, and configure the privileges and access levels for the role.
69. Explain the concept of business process flows in Dynamics 365 CE/CRM.
    • Business process flows in Dynamics 365 CE/CRM are visual representations of a business process, guiding users through a series of stages and steps. They provide a structured and consistent way to manage and track the progress of a process, such as sales pipeline or service case resolution.
70. How do you create a new business process flow in Dynamics 365 CE/CRM?
    • To create a new business process flow in Dynamics 365 CE/CRM, navigate to the entity you want to add the flow to, open the form editor, and go to the “Business Process Flows” tab. Click on “New Business Process Flow” and define the stages, steps, and fields for the flow.
71. What is the purpose of charts in Dynamics 365 CE/CRM?
    • Charts in Dynamics 365 CE/CRM provide visual representations of data, allowing users to analyze and present information in a graphical format. They offer a quick and intuitive way to understand trends, patterns, and performance metrics within the CRM system.
72. How do you create a new chart in Dynamics 365 CE/CRM?
    • To create a new chart in Dynamics 365 CE/CRM, navigate to the entity you want to create the chart for, click on “Charts,” and click on “New Chart.” Specify the chart type, select the fields and criteria for data, and configure the chart properties and formatting options.
73. Explain the concept of goals in Dynamics 365 CE/CRM.
    • Goals in Dynamics 365 CE/CRM allow organizations to set targets, track progress, and measure performance against predefined metrics. They provide a way to align individual or team objectives with overall business objectives, promoting transparency and accountability.
74. How do you create a new goal in Dynamics 365 CE/CRM?
    • To create a new goal in Dynamics 365 CE/CRM, navigate to the “Sales,” “Service,” or “Marketing” module, go to “Goals,” and click on “New.” Specify the goal name, target, metric, and time frame. You can then associate the goal with the desired record or records.
75. What is the purpose of system views in Dynamics 365 CE/CRM?
    • System views in Dynamics 365 CE/CRM define how records are displayed and organized in various areas of the system. They allow users to filter, sort, and group records based on specific criteria, providing a personalized and efficient way to navigate and interact with data.

76. How do you create a new system view in Dynamics 365 CE/CRM?

• To create a new system view in Dynamics 365 CE/CRM, navigate to the desired entity, go to “Views,” and click on “New.” Specify the view name, select the desired columns, and define the filter criteria and sorting options. Save and publish the view for it to be available to users.

77. What are calculated fields in Dynamics 365 CE/CRM?

• Calculated fields in Dynamics 365 CE/CRM are fields that derive their values based on a specified formula or expression. They can perform calculations, combine values from other fields, or manipulate data to generate dynamic values automatically.

78. How do you create a new calculated field in Dynamics 365 CE/CRM?

• To create a new calculated field in Dynamics 365 CE/CRM, navigate to the desired entity, go to “Fields,” and click on “New.” Select the field type as “Calculated,” specify the formula or expression for the field, and define the output data type. Save and publish the field.

79. Explain the concept of roll-up fields in Dynamics 365 CE/CRM.

• Roll-up fields in Dynamics 365 CE/CRM are special fields that aggregate data from related records and display the summarized results in a single field. They provide a way to calculate and display aggregated values, such as sum, count, average, or maximum, without manual calculations.

80. How do you create a new roll-up field in Dynamics 365 CE/CRM?

• To create a new roll-up field in Dynamics 365 CE/CRM, navigate to the desired entity, go to “Fields,” and click on “New.” Select the field type as “Roll-up,” specify the aggregation type, select the related records and fields to include in the calculation, and define the output data type. Save and publish the field.

81. What is the purpose of business rules in Dynamics 365 CE/CRM?

• Business rules in Dynamics 365 CE/CRM provide a way to apply simple logic and conditions to form fields without writing code. They allow for dynamic field behavior, such as showing or hiding fields, setting default values, or performing calculations, based on specified conditions.

82. How do you create a new business rule in Dynamics 365 CE/CRM?

• To create a new business rule in Dynamics 365 CE/CRM, open the form editor for the desired entity, go to the “Business Rules” tab, and click on “New Business Rule.” Specify the name, add conditions and actions, and define the desired field behavior based on the conditions. Save and publish the rule.

83. Explain the concept of plugins in Dynamics 365 CE/CRM.

• Plugins in Dynamics 365 CE/CRM are custom code components that extend the functionality of the system by executing code in response to specified events or triggers. They allow for complex business logic, data manipulation, and integration with external systems.

84. How do you create a new plugin in Dynamics 365 CE/CRM?

• To create a new plugin in Dynamics 365 CE/CRM, you need to use development tools such as Visual Studio. Create a new class library project, reference the Dynamics 365 SDK, and implement the desired logic in the plugin code. Register the plugin assembly and configure the appropriate event or trigger for execution.

85. What is the purpose of workflows in Dynamics 365 CE/CRM?

• Workflows in Dynamics 365 CE/CRM automate and streamline business processes by defining a series of steps and actions that are executed based on specified conditions. They allow for the automation of repetitive tasks, notifications, approvals, and data updates.

86. How do you create a new workflow in Dynamics 365 CE/CRM?

• To create a new workflow in Dynamics 365 CE/CRM, navigate to the desired entity, go to “Processes,” and click on “New.” Specify the workflow name, add steps, define conditions and actions for each step, and configure the triggering events. Save and activate the workflow for it to be executed.

87. Explain the concept of solutions in Dynamics 365 CE/CRM.

• Solutions in Dynamics 365 CE/CRM are containers that hold customization components such as entities, fields, views, forms, reports, and workflows. They allow for packaging and deployment of customization changes across different environments, enabling easy management and portability of customizations.

88. How do you create a new solution in Dynamics 365 CE/CRM?

• To create a new solution in Dynamics 365 CE/CRM, go to “Settings,” click on “Solutions,” and click on “New.” Specify the solution name, select the components to include, and configure the required settings. Save and publish the solution, and it will be available for use and deployment.

89. What is the purpose of security roles in Dynamics 365 CE/CRM?

• Security roles in Dynamics 365 CE/CRM define the level of access and permissions granted to users or groups within the system. They control the actions and operations that users can perform, ensuring data security and enforcing business rules.

90. How do you create a new security role in Dynamics 365 CE/CRM?

• To create a new security role in Dynamics 365 CE/CRM, navigate to “Security,” click on “Security Roles,” and click on “New.” Specify the role name, select the desired privileges and access levels for each entity, and configure other role settings. Save and publish the security role.

91. Explain the concept of teams in Dynamics 365 CE/CRM.

• Teams in Dynamics 365 CE/CRM are groups of users who work together on specific projects, activities, or departments. They provide a way to manage and share records, assign tasks, and collaborate within the system. Teams can have their own security roles and can be assigned to records for shared access.

92. How do you create a new team in Dynamics 365 CE/CRM?

• To create a new team in Dynamics 365 CE/CRM, navigate to “Settings,” click on “Teams,” and click on “New.” Specify the team name, add members, select the team’s security roles, and configure other team settings. Save and publish the team, and it will be available for assignment and collaboration.

93. What is the purpose of solutions import/export in Dynamics 365 CE/CRM?

• Solutions import/export in Dynamics 365 CE/CRM allows for the transfer of customization changes and configurations between different environments or organizations. It enables the deployment of solution packages created in one instance to another, ensuring consistency and portability of customizations.

94. How do you import a solution package in Dynamics 365 CE/CRM?

• To import a solution package in Dynamics 365 CE/CRM, go to “Settings,” click on “Solutions,” and click on “Import.” Choose the solution package file, map components if needed, and proceed with the import process. Once imported, the solution components will be available for use in the target environment.

95. What is the purpose of the Ribbon Workbench tool in Dynamics 365 CE/CRM?

• The Ribbon Workbench tool in Dynamics 365 CE/CRM is a customization tool that allows for the modification and configuration of the application ribbon interface. It enables the addition, removal, or customization of buttons, menus, and commands on entity forms and views.

96. How do you use the Ribbon Workbench tool in Dynamics 365 CE/CRM?

• To use the Ribbon Workbench tool in Dynamics 365 CE/CRM, you need to install and open the tool in the XRMToolBox. Connect to your Dynamics 365 organization, select the entity and ribbon tab you want to modify, and make the desired changes using the intuitive interface. Save and publish the changes to apply them.

97. What is the purpose of the Data Migration tool in Dynamics 365 CE/CRM?

• The Data Migration tool in Dynamics 365 CE/CRM is a utility that allows for the migration of data from external systems into Dynamics 365. It provides a way to import and map data from various sources, ensuring a smooth and efficient transfer of data.

98. How do you use the Data Migration tool in Dynamics 365 CE/CRM?

• To use the Data Migration tool in Dynamics 365 CE/CRM, you need to install and configure the tool based on your specific migration requirements. Define the data source, map fields between source and target entities, and specify the migration settings. Run the migration process to import the data into Dynamics 365.

99. What is the purpose of the Plugin Registration tool in Dynamics 365 CE/CRM?

• The Plugin Registration tool in Dynamics 365 CE/CRM is a tool provided by the Dynamics 365 SDK that allows for the registration and management of plugins, custom workflow activities, and custom connectors. It provides a graphical interface to register and configure these components in the system.

100. How do you use the Plugin Registration tool in Dynamics 365 CE/CRM? To use the Plugin Registration tool in Dynamics 365 CE/CRM, you need to download and install the Dynamics 365 SDK. Open the Plugin Registration tool, connect to your Dynamics 365 organization, and perform actions such as registering plugins, updating plugin steps, and managing service endpoints.

Conclusion:

“In conclusion, mastering Dynamics 365 CE/CRM is essential for professionals aiming to thrive in the Microsoft ecosystem.

We hope that this compilation of the top 100 Dynamics 365 CE/CRM technical interview questions has provided you with valuable insights and a deeper understanding of the platform.

Remember, continuous learning and practice are key to success in this ever-evolving field.

If you’re looking to further enhance your Dynamics 365 skills, we encourage you to explore the Dynamics 365 Academy. With its comprehensive courses and resources, the Dynamics 365 Academy offers a fantastic opportunity to expand your knowledge and propel your career forward.

Best of luck in your Dynamics 365 journey