Saturday, 23 March 2013

MS CRM Dynamics Interview Question and updates



MS CRM 2011 Knowledge enhancer

CRM Service of MSCRM? Ans: CRM Service is the main web service and it exposes Six methods such that you can write your code against CRM entities. To perform operation other than the six operations we will have to use the Execute method.

Metadata service of MSCRM. Ans: Dictionary meaning of the word METADATA is data about data and similarly the metadata holds the information about MSCRM means the information about the entity and attribute e.g. Display name, platform name, size of the attribute, datatype of attribute etc. If we want to access any information about any entity (Dynamic or system) we will have to make use of the Metadata service. In the database we can find the metadata table and name of these table begins with keyword Metadata.

Discovery Service? Ans: The Discovery service is a global service that helps the caller to detemine the correct organization and URL. Microsoft CRM server may include several servers. Each server might be dedicated to multiple organization. Each of these servers will have dedicated web-service URL for faster operations. Internally the Microsoft CRM server allocation may change so the discovery service directs the request to its corresponding web-server for further processing.
In short the Discovery service responsibility is to find the ‘CRM Service’ and ‘Metadata Service’ urls.

How to join two table using Query Expression? Ans: 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.
 Q. Suppose there is a plug-in registered for account entity. When a user submits a request (e.g. account creation etc.) to the web-server then what will happen in the server?
Ans – The plug-in will get loaded into the memory and will perform the operation it is needed to do.
Q. Now what will happen if 100 users will submit the request to the web-server? The plug-in code will get loaded into the memory for 100 times?
Ans – Answer is NO. Noticable point over here is that the Microsoft CRM is a mananged application and runs under .Net framework. So whenever the first request arrives at the web-server the plug-in code is loaded into the memory and will perform its operation and susequently the same plug-in code will serve the process for other user as well. So this way it saves the amount of time required to load the plug-in into the memory. If the plug-in code is not being used for long then the Garbage collector will identify it and will sweep the plug-in out from the memory.
Q. How to add/remove columns in an entity lookup window.
Ans – Go to Settings >> Customization >> Select the entity >> Click ‘Forms and Views in the Left Nav Pane” >> Double click the ‘Entity Lookup View’ >> Dialog box appears that contains the Add/Remove and Sorting options for a lookup view.
Q. How to Debug the java script that we write for some validation on entity pages.
Ans – Following are the steps that are needed to be followed:
1. Enable the Debugging in the Internet Explorer – Goto Tools >> Internet Options (wizard will appear >> Click the ‘Advanced Tab’ >> Under Browsing Section uncheck the ‘Disable script debutting’ checkbox >> Click OK.
2. Edit the java script code of the Entity Page that you want to debug.
3. Put the statement ‘debugger;’ above the line where you want do the debugging. e.g. suppose my java-script show ‘Hello World’ message and i want to debug this then following is the way I am going to add script:
debugger;
alert(‘Hello World’)
4. Save and Publish corresponding customization.
5. Perform the operation that would trigger the java script written by you
6. Debugger dialog box will appear and select appropriate debugger (Visual Studio new or existing instance)
And you may start debugging from the ‘Debugger’ statement of your javasript.
 What is ‘Append’ and ‘Append To’ privilege in MSCRM? Give one example of it?
Ans: ‘Append’ and ‘Append To’ priviledges works together. ‘Append To’ priviledge will allow other entities to get attached with the entity. ‘Append’ priviledge will allow the entity to attach the records to the entity with ‘Append To’ privildege.
Let us understand this with simple example:
Let us say that you want to attach a note to a case then note entity should have ‘Append’ access right and case entity should have ‘Append To’ access right.
Let us take one more example to understand this. Suppose you have two custom entities called ‘TestCustomEntity1′ and ‘TestCustomEntity2′. You want to attach the ‘TestCustomeEntity2′ records to ‘TestCustomEntity1′records. For this you need to have ‘Append’ access right on ‘TestCustomEntity1′ entity and ‘Append To’ access right on ‘TestCustomEntity2′.
Now guess will I be able to attach the records? Answer is “NO” because we need to create a 1:N relationship between ‘TestCustomEntity1′ and ‘TestCustomEntity2′.
Now the user who has above mentioned access right in his security role will only be able to add ‘TestCustomEntity2′ records to ‘TestCustomEntity1′.
Q. How to create a Custom Entity record using SDK?
Ans: Using Dynamic Entity.
Q. How to join two table using Query Expression?
Ans: 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.
Q. Can we modify the name of Root Business Unit?
Ans: No; We will have to re-install MSCRM.
Q. Suppose if I have 20 user license and I have created 20users. What will happen if I create 21st User?
Ans: The 21st User will get created in MSCRM but that user will be in disabled state.
Q. What are the maximum number of tabs allowed on a Microsoft Dynamics CRM 4.0 form? 
Ans: 8
Q. How to enable/disable the form assistant? How to make sure the form assitant is expanded/cllapsed on a form?
Ans: Navigate to Customization >> Open the Entity >> Open Forms and Views >> Open Form >> Select Form Properties >> Open Display Tab >> Check/Uncheck the “Enable the Form Assistant” and “Expanded by Default”.
The interviewer will always try to figure-out whether one is comfortable with the basic concepts of Microsoft CRM (MS CRM) or not and after that; questions will be asked from your previous experience (if you have any experience in CRM). Those questions will be something like this:
Q. What was you role in the MSCRM implementation project that you have worked on?
You should be honest while giving answer to this question and should give a brief overview of the project and your role. This is very important question because the answer of this question will trigger so many questions. You should highlight the key skills you have; this way you will divert the attention of the interviewer to your key skills and try not to expose the area in which you are less confident.
Q. What was the most challenging task you have faced till now?
Here you should give answer that exhibit your positive attitude . e.g. for a technical consultant it may be something like … “I was new to the support and during this experience i faced challenging issue related to plug-in that improved my debugging skills. Email-to-case plug-in was really difficult as we had to take care of so many conditions. I have learn t one thing during my previous assignment and that is ‘Never give-up’”.
  Q What was the size of the implementation? (i.e. the number of user-licenses)
I hope this post will help you to crack technical interviews on MSCRM. All the best for your interview…
1.1.1        What are plug ins? Have u implemented , developed plug ins?

Deciding when to use a workflow vs. a plug-in is usually a straight forward process. In general, I always recommend using workflow to automate business processes especially if the business process will be later modified/maintained by “business” people (non IT).
However, there are some characteristics that will guide you to use one versus the other that do require you to know a bit more details of the task that you are trying to achieve. For example, if you require performing an action right away, let’s say when a record is updated (synchronous), then you have to use plug-ins because workflows are always asynchronous.
With the CRM 4.0 enhancements to the plug-in and workflow engine as well as the introduction of the web based workflow designer I’ve seen many CRM developers asking the same question: When should I use workflow vs. plug-ins?   The answer is “depends”; the right approach is determined by the characteristics of the task that you are trying to accomplish.  The following matrix gives you my take on this:
Requirement
Plug-in
Workflow
Needs a synchronous action to happen before or after an event occurs
x

The same piece of logic will be executed for different events and possibly on different entities
x
x
The logic needs to be executed while offline
x

Needs elevation of privileges (impersonation)
x

Needs to execute on events other than assign, create, update, setstate
x

The process/logic may take a long time to complete or will be a persistent process (multiple long running steps)

x
Needs an asynchronous action
x
x
End users will need to modify the process logic

x
Child sub processes will be triggered

x
It may also be the case that a combination of both approaches is required; a plug-in can trigger a workflow and a vice versa.  From the above matrix the most decisive factor is whether you need a synchronous action or not; if you do, plug-ins are the way to go, if you don’t then other factors need to be pondered.
       
Q Deployment of CRM, load balancing

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