Microsoft Dynamics CRM 2011 Interview Questions- Security

Security is an important part of Microsoft Dyanmics CRM administrator day to day activities. Developers who customize and implement the Microsoft CRM also should have a good idea of security model. In any Microsoft CRM technical interview you can expect a couple of security questions. So I have compiled the most important security questions here.

1. Difference between Role based and object based security.

2. What are the 3 different security levels in Microsoft CRM 2011

3. Define Role based, record based and field level security.

4. Define security roles and Field level security?

5. A user in Microsoft CRM have assigned Sales representative role and have Read access for accounts at user level. Later he assigned to a Sales manager role which has write access for accounts at organizations level. What would be the access he will have in effect?

6.  In a sales organization who implemented Microsoft CRM, sales manager wants the sales target and deadline fields disabled for sales executives from all the forms. How to achieve this?

7. Can a Microsoft CRM user apply field level security for a system entity field?

8. How to implement Field level security for a field in an entity form?

9. There exists two business units in an organization, BU1 and BU2. The admin need to give  user of BU1 access to some records that belongs to BU2. What is the best approach to configure the same?

10. Define privileges and access levels?

11. What are the five access level depths that are available for most privileges?

Also Read: Microsoft Dynamics CRM 2011 Interview Questions -1

Enjoy reading!! Feel free to add your comments below.

Business Process Flows(BFSs) in Microsoft CRM 2013

Business Process Flow(BPF)

Business Process Flow allows MS CRM users to implement their business processes in an easy and effective fashion. It guides users through a particular business process to completion. 

Business Process Flow got introduced as per December 2012 Update of Microsoft Dynamic CRM Online .It was initially available only for 3 Out Of the Box(OOB) entities : Lead, Opportunity and Case. when Microsoft CRM 2013 got released, Microsoft extended this feature further and allowed creating of business process flows for any entity including custom entities.

Use of Business Process Flow:
Some of the uses of implementing business process flows for your organization includes:

• To ensure a set of important steps of  a business process are completed.
• Skip stages if needed
• Track and report the progress of processes
• Create and maintain efficient, effective and repeatable processes
• Guide existing and new employees through the process
• Support quick, on-boarding of new hires

BPFs are arranged as part of the Process section in the settings which we can access as Settings -> Process, just like accessing workflows and other process types.

Also Read: Microsoft Dynamics CRM 2013 User Experience Overview

Enabling business process flow for an entity:
Before start using the business process for an entity, it should be enabled for that entity. It can be done by checking the option for Business Process Flows on the Entity definition form.

Enabling Business Process Flow for a custom entity named 'Project Detail'

Also Read: Business Processes in Microsoft Dynamics CRM 2013

This video will give you an overview on Microsoft Dynamics CRM 2013 Business Process Flow.

How to use Queues in Microsoft Dynamic CRM 2011

How to use Queues in Microsoft Dynamics CRM ?

A queue is nothing but a container for keeping  about anything that demands some action in CRM. Entities of any type can be added to the queue so that it can be assigned, categorized and processed.

Programmatically, a queue is a collection of queue items. A queue item serves as a container for an entity record, such as a task, an email, or an invoice.

An email activity in Microsoft Dynamics CRM can be converted into 3 different entities:

1. Lead

2. Opportunity

3. Case

Default Queue:

By default, every CRM user and team gets a default queue created with the user or team name respectively. You can choose to use this queue for all your work items, or you can create own queues to organize your stuff, for example on the basis of Priority.

Entities that can added to Queues?

In Microsoft CRM 2011, queues can be used for just any entity that demands some action – a task that needs to be done, a case that needs to be closed, a phone call that needs to be made

The following list contains default queue-enabled entities in Microsoft Dynamics CRM 2011:

• Appointment
  
• Campaignactivity
  
• CampaignResponse
  
• Email
  
• Fax
  
• Incident
  
• Letter
  
• PhoneCall
  
• RecurringAppointmentMaster
  
• ServiceAppointment
  
• Task

Enable Queues for Entities

In CRM 2011,  you can enable other entities for queues as well. In order to enable queues for entities other than those mentioned above, you will need to enable it for individual entities.

Go to the entity’s customization screen, and check the checkbox: Queues as shown in the image below:

In entity’s customization screen, check the checkbox: Queues  to enable those item to added to queue.

Some useful Javascript code samples for Microsoft CRM 2011 [ for newbies]

Some useful Javascript code samples for Microsoft CRM 2011 [ for newbies]

I recently came across a situation where I had to customize the forms of Microsoft CRM 2011 application. Microsoft Dynamics CRM enables developers with its strong JavaScript library, using which we can  customize CRM web application as per customer requirement and business logic.

In this article I am giving a list of very basic javaScript code sampls which will help new comers to get a hang of form customization using JavaScript.

The image below shows the layout of JavaScript stack for Microsoft Dynamics CRM 2011

Also read: Use Javascript to customization Microsoft CRM 2011

Get the value from a CRM field

var varMyValue = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue() ;

Set the value of a CRM field

Xrm.Page.getAttribute(“po_CRMFieldSchemaName”).setValue(‘My New Value’);

Hide/Show a tab/section

Xrm.Page.ui.tabs.get(5).SetVisible(false);

Xrm.Page.ui.tabs.get(5).SetVisible(true);

Call the onchange event of a field

Xrm.Page.getAttribute(“CRMFieldSchemaName”).fireOnChange();

Get the selected value of picklist

Xrm.Page.getAttribute(“CRMFieldSchemaName”).getSelectedOption().text;

Set the requirement level

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“none”);

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“required”);

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“recommended”);

Set the focus to a field

Xrm.Page.getControl(“CRMFieldSchemaName”).setFocus(true);

Stop an on save event

event.returnValue = false;

Return array of strings of users security role GUIDs:

Xrm.Page.context.getUserRoles()

Thanks for reading! Enjoy!

Feel free to stop and write your comments below.

Use JavaScript(JScritp) to customize Microsoft Dynamics CRM

Use JavaScript(JScript) to customize Microsoft Dynamics CRM 

Microsoft Dynamics CRM platform allows customization at different levels in the platform. A good amount if customization can be done using CRM web application though GUI itself. Using JavaScript, we can write event handlers for form events for custom business logic implementation. This kind of customization  is known as form scripting or form-level customization.

Some of the scenario where we can use JavaScript for business logic implementation are:

• To trigger a calculation on a form when a field is updated 

• The user shouldnt be able to edit a calculated field

Areas Where You Can Use JavaScript in Microsoft Dynamics CRM

You can use JavaScript to perform actions in form scripts, ribbon commands, and web resources.

Form Scripts

JavaScript in Microsoft Dynamics CRM is mostly used to add functions as event handlers for entity form events. 

Ribbon Commands

When we do ribbon customization in Microsoft Dynamics CRM ribbon, you can use JavaScript to set commands for controls(buttons) that you add. These commands are nothing but JavaScript functions that control whether the control is enabled and what action is performed when the control is used. 

Web Resources

JavaScript files can be added as web resources which can later use for form customization. You can use a webpage (HTML) web resource to provide a user interface with JavaScript libraries included just as you would for files on a web server.

JavaScript Example:

When the user select the Address Type of account as 'Primary', the form field 'city' should be business required( mandatory) so that user should fill it up to submit.

//City Required if Address Type if Primary
debugger;function city_required(){
if(Xrm.Page.getAttribute("address1_addresstypecode").getValue()!=null){
  if(Xrm.Page.getAttribute("address1_addresstypecode").getSelectedOption().text=="Primary")   {     Xrm.Page.getAttribute("address1_city").setRequiredLevel("required");   }  else{    Xrm.Page.getAttribute("address1_city").setRequiredLevel("none");    }  }

}

Microsoft Dynamics CRM 2011 Interview Questions

Microsoft Dynamics CRM 2011 Interview Questions -1

I see quite a good number of searches happening online looking for interview questions and answers on Microsoft Dynamics CRM 2011. Recently I attended couple of interviews for a MS CRM consultant position. It is always advisable to brush up your technical skills before going for an interview being an a fresher or an experienced MS CRM consultant.

In this article I would be posting a set of questions that I have faced in my recent interviews plus the questions that I found online.


1. Difference between Retrieve and RetrieveMulitiple?

2. Difference between Retrieve and Fetch?

3. Where to use REST and where to use SOAP in crm 2011

4. Is REST is synchronous or Aynchrouns?

5. If we want to run a plugin for outlook offline mode what we need to do?

6. Early binding in CRM 2011 and what is the use of crmsvcutil.exe?

7. What is Secure and Unsecure configurations CRM 2011?

8. Different ways to debug a plug-in? 

9. What is context.depth? And where we use it?
  
10. What is correlation id? Where we use it?
  
11. What is preEntity and postEntity images? 

12. How to add a drag-and-drop functionality on a CRM form?

13. Can the same field appear twice in a form in CRM 2011?

14. How to customize CRM 2011 server with external .aspx pages?

15. How to integrate an external portal with CRM?


I will be updating this post with more questions or will add more posts soon.

Thanks for reading!

Microsoft Dynamics CRM 2013 User Experience Overview

The new Microsoft Dynamics CRM has a cleaner, faster and more intuitive user interface, all to drive your productivity. In this video, Eric Boocock, Senior Product Marketing Manager at Microsoft Dynamics shows new elements like the touch enabled navigation model, a new version of the customer record, a new command bar and more. Eric also demos the new Microsoft Dynamics CRM, in Firefox. Learn more about Microsoft Dynamics CRM vision at http://www.microsoft.com/en-us/dynamics/crm-vision.aspx

Business Processes in Microsoft Dynamics CRM 2013

Business Processes in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 comew with a new concept Business Processes as part of this workflolws and dialogs.

Top 7 Features of Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 brings a bunch of new features

Now that Microsoft Dynamics CRM 2013 is here, let's take a look at some of its best new features:

Quick Create form – this very basic form allows you to quickly enter a record. For example, if you’re on the phone with a Lead and want to quickly capture their name and phone number in CRM without having to navigate to the lead entity, this new feature is a great addition. You can customize these forms to include the type of information you would want to quickly enter.

Quick View forms – this feature allows you to bring in data from related entities. For example, if you are working on a Case record and want to view basic Account information on the Case form, you can use a Quick View form to do that. This is a read only mode view, but we anticipate this being an area that Microsoft expands in the future. Wouldn't it be great to update related record information on one form?

Portable Business Logic / Business Rules – this great addition provides an intuitive way to write simple code that was otherwise reserved for someone with development / coding experience. You can do things like set field values, show/hide fields, set required/recommended fields and validate field data. This is a really cool addition to CRM 2013.

Guided Processes – a new visual process display can be made available that guides the user through pre-defined processes. Multiple processes can be added to each record type - think sales process for inside sales vs. outside sales. A sales organization can make sure each required step in each pipeline phase is completed before moving to the next pipeline phase.
Real time / Synchronous Workflows – processes in CRM 2011 always ran in the background requiring a user to reload the form to see the end result of the workflow. CRM 2013 now introduces processes that run immediately and update the form in real time.

Auto Save – once you’ve created a record, this new feature automatically saves information on your form triggering every 30 seconds as well as when you leave the form. This batch updates any changes made to the form without having to remember to hit the Save button. This is a system wide setting, so you either use Auto Save on all forms or you don’t.

MoCA – otherwise known as “Mobile Client Application”. MoCA refers to the (free) mobile app that can be downloaded to your phone, tablet, or even desktop. This new mobile app renders your existing CRM forms as mobile forms. These mobile forms are limited and are restricted to 5 tabs or 75 fields and 10 lists, whichever one comes first. Also, IFrames are not supported. Global search is supported in the mobile client so you can now search across multiple entities, whereas, in the full web client the ‘Quick Find’ only searches within a specific entity.

View the slide at SlideShare:

Top 7 features in microsoft dynamics crm 2013 from Firoz Muhammed