We have the Microsoft Dynamics CRM interview questions you need, whether you have experience or are new to the job market. There are a lot of opportunities from many reputed companies in the world. According to research Microsoft Dynamics CRM has a market share of about 9. 9%. So, You still have the opportunity to move ahead in your career in Microsoft Dynamics CRM Development. You can get Advanced Microsoft Dynamics CRM Interview Questions 2024 from Mindmajix to help you do well in your interview.
Microsoft Dynamics CRM is one of the most popular customer relationship management (CRM) solutions on the market today As more businesses adopt Dynamics CRM to optimize their sales, marketing, and service processes, there is a growing demand for professionals with expertise in this platform
If you have an upcoming job interview for a Dynamics CRM role, solid preparation is key In this article, I will provide an extensive list of 30 common Microsoft Dynamics CRM interview questions along with sample answers to help you ace your next interview.
Whether you are a beginner looking to break into the field or an experienced Dynamics CRM pro hoping to land your next job, reviewing these questions and answers will give you an edge over the competition and impress your future employer. Let’s get started!
General Microsoft Dynamics CRM Interview Questions
1. What is Microsoft Dynamics CRM and what are its key capabilities?
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. It provides businesses with tools to manage and analyze interactions and data throughout the customer lifecycle.
Key capabilities of Dynamics CRM include:
- Sales force automation
- Marketing automation
- Customer service and support
- Social listening and engagement
- Reporting and analytics
- Customization and integration
2. What are the main components of the Microsoft Dynamics CRM architecture?
The key components of Microsoft Dynamics CRM architecture are:
- Database Server – SQL Server database that stores application data
- CRM Server – Handles application logic like workflows, business rules, and processing
- Web Server – Hosts the web-based client apps and provides authentication
- AD Server – Active Directory server for user authentication and access control
- Client Applications – Outlook client, web client, mobile client etc.
3. What are the deployment options available for Microsoft Dynamics CRM?
Microsoft Dynamics CRM can be deployed on-premises or in the cloud.
On-premises options:
- Microsoft Dynamics CRM Server – installed locally in the organization
Cloud options:
- Microsoft Dynamics CRM Online – cloud-based version hosted on Microsoft servers
- Microsoft Dynamics CRM Partner-Hosted – hosted on partner-managed data centers
4. What are the different editions of Microsoft Dynamics CRM?
The editions of Microsoft Dynamics CRM are:
- Dynamics CRM Online Professional – For smaller businesses
- Dynamics CRM Online Enterprise – For larger, more complex organizations
- Dynamics CRM 2016 On-Premises – Available in Professional and Enterprise Editions
5. What are the benefits of choosing a cloud-based deployment for Microsoft Dynamics CRM?
Benefits of a cloud-based deployment include:
- Faster implementation time
- Lower upfront costs – no need for on-premises infrastructure
- Automatic updates and easy maintenance
- Scalability to support business growth
- Accessibility from anywhere on any device
- Higher level of security and compliance
Technical Microsoft Dynamics CRM Interview Questions
6. Explain the architecture of Microsoft Dynamics CRM.
Dynamics CRM has a multi-tiered architecture comprising of three layers:
- Database Layer – Uses SQL Server, handles security and storage
- Middle Tier – Application logic and workflow services
- Client Layer – Interface for users via web, Outlook, or mobile clients
7. What are the core components of the Microsoft Dynamics CRM platform?
Core components are:
- Workflow Engine – Automates business processes
- Reporting Services – Analytics and dashboards
- Integration Framework – Integrates with other systems
- Microsoft Office Add-in – Integration with Outlook, Excel etc.
- SDK – Customization and extensibility
- xRM Framework – Flexible application development
8. What are entities in Microsoft Dynamics CRM and what are some standard entities?
Entities are database tables that contain records representing objects like accounts, contacts, cases etc.
Some common standard entities include:
- Account
- Contact
- Lead
- Opportunity
- Case
- Product
- Quote
- Order
- Invoice
9. How are relationships defined in Microsoft Dynamics CRM?
Relationships represent connections between different entity records in Dynamics CRM. There are two types of relationships:
-
One-to-Many – Example: One account can have multiple contacts related to it.
-
Many-to-One – Example: Multiple contacts can belong to a single account.
Relationships help maintaining data integrity and enable features like roll-up reports.
10. What are the different types of customization options available in Dynamics CRM?
Customization options:
- Entities – Create custom entities
- Fields – Add custom fields to existing/new entities
- Relationships – Define connections between entities
- Forms – Customize data entry forms
- Views – Modify list views and filters
- Dashboards – Design interactive dashboards
- Workflows – Automate business processes
- Plugins/Code – Add custom logic using .NET code
11. What is the purpose of solutions in Dynamics CRM?
Solutions are packages used to group and deploy customizations to the Dynamics CRM environment. Solutions enable customization reuse, portability, version control and separation of customizations by area. There are three types – unmanaged, managed, and default solution.
12. What are plugins and custom workflow activities in Dynamics CRM?
Plugins and custom workflow activities extend standard Dynamics CRM behavior by enabling developers to insert custom business logic into the system via code.
Plugins execute synchronously and can modify/augment default behavior. Custom workflow activities add functionality within workflows. Both are created using the .NET framework.
13. How can you integrate Dynamics CRM with other applications?
Integration methods:
- Web services – CRM web API provides integration at database layer
- Application extensions – Embed CRM forms into other apps
- IFRAME – Surface CRM records in external apps
- Microsoft Power Automate – Automate workflows between apps
- Scribe, KingswaySoft – Third party integration tools
14. What are the capabilities of Microsoft Power Platform that can extend Dynamics CRM?
Power Platform extends Dynamics CRM using:
- Power BI – Advanced reporting and dashboards
- Power Apps – Build custom mobile and web apps
- Power Automate – Automate workflows between apps and services
- Power Virtual Agents – Configure AI-powered chatbots
15. How does Microsoft Dynamics CRM provide mobile access to users?
Dynamics CRM has dedicated mobile apps for iOS and Android platforms – Dynamics 365 for phones and Dynamics 365 for tablets. These apps provide core CRM functionality optimized for smaller screens. The Unified Service Desk also offers mobile access through a single customizable interface.
Microsoft Dynamics CRM Administration Interview Questions
16. How is role-based security implemented in Microsoft Dynamics CRM?
Dynamics CRM security roles control access through layers – User roles define core privileges, Business Unit roles scope permissions to a single unit, and Team roles provide record level access. Multiple roles can be assigned to a user.
17. How are Field Level Security profiles used in Microsoft Dynamics CRM?
Field security profiles control read/write access to specific entity fields. For example, a profile can be created to restrict access to customer credit limit field. This provides additional access control beyond general entity privileges.
18. What steps are involved in creating a new entity in Dynamics CRM?
Steps to create a new entity:
- Define entity properties – Display name, plural name etc.
- Configure entity behaviors – Enable activities, notes etc.
- Add fields to the entity
- Create entity forms and views
- Add the entity to sitemap for navigation
- Create entity relationships as needed
19. How can you enable custom auditing in Microsoft Dynamics CRM?
Custom auditing is enabled by creating “Audit” entities that store audit history for standard/custom entities. Auditing is configured using:
- Audit templates that define what data to collect
- Record creation and update plugin code that captures changes
- Audit dashboard for viewing audit history
20. How are connection roles used in Microsoft Dynamics CRM?
Connection roles define relationships between two Dynamics 365 instances. They enable configured “linked entities” in one instance to access records in the other system. This allows building master-subsidiary organization hierarchies.
21. What is impersonation in Dynamics CRM and when would you use it?
Impersonation allows administrators to access CRM as another user to troubleshoot issues on their behalf. It is implemented using the “Run As” privilege. Impersonation is used for tasks like verifying problems reported by users.
22. What options does Microsoft Dynamics CRM provide for automated data imports?
Data import options:
- Import Wizard – GUI based import for smaller datasets
- Data Import profiles – Automate recurring bulk imports
- KingswaySoft SSIS Integration – CRM adapter for SQL Server Integration Services ETL
- Scribe – Third-party data migration and integration tool
23. What are the different types of reports available in Dynamics CRM?
Reporting options:
- Charts – Graphical reports like
1 What are all the new components we create from the solution?
Ans: Below components can be directly created from the solution file:
- Entity
- Option sets
- Web Resources
- Processes
- Dashboards
- Reports
- Connection Roles
- Security Roles
- Templates (Email, Mail merge, contract, and Article)
- Field security profiles
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 roll back the customizations once import into the CRM instance.
70 Microsoft Dynamics CRM Interview Questions and Answers| Dynamics CRM Interview Questions
What is the interview process for Dynamics CRM testing roles?
The interview process for Dynamics CRM testing roles is focused on evaluating a candidate’s expertise in ensuring the reliability and effectiveness of the CRM system. This segment delves into specific Microsoft Dynamics CRM testing interview questions and answers, highlighting best practices and methodologies in Dynamics CRM testing.
What should you know about Dynamics 365 CRM interview questions?
Continuous learning is essential to provide clients with the most current and effective solutions. Candidates should also be familiar with Dynamics 365 CRM interview questions which may cover broader aspects of the platform, including consulting on Dynamics 365-specific features and functionalities.
How do I prepare for Dynamics CRM interview questions?
To prepare for Dynamics CRM interview questions, ensure you first understand what it is. Microsoft Dynamics CRM is a tool that helps businesses manage processes to improve their customer relationship. Hiring managers may ask several questions to evaluate your knowledge of the tool.
What questions are asked during a Dynamics 365 interview?
Dynamics 365 is a cloud-based business application platform that helps organizations manage their customer relationship management and enterprise resource planning processes. If you are interviewing for a position that uses or interacts with Dynamics 365, you may be asked questions about your knowledge and experience with the platform.
