SAP CRM Functional Interview Questions Marketing and Sales free pdf download

Summary:SAP CRM Marketing and Sales Interview Questions

  1. Tell me about your client business process in marketing?
  2. What are the different campaigns your client using and explain them?
  3.  Explain the lead business process according to your client?
  4. How can you classify the leads?
  5. How the Lead will convert as a Opportunity automatically?
  6. where do we configure the Surveys and what is the Path or T-code?
  7. What are the all areas that we can use questionnaires?
  8. How can you qualify the leads?
  9. did you write any functional spec's for your client business process?
  10. Where do we configure the number range for leads and what is the object to maintain the number range for lead?
  11.  Can we create the multiple leads for a single prospect? if yes, how can we restrict that?
  12. What is the significance of an Opportunity in sales process?
  13. what is the difference b/w opportunity and sales methodology?
  14. How can you configure the sales cycle, explain step by step?
  15. What is the importance of sales assistant?
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Ms Dynamics CRM 2013 Ribbon Customizations,Display Rules,Editor free tutorials in pdf download.

Summary: Ms CRM 2011 Ribbon Customizations online training.
              Ribbons allow us to customize the Dynamics CRM Ribbon tabs to add custom buttons.Ribbons are more intelligent and smart that previous system menus. There are two main places where ribbons are located:
Adding a simple button to the ribbon involves: touching the customization file to include nodes in the RibbonDiffXml node, adding web resources for the images to be displayed in the button, adding a web resource for the JavaScript method to be used when clicked the button.

The HomepageGrid is the place located in the home page of any entity where the main grid is located. following figure  shows the HomepageGrid for the Account entity.
The Form is the place located in the entity record form of any entity where the Ribbon is located on top on the form. below shows the Form location for the Account entity.
There are three main controls for Ribbons:
. Tab
. Group
. Button

Every button must be contained on a group and every group must be contained on a Tab control.Because the Ribbon buttons are smart and can change while the user is using the application,there are some rules that will need to be configured for this case so that you can make the button visible or enabled depending on the following conditions:
. Based on Form state:Create, Existing, Read Only, Disabled, Bulk Edit
. Configure Custom rules:By JavaScript functions with parameters
. CrmClientTypeRule:Detects if running in outlook client or web client
. CrmOfflineAccessStateRule:Detects if outlook is running in offline or online mode
. CrmOutlookClientTypeRule:Types CrmForOutlook or CrmForOutlookOfflineAccess
. OrRule:A rule that contains a collection of rules so that this rule will evaluate as true if any of the rules in the collection evaluates as true
. OutlookItemTrackingRule :A rule that detects whether the item is enabled for items tracked in Microsoft            Dynamics CRM in order to enable a Ribbon element
. OutlookVersionRule:A rule that detects the version of Microsoft Office Outlook client.
. PageRule:A rule that evaluates the address of the current page
. RecordPrivilegeRule:A rule that detects a user’s privileges for a specific record in
order to enable a Ribbon element
. SkuRule:A rule that detects the Microsoft Dynamics CRM edition
. ValueRule:A rule that detects the value of a specific field
. ReferencingAttributeRequiredRule:A rule that detects whether the referencing attribute for an entity is required
. RelationshipTypeRule:A rule that detects whether a specific type of formal entity relationship exists between two entities
. EntityPrivilegeRule:A rule that can detect the current user’s privileges for a specific entity
. EntityPropertyRule:A rule that can detect specific Boolean entity properties
. FormEntityContextRule:A rule that can detect whether a form Ribbon is displayed in the context of a specific entity
. MiscellaneousPrivilegeRule:A rule that can detect whether the user possesses a specific Microsoft Dynamics CRM privilege
. OrganizationSettingRule:A rule that can detect two specific organization settings within a DisplayRule; checks for IsSharepointEnabled or IsSOPIntegrationEnabled
. OutlookRenderTypeRule:A rule that can detect whether a form or list item is rendered as a web page or natively in Outlook in order to determine whether a Ribbon element should be displayed
. SelectionCountRule:A rule that detects how many items in a grid are selected The SDK comes with samples that will help you easily add custom buttons to an existing group for all entities or add custom buttons to an existing group for specific entities. In addition you can add custom groups to an existing tab for specific entity, add custom tab to specific entity, add custom groups to the developer tab for all entities in a form, and hide Ribbon elements. These samples are located in the sdk\walkthroughs\ribbon folder.

The RibbonDiffXml node defines the tabs, groups and buttons, and it contains the following child nodes:
<CustomActions />
<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>
<CommandDefinitions />
<TabDisplayRules />
<DisplayRules />
<EnableRules />
<LocLabels />
The CustomActions node defines the tabs, groups, and buttons and contains the following
child Nodes:
<CustomAction >
<Group >
<Button />
The Button element node contains the following attributes:
. Id:the unique identifier for the button.
. Command:the Id of the command that will be defined in the
CommandDefinitions node of the RibbonDiffXml root node. Each command definition is defined as follows:
<EnableRules />
<DisplayRules />
<JavaScriptFunction FunctionName=”ShowHelp”
Library=”$webresource:webforti_Script.js” />
Inside the command deifintiions you can include the rules for enable or disable the buttons (inside the EnableRules node), show or hide the buttons (in the DisplayRules node) and the actions to be performed when the button is clicked.
. Sequence:The integer number of the sequence to define the position of the button related to the other buttons in the same group.
. LabelText:The Id of the localized label that is defined inside the LocLabels node
for example:
<LocLabel Id=”Solution.all.HomepageGrid.MyGroup.Help.ToolTip”>
<Title languagecode=”1033” description=”Help” />
Inside the Title node you can enter as many Title node as languages you want. The languagecode used on this sample 1033 refers to the English language.
. ToolTipTitle:The Id of the localized label that is defined inside the LocLabels node, similar to the LabelText node
. ToolTipDescription:The Id of the localized label that is defined inside the LocLabels node, similar to the LabelText node
. TemplateAlias:The alias of the template to be used, this will affect the way the button will be displayed, o1 will display the button big, and o2 will display the button small.
. Image16by16:The id of the web resource used for the 16 by 16 pixels image, this is the image that is used for small buttons. If you use a web resource you need to enter a value as follows $webresource:<name of the web reosource>.png.
. Image32by32:The id of the web reource used for the 32 by 32 pixels image; this is the image that is used for big buttons. If you use a web resource you need to enter a value as follows: $webresource:<name of the web reosource>.png.

Ms CRM 2013 ISV.Config Customizations online free Tutorials download.

Summary:Ms CRM 2011 ISV.Config Customizations online free Tutorials download.


    ISV.Config is an XML structure that is part of the customizations.xml file that is included on every solution. In earlier versions of Dynamics CRM, it was used to add custom menu items and controls to the toolbars. However, in this new version of Dynamics CRM 2011, that functionality has been moved to the Ribbon as we will see later in this chapter. The only functionality of the ISV.Config is to provide appearance and behavior of the Service Calendar.

To be able to work with the ISV.Config XML, you need to explicitly specify it when importing the solution by selecting the ISV.Config option, as shown in below Figure .

Noticed that because the ISV.Config is considered a system setting, any customization
made here won’t be removed when removing the solution.
The following code illustrates the ISV.Config main nodes structure:
<configuration version=”3.0.0000.0”>
<Root />
<TimeBlock EntityType=”4214” StatusCode=”1”
CssClass=”ganttBlockServiceActivityStatus1” />
<TimeBlock EntityType=”4214” StatusCode=”2”
CssClass=”ganttBlockServiceActivityStatus2” />
<TimeBlock EntityType=”4214” StatusCode=”3”
CssClass=”ganttBlockServiceActivityStatus3” />
<TimeBlock EntityType=”4214” StatusCode=”4”
CssClass=”ganttBlockServiceActivityStatus4” />
<TimeBlock EntityType=”4214” StatusCode=”6”
CssClass=”ganttBlockServiceActivityStatus6” />
<TimeBlock EntityType=”4214” StatusCode=”7”
CssClass=”ganttBlockServiceActivityStatus7” />
<TimeBlock EntityType=”4214” StatusCode=”8”
CssClass=”ganttBlockServiceActivityStatus8” />
<TimeBlock EntityType=”4214” StatusCode=”9”
CssClass=”ganttBlockServiceActivityStatus9” />
<TimeBlock EntityType=”4214” StatusCode=”10”
CssClass=”ganttBlockServiceActivityStatus10” />
<TimeBlock EntityType=”4201” StatusCode=”1”
CssClass=”ganttBlockAppointmentStatus1” />
<TimeBlock EntityType=”4201” StatusCode=”2”
CssClass=”ganttBlockAppointmentStatus2” />
<TimeBlock EntityType=”4201” StatusCode=”3”
CssClass=”ganttBlockAppointmentStatus3” />
<TimeBlock EntityType=”4201” StatusCode=”4”
CssClass=”ganttBlockAppointmentStatus4” />
<TimeBlock EntityType=”4201” StatusCode=”5”
CssClass=”ganttBlockAppointmentStatus5” />
<TimeBlock EntityType=”4201” StatusCode=”6”
CssClass=”ganttBlockAppointmentStatus6” />

ServiceManagement Node
This element customizes the Service Calendar. The ServiceManagement node contains only a child node with the name of AppointmentBook. The AppointmentBook node can have one of these nodes:
. SmoothScrollLimit—This option sets the maximum number of blocks to be displayed by a service activity before auto scrolling the appointment when it is selected or displayed.
. ValidationChunkSize—This option is used to configure the number of activities to be validated simultaneously by the server. The validation occurs in cases where more than one activity requires the same resource or materials.
. TimeBlocks
.  “Working with Service,” for more information about the ServiceManagement node.

With each TimeBlock element, you can apply a different style to each status code of a
service activity.
See this example:
<!— All CSS Class mapping for Service activities —>
<TimeBlock EntityType=”4214” StatusCode=”1”
[ccc]CssClass=”ganttBlockServiceActivityStatus1” />
The EntityType attribute can be one of the following values:
4214—Service activity

Ms dynamics crm developer openings for Mumbai Location

Designation: Ms Dynamics CRM 2011, Mumbai
Job Description:
             We are currently hiring for one of the CMMI level 5 companies in MUMBAI location for a MS Dynamics CRM 2011 resource.

Find below the JOB description of the same
Main Responsibilities: MS CRM configuration and Administration MS CRM Customization CRM SDK (Plug-ins and Custom Workflows) Development Reports Development using SSRS / Report Builder Excel and Silverlight skills will be an added advantage.

Competencies Required: MS Dynamics CRM 2011, Dot Net, MSSQL 2008/2005, Silverlight (optional) and WCF Experience Profile 3+ years of overall Experience MS Dynamics CRM (min 2 years) Dot Net and MS SQL 2008 (approx. 1-2 years) Good analytical and debugging skills

If your profile is matching the above requirement kindly send in your updated resumes to

Also, since this is an urgent requirement we would like you to join us immediately within a notice period of 15 days.

Desired Profile Please refer to the Job description above
Experience 2 - 7 Years
Industry Type IT-Software / Software Services
Role Software Developer
Functional Area IT Software - ERP, CRM
Education UG - Any Graduate - Any Specialization, Graduation Not Required 
PG - Any Postgraduate - Any Specialization, Post Graduation Not Required 
DOCTORATE - Any Doctorate - Any Specialization, Doctorate Not Required
Compensation: Negotiable
Location Mumbai
Keywords CRM customer relationship management ms crm microsoft dynamics crm ms dynamics crm dynamics crm .net and mscrmmicrosoft crm microsoft dynamics crm microsoft dynamics crm ms crm dynamics crm ms dynamics crm

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MS Dynamics CRM Consultant / Milan West EU28-35k

Summary:MS Dynamics CRM Consultant / Milan West EU28-35k

        Searching with insertion IMMEDIATE an MS Dynamics CRM Consultant Location final work: MILAN. you have the following Requirements: - Degree or Diploma in Economics or Technical disciplines. - Experience of at least 3 years of MS Dynamics CRM platform in the analysis and development - Ability to manage the relationship with the customer The framework is open-ended. The salary, commensurate EXPERIENCE, is within the band 28000-35000 Eu. To discuss in more detail about this opportunity or others in the field of MS Dynamics CRM

 please send your CV to Gianluca or call directly at toll free number 800 875 032 International. In addition visit our website Nigel Frank International is the specialist agency in Microsoft Dynamics CRM globally. We deal with both Microsoft Partners & End Users throughout the Italian territory and in Europe. Given our specialization exclusively within the Microsoft offer real opportunities for career growth in specific technologies. shall be guaranteed full confidentiality during consultations! Nigel Frank International Ltd is acting as recruitment agency in relation to the above position.

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MS CRM 2013 sitemap,isv config,ribbons customizations online free training,pdf,doc,download

Summary: Ms Dynamics Crm 2011 Menus and Ribbon Customizations online free tutorials,materials.

Menus and Ribbon Customizations:
               Menus are the options you can see in the File tab of the ribbon, the one that is colored in blue. From that tab you will have a menu, such as Save, New Activity, New Record, Tools,and Options. Notice that every  entity has its own menu items as well when you go to create or update a record.Ribbons are the buttons shown in the top bar below the menu. These buttons vary depending on the entity you are positioned on. Examples of these controls are New, Edit,and Export to Excel.

You can customize menus and controls in three ways:
1.Site Map
Each way requires a little knowledge of how to manage XML files because they are XML files. When working with XML files, remember the following rules:
1.XML files are case-sensitive, so be sure to respect each node name case to avoid problems. This means that the node name <root> is not the same as <ROOT>.
2.Each node needs to be closed. For example, if you open a node with <root>, you need to later close it with </root>. If the node doesn’t contain children nodes, you can open and close it in the same line—for example, <root />.

Site Map:
             The site map is the file that describes the items that will be shown on each area. For example, when you are in the workplace area, you can see on the left the site map options of Dashboard, Activities, Calendar, Imports, and so on. These options are quick links to the entities’ administration that you can customize when you want to have another frequently used entity.
The site map is an XML file that needs to be exported first to be edited, and then it needs to be reimported to be updated. It is recommended to create a new custom solution with only the sitemap extension in order to update the site map quickly. Go to Settings,Solutions, New, and select the view Client Extensions, as shown in Figure 23.22.
                          FIGURE 23.22 Locating the site map customization by using the Client Extensions view.
The following code illustrates the site map main nodes structure:

Site Map Node:
This is the main and root entry-level node. Inside this node should be another node with the same name, SiteMap, which will contain all the Area nodes as children.
Area Node:
Each area represents the main navigation buttons located on the near navigation that are displayed on the main interface. By default, the Site Map is configured with six main areas:

  • Workplace
  • Sales
  • Marketing
  • Service
  •  Settings
  •  Resource center

Figure 23.23 illustrates these navigation options or areas on the Web Application user interface.
The following code illustrates the area node with its default attributes for the Workplace area:

<Area Id=”Workplace” ResourceId=”Area_Workplace” ShowGroups=”true”
Icon=”/_imgs/workplace_24x24.gif” DescriptionResourceId=”Workplace_Description”>
                               FIGURE 23.23 Areas displayed in the bottom-left corner of the screen.

These are the attributes of the Workplace area code:

  • Id—The unique identifier name for each area.
  • ResourceId—The ResourceId.
  • ShowGroups—This attribute is necessary only if the area has more than one Group child node.
  • Icon—The URL for the icon to be displayed near the Area title.
  • DescriptionResourceId —This is for internal use only.

Group Node:
This element is used to contain a group of subarea nodes. Each group will be displayed on the near navigation above the Area buttons with the ability to be collapsed or expanded.Samples of groups are My Work and Customers that are included by default in the Workplace area.
Subarea Node:
These nodes are used to provide the links to the pages or websites (configured by its URL) inside the Group sections.For example, suppose we want to add a new area to the sitemap called Webfortis to be used as a collection of links related to our organization and external application. We could add the following code into the Site Map file right after the last </Area> node and before
the </SiteMap>.

<Area Id=”WebfortisArea” Title=”Webfortis” ShowGroups=”true”
Icon=”/_imgs/resourcecenter_24x24.gif” >
<Group Id=”Group1” Title=”External” >
<SubArea Id=”nav_subArea1” Title=”Website”
Icon=”/_imgs/ico_18_129.gif” Url=”” />
<SubArea Id=”nav_subArea2” Title=”Microsoft”
Icon=”/_imgs/ico_16_sales.gif” Url=””
AvailableOffline=”false” />
<Group Id=”Group2” Title=”Internal”>
<SubArea Id=”nav_subArea11” Title=”Intranet”
Icon=”/_imgs/ico_18_129.gif” Url=””
AvailableOffline=”false” />
<SubArea Id=”nav_subArea12” Title=”Cost Control”
Icon=”/_imgs/ico_16_sales.gif” Url=””
AvailableOffline=”false” />

Save the changes and import the solution that contains the site map. To import the site map customizations, go to Settings, Solutions, Import, upload the XML file you edited and click the Import Selected Customizations button.

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Dynamics crm 2013 view customizations free training tutorials download

Summary: How to Mscrm 2013 View Customizations and Publishing Customizations learning materials,online free training,pdf,ppt,doc free download

View Customizations:
A view is a read-only representation of the entity’s records. It shows just a few of the entity’s fields, and you can see them in the main screen of the entities in the Advanced Find results and in the Look Up Records  results.
Several different types of views are created by default for each entity, and you can easily create new views. For each view, you can customize the fields to be displayed by adding,removing, or changing the display position of each column. You can also set the desired width in pixels for each column (see Figure 23.20). By default, the columns have a fixed width of 100 pixels.
                                             FIGURE 23.20 View customizations.
Publishing Customizations :
When you have completed your desired changes to an entity, you must publish the customizations so that users can see and use the changes. To publish, select the entity you want to publish and click the Publish All Customizations button, as illustrated in Figure 23.21.

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                      Ms CRM Form Customizations Part 1
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                      Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download 
                      Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download

Sap crm interview questions and answers for wipro,infosys,nttdata,hcl,saplabs online pdf,ppt,doc free download.

Summary: SAP CRM Functional/Techinical Interview questions on Master Data
  1. What are the different Business partner categories in SAP CRM
  2. Can we create BP categories in customizing.
  3. What is the difference b/w BP role and category.
  4. Can we give multiple relationships to a business partner.
  5. Can we assign sold to party role to the employee.
  6. what is the use of contact person.
  7. How many ways we can get the Business partner data to the CRM System.
  8. What are the functions in marketing
  9. What are the functions in sales
  10. What are the functions in service
  11. what are the general attributes in Org model.
  12. what are the different products of sap crm.
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Ms crm 2013 Form,Fields,Iframe,Tabs Customizations online free learning,training,exam materials,tutorials,

Summary:How to Microsoft Dynamics CRM 2011 Fields,Iframe,Tabs Customizations  Tutorials Part 2 pdf,ppt,.doc 

Add, Remove, or Move Fields:
     Fields are used to display the entity fields with input controls; if you created a custom field, as described earlier in this chapter, you will need to add an input control for that field to allow users enter the values. To add a field to the form, just select the field from the Field Explorer list, and drag and drop the field to the section or tab you want.
                                 FIGURE 23.11 Adding fields to be displayed.

You can also select the section where you want to place the field and go to the Field Explorer and double-click the field you want—it will be added to the selected section (see Figure 23.12).
                                              FIGURE 23.12 Fields added to the section.
Add, Remove, or Move IFRAMEs:
        You can use IFRAMEs to display custom applications or pages inside the form. This is extremely helpful when you need to use advanced input/output controls that are not included in the CRM controls toolset. Examples include a complex grid, a picture control,or a movie control integrated with Flash or Silverlight. When you click the IFRAME button, you get the dialog in Figure 23.13, which requires the name for the IFRAME as well as the URL of your application.
                                                  FIGURE 23.13 Adding an IFRAME.

For example, we are going to enter CORP_Website in the Name property and in the URL property. When adding the IFRAME with the default values, you will see the IFRAME inserted in the form, as shown in Figure 23.14. Most of the times you want the IFRAME to expand vertically to fill the entire form. To do that, select the IFRAME and click on Change Properties, and then move to the ormatting tab. Under the Row Layout section of the dialog, check the Automatically expand to use the available space check box (see Figure 23.15).
In the Scrolling section, you can choose whether you want to have the IFRAME show the scrollbars (vertical and horizontal) as necessary (which is the default value), always, or never. Finally, you can specify whether you want to show a border around the IFRAME by clicking the Display Border property inside the Border section. Click the OK button to accept this change. You will not see the IFRAME expand on the form in design mode, but it will be expanded when running the application.
To test the form with the IFRAME, click the Preview button on top of the window and select the Create Form menu option. If you use another URL, for example http://www., which has both JavaScript and Silverlight controls in the page contents to be displayed in an IFRAME, we won’t see the page render properly inside the IFRAME. Figure 23.16 shows the page with errors.

                                            FIGURE 23.14 IFRAME added to the form.
                                FIGURE 23.15 Making the IFRAME to expand to use the available space.
                                                 FIGURE 23.16 IFRAME test with errors.

Change Default IFRAME Properties:
      This behavior is normal. It is the default behavior because of the protection that is set by default on the  IFRAME properties to prevent the external pages from executing JavaScript codes or ActiveX controls that might perform unintended operations on the CRM application,such as closing the form unexpectedly without allowing CRM to control the window and saving the data properly. However, you can change this security setting to have your page load correctly if you’re sure there will not be a problem, by selecting the IFRAME and clicking Change Properties. Under the Security section of the dialog, clear the Restrict cross-frame scripting check box (see Figure 23.17).Click OK to close the dialog and test it using the Preview top menu and then selecting Create Form. You will see the page loads properly without any warnings (see
Figure 23.18). For this sample, we used a web page URL that will show the same content regardless of
when and where in CRM it is shown. Most of the time, however, you will want to use the IFRAME to show different content depending on the entity and record instance being displayed. For example, you might want to show the company web page in an IFRAME when working with Accounts, and then show an individual’s picture in the IFRAME when working with Contacts. For those cases, you will need to create a custom ASP.NET application and read the GUID of the record that will be passed to the web application. This is
accomplished by setting the check box that says Pass Record object-type Code and Unique Identifier as Parameters.
                                        FIGURE 23.17 Removing the cross-frame scripting protection.

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                      Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download 
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MS Dynamics Axpta most important interview questions and answers online free pdf download

1.  Difference between following:

  • condel :- Use condel to delete one or more items from a container.
  • confind :- Use confind to locate a sequence of items in a container. 
  • conins :- Use conins to insert some items into a container.
  • conlen :- Use conlen to find out how many items there are in a container.
  • connull :- Use connull to explicitly dispose of the contents of a container.
  • conpeek :- Use conpeek to extract an item from a container, and to convert it into another data type  
  • conpoke :- Use conpoke to replace (poke) an item in a container.

2. Difference between edit and display method?
  • Display Indicates that the method's return value is to be displayed on a form or a report.
  • The value cannot be altered in the form or report
  • Edit Indicates that the method's return type is to be used to provide information for a field that is used in  In a form. The value in the field can be edited.     

3. Difference between perspectives and table collection

      Perspectives  can organize information for a report model  in the Application Object Tree (AOT).A perspective is a collection of tables. You use a report model to create reports.Table collection is a collection of table, which sharing across all the virtual companies.

 4.What are the 4 types of files we need to copy to the standard folder?
           *.aod, *.ahd, *.ald, *.add, *.khd
 5.  Why we use virtual companies?
     Virtual company accounts contain data in certain tables that are shared by any number of company accounts. This allows users to post information in one company that will be available to another company.
6. How can we restrict a class to be further extended?
        using Final Keyword for ex: public final class <ClassName>
7.Which are classes are used for data import export?
        SysDataImport and SysDataExport
8. From which table u can get the user permissions stored in Ax?
       AccessRightList table.
9.What should we do if we need last record to be active when a form is opened?
      In properties of datasource table set the StartPosition property as last.
10. What is the sequence of events while a report is generated?
      Init, Run, Prompt, Fetch, Print
11. Name few X++ classes/Coreclasses related to Queries?
     Query, QueryRun, QueryBuildRange, QueryBuildDataSource, QueryBuildLink
12. What is an index?
   An index is a table-specific database structure that speeds the retrieval of rows from the table. Indexes are used to improve the performance of data retrieval and sometimes to ensure the existence of unique records

Define IntelliMorph
      IntelliMorph is the technology that controls the user interface in Microsoft Dynamics AX. The user interface is how the functionality of the application is presented or displayed to the user.
IntelliMorph controls the layout of the user interface and makes it easier to modify forms, reports, and menus.
Define MorphX
      The MorphX Development Suite is the integrated development environment (IDE) in Microsoft Dynamics AX used to develop and customize both the Windows interface and the Web interface.
Define  X++  
X++ is the object-oriented programming language that is used in the MorphX environment .
QUES:Differenciate refresh(),reread(),research(),executequery()
refresh() will not reread the record from the database.  It basically just refreshes the screen with whatever is stored in the form cache.
reread() will only re-read the CURRENT record from the DB so you should not use it to refresh the form data if you have added/removed records.  It's often used if you change some values in the current record in some code, and commit them to the database using .update() on the table, instead of through the form datasource.  In this case .reread() will make those changes appear on the form.

research() will rerun the existing form query against the data source, therefore updating the list with    new/removed records as well as updating existing ones.  This will honour any existing filters and sorting on the form.
executeQuery() is another useful one.  It should be used if you have modified the query in your code and need to refresh the form.  It's like
research() except it takes query changes into account.

Define AOT
The Application Object Tree (AOT) is a tree view of all the application objects within Microsoft Dynamics AX. The AOT contains everything you need to customize the look and functionality of a Microsoft Dynamics AX application

Define AOS
The Microsoft Dynamics AX Object Server (AOS) is the second-tier application server in the Microsoft Dynamics AX three-tier architecture.
The 3-tier environment is divided as follows:
• First Tier – Intelligent Client • Second Tier – AOS • Third Tier – Database Server
In a 3-tier solution the database runs on a server as the third tier; the AOS handles the business logic in the second tier. The thin client is the first tier and handles the user interface and necessary program logic.

Difference between Index and Iindex hint
Adding the "index" statement to an Axapta select, it does NOT mean that this index will be used by the database. What it DOES mean is that Axapta will send an "order by" to the database.
Adding the "index hint" statement to an Axapta select, it DOES mean that this index will be used by the database (and no other one).

 Difference between temp table and container.
1.Data in containers are stored and retrieved sequentially, but a temporary table enables you to define indexes to speed up data retrieval.
2. Containers provide slower data access if you are working with many records. However, if you are working with only a few records, use a container.
3. Another important difference between temporary tables and containers is how they are used in method calls. When you pass a temporary table into a method call, it is passed by reference. Containers are passed by value. When a variable is passed by reference, only a pointer to the object is passed into the method. When a variable is passed by value, a new copy of the variable is passed into the method. If the computer has a limited amount of memory, it might start swapping memory to disk, slowing down application execution. When you pass a variable into a method, a temporary table may provide better performance than a container

Data dictionary:
1.What is an EDT, Base Enum, how can we use array elements of an EDT,
2.Definition and use of Maps, how AddressMap (with methods) is used in standard AX
3.What is the difference between Index and Index hint?
Utility and use of find method.
4.How many types of data validation methods are written on table level?
5.How many types of relations are available in Axapta, Explain each of them.
6.When the recid is generated, what is its utility, what are the different types of Table groups defined on table properties.
7.Difference between Primary & Cluster index.
8.How many kind of lookups can be made and how.
9.How can we utilize field groups in forms
10.How many types of Delete Actions are there in Standard Ax and define the use of each
11.If any record is created in table I want to fetch the date & time stamp, how will you do that
12.What is the function of super()

1. What is an abstract class, what is the utility of an abstract method
2. Multiple inheritance possible or not, if not how can we overcome that.
3. What is an interface, Why do we implement it
4. Do we need to write main method, give reasons
5. What is difference between new & construct method
6. What is the utilty of the RunOn property
7. What is main class used in batch process OR which class will you inherit to make a batch job
8. How can we make a batch job occur at regular interval
9. What is the main utility of classes in standard Ax
10. Which class is called when we create a SO/PO.
11. What are classes used to write query.
12. What is a static method, why do we make static methods and where can we write it.
13. When do we make methods private or protected.Forms
14. What is the basic structure of a form
15. Utility of init(), run(), wait() methods
16. What are different types of Link Types available in a form datasource, justify each of them
17. Properties of a form datasource
18. validateWrite() method can be written in form datasource as well as table level, when should we write it in form DS and when in table. Similar in case of write() method
19. How can we call table level methods from form DS (similar methods)
20. What is the difference between form init() & DS init()
21. When a form opens what are the sequential methods called.
22. Where is the best place to write code to perform filter in a form
23. What are the different types of menu items available, explain each of them
24. A action type menu item is attached to a form but in the drop down the menu item is not appearing, what could be the problem
 1. What are the two most important methods
2. When do block the super() method of fetch
3. Can we make a report from wizard, if yes from where
4. What is a Programmable Section, how we use it in reports
5. What is the difference between Auto Design Spec & Generated Design
6. How can we sort the DS, what facility we can get in by placing fields in Ranges
7. What is the role of executeSection
8. What are Queries, how do we use them
 Menu Items
1. What is the use of Parameter, Enum TypeParameter/Enum Parameter properties of display
2. Why do we provide Configuration key & Security key
3. Normally what do we attach in Output
4. Normally what do we attach in Action
 General Questions
1. What is difference between select & select firstonly statements
2. What are the keywords used to access data from "multiple companies" and "one company to another company".
3. How can we override a lookup
4. How do the following methods work in a form DS.
ds.refresh(), ds.research(), ds.reread(), in what situation we should these methods
5. On closing a form name the methods which are invoked
6. What are security key/configuration keys, how do we use it in Ax
7. How can we provide user level/user group level security
8. What is a virtual company
9. What is Visual MorphXplorer, what do we do with that?(Reverse engineering tool has replaced Visual MorphXplorer)
10. What is the function of Application Hierarchy Tree
11. If you want to monitor the database activity, where can you get that
12. Where can we find the Label log and what is its utility
13. What are the tools you will use to upgrade any object
14. What is the difference between display() and edit() methods, how do we use each
15. What is the use of System Documentation/Application Developer Documentation/Application Documentation
 Few More Questions on DAX
1.What are the classes, Tables, Forms and Methods used to post the sales orders.
2. What are the classes, Tables, Forms and Methods used to post the purchase orders.
3. What are the classes, Tables, Forms and Methods used to post the Ledgers.
4. What are the classes, Tables, Forms and Methods used to post the Inventory.
5. What is the base class to send the on-boad E-mailing.
6. What are the storage Dimensions?
7. What are the Item Dimensions?
8. What is the difference between RunBase and RunBaseBatch?
9. How do you create a NumberSequence for existing Module and also fro new Module.
10.What is the difference between Insert and doinsert.
11.What is the Runbase Stack?
1.Table buffer on the FROM in x++ clause ,not the table as in SQL
2.ORDER BY clause precedes the WHERE clause
3.! for negation ,not NOT as in SQL
4.&& and || for logical operator ,not AND or OR as in SQL.
5.* and ? for like wildcards ,not % and _ as in SQL.

1.Join clause has no ON keyword in x++,use WHERE instead
2.Defauld JOIN direction is left .
3.there are no LEFT and RIGHT keyword for JOIN in x++
4.The FROM clause is optional when:
-No column is listed or
-Only one table is listed in the SELECT in x++

select * FROM CustTable;
select CustTable;

both are same.

1.The WHILE SELECT statement provides an automatic cursor for return rows in x++
2.There is no HAVING keyword in x++
3.No null values are return in x++

Dynamics CRM Recruitment - Developer - Vancouver, WA

Summary:Dynamics CRM - Developer - Vancouver, WA - $100-150k

A very large Dynamics CRM end user has an immediate need for a Dynamics CRM Developer in the Vancouver, WA area. The company is working on migrating their old CRM system to a Dynamics CRM system and needs a very senior developer with Dynamics CRM experience to help lead the project. Because this is an immediate need, the company is offering a salary much higher than normal - as high as $150k for senior-level candidates.

The company is offering:
*Generous salary based on prior experience
*Performance-based bonuses
*Excellent 401k plan

Candidates must have experience with the following:
*Hands on Dynamics CRM Development Experience
*Great communication skills
*C# Development experience
*SQL Server experience

To apply: Send resumes directly to Aman Gupta ( and call me at 415-580-3000 for more information.

Nigel Frank International is the global leader for Microsoft Dynamics recruitment, advertising more Dynamics CRM jobs than any other agency. We deal with both Microsoft Partners & End Users throughout North America. By specializing solely in placing candidates in the Microsoft Dynamics market I have built relationships with most of the key employers in North America and have an unrivaled understanding of where the best opportunities and Dynamics CRM jobs are.

I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics CRM candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. For information on the Microsoft Dynamics market and some of the opportunities and Dynamics CRM jobs that are available I can be contacted on 1-415-580-3000 Please see for more fantastic Microsoft Dynamics opportunities!

Nigel Frank International Inc. is acting as an Employment Agency in relation to this vacancy.

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Ms Dynamics CRM Developer Jobs openings - Denver, Colorado

Summary:Microsoft Dynamics CRM Developer - $90k - $100k - Denver, Colorado

       This MS Partner is looking to increase their recent growth with a Dynamics CRM Developer - exciting opportunity to customize and integrate a whole system
We are looking to fill this position ASAP; this client currently has interview slots available
The Developer will support the Project Manager as well as work hand in hand with a team of software developers. The ideal candidate will need to have a strong background in Dynamics CRM development and business process optimizations.

This candidate requires:
*2 Years MS Dynamics CRM
*.Net/ C# Experience
*Participated in Microsoft Dynamics CRM related projects
*US Citizenship or Green Card holders required*

Send resumes directly to Daniel Roberts at or call me directly for more information at 415.580.3000.

Nigel Frank International is the global leader for Microsoft Dynamics recruitment, advertising more Dynamics CRM jobs than any other agency. We deal with both Microsoft Partners & End Users throughout North America. By specializing solely in placing candidates in the Microsoft Dynamics market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Dynamics CRM jobs are.

I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics CRM candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. For information on the Microsoft Dynamics market and some of the opportunities and Dynamics CRM jobs that are available I can be contacted on 415.580.3000. Please see for more fantastic Microsoft Dynamics opportunities!

Nigel Frank International Inc. is acting as an Employment Agency in relation to this vacancy.

Dynamics CRM / MS CRM / Microsoft CRM /CONTRACT / 3 months contract / freelance / Dynamics CRM 2011 / MSCRM 4.0 / Developer / .NET / Job / CONTRACTOR / Cincinnati / US / United States

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eBook: What’s Changed in Dynamics CRM 2013

Summary: What’s Changed in Dynamics CRM 2013 book free pdf download 
           With the release of Microsoft Dynamics CRM 2013 just around the corner, Microsoft has released this short, friendly, visual guide to key areas of change. In this new release the navigation has changed. The new, streamlined navigation drops down from the top of the screen. No more navigation pane.
This might be faster in the long run but I know there is nothing more frustrating than not knowing where to find a specific command in the place it has always been. As a Dynamics CRM user myself, I can tell this little ebook will be very helpful and I encourage all future Microsoft Dynamics CRM 2013 users to take a look.
The sections of this PPT style ebook are:
  • Goodbye Navigation Pane
  • Hello, Customer Data
  • Find work areas under the logo
  • Find the different record types
  • Check what’s under more commands
  • Pick up where you left off
  • Quickly navigate to other related info
  • Enter data in new ways
  • Edit info inline
  • Quickly create new records
  • Add notes
  • Follow guided business processes
  • Track key decision makers for your deals
  • Add or edit product items inline
  • Records are saved automatically
  • Looking for your reports
  • Find the Run Reports command
  • Locate the Advanced Find command

Microsoft Dynamics CRM 2011 Form Customizations part1 online free tutorial in ppt,pdf download

Summary: Microsoft Dynamics CRM 2011 Form Customizations 

Basic Customizations:
     Basic customizations are customizations to Microsoft Dynamics CRM that don’t require any knowledge of programming or database design and configuration. Basic customizations include showing and hiding controls on a form, and hiding or showing columns in a view.

Form Customizations:
        New and welcome features of CRM 2011 are that an entity now supports more than one form, and the default main and mobile forms can’t be deleted. With this new version, you can create other forms with fewer or more fields displayed and assign them to specific CRM roles. This means that you can create another form if you want to show different fields for different users or roles.

You can perform the following customizations to a form:
  •  Add, remove, or move tabs
  •  Add, remove, or move sections
  •  Add, remove, or move fields
  •  Add, remove, or move IFRAMEs
  •  Add, remove, or move notes
  •  Add, remove, or move spacer
  •  Add, remove, or move subgrids
  •  Add, remove, or move web resources (especially useful for images or custom pages)
  •  Edit the form navigation
  •  Change form properties
Add, Remove, or Move Tabs:
         The tabs in CRM 2011 behave different than the previous versions even though they are still called tabs, the tabs names are now displayed on the side navigation bar as links pointed to bookmarks in the form as all the tabs and fields controls are contained in the same form than can be also accessed using the scrollbar. This version enables you to add as many tabs as you want; there is no more limitation of a maximum of eight tabs as it used to have in CRM 4. Figure 23.8 shows a for with lot of new tabs with the label Tab, added to the form after you click the One Column button that is on the Insert tab of the Ribbon in the Tab group. Each tab is also added to the tree node on the sidebar of the form.
                                    FIGURE 23.8 New custom tabs added called Tab.
      As opposed to previous versions, now every time you add a new tab it will also add a new section inside the new tab.

Add, Remove, or Move Sections:
Sections are used to group controls of related fields. The sections must be within a tab. To add a new section, click the buttons that are in the Insert tab under the Section group.When you double-click the new added section, you will be able to see the section properties (see Figure 23.9). You can choose whether you want to have a label displaying the section name, and you can also specify the width of the field area, as shown in Figure 23.9.You also have some limited layout options, as shown in Figure 23.10.
                                    FIGURE 23.9 Adding a new section to the tab.

                                       FIGURE 23.10 Selecting the layout.
More Related Articles:
                     Ms CRM Form Customizations Part-2
                       Microsoft Dynamics CRM Relationships
                      Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download 
                      Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download

Microsoft Dynamics AX - Technical jobs in hyderabad

Summary: Microsoft Dynamics Axpta- Technical jobs with CedarCrestone Software India Pvt. Ltd

CedarCrestone Software India Pvt. Ltd. is a wholly owned subsidiary of CedarCrestone Inc., USA. CedarCrestone started their state-of-the-art India operations in Hyderabad in March 2004.

CedarCrestone India provides a range of services using Oracle Applications (PeopleSoft and E-Business Suite of products) which include Application Administration, Remote Development, Application Support, Database Administration, Application Management Services, Upgrades, and Middleware in industry verticals such as Commercial, Higher Education, and Public Sector. Our highly skilled resources are experienced in working with all pillars and versions of PeopleSoft product suite and get exposed to all things PeopleSoft. India personnel work through the night to ensure client systems are being supported, maintained, and monitored 24x7 consistent with service level agreements.

   We take pride in the "Same Company - Same People" concept and our India employees are an integral part of the global CedarCrestone family. CedarCrestone India employees are governed by the same Confidentiality agreements and Information Security policies as its parent organization.

Designation:Microsoft Dynamics AX - Technical
Job Description Roles & Responsibilities:

To understand and support the goals and strategies
To have a thorough knowledge of the products and services
To have a thorough knowledge of the business needs of customers
Design and development of new functionality and modifications to existing functionality within the Microsoft Dynamics solution to specification
Develop and customize reports within the Microsoft Dynamics solution
Test and QA developments
Provide supervision and direction to developers
May assume project management responsibilities as required
Excellent technical documentation skills
Experience working with onsite offshore model
Provides pre and post sales support as needed
Assist in the preparation of service estimates and project plans
May assist in providing client support and consultation and implementing Microsoft Dynamics solutions at client sites
Ability to analyze client requirements and objectives to determine how software can best meet clients requirements and objectives
Liaise with product vendors on any issues relevant for our customers
To maintain, review and improve the internal standards and systems
To attend professional development courses and seek to expand the company and personal goals
To ensure the accuracy and consistency of information processed
To maintain a professional standard in the workplace and represent the company at all times in the best possible professional standard
Ensure timesheets are entered accurately and on no more than a weekly basis

Knowledge and skills:
Demonstrated capability of performing the responsibilities of this position
Full lifecycle software development experience with Microsoft Dynamics AX projects
High level of technical software experience with emphasis on product implementation
Extensive experience with the Microsoft Dynamics solution
Ability to work unsupervised across multiple platforms and projects
Good knowledge of AX Installation, Up gradation, Implementation, X++, Reports Dev, EP, Workflow, SSRS, .Net, SQL, Ax 2012 is desirable.
The ability to work in both a team environment and on an individual basis in a motivated manner
Understanding of ERP software implementation project life cycles and methodologies
Ability to focus on achieving results
Ability to work in an organized manner
Desired Profile Leadership Skills: 
Experience: 5 - 10 Years
Industry Type IT-Software / Software Services
Role: Software Developer
Functional Area IT Software - Application Programming, Maintenance
Education UG - Any Graduate - Any Specialization, Graduation Not Required
PG - Any Postgraduate - Any Specialization, Post Graduation Not Required
DOCTORATE - Any Doctorate - Any Specialization, Doctorate Not Required
Location Hyderabad / Secunderabad
Keywords: MS Dynamics, Microsoft Dynamics Axapta, SSRS, AIF, X++
Contact Talent Acquisition Team - HR
CedarCrestone Software India Pvt Ltd
Telephone 040-49151234
Job Posted 09 Oct

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Dynamics CRM - Sr. Dynamics CRM Consultant jobs - Los Angeles

Summary:Dynamics CRM - Sr. Dynamics CRM Consultant jobs - Los Angeles - $100k-$120k 

Dynamics CRM Sr. Consultant Needed. Experience in a consulting background is ideal. This opportunity is with a Global End User. My client is looking to bring on a Dynamics CRM professional to head up the global desk.

Give me a call if you are looking to continue working in the Dynamics CRM space, or if you know someone who might fit the requirements.

This opportunity will be perfect for a business analyst or functional consultant that is looking to lead challenging and rewarding project at an fast growing company with no doubt of success.

We are need to fill this position ASAP so if you are interested in Dynamics CRM project management please forward your resume to or call 415-580-3000.

Nigel Frank International is the global leader for Microsoft Dynamics recruitment, advertising more Dynamics CRM jobs than any other agency. We deal with both Microsoft Partners & End Users throughout North America. By specializing solely in placing candidates in the Microsoft Dynamics market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Dynamics CRM jobs are.

I understand the need for discretion and would welcome the opportunity to speak to any Microsoft Dynamics CRM candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. For information on the Microsoft Dynamics market and some of the opportunities and Dynamics CRM jobs that are available I can be contacted at 415-580-3000. Please see for more fantastic Microsoft Dynamics opportunities!

Nigel Frank International Inc. is acting as an Employment Agency in relation to this vacancy. 

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MS Dynamics CRM 2011 job openings in Synechron Technologies

Summary: MS CRM 2011 job openings in Synechron Technologies

  Synechron Technologies is a leading IT solutions provider to a wide spectrum of industry verticals with domain focus in Mortgage Banking, Capital Markets, Insurance, and Internet Media & Technology sectors. Synechron brings to the fore a unique blend of incisive domain understanding and insight with cutting edge technical competence and an unyielding commitment to excellence. Synechron's core competency lies in providing application development and maintenance solutions to a spectrum of top clients across these different industry segments.

Microsoft Dynamics CRM Developer / Lead Developer

Work Location : Pune.

Experience: 4 Years to 8.0 Years.

Hands-on experience working with MS Dynamics CRM 2011 SDK
Experience working with Microsoft Dynamics CRM 2011 Developer Toolkit
2+ years experience working with MS Dynamics CRM
Hands-on experience in Microsoft Dynamics CRM development and customization
Microsoft.NET V3.,V4.0 & C# - 4 years exp. (Desired)
Experience using the Dynamics SDK within a .NET framework (3.x,4.x), including C#, JavaScript (Jscript, DHTML), Linq, ADO.NET
Dynamics CRM application development using the Dynamics SDK within a .NET framework (3.x,4.x), including C#, Javascript (Jscript, DHTML), Linq, ADO.NET
Experience of version control software in a development/production environment would be highly advantageous
Experience working with JavaScript, MS Visual Studio 2010, MSSQL Server 2010,TFS
Good SQL Skills

Interested Candidate can forward your resume with the following details :
Date of Birth:
Notice Period:
Available for a technical Interview on 12th Oct 2013 (Saturday) : YES/NO.
Certifications if ANY:

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Ms Dynamics CRM jobs Recruitment with Congnizant

Summary: Microsoft CRM 2011 Developer Job openings with Congnizant

Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), Cognizant combines a passion for client satisfaction, technology innovation, deep industry and business process expertise, and a global, collaborative workforce that embodies the future of work. With over 50 delivery centers worldwide and approximately 149,000 employees as of September 30, 2012, Cognizant is a member of the NASDAQ-100, the S&P 500, the Forbes Global 2000, and the Fortune 500 and is ranked among the top-performing and fastest growing companies in the world.
Visit us online at for more information
Job Location- Bangalore
Exp- 3 to 7 yrs
Hands on experience on MS CRM 2011 Development.
Current CTC:
Expected CTC:
Notice period :

Interested candidates please send your updated resume for further discussions ASAP

Cognizant Technology Solutions
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Microsoft Dynamics CRM 2011 Most Important Interview Questions and Answers in pdf download.

Summary:Microsoft CRM 2013 Interview Questions

1.What is the difference between Role Based and Object Based Security Model in MSCRM?
      Code based security is entirely coded in the application itself. Role based security uses one of the authentication/authorization mechanisms of the application server. The fundamental concept in role-based security is that of privilege, defined at design time, on a system-wide basis. Each user has a set of privileges (there are well over a hundred privileges) that are enabled for that user. However, Policies and Roles grant privileges and simplify the process.
       The other form of security applies to individual instances of objects. There is a fundamental difference between an access right and a privilege: an access right is a right granted to a user on an object), but a privilege is a right granted to a user on a class of objects. Access rights apply only after privileges have taken effect. In other words, if a user does not have the privilege to read accounts, the user will not be able to read any account, whether or not it has been shared.

2.Difference between Find and Advanced Find? Which one is faster and why?
        Find perform a search on an attribute for which it is defined. Advanced Find perform search on the conditions and the attributes for which user customizes or runs it. Normal Find in faster as it looks for one attributes and matches with that and returns the result whereas Advanced Find searches for all the attributes and conditions while parsing through the records.
         Find is applicable on only active records and it finds only on 2 or 3 column which we have defined in the find view and even it returns any those column which is there in the view but advanced find is applicable to all the records and it finds all the columns and even it returns all the column and filter criteria can be on any column and most important - find filters on just one condition but advanced find filters on multiple condition at one time.. Find is faster than Advanced Find.

3.Difference between CRM Discovery Service and CRM Metadata service?
         CRM service - when we need ORG related information like ORG name, Properties, CRM service path for this ORG -- then we use CRM discovery service. This is only to get the ORG related information Metadata service - we use this when we need to interact with the CRM records – create, update or delete anything-- it is very specific to the CRM records. When we need to interact with the CRM entity and attribute - like create an entity (not record) or attribute -- add a value to pick list-- retrieve the pick list value retrieve the entity properties-- attribute property and all we need Meta data service.

4.Difference between Plug-in and Workflows?
         Requirement Plug-in Workflow Needs a synchronous action to happen before or after an event occurs. The same piece of logic will be executed for different events and possibly on different entities. The logic needs to be executed while offline. Needs elevation of privileges (impersonation) Needs to execute on events other than assign, create, update, set state The process/logic may take a long time to complete or will be a persistent process (multiple long running steps). Need an asynchronous action. End users will need to modify the process logic Child sub processes will be triggered.

5.Whenever you install MSCRM what all databases get created?
     MSCRM_Config and MSCRM_orgname.

6.Whenever you install MSCRM what all user groups get created in Active Directory?
      User Group All Microsoft CRM. This group is updated automatically as users are added and removed from Microsoft CRM. ReportingGroupA group contains all users within Microsoft CRM. This group is updated as users are added to Microsoft CRM. Users in this group have read-only access to the filtered views in the Microsoft CRM database. PrivUserGroupPrivileged Microsoft CRM user group for special administrative functions.  SQLAccessGroupA group that contains Microsoft CRM ASP.NET account and other service accounts. Members in this group have full access to the Microsoft CRM database and this group is used by the Microsoft CRM platform layer. End users should never be added to this group.

7.What is 'Append' and 'Append To' privilege in MSCRM? Give one example of it?
       'Append' and 'Append To' priviledges works together. 'Append To' privilege will allow other entities to get attached with the entity. 'Append' privilege will allow the entity to attach the records to the entity with 'Append To' privilege. 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'.

8.How to create a Custom Entity record using SDK?
Using Dynamic Entity in CRM 4.0 and Entity in 2011.

9.How to join two table using Query Expression?
         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.

10.Can we modify the name of Root Business Unit?
      No, we will have to re-install MSCRM.

11.Suppose if I have 20 user license and I have created 20users. What will happen if I create 21st User?
      The 21st User will get created in MSCRM but that user will be in disabled state.

12.How to enable/disable the form assistant? How to make sure the form assistant is expanded/collapsed on a form?
      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".

13.What was your 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 answers 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.

14.What was the most challenging task you have faced till now?
          Here you should give answer that exhibits 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 learnt one thing during my previous assignment and that is 'Never give-up'".

15.How is CRM changing and what does the business owner need to be aware of? 
       At the heart of CRM is the benefit of having the customer record at the center of the data universe rather than multiple galaxies of transactions held in separate, transaction-specific apps. So the innovation lies in new and improved visibility for putting information to use in intelligent decision making. Companies that used to serve 100 are serving 10,000, and with this kind of scaling, better top-level tools and custom dashboards are where I see CRM continuing to morph and advance.

16.Who are the newcomers to the CRM landscape? 
It is such a hot area right now, there are literally hundreds. But two I have been following are Zoho and HighRise. Both are niche vendors that have garnered great contact lists with their other products and created relatively simple implementations for their clients and others. They both illustrate the fact that CRM is no longer esoteric — it is going mainstream, which is a great thing for business, particularly customer service and data security.

What exactly should I be expecting CRM to do for me? 
This is an important question, as there are many misconceptions about software and CRM in particular. Besides some fundamentals, like data security and access and ease of use, CRM will primarily help you do what you do anyway, but move it to the next level. If your main focus is customer service, CRM will help you monitor, deliver, and measure your effectiveness. If your goal is a flat organization where the right hand knows immediately what the left hand is doing, CRM will help you be informed about the customer’s world and not just what relates to your department or team.

What are your expectations for CRM in the next five years?
First, I expect CRM to become much more commonplace. Players like Zoho and 37signals (Highrise) are knocking down barriers to entry. I also expect to see some consolidation. I think the bigger players, like Sales Force, Microsoft, and SAP, will buy up some of their smaller rivals to build into their suites and migrate their user bases. As long as the acquiring provider keeps the connections intact during the migration and meets a similar price point, it will be a win-win. I also think we’ll be seeing more mobile-friendly applications, like Sales-force’s Visual-force and NetSuite’s iPhone, to maximize data access and timeliness.

What are the most common mistakes you see companies make with CRM? 
Many organizations use Outlook BCM or Excel for managing their contacts, which offer no planning or setup process — just create a column or type in a field and get started. This causes problems when information is related and the flexible aspects of the previous solution are overlooked. There are real benefits that won’t happen without understanding the new vernacular; the specific way the new solution describes the data. For example, an “account” in Sales-force may not be the same as an “account” in High-rise. In fact, it might have another name altogether, such as “company.” Understanding how the particular vendor uses “leads” or “opportunities” will help to avoid a great deal of frustration.

What advantages might CRM have for specific verticals? 
The answer to this question is not if but how much. Since CRM helps you do what you do better, if you are in a professional services company with long sales cycles, project terms, and frequent interactions and touch points, CRM will be exponentially more valuable to you. So service businesses, like lawyers, consultants, and accountants, are ripe for CRM but often have a technological aversion and a strong status quo to maintain.

Does CRM fall more to sales or marketing in most organizations?
In my experience, marketing is somewhat of a new concept in CRM. Sales are definitely involved, but most often it is operations leading the charge.

How many Web Services are in MSCRM?
1.    Deployment Web Service
Using this service we can
·         Create or import organizations
·         Enable and Disable organizations
·         Add deployment administrators
·         Configure IFD and Claims-based authentication

2. Discovery Web service
Using this service we can
·         Identify the organization information available in a deployment

3. IOrganization Service
·         In CRM 4.0 we had the CrmService & CrmMetadataService to access data & metadata.
·         In CRM 2011, These are combined in single IOrganization service endpoint that includes both data and metadata

What was the size of the implementation? 
The number of user-licenses.

Suppose I want to migrate Microsoft CRM implementation from one environment to other environment. Let us assume that there a published workflow for account entity. Now in normal usage there will be few accounts-records for which the workflow will be waiting/Waiting for Resource/Failed/Succeeded state. So what should be our strategy for the migration? What will happen to the records which are in waiting state and what will happen to the records which are in-progress?

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?
The plug-in will get loaded into the memory and will perform the operation it is needed to do.

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?
Answer is NO. Noticeable point over here is that the Microsoft CRM is a managed 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 subsequently 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.

How to add/remove columns in an entity lookup window?
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.

How to debug the java script that we write for some validation on entity pages?
Following are the steps that are needed to be followed:
·          Enable the Debugging in the Internet Explorer – Go to Tools >> Internet Options (wizard will appear >> Click the ‘Advanced Tab’ >> Under Browsing Section uncheck the ‘Disable script debugging’ checkbox >> Click OK.
·         Edit the java script code of the Entity Page that you want to debug.
·         Put the statement ‘debugger;’ above the line where you want to 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:
alert(‘Hello World’)
·         Save and Publish corresponding customization.
·         Perform the operation that would trigger the java script written by you
·         Debugger dialog box will appear and select appropriate debugger (Visual Studio new or existing instance)

What are basic security permissions at domain level? 
 (priv reporting group, privUser group, SQL Reporting group… total 5 groups availble google it.)

For plugin deployment, Difference between GAC, Database, Disk deployments?

                  GAC Deployment
1. Does not support CRM 2011 online deployments
2. You can refer external DLL assemblies used in Plugin only if they are registered in GAC

Database Deployment
1. Supports CRM online 2011 deployment
2. You can refer external DLL assemblies used in Plugin only if they are registered in GAC

Disk deployments
1. Does not support CRM 2011 online deployments
2. You can refer external DLL assemblies from the disk and from GAC

 Calling Dynamic Entities (knowledge on Moniker, Input Parameters, Output Parameters, and Meta Services)?

 Difference between GUID and Key, Lookup and String?

 Knowledge on Java Script and SOAP web services, most important how to call XmlHttpRequest?

How many numbers of tabs available in MS CRM Entity Form? 
Officially max 8 tabs, unofficially we can do plenty (It’s not recommended by Microsoft CRM)

 When do we register a plugin in child pipeline? Give examples? 
Quote can be created in 2 ways, through the home screen OR the opportunity screen. If you create it from the latter, it will run on the child pipeline and you will find that your plugin will not work.

 What is early binding and late binding. How is it used in CRM? 
Early Binding:
Compiler bind the objects to methods at the compile time. This is called early binding or static binding. Function overloading is example for early binding.

Late Binding:
Compiler bind the objects to methods at the runtime. This is called late binding or dynamic binding. Function overriding is example for late binding.

 What is PrinciplalObjectAccess table why is it used? 
The POA table is used to provide access to specific records for CRM users, and each record in the POA table represents one CRM object that is    related to one CRM user.  Records created in the POA table come from one of four ways:
·         Share reassigned records with original owner:  CRM System Settings
o    If this is set to Yes, then records would be added to the POA table whenever an assign takes place.  These records will have a value in the AccessRightsMask colum of the POA table.
·         Direct sharing:  Actions – Sharing
o    When users explicitly share a record to another user, a record would be created in the POA table.  These records will have a value in the AccessRightsMask colum of the POA table.
·         Reparent Setting:  Relationship Behavior
o    Each entity has relationships with other entities (ex. Account to Case).  By default, the Reparent option is set to Cascade All.  With this setting, sub records would be shared to the owner of the parent record.  For example:  Let’s say that User1 owns Account1.  User2 has access to Account1 and creates a case underneath Account1.  With the out of the box Reparent options, a record would be created in the POA table that would give User1 access to the newly created case.  These records will have a value in the InheritedAccessRightsMask colum of the POA table.
·         Indirect Sharing: When sharing occurs through a direct share, assignment, or parenting, if the relationship is set up to cascade the share to child records, additional records will be created in the POA table in order to give proper permissions to the new user for the relevant child records.  These records will have a value in the InheritedAccessRightsMask colum of the POA table.

 What is the use of stringmap table? 
stringmap table used to store picklist value in ms crm.

 How do you set a recurring activity in CRM?

 When can infinite loop occur in a plugin? How do you avoid infinite loops in plugin code? 
Using InDepth of the context we can get the loop number.

 How do you avoid sql deadlock?

 How many types of relationships are available in crm?

3 types
1: N
N: 1
N: N

 What is the difference when the ownership is user vs. organization for a custom entity? 
Organization-owned entities typically contain data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities cannot be assigned or shared. For example, products are owned by the organization.
User-owned entities are associated with a user. User-owned entities typically contain data that relates to customers, such as accounts or contacts. Security can be defined according the business unit for the user.

 What are filtered views? 
SQL database views, called "filtered views," are provided with the Microsoft CRM database to enable access to business data according to the user's Microsoft CRM security role. When a user runs a report that obtains data from filtered views, the user's Microsoft CRM security role determines the data to be included in the report. Data in filtered views is restricted at three levels: the organization, the business unit, and the owner. Filtered views exist for all Microsoft CRM business objects (entities).

Your reports should not read data directly from the Microsoft CRM database tables. Instead, use the filtered views. The following sample SQL code returns all columns from the filtered view for an Account entity:
SELECT * FROM dbo.FilteredAccount

If you delete a record from UI, what happens in database? Can you bring the record back?OR, what is deletion service? Can you change its schedule?
In Microsoft Dynamics CRM, deleting an entity by using the Web application or through SDK Web service calls usually results in a "soft delete" where the entity is not immediately deleted from the database. Instead, the entity is marked for deletion later. The platform marks the entity for deletion by setting the entity's DeletionStateCode attribute to 2. Entities with a DeletionStateCode attribute set to 2 are filtered out from all data views in the Web application and are not accessible using the SDK.
These marked entities are physically deleted from the database by the Deletion Service. The Deletion Service is an asynchronous operation that is based on a table named ScaleGroupOrganizationMaintenanceJobs in the MSCRM_CONFIG database of Microsoft Dynamics CRM. By default, the frequency of the Deletion Service job execution is set to once a day. You can use the Scale Group Job Editor tool to change the execution frequency of the Deletion Service. You can find the tool on the Web at

 How is LINQ used in CRM 2011?

How would you automatically create cases from?

 Can you call a plugin using JavaScript? 
You can accomplish this by creating a custom entity you want to use as a trigger.  You attach your plugin to that entity either at the create message or the update message (requires you to have one record created that you update).
Now, in Jscript, when you want to call the entity all you have to do is call the update or create for that custom entity (depending on which message you attached your plugin to).  This way you can fire your plugin from anywhere you can access jscript.

 In what circumstances are dialogs useful?
Dialogs are the synchronous/interactive processes in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online that collect and process information by using step-by-step scripts to direct users through a process. For example, you can create dialogs to act as a guide for your service representatives for case resolution and case escalation. Similarly, you can create dialogs for standardizing sales processes such as opportunity qualification and lead scoring.
Every time you run a dialog in Microsoft Dynamics CRM, a ProcessSession (dialog session) record is created. The dialog session stores the session log about the dialog process that was run.

What limitations does the sandbox have on plugins in the cloud?

 How do you configure SharePoint to work with CRM 2011?

When would you use a pre validation plugin and when would you use a post validation plugin? 
Pre-validation:- Stage in the pipeline for plug-ins that are to execute before the main system operation. Plug-ins registered in this stage may execute outside the database transaction.

Pre-operation:- Stage in the pipeline for plug-ins that are to execute before the main system operation. Plug-ins registered in this stage are executed within the database transaction.

Post-operation:- Stage in the pipeline for plug-ins which are to execute after the main operation. Plug-ins registered in this stage are executed within the database transaction.

Post-operation:- Stage in the pipeline for plug-ins which are to execute after the main operation. Plug-ins registered in this stage may execute outside the database transaction. This stage only supports Microsoft Dynamics CRM 4.0 based plug-ins.

Why use images with plugins?
Answer: Images are a way to pass the image of the record that is currently being worked upon prior or after the action has been performed. In general it could be said, it is the image of the record as is available in the SQL backend.

Two types of Images are supported, Pre-Image and Post Image.

In case of Pre-image, you get the image of the record as is stored in the SQL database before the CRM Platform action has been performed.
Post Image, returns the image of the record after the CRM Platform action has been performed.

How would you Auto number functionality to CRM?

 Explain how solutions work, managed and unmanaged?
Unmanaged Solutions
All solutions start out as Unmanaged.  When it is in the unmanaged state, you can add, remove, update, test any of the components of the solution.  You can delete components of your unmanaged solutions, while leaving it available for use in the rest of the system.   Some on the MS CRM dev team have likened this to your 'source' code of your system.  The great thing about an Unmanaged Solution is that during development, you can create restrictions (like 'not customizable') on the components as they evolve.
Managed Solutions
When your unmanaged solution is ready for the show, you simply export it to 'Managed'.   You could think of this as 'compiling' you code.   You set the restrictions (i.e. prevent customizations on certain components) and the end user lives by those rules.  But remember, they can still customize the components of the solution that are unrestricted.  You cannot add or remove components of a solution, even if the component is unmanaged.
Once you have packaged the Managed Solution, it can be installed into another organization.  They can also be deployed across multiple deployment types (Online, Partner Hosted, On-Premise) and all CRM Clients (web, Outlook, Mobile Express, and Offline via Outlook Client).

 How do you debug a plugin? 
  by enabling plugin profiler.

What does the CRM asynchronous service do? 
The asynchronous service executes long-running operations independent of the main Microsoft Dynamics CRM system process. This results in improved overall system performance and improved scalability.
The asynchronous service features a managed queue for the execution of asynchronous registered plug-ins, workflows, and operations such as bulk mail, bulk import, and campaign activity propagation. These operations are registered with the asynchronous service and executed later when the service processes its queue. All workflows are executed by the asynchronous service.

What is an Email-Router? 
      Microsoft Dynamics CRM E-mail Router is a software component that creates an interface between a Microsoft Dynamics CRM deployment and the organization's messaging system. The E-mail Router routes qualified email messages to the Microsoft Dynamics CRM system as email activities and fully integrates with different messaging systems, such as Microsoft Exchange Server, Microsoft Exchange Online, POP3, and SMTP. The E-mail Router includes the functionality for sending email through any desired SMTP provider and for receiving email from Microsoft Exchange Server or from a POP3 server. Additionally, the Forward Mailbox feature remains available.

For More Interview Questions:
                  Dynamics CRM Questions and Answers
                  HCL Interview Questions
                  Wipro,Infosys Interview Questions

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