Dynamics CRM Interview Preparation and Questions

Note: This page is being updated so please come back here after few days.

The interview questions vary based on the Role/Position that the companies are looking for. Unless it is a Functional or Managerial role interviewers not only look for Dynamics CRM/Dynamics 365 knowledge but also assess your abilities in various  areas.

Preparation should be primarily focused on areas like

• Out of the Box Capabilities
• Plugins / Custom Workflows
• JavaScript 
• Jquery
• Customizations
• ADX Studios/CRM Portals

Most of the CRM applications used at the enterprise level are not stand alone and are Integrated with various other systems and the listed skills come handy.

• ASP.Net WEB &  API
• SQL Server/ Azure SQL
• Azure Features - Azure Logic apps , Azure Functions , Key Vault, Web Apps , Web APIs, Application Insights , Blob storages
• Power BI & SSRS for reporting

Any other additional experience is an added advantage if you have worked on below solutions.

• Field One Service
• Project Service Automation
• Voice of Customer

It is also good to have knowledge on the ready to use solutions available in "AppSource" and keep your self updated with the Latest releases and updates coming in the Dynamics CRM Space.

Finally have some certifications

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Interviewers mainly try to ask questions from your recent project experience or based on your resume.  The preparation should be focused in that direction.

Useful list of Available JavaScript Events in Dynamics CRM

Attribute event	OnChange
Form events	OnLoad
OnSave	Form data event
	OnLoad
Grid and subgrid events	OnChange
	OnLoad
	OnRecordSelect
	OnSave
IFRAME control event	OnReadyStateComplete
Knowledge base search control events	OnResultOpened
	OnSelection
	PostSearch
Lookup control event	PreSearch
Process events	OnProcessStatusChange
	OnStageChange
	OnStageSelected
Tab event	TabStateChange

Plugin concepts, One should be knowledgeable in.

• Writing a plug-in
• Understanding on the data context passed to a plug-in
• Handling exceptions in plug-ins
• Passing data between plug-ins
• Impersonation in plug-ins
• Registering and Deploying Plug-Ins
• Debuging a plug-In
• Analyzing plug-in performance
• Registering a plug-in using the plug-in registration tool

Interview Questions for D365 (Online)

1. How to make 'My Active Cases' Default Landing page of CRM for a single user and all users.

A: Users can go to Settings ->Options -> General Tab and choose the Default Pane and Default Tab. This will change settings only for the specific user.

There is no OOB way to change for all the users.

2. Can a business rule be fired on creation of record.

A: Yes , It can be done.  The criteria 'Created On' does not contain data should be added in the condition.

3. You have a Custom field on a Custom Entity Form , That field should be used for capturing SSN number in CRM. How do you approach for writing validation logic for this?

4. How to restrict number of attachments in CRM Portals

5. How to restrict file size in CRM Portals

6. Add a sequential counter to a custom entity

7. A user has a Security Role with Read Permissions on Account and Belongs to a Team with writer permissions on Account. What permissions will he have ?

Q.  Automatically fill in an emailid field when a user selected a contact lookup field on a custom entity.

Q.  Send an email on the creation of an account record.

Q.  Update a status with a plugin

Q. How do you import 1:N data in CRM

Q. ADX studios

Q. Explain the differences between enhanced SLA vs Standard SLA

Q. Email router vs Server Side Sync.

Q.  How do you debug a plugin/javascript

Q. Have you integrated CRM with other systems, what was it and did you have any problems?

Q. Plugin Stages , images  , Synchronous vs Asynchronous