General Interview Questions – Microsoft Dynamics CRM (Services, Field/Form security, Auditing, etc) (2024)

  1. What are the different WCF services available in CRM 2011/2013/2015?
  2. CRM provides 3 WCF services as below

  • Discovery service
  • Organization service
  • Organizaton OData service
  • What is the main difference between CRM 4.0 and CRM2011 services?
  • We had separate services for “CRM Service” and “Metadata” in CRM 4.0. In CRM 2011 we have both in same service “Organization.svc”

  • Where we can find the WCF services addresses in Dynamics CRM
  • Navigate to Settings –> Customizations –> Click on Developer Resources –> Here user can see the 3 WCF services URLs.

  • Any idea on current version of CRM?
  • CRM 2015 is out now and soon MS will release CRM 2015 Update1

    1. What is Discovery service and purpose of it?
    2. http://www.magnetismsolutions.co.nz/blog/roshanmehta/2012/07/04/the_microsoft_dynamics_crm_2011_discovery_service

    3. What are the REST calls in CRM?
    4. What is early binding and late binding. How is it used in CRM?
    5. http://www.magnetismsolutions.com/blog.aspx/roshan-mehtas-blog/2012/05/04/dynamics_crm_2011_early_vs._late_binding_overview

      https://woodsworkblog.wordpress.com/2013/02/25/crm-2011-early-binding-vs-late-binding-performance/

    6. What is PrinciplalObjectAccess table why is it used?
    7. http://blogs.msdn.com/b/crminthefield/archive/2011/06/09/principalobjectaccess-performance-recommendations.aspx

    8. What is the use of stringmap table?
    1. What are the different types of Authentication methods supported in Dynamics CRM
    2. What are different types of Modules we have in CRM?
    3. CRM provides mainly below modules:

    • Sales
    • Marketing
    • Servive
    • Apart from these we can Extend the CRM system based on our requirements with customizations, Plug-ins, workflows and integrations
  • Can you explain the Marketing Life cycle in CRM?
  • Click here to see Video on Marketing module

  • Can you brief on Sales module of CRM?
  • Click here to see Video on Sales module

  • How the service module works in CRM?
  • Click here to see Video on Service module

  • Explain details about “Event Execution Pipeline”
  • What is field level security?
  • What is form level security?
  • Can we control the field level security based on security role?
  • Can we control the entities in site map with security roles?
  • Will auditing slow down my system? No, it will not slow down CRM system because all auditing data is stored in a single audit table. This design keeps the audit logs completely separated from other CRM data.
  • Does audit data count against my CRM storage quota?
  • Yes audit data occupies the CRM storage. Hence, as a best practice we need to clean up the audit data on a regular basis as part of yearly maintenance.

    “Settings / Auditing / Audit Log Management “ will show the space that occupied by audit data in CRM DB.

  • Can I audit just changes done by a couple users?
  • Auditing is turned on or off based on the entity or attribute. If auditing is only desired for a couple users custom code is needed.

  • Can I schedule auditing to be turned off during data import?
  • Yes. Auditing can be scheduled to be turned off during a data import but this requires custom code.

  • What type of operations and data can be audited in CRM?
  • Below data and oprations can be audited in CRM:

    • Create, update, and delete operations on records.
    • Changes to the shared privileges of a record.
    • N:N association or disassociation of records.
    • Changes to security roles.
    • Audit changes at the entity, attribute, and organization level. For example, enabling audit on an entity.
    • Deletion of audit logs.
    • When (date/time) a user accesses Microsoft Dynamics CRM data, for how long, and from what client.

    General Interview Questions – Microsoft Dynamics CRM (Services, Field/Form security, Auditing, etc) (1)

    Published by P.R.M

    Im Dynamics 365 certified Solution Architect/Technical Lead with 15+ years of experience. I have good commanding on CRM 2011 to Dynamics 365 versions. Handled many small and large scale government related projects with many integrations. Having good commanding on all development areas like Customizations, JS, Plug-ins, Workflows, Dialogues, Reports and integrations. I have migrated many instances from CRM On-premise to Online and Sales force to CRM online using scribe migration tool and custom tool developed by me. I have done integrations like Share point, Email router, server side sync and ASP.NET custom applications. I have Good understanding on Dynamics 365 Power Pages, Power Automation and Power BI. I also have good commanding on Click Dimension with Dynamics 365 for Email Marketing, Surveys.View all posts by P.R.M

    General Interview Questions – Microsoft Dynamics CRM (Services, Field/Form security, Auditing, etc) (2024)
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