Blog Archives

What is ‘Ticker Symbol’ field format in Microsoft CRM?

Ticker Symbol is a one of the formats of field type ‘Single Line of Text’ in Microsoft CRM.

 

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This is a kind of text field which stores the value as string but clicking on this field value would open the ‘MSN money page’ [Stock Market details] for the text in the field value. Read the rest of this entry

How to create and configure Calculated field in CRM 2015

“Calculated Field” is a new feature introduced in CRM 2015 which can be used to store calculated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to calculate the number of days since the Account record is last modified and to display the value on ‘Account’ form as well as on ‘Active Accounts’ view.

Steps to create the Calculated field:

  • Setting up ‘Calculated Field’ is just like any other field in an entity and can be done from Settings>Customizations>Solutions ~ Components> Entities> {Entity} > Fields >New

Read the rest of this entry

How to create and configure Rollup field in CRM 2015

“Rollup Field” is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to count the number of Opportunities in an Account which are in ‘Won’ status and add it to the Account form.

Steps to create the Rollup field: Read the rest of this entry

How to enable Business Rule to execute server side in CRM 2015?

In CRM 2015, there is a very important update which can be considered for replacing many workflows or plugins – Executing Business Rules from Server Side code.

 

When Business Rule feature was introduced in CRM 2013, it was capable of executing from client side alone and with the 2015 update, we now be able to execute business rule from server side as well- which is a great feature. Read the rest of this entry

MB2-700 Dynamics CRM 2013 Applications Certification Helper – Question#1

Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO)

A. Sales Attachments

B. Case Resolution Activity

C. Cases

D. Sales Literature

E. Knowledge Base articles

Read the rest of this entry

Microsoft CRM 2016 Interview Questions

Q. What are the new features introduced in CRM 2016

Q. Explain the differences between enhanced SLA vs Standard SLA

Q. Explain the functionality of each of the below marked services in Microsoft CRM 2016 Read the rest of this entry

MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#6

Question #6:

 

You are creating a custom entity.

Which three communication and collaboration features can be disabled after they are enabled? Each correct answer presents a complete solution.
A. Sending email

B. Access Teams

C. Document management

D. Mail merge

E. Notes

 

Answer: Once the entity is created and the features are enabled, ‘Sending Email’ feature as well as ‘Notes’ feature cannot be disabled. Features like ‘Access Teams’, ‘Document Management’, ‘Mail Merge’ can be disabled after they are enabled.

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Answer to this question would be options B,C & D

MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#5

Question #5:

You are using Microsoft Dynamics CRM Online.
You plan to create an entity named Project. The Project entity will have 15 custom fields.
Which two properties can you change after you create the entity? Each correct answer presents a complete solution.
A. Ownership

B. Number of fields

C. Define as activity entity

D. Display Name

Answer: After creating the entity, additional fields can be added to the entity. Display name of the entity can be changed any time after it is created. Ownership type of the entity and the property to define it as an activity entity cannot be modified once the entity is created. Hence, answer would be options B & D

MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#4

Question #4:

 

What type of relationship exists between the Marketing List entity and the Contact entity?

A. One-to-many (1:N)

B. Many-to-one (N:l)

C. Native many-to-many (N:N)

D. Manual many-to-many (N:N)

 

Answer: There is a Native N:N relationship between Marketing List and Contact. Due to this the intermediate entity that joins Contact with Marketing List entity is not available on the CRM UI. Answer is C.

MB2-703 CRM 2013 Customization and Configuration Guide Explained– Question#3

Question 3: You need to add a new custom entity to a Microsoft Dynamics CRM database. Which three actions can you perform to achieve this goal? Each correct answer presents a complete solution.
 
A. Execute a workflow.

B. Import a Solution.

C. Run a dialog.

D. Create a new entity in the default Solution.

E. Import data.
 
Answer: You cannot create a new entity by executing a workflow. But, you can create a new entity by importing a solution package which contains a new custom entity. Running a dialog will not create a new entity. You can create a new entity while importing a csv file in to CRM system using the data import feature in CRM. Hence the answer should be B, D and E