HCLTech Lead Consultant Interview Questions, Process, and Tips

The sales process in Dynamics 365 CRM involves lead generation, qualification, opportunity management, and closing deals.

• Leads are generated through various channels such as email campaigns, social media, and website forms.

• Leads are then qualified based on their interest and fit for the product or service.

• Opportunities are created for qualified leads and managed through the sales pipeline.

• Sales reps can track progress,...read more

Dynamics 365 CRM has four entity types: System, Business, Custom, and Customizable.

• System entities are provided by Microsoft and cannot be modified

• Business entities are customizable and can be used to store data specific to an organization

• Custom entities are created by users to store data specific to their needs

• Customizable entities are provided by Microsoft but can be modified by users

• Examples of entities include Acco

Security roles in Dynamics 365 CRM control access to records and actions within the system.

• Security roles are used to grant or restrict access to specific entities, fields, and actions in Dynamics 365 CRM.

• There are several built-in security roles such as System Administrator, Salesperson, and Customer Service Representative.

• Custom security roles can also be created to meet specific business needs.

• Security roles can be ...read more

There are various types of solutions, including technical solutions, business solutions, and creative solutions.

• Technical solutions involve using technology to solve problems or improve processes.

• Business solutions focus on addressing challenges within an organization, such as improving efficiency or increasing revenue.

• Creative solutions involve thinking outside the box and coming up with innovative ideas to solve prob...read more