RSM India CRM Consultant Interview Questions and Answers

The CRM modules used in Dynamics include Sales, Marketing, Customer Service, Field Service, Project Service Automation, and Customer Insights.

• Sales module helps in managing leads, opportunities, and accounts.

• Marketing module assists in creating and tracking marketing campaigns.

• Customer Service module enables efficient handling of customer inquiries and cases.

• Field Service module is used for managing field operations an...read more

Sales and service life cycle module is a CRM feature that manages the entire customer journey from lead generation to post-sales support.

• Tracks leads and opportunities through the sales pipeline

• Automates sales processes such as quoting, invoicing, and order management

• Manages customer interactions and service requests

• Provides analytics and reporting on sales and service performance

A plugin is a custom code that extends the functionality of a software application. Registering a plugin involves specifying the event and entity it will trigger on.

• A plugin is a custom code that can be registered in a CRM system to automate tasks or extend functionality.

• Plugins are triggered by specific events, such as creating, updating, or deleting records in the CRM system.

• To register a plugin, you need to specify ...read more

Yes, I have created custom buttons using Ribbon Workbench in CRM.

• Yes, I have experience creating custom buttons using Ribbon Workbench in CRM

• I have customized the ribbon interface in CRM to add new buttons for specific actions

• I have used Ribbon Workbench to modify the CRM user interface to better suit the needs of the organization

There are multiple solutions used in Dynamics, including Dynamics 365, Dynamics CRM, and Dynamics AX.

• Dynamics 365 is a cloud-based solution that combines CRM and ERP capabilities.

• Dynamics CRM is a customer relationship management solution.

• Dynamics AX is an enterprise resource planning solution.

Entities in CRM refer to the objects or categories that store data, such as customers, leads, opportunities, and activities.

• Entities are used to organize and store different types of data in a CRM system.

• Examples of entities in CRM include accounts, contacts, products, and cases.

• Entities can have relationships with each other, such as a contact being associated with an account.

Custom pages can be created by using a combination of HTML, CSS, and JavaScript.

• Start by designing the layout of the page using HTML.

• Style the page using CSS to make it visually appealing.

• Add interactivity and functionality using JavaScript.

• Consider using a content management system (CMS) for easier management of custom pages.