Dynamics 365 CRM Portals - Supported Features in Customer Self- Serve portal, Partner Portal,Employee Self- Service Portal,Community Portal and Custom Portal

Subject: Dynamics 365 CRM Portals - Supported Features between the Portals

Most of the people getting confused when configuring the CRM Portals. which type of the portal should take.

In D365 Portals, we have 5 types of websites.

1. Customer Self- Serve portal
2. Partner Portal
3.Employee Self- Service Portal
4. Community Portal
5. Custom Portal

Here I listed the Features difference among these five websites

Features	Customer Self-Service Portal	Partner Portal	Employee Self-Service Portal	Community Portal	Custom Portal
World Ready	Yes	Yes	Yes	Yes	Yes
Multi-Language Support	Yes	Yes	Yes	Yes	Yes
Portal Administration	Yes	Yes	Yes	Yes	Yes
Customization and Extensibility	Yes	Yes	Yes	Yes	Yes
Theming	Yes	Yes	Yes	Yes	Yes
Content Management	Yes		Yes	Yes
Knowledge Management	Yes	Yes	Yes	Yes
Support/Case Management	Yes		Yes	Yes
Forums	Yes		Yes	Yes
Faceted Search	Yes		Yes
Profile Management	Yes		Yes
Subscribe to Forum Thread	Yes		Yes
Comments	Yes		Yes	Yes
Azure AD Authentication			Yes
Ideas				Yes
Blogs				Yes
Project Service Automation Integration		Yes
Field Service Integration		Yes
Partner On boarding		Yes
Portal Base	Yes	Yes	Yes	Yes	Yes
Portal Workflows	Yes	Yes	Yes	Yes	Yes
Web Notifications	Yes	Yes	Yes	Yes	Yes
Microsoft Identity	Yes	Yes	Yes	Yes	Yes
Identity Workflows	Yes	Yes	Yes	Yes	Yes
Web Forms	Yes	Yes	Yes	Yes	Yes
Feedback	Yes	Yes	Yes	Yes	Yes

Dynamics 365 CRM Interviews Preparation - Top most topics and best content websites pages

Subject:  Dynamics 365 CRM Interviews Preparation -  Top Topics and best content websites pages

Hello Everyone,

The following websites are the Best content and quick learn / refresh of our CRM Skills and with in short period its help you to crack the interviews.

S.No	Topic	URL
1	Field Security	http://crmbook.powerobjects.com/system-administration/business-administration/field-security-profiles/
2	Relationship Behaviour	http://www.inogic.com/blog/2009/12/crm-relationship-behavior/
3	Javascript	https://msdn.microsoft.com/en-us/library/jj602964.aspx
4	Javascript	http://himbap.com/blog/?p=2634
5	Business  Rules	https://www.inogic.com/blog/2016/12/business-rules-dynamics-365/
6	Access Teams	https://crmbusiness.wordpress.com/2015/10/28/crm-2015-the-benefits-of-access-teams/ http://www.sherweb.com/blog/dynamics-365-access-owner-teams/
7	Security(Business Units)	http://www.powerobjects.com/2014/02/14/microsoft-dynamics-crm-2013-business-units-and-data-silos/
8	Queue	https://redcrm.wordpress.com/2015/05/14/using-queues-in-microsoft-dynamics-crm/ https://dynamicscrm.intersys.pl/en/2017/05/15/queuing-cases/ http://www.crmsoftwareblog.com/2016/02/create-routing-sets-routing-rules-microsoft-dynamics-crm/
9	Sitemap	https://community.dynamics.com/enterprise/b/zohaibsdynamicsunplug/archive/2017/03/15/dynamics-365-sitemap-designer
10	RibbonWorkbench	https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench
11	Dashboards	http://crmbook.powerobjects.com/basics/analytics/dashboards/
12	Reports	http://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/ http://crmbook.powerobjects.com/system-administration/advanced-reporting-options/ http://www.powerobjects.com/2012/08/17/crm-2011-reporting-options-on-line-and-on-premise/ http://www.powerobjects.com/2010/10/14/reports-with-fetch-xml-cool/
13	Plugins	http://crmbook.powerobjects.com/extending-crm/plug-in-development-and-workflow-extensions/plug-ins/developing-a-plug-in/ https://msdn.microsoft.com/en-us/library/gg594416.aspx
14	QueryExpression	https://msdn.microsoft.com/en-us/library/gg328149.aspx
15	FetchXML	https://msdn.microsoft.com/en-us/library/gg309565.aspx
16	LINQ	https://msdn.microsoft.com/en-us/library/gg509017.aspx
17	LINQ Limitations	https://msdn.microsoft.com/en-us/library/gg328328.aspx
18	Differeces(LINQ,QueryExpr,FetchXML and Odata)	https://blogs.msdn.microsoft.com/crminthefield/2013/01/14/dynamics-crm-2011-sdk-query-limitations-by-api/
19	FetchXML Report limitations	https://blogs.msdn.microsoft.com/crminthefield/2012/11/27/custom-reporting-in-microsoft-dynamics-crm-fetch-vs-filtered-views/
20	Workflows	http://crmbook.powerobjects.com/system-administration/processes/workflows/
21	Schedule Report	http://www.powerobjects.com/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
22	Workflow InputParameter and OutputParameter	https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/
23	Actions calling from Javascript	https://community.dynamics.com/crm/b/mylifemicrosoftdynamiccrm/archive/2017/04/17/microsoft-dynamics-crm-actions
24	Actions calling from c# code	http://www.powerobjects.com/2014/07/23/4-important-concepts-helpful-understand-actions-dynamics-crm/
25	Actions calling in Workflow and Dialog	https://technet.microsoft.com/en-us/library/dn949331.aspx
26	Athentication	http://crmbook.powerobjects.com/extending-crm/portal-options-and-considerations/types-of-authentication/
27	SingleSignon	https://technet.microsoft.com/en-us/library/gg188612.aspx https://community.dynamics.com/crm/f/117/t/185268
28	FilteredViews	https://community.dynamics.com/crm/b/crmbusiness/archive/2015/03/13/crm-2015-why-filtered-views-are-useful
29	Solutions	http://www.dynamicsconsulting.de/5-tips-in-using-managed-and-unmanaged-solutions-in-dynamics-crm-2011/ https://community.dynamics.com/crm/b/razdynamicscrmconsultant/archive/2016/03/04/managed-vs-unmanaged-solutions
30	Audit	https://msdn.microsoft.com/en-us/library/gg309664.aspx
31	Organization Insights	https://technet.microsoft.com/library/mt703628.aspx https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.04931187-431c-415d-8777-f7f482ba8095?tab=Overview
32	Cognitive Services	https://community.dynamics.com/crm/b/crmcat/archive/2017/04/17/how-to-set-up-standard-cognitive-services-api-integration-in-dynamics-365-with-some-custom-bits-too https://www.youtube.com/watch?v=f4XBxNuEifQ
33	Interactive Service Hub	http://www.inogic.com/blog/2016/01/interactive-service-hub-dashboards-in-dynamics-crm/
34	CRM Portals	https://blogs.technet.microsoft.com/lystavlen/2017/01/18/using-portal-capabilities-in-dynamics-365-crm/
35	Field Service	https://www.microsoft.com/en-us/download/confirmation.aspx?id=55320 https://www.microsoft.com/en-us/dynamics/crm-customer-center/field-service-mobile-app-user-s-guide.aspx
36	CTI	https://msdn.microsoft.com/en-in/library/dn864933.aspx https://msdn.microsoft.com/en-in/library/dn864977.aspx
37	USD	https://www.youtube.com/watch?v=yDkKUM32r3k https://www.youtube.com/watch?v=lo8sbhc-2D8 https://www.youtube.com/watch?v=EZFLYctcQ_c https://www.youtube.com/watch?v=Hu-zMtDfYv0
38	Mobile Offline	https://www.microsoft.com/en-US/Dynamics/crm-customer-center/enable-mobile-offline-synchronization.aspx https://www.youtube.com/watch?v=V-eIlZ04zQE
39	Outlook Offline	https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-offline-with-dynamics-365-for-outlook.aspx https://neilparkhurst.com/2017/04/01/dynamics-365-off-line-options/
40	Upgrade CRM	https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2017/02/03/tips-for-dynamics-crm-2016-to-dynamics-365-on-premise-upgrades
41	Upgrade CRM(Online to Online)	https://community.dynamics.com/crm/b/sandeepmishracrmblog/archive/2017/02/14/steps-to-upgrade-dynamics-online-crm-to-dynamics-365
42	Upgrade CRM(Onprem to Online/Onprem)	http://www.sherweb.com/blog/before-upgrading-dynamics-crm-to-dynamics-365/
43	Differences-WebService,WCF,WCF Rest and WebAPI	http://www.dotnettricks.com/learn/webapi/difference-between-wcf-and-web-api-and-wcf-rest-and-web-service
44	Flow	https://community.dynamics.com/crm/b/scaleablesolutionsblog/archive/2017/01/20/microsoft-flow-and-dynamics-365
45	Cortana Integration	https://community.dynamics.com/crm/b/mohamedmostafacrmblog/archive/2017/05/22/microsoft-dynamics-365-and-cortana-integration-the-way-forward-from-the- dynamics-365-roadmap http://www.crmsoftwareblog.com/2016/06/hey-cortana-integrate-crm/
46	Sharepoint	http://www.powerobjects.com/2016/06/09/get-a-better-understanding-of-the-sharepoint-online-integration-with-dynamics-crm-online/
47	Server Side Syncronization	1.http://www.crmsoftwareblog.com/2016/08/synchronizing-email-system-microsoft-dynamics-crm-comparison-3-approaches/ https://technet.microsoft.com/en-us/library/jj863707.aspx https://technet.microsoft.com/library/mt622056.aspx http://beringer.net/beringerblog/tracking-email-in-microsoft-dynamics-crm-oh-email-go https://blogs.msdn.microsoft.com/crm/2015/08/31/test-and-enable-mailboxes-in-microsoft-dynamics-crm-2015/ https://community.dynamics.com/enterprise/b/dynamics365apps/archive/2017/01/08/how-to-configure-dynamics-365-to-receive-emails-from-gmail-using-pop3 http://www.crmsoftwareblog.com/2016/05/microsoft-dynamics-crm-pending-emails-part-1-user-account-issues/
48	Social Engagement	https://technet.microsoft.com/library/dn659847.aspx
49	Yammer	https://technet.microsoft.com/en-us/library/dn850385.aspx
50	DataMigration	http://crmbook.powerobjects.com/system-administration/data-migration-and-integration/select-a-tool-to-use/#import_wizard http://www.powerobjects.com/2013/05/08/11-dynamics-crm-data-migration-tips/
51	Dynamics 365 new features	http://www.powerobjects.com/2017/07/11/top-10-new-features-dynamics-365-july-2017-update/ http://www.crmsoftwareblog.com/2017/01/top-10-fabulous-features-microsoft-dynamics-365-deep-dive-series-part-2/
52	Forms and Views	http://crmbook.powerobjects.com/basics/searching-and-navigation/working-with-records/
53	QueryByAttribute and QueryExpression in Dynamics CRM	https://crmtipsbyprm.wordpress.com/2014/09/07/83/
54	Dialog	http://www.powerobjects.com/2013/03/19/creating-contact-basic-crm-2011-dialog/
55	Tracing Service	http://www.powerobjects.com/2016/07/05/debugging-your-plug-ins-with-the-plug-in-trace-log/
56	Duplicate Detection	http://crmbook.powerobjects.com/basics/data-management-in-microsoft-dynamics-crm/keeping-data-clean-in-microsoft-dynamics-crm/
57	Mappings	http://crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records/
58	Themes	http://www.powerobjects.com/2015/12/14/are-we-sensing-a-theme-here-personalize-dynamics-crm-2015-with-themes/
59	Upsert and Key	https://msdn.microsoft.com/en-in/library/dn932135.aspx
60	Online and On- prem	https://us.hitachi-solutions.com/blog/microsoft-dynamics-crm-decision-matrix http://www.crmsoftwareblog.com/2015/01/expose-differences-microsoft-dynamics-crm-online-premise/ http://www.crmconsultants.co.uk/10-key-differences-microsoft-dynamics-crm-online-architecture-vs-crm-premise/
61	Server Sizing	https://technet.microsoft.com/en-us/library/hh699671.aspx
62	WebAPI advantages	http://msxrmtools.com/notes/details/341/difference-between-web-api-organization-service-and-organization-data-service-in-microsoft-dynamics
63	Scheduling a Web Job (console application) using Azure Scheduler	https://community.dynamics.com/crm/b/nishantranaweblog/archive/2017/03/21/dynamics-crm-web-job-and-azure-scheduler
64	Relationship-insights	https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-relationship-insights-overview.aspx http://www.powerobjects.com/2017/01/16/crm-for-dynamics-365-relationship-insights/
65	Early Binding and Late Binding	https://community.dynamics.com/crm/b/mylifemicrosoftdynamiccrm/archive/2015/10/10/microsoft-dynamics-crm-early-vs-late-binding-advantage-and-disadvantage
66	How to Run Custom Code Validation Tool	https://community.dynamics.com/crm/b/crmpowerobjects/archive/2015/05/27/how-to-run-custom-code-validation-tool-in-dynamics-crm

Interview Questions on Dynamics 365 CRM Webservices and WebAPI

CRMOnce: Dynamics 365 CRM Training Course Content - Hyderabad,Chennai,Banglore,Pune 

Subject: Interview Questions on D365 CRM Webservices and WebAPI 

Hello EveryOne,

Recently my friends and colleagues are started giving the interviews on MSCRM.  I got an idea to consolidated all of them and posting answers to them.

Questions :

1. What are services difference between the CRM Versions ?

2. What is major changes happened in D365 CRM compared to previous versions ?

3. what is advantages with Web API.

Answer:

WebAPI-

1.Web API will gradually replace Organization service and Organization Data service to become single web service for Microsoft Dynamics CRM.
2.Wep API Request and Response have JSON format, so its very easy to work with Wep API from JavaScript.
3.Maximum 5000 records can be return for each request.
4.It implements  OData (Open Data Protocol) version 4.0


Organization Data Service-

Organization Data service is available since Microsoft Dynamics CRM 2011 and is mainly used for client side development (code running in browser)  using JavaScript.

1.It is preferred service for client-side development.
2.Organization Data service is also known as "OData" or "REST" endpoint.
3.It implements OData v2 standard.
4.It is deprecated with Microsoft Dynamics CRM 2016, Web API should be used to support Microsoft Dynamics CRM 2016 and future versions.
5.It can return maximum 50 records in a single retrieve operation.

Before CRM2016	CRM 2016 onwards(WebAPI)
Organization service and Organization Data service	Web API(Eventually the Web API will replace the Organization service and Organization Data service)
Organization Service which was optimized for use with .NET	Wep API supports wide variety of programming languages (including .Net, C++, Java, JavaScript, Python)
IDiscoveryService web service	You can use the Web API Discovery service -This service enables your applications to determine, at run-time, the organizations that the signed-in user belongs to.
REST endpoints	Web API replaces SOAP and REST endpoints
1.Need to use ODATA was strictly restricted to CRUD operations. And Associatte and Disassociate works here-This will not support assign and send mail and Execute Requests Note:Need to use SOAP for other operations like send email,Execute,Assign request	WebAPI supports The earlier version of ODATA was strictly restricted to CRUD operations and  perform operations that earlier required us to use SOAP requests
	1.if we consume the Web API using JavaScript within an HTML web resource, form scripts, or ribbon commands you don’t need to include any code for authentication. 2.for external applications connecting to on-premises deployments or IFD/CRM Online you must specify the user’s network credentials or use the OAuth respectively
Organization Service https://pepsicodemo.api.crm8.dynamics.com/XRMServices/2011/Organization.svc DiscoveryService https://disco.crm8.dynamics.com/XRMServices/2011/Discovery.svc	Instance Web API https://pepsicodemo.api.crm8.dynamics.com/api/data/v8.2/ Discovery Web API https://disco.crm8.dynamics.com/api/discovery/v8.2/
Technology: Web Services and WCF	Technology : MVC Web API