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Microsoft Dynamics CRM (Archived)

can you please any one can answer my below CRM questions

Posted on by 70

Can we add same fields in multiple tabs in a form ?

Max records limit to retrieve using fetch XML from data base ?

Relation ships between security roles and users ? can i add 2 or 3 security roles to same user ?

 

In which step we will use Pre-image and post-Image in plugins ?

Is system administrator can see personal views of users ?

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  • Verified answer
    Mohammad Yusuf Profile Picture
    Mohammad Yusuf 65 on at
    RE: can you please any one can answer my below CRM questions

    Hi Sreen,

    It seems below questions are for interview. I will suggest you to go through CRM Sdks/Books/Blogs and so some hands on CRM to know more about it.

    Q : Can we add same fields in multiple tabs in a form ?

    A : Yes , you can. But once you update value on one tab it will be reflected to all tabs containing same fields.

    Q : Max records limit to retrieve using fetch XML from data base ?

    A : Its 5000 records by default.

    Q : Relation ships between security roles and users ? can i add 2 or 3 security roles to same user ?

    A : N :N => One user can have multiple security role. One role can be assigned to multiple users. Yes you can add multiple roles to same user.

    Q: In which step we will use Pre-image and post-Image in plugins ?

    A : Pre-image is used in plugins to retrieve the values before the record was updated.

      Post-image is used in plugins to retrieve the values after the record was updated.

    Q: Is system administrator can see personal views of users ?

      No, because they are personally belong to the user who created them.

    Thanks.

  • Verified answer
    Dharanidharan Profile Picture
    Dharanidharan 390 User Group Leader on at
    RE: can you please any one can answer my below CRM questions

    Can we add same fields in multiple tabs in a form?

    Yes, you can add it. Below is the screenshot for your reference.

    Navigate to Form customization -> uncheck the 'Only show unused fields option .

    pastedimage1562234579860v1.png

    pastedimage1562234591173v2.png

    Max records limit to retrieve using fetch XML from data base?

    5.000 is the maximum limit but still you can fetch more records using paging.

    Please refer the below link for reference.

    https://community.dynamics.com/crm/b/nishantranaweblog/posts/sample-code-to-retrieve-more-than-5000-records-using-fetchxml-in-crm

    Relationships between security roles and users? can I add 2 or 3 security roles to same user?

     Yeah you can assign more than one security role to the user.

    Please refer the below link for your reference:

    https://www.quantacrm.com/2016/09/20/multiple-security-roles-dynamics-crm/

    In which step we will use Pre-image and post-Image in plugins?

    Please refer the below link. It will give you the clear understanding of Pre and Post image usage in Plugins

    https://community.dynamics.com/crm/b/thinkdynamicdodynamic/posts/pre-image-and-post-image-in-dynamics-crm

    Is system administrator can see personal views of users?

    No even system administrator won’t be able to see the personal views of D365 users.

  • Verified answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: can you please any one can answer my below CRM questions

    Hi(res) screen,

    Can we add same fields in multiple tabs in a form ?

    Yes, just disable the option 'Only show unuserd fields'

    AllFields.png

    Max records limit to retrieve using fetch XML from data base?

    Max is 5.000 but you can get more by using paging

    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg309717(v=crm.8)

    Relation ships between security roles and users ? can i add 2 or 3 security roles to same user ?

    Yes, just add more than 1 securtiy role

    In which step we will use Pre-image and post-Image in plugins ?

    See the following blog post: [View:https://dynamics365blocks.wordpress.com/2018/09/04/understanding-pre-image-and-post-image-in-dynamics-crm-plugins/:750:50]

    Is system administrator can see personal views of users ?

    No, but sys admin can use XrmToolBox plugin to master personal views of users

    https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.PersonalViewsMigration/

    or others: search for personal view on https://www.xrmtoolbox.com/plugins/

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: can you please any one can answer my below CRM questions

    Hello,

    Below are answers. Hope they help:

    Can we add same fields in multiple tabs in a form ?

    CAK:

    Yes you can, uncheck the check box on the right pane of the entity form to display all the fields. This way, you can add your needed fields into another sections/tabs

    Max records limit to retrieve using fetch XML from data base ?

    CAK:

    5000. Check this link for details (www.kingswaysoft.com/.../Limitations-with-CRM-FetchXML)

    Relation ships between security roles and users ? can i add 2 or 3 security roles to same user ?

    CAK:

    It is N:N relationship (systemuser_roles)

    You can add more than 1 security role to a user and the permissions will be merged

    docs.microsoft.com/.../security-roles-privileges

    In which step we will use Pre-image and post-Image in plugins ?

    CAK:  

    Check these links for better understanding

    community.dynamics.com/.../pre-image-and-post-image-in-dynamics-crm

    dynamics365blocks.wordpress.com/.../

    Is system administrator can see personal views of users ?

    CAK: No

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