CRM Technical Experience Evaluation Questionnaire

Full Name: Rahat Farooq Gaba

Date: 27-nov-2023

1. Name three Dynamics 365/Customer Engagement /Power Apps projects you took part in the
last three years?
Name of the CRM Base Module Level of complexity Give in bullets the customizations you
project (Sales, in customizations (5 performed (e.g.: Entity Creation, Field
Marketing, etc.) being very complex) creation, Roles’ privilege, Reports,
Views, Dashboards, etc.)
CRM for Datex Sales & 3 Resolve their sales hub app issues.
Company Marketing Implement marketing module
Real State CRM Sales & Service 4 Map real-state sales process
with Create a custom registration process.
integration to Exceptional price approval on the
Oracle Fusion opportunity
Payment schedules on the quote
Workflows for contract creation

Fluxergy Sales 2 Map CRM Sales process as per their

requirement.
Create BPF’s
Create power automate flows.
Integration with BC

2. What is your experience with CRM REST Builder?

We can download the CRM Rest builder solution and import it into CRM, to get the data for
designing the queries which can then be used in the web resources to get and set the data.
3. Which tools inside XRM Toolbox can you remember right now? Please write also the purpose
of using them in very few words.
 Ribbon Workbench - The Ribbon Workbench tool helps to edit the Dynamics CRM ribbon or

command bar from inside the XrmToolbox.

 Plugin registration tool - The Plugin Registration tool is one of the significant tools that you
can use for registering plugins and custom workflows.
 Privilege discovery tool - retrieval of roles and privileges
 Fetch XML Builder - This tool is mainly useful for Constructing FetchXML

 Recycle bin - able to select the deleted record and restore it.
 Bulk delete tool - The Bulk Delete tool can delete records from CRM based on system views,
personal views, or custom FetchXML Queries.
Document Date: 30th December 2022 v2.0
 4. In any of your projects, how are the customizations done in CRM maintained in TFS, VSS,
DevOps or any other Version Controlling tools?
We maintained the customizations on GitHub, by creating the repository and push the code
before every deployment.

5. Explain how your changes would be delivered from Development to Production in any one of
your CRM projects.
Solution export/import

6. Have you integrated CRM with any external System? Please give some explanation of this
integration.
Integration of CRM with oracle fusion
Integration of CRM with BC
Power automates flows on f&o

7. Azure Components – which components are you aware of – Explain any 3 that you know.

Document Date: 30th December 2022 v2.0