KPMG Interview Q&A
[Link] is entitlements?
[Link] are the entitlement statuses in crm?
Status
Status Description
Reason
Entitlement is being prepared. Not
Draft Draft
in use.
Active Active Valid entitlement, applied to cases.
Inactiv Entitlement has ended or terms are
Expired
e used.
Inactiv Manually terminated, not valid
Canceled
e anymore.
Note: "Inactive" is the internal status for both Expired and Canceled reasons.
🔄 Status Transitions:
Draft → Active: When you're ready to start using the entitlement.
Active → Canceled: Manually cancel.
Active → Expired: Automatically or manually after the end date or all
terms are used.
[Link] is the procedure to renew the entitlement?
Procedure to Renew an Entitlement in Dynamics 365 CRM
✅ Option 1: Extend the Existing Entitlement
If you're extending time or adding allocation:
1. Navigate to the Entitlement Record:
o Go to Customer Service → Service Management → Entitlements.
2. Open the Entitlement You Want to Renew.
3. Update the Following Fields:
o End Date: Set to a new future date.
o Total Terms (if term-based): Increase the total count (e.g.,
number of hours or cases).
o Remaining Terms: Adjust if additional terms are being granted.
4. Save and Activate the record if it was deactivated.
✅ Option 2: Create a New Entitlement (Recommended for Clean Renewal)
1. Go to Entitlements under Customer Service.
2. Click + New to create a new entitlement.
3. Fill in the fields:
o Customer: Select the account or contact.
o Start Date / End Date: Set the new period.
o Allocation Type: Case or Time-based.
o Total Terms: Define how many cases/hours are allowed.
o Associated Products (optional): If it’s product-specific support.
o Related SLA: Link if needed.
4. Save and Activate the new entitlement.
5. (Optional) Deactivate old entitlement if it has expired.
📌 Best Practices:
Prefer creating a new entitlement for each support term to maintain
historical records.
Use workflows or Power Automate to notify customers of upcoming
expirations.
Ensure correct SLA and product associations for entitlement to apply
automatically.
[Link] to create reports?
[Link] life cycle?
[Link] for pre validation plugin?
[Link] rollback is not possible in prevalidation?
[Link] rollback is possible whether Asyn or Sync mode?
[Link] to create field security in CRM?
[Link] is previleges and access levels in crm security?
[Link] between owner and access teams?
[Link] creation of account we need to move that data to another
custom entity. How is it possible?
[Link] is CI/CD pipeline?
[Link] of solution and which is preferable and differences?
[Link] you want to delete a field from managed solution. How to do
that?
16. how to send a email in [Link] you use V2 [Link] you send
the email to [Link] it will show like from where it will come?
[Link] between update and upgrade in solution export?
[Link] optionset field is there in [Link] change of the option need
to show the grid in the [Link] can I achieve this?
18. If the scope of BR is [Link] js and BR is there on change of
the same [Link] one will execute first?
[Link] create the view in the account [Link] can you tell that
view will reflect in the crm or not?
[Link] have a 3 forms in case entity. How you can tell those three
forms will come in CRM?
[Link] to create dashboard in crm?
22. how to add or get sql query to ssrs report?
Second Round:
1. What is difference between online and onpremises?
2. Tell me the scenario where you will get infinite loops in plugin?
3. How many types of databases you can connect from Sql server.
4. Your organization having one lac employees and they have to
submit the timesheet daily in [Link] you can achieve it?
[Link] yourself and strengths?