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Customer Relationship is the best part of every business because the primary intention of every business is to satisfy their customers and nowadays the trend is like maintaining a good relationship with a customer is equals to generating market, but the question arises how you will keep the best relationship with the customers? which I am going to explain in detail in this article

In recent days there is a lot of conversation about the CRM software in every business platform, but most of the talk is sprinkling around the two major players of the field that is  Microsoft dynamic 365 and Salesforce. 

Questions to ask yourself before you are going for a CRM Software:

What is CRM:

CRM-“Customer Relationship Management” refers to all methodologies, strategies, techniques, and advancements utilized by enterprises for creating, holding and getting clients. This software guarantees that every step in the process customer cycle will be managed smoothly and productively to build the overall profits.

Why do we need CRM:

This CRM software allows us to gather customer-related data from various channels. Hence CRM software stores detailed information on consumers purchasing behaviour, purchasing history and personal data of the consumer. 

CRM software will give an overview of your customer, and it allows you to register your contacts and leads 

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Differences between Microsoft dynamics 365 vs Salesforce

1)Company Background:

 a)Microsoft Dynamics 365:

Microsoft was founded in the year-1975 by Paul Allen and Bill Gates, and it is the best-known company for its Windows operating system and ms-office suite software.

Microsoft has also developed consumer hardware products such as the Xbox and Zune. in the year 2012 LinkedIn is taken over by Microsoft

on June 1 of 2012, Microsoft officially launches its CRM Software called “Microsoft Dynamics 365.”

b) Salesforce:

Salesforce established in the year 1999  by Marc Benioff; former Oracle executive opened up to the world June 2004.Salesforce.com is the first to explore in developing (saas) software as a service. The organization has expressed that it has more than 150,000 CRM clients.

2) Overview of the product:

a) Microsoft Dynamics 365:

Microsoft comes with two types of products, i.e. Microsoft Dynamics CRM (on private cloud or premises) and Microsoft Dynamics 365 (cloud).

i) New features & updates: 

Microsoft announced last year that Dynamics 365 users would get the updates twice a year (in October and April).similar to the one that Windows 10  is following. And recently Microsoft released a new feature on April-2019 which is added some new features in its ERP, CRM, power platform and mixed reality

ii) Edition and pricing:

EditionCost /Per User/Per Month 
Dynamics 365 for Team Member $10
Dynamics 365 for Sales Professional $65
Dynamics 365 for Sales Enterprise $95
Customer Engagement Plan $115
Microsoft Relationship Sales$135
Dynamics 365 Plan$210

b) Salesforce:

Salesforce offers its product as a subscription, hosted model and does not provide the product on-premises version. Recently Salesforce has developed a collaboration product which is called  Chatter. This chatter is available in all the salesforce editions with no extra cost.

i) New Releases:

Salesforce will develop the new features in their product throughout the year in three times, and the names of that updates depended on the season and the year of release. An example is “monsoon 19”. The brilliant part of this update is that it is very is to customize with the existing product, and the salesforce customers do not want to pay any extra charges for the updates made by Salesforce.

ii) Edition and pricing:

Salesforce’s CRM Cloud is available in 4 different editions

And the minimum contract period is 12 months. the cost will be lesser if we take the long term plans such as 24 or 36 months

Sales Cloud Edition   Per User /Month
Lightning Unlimited$300
Lightning Enterprise$150
Lightning Professional$75
Lightning Essentials (up to 5 users)$25

3) Data Centers:

a) Microsoft Dynamics 365: 

 Microsoft has trusted data centers for dynamics 365 and other related products

RegionData Centers
Asia PacificSouth East (Singapore)/East (Hongkong)
AustraliaSouth East (victoria) /East (New South Wales)
CanadaEast (Quebec City)/Central (Toronto)
EuropeNorth (Ireland)/West (Netherlands)
North AmericaChicago/San Antonio/Blur Ridge
South AmericaBrazil (Sao Paulo State)1
United KingdomSouth(London)/West(Durham)

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b) Salesforce:

Salesforce does not have its own data centers, but they publish its data center security information on its trust.salesforce.com site.

Recently Salesforce has stated that they continue to work with a variety of technology vendors and partners across its own data centers, as well as new public cloud-based data centers to deliver the best service to its customers. Salesforce doesn’t have a publicly accessible (SLA)Service Level Agreement.

4) Mobile Device Support:

a) Microsoft Dynamics 365:

Microsoft offers both Android and iOS apps; the mobile app will display specific fields, forms, entities including custom entities.

b) Salesforce:

Salesforce mobile app is also available in Android and iOS. Using these salesforce apps can be customized and built according to mobile devices.

Here is the summary of all the features in each application:

Marketing SalesforceDynamics 365
Email-marketing managementYesYes
Workflow automationYesYes
Email auto-responderYesYes
Customization and automation capabilitiesYesYes
Analytics and dashboardsYesYes
Search-based marketingYesNo
Marketing-campaign planning, automation and managementYesYes
Lead and list managementYesYes

SalesSalesforceDynamics 365
Territory managementYesYes
Sales-literature creationYesYes
Approvals and workflowYesYes
Lead and opportunity managementYesYes
Analytics and forecastingYesYes
Product catalogueYesYes
Mobile CRM solutionsYesYes
Complex price-quote-generation toolYesYes
Microsoft Office integrationYesYes
Account and contact managementYesYes
Direct email marketingYesYes
Documents and contracts managementYesYes
Sales-force managementYesYes
Sales trackingNoYes

Customer SupportSalesforceDynamics 365
Case and activity managementYesYes
Automatic-response emailYesYes
Agent consoleYesYes
Service contracts and schedulingYesYes
Mobile CRM solutionsYesYes
Self-service customer portalYesYes
CTI (computer telephony integration)YesYes
Automated routingNoYes
Resolution and activity analyticsYesYes
Searchable knowledge baseYesYes
Knowledge managementYesYes
Email managementYesYes
Call scriptingYesYes


As I explained above in this article, there is not much difference between Microsoft Dynamics and Salesforce; both are offering the same features and both the software are customized. We can get the add-ons according to the business needs to make CRM more productive for your business.

The post Dynamics 365 vs Salesforce: CRM Comparison appeared first on KBS Training - Blog.

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Netsuite is a top-rated tool, and it has been becoming its best version to fulfil the ever-growing CRM needs of the organizations.  Due to its unique features, it has been adopted by the many industries across the world. According to statistics, NetSuite has a market share of 8.2%. Hence the opportunities available to the NetSuite certified professionals would be very high.

In this Netsuite interview questions blog, we are going to cover the best interview questions that suit for experienced as well as freshers. These questions are prepared and grouped together based on the opinions of the NetSuite experts. I hope these questions would help you in cracking the NetSuite interview and land you in a segment where opportunities are abundant. Without wasting much time, let’s get into the into the topic.

1) What is NetSuite?

Netsuite is a cloud-based ERP software provider company that provides various applications of business such Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), financial management, E-commerce, Omnichannel commerce and Professional Services Automation (PSA).  

Netsuite works as an online service and helps the organizations in handling all critical processes on a single platform.  It is very cost effective and straightforward to install. This software is mainly used by the companies to manage the services such as inventory tracking, to host e-commerce stores, and to maintain customer relationship.  

2) Explain what Lead and process of how leads are captured in Netsuite is?

In business terminology, a lead is nothing but a person who is interested in buying the product or service provided by an organization. In NetSuite Lead is considered as a standard object and recorded by several informational fields while taking several other information.

3) Explain the process of lead generation process?

Companies main goal is to create products that have demand in the market. Actually, the lead generation process starts once the products and services are ready to use. A lead generation process is nothing but making the strategies to market the products and services and to present them to the customers for trail and for regular usage. This is where the actual selling [process starts.

In general, the lead generation process is handled by the sales departments, and they prepare and follow the steps to convert the leads into sales. The sales team should possess a strong knowledge of products and services they are providing to explain it to the customers.  

4) What is the procedure followed for lead conversion in NetSuite?
  • There are two methods available in NetSuite for making lead conversions.
  • The first things would be, for an opportunity, critical estimates, sales transactions, and then the lead would automatically be converted into sales.
  • The second process is if the process is used explicitly, then the following procedure is followed.
  • >>click on the convert button on the lead record tab
  • The above-mentioned process is commonly used in every business in the conversion process.
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5) List the process for procure to pay in NetSuite?

The procure to pay process in NetSuite would be as mentioned below.

  • Purchase order entry
  • Order approval
  • Material receiving
  • Matching
  • Bill approval
  • This is a standard process to complete the procure to pay.
6) Explain in a step by step process of lead generation to cash process in NetSuite?

Below mentioned is the process to be followed from lead generation to the cashing process

  • Lead
  • Opportunity
  • Quote
  • Receiving order
  • Order delivering
  • Invoice
  • Billing
7) What do you mean by Suitescript in NetSuite?  

Suitescript is a NetSuite platform which is built on JavaScript that helps in extending the NetSuite capabilities by supporting advanced customizations and automation of specific tasks. Suitescript APIs, enable us to access the core business information, and we can manipulate that using predefined scripts.

8) What is the Purchase order cycle in NetSuite?

The below mentioned one is the purchase order cycle in NetSuite.

  • Receiving
  • Update inventory
  • Entering bills
  • Payment  process
  • Recording in accounts.
9) How to run the Suitescript in NetSuite?

Below mentioned are the simple steps to follow while running the NetSuite, which are.

  • The first thing you need to do is creating a JavaScript file for your script.
  • The second step is to upload the file into NetSuite
  • Build a NetSuite script
  • Define the scripts at runtime process for the NetSuite script pages.
10) What is client script?
  1. These scripts are executed at the client level.
  2. These scripts are actually attached and run on the individual form.
  3. Their management of scripts would be applicable for all records.
11) What is Scheduled Script?    

The name itself suggests that the particular script is executed at a scheduled time.  Thes scripts are used to execute on demand and works in real time. It plays a crucial role in batch processing of records.

12) On which platform NetSuite works?

Netsuite works on Oracle platform.

13) Explain the products and services offered by Netsuite?

Netsuite offers a wide range of products to fulfil the various needs of the organizations.

  • Enterprise Resource Planning
  • Customer Relationship management
  • Suitecommerce
  • Professional Service Automation ( PSA)
  • Enterprise Performance Management (EPM).
14) What are the various types of scripts available in NetSuite?
  • Client Scripts
  • User Scripts
  • Scheduled Scripts
  • Portal Scripts
  • Workflow action Scripts  

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15) What would be the governor limit that is allowed for the Restless?

The governor limit allowed for the restless would be 5,000.

16) Which script has the highest governor limit in NetSuite?

The highest governor limit would be allowed for the “Scheduled Script” . The governor limit for the Scheduled script would be >10,000.

17) What is non- integrated shipping means in NetSuite?

With the help of non-integrated feature in NetSuite can perform below-mentioned functions.

  • It provides the facility to interact with the carrier for various tasks directly
  • It enables the user in generating their own shipping labels.
  • Activities such as shipping weights and tracking numbers are handled manually.
  • It allows the user to print the labels.
18) What would be the process to deploy the client script in the script?

A client script can be deployed in the following ways.  

  • Deployed at the form level
  • Deployed at a record level
19) How to overcome governor issues if in case data for the scheduled tasks is vast or in case of a long running process?

Using the below command, you can overcome the following data governance limits in case of long-running process and scheduled tasks with vast data.


20) List the SuiteScript APIs that has maximum governor limits?

Below stated are the  SuiteScript APIs that has maximum governor limits.




21) What are the event types in user event Scripts?

Below mentioned are the event types in user scripts.

  • Before submitting
  • After submitting
  • Before loading
22) List some of the event types available in a client script?

Below mentioned are the different types of client scripts.

  • saveRecord
  • fieldChanged
  • Linelnit
  • Recalc
  • pagelnit
  • validateField
  • postSourcing
  • validateline.
23) What is meant by a workflow action script?

Action script allows the users in creating custom actions which later used to define a record in the form of a workflow.

24) Explain what suite let’s are?

The suite let’s perform an essential task of enabling the user in creating dynamic web content.

It helps in deploying the customizations of front-end and back-end. By using suite lets API, we can also build NetSuite looking pages.

25) what is the mass update script in NetSuite?

The mass update script is used to build the mass update function. It works similar to normals updates, which helps in building a search that executes the records to update and each search will pass individually into the custom mass update script.

26) What is a user event script?

It is a trigger that is closely related to the client script. The event script is triggered when a when a record is being saved or loaded. It runs on the server side. It’s response time for the field changes is very low. Using user event scripts, one can implement workflows and can make the integration between NetSuite entry forms.

27) What is portlet script?

The portlet script is specially used to build the customised dashboard portals. To understand it in a detailed manner, let’s consider an example over here: one can create customization to populate a fly when a message comes within the company systems.  

28) What is client scripts?

It is a script is NetSuite, which is used to execute at the client side and is attached and executed on individual forms. The client scripts can be deployed globally and can be performed on transaction record types.

29) What is Netsuite Sandbox?

Sandbox is a NetSuite product used to test newly developed applications on a separate server. It acts as a separate copy of the database on a different server. After purchasing the NetSuite sandbox, you need to request access for the Refresh sandbox account.

30) How many types of Sandbox accounts available in NetSuite?

We have two types of accounts , which are:

  • Sandbox development account:
  • Sandbox Premium account

All most we have covered all the essential questions that are asked in the Netsuite interview are discussed in this blog. Mastering these questions would help you in gaining confidence to clear the interview of NetSuite. Demand for Certified NetSuite professionals is high compared to others. It is advisable to opt for the certification. check out our kbstrainings NetSuite certification program. Happy learning!

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The art of doing business has been changing over the years due to the implementation of cutting edge technologies and their innovativeness. A business process is becoming simple and easy to handle day by day. Earlier doing business all over the world was associated with many problems, but advanced technologies have made this simple. Technology enables us to contact the different parties such as customers, suppliers, employees, vendors, etc., in a fraction of seconds.  

In this tutorial, we are going to talk about Netsuite CRM, which is one of the widely accepted tools of the present business world. We are going to cover all the essential concepts that are essential for working with NetSuite. Without wasting much time, let’s jump into the tutorial part.

History of Netsuite

Netsuite is an American cloud computing company which was established in the year 1998 by Evan Goldberg. It provides the software and services to process various business operations which include finances, operations, and customer relationship etc. This software is the primary model to cater to the operations of the small and medium-sized business and to take them to new heights.  

What is Netsuite?

Netsuite is a cloud-based ERP software provider company that provides various applications of business such as Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), financial management, E-commerce, Omnichannel commerce and Professional

Services Automation (PSA)

Netsuite works as an online service and helps the organizations in handling all critical processes on a single platform.  It is very cost effective and straightforward to install. This software is mainly used by the companies to manage the services such as inventory tracking, to host e-commerce stores, and to maintain customer relationship.  

What makes NetSuite makes popular?

It is the world’s largest ERP vendor that has been adopted by more than 16000 happy customers across the globe. Netsuite enables organizations with cloud infrastructure to handle all kinds of businesses over the cloud with high scalability and confidence. Since the time NetSuite has started the journey, it is has been providing data privacy, data management security, high security for running the CRM application.

What are the products offered by  Netsuite?

Netsuite provides a wide variety of products that satisfy the needs of the organizations.  

Which are

  • Enterprise Resource Planning
  • Customer Relationship management
  • Suitecommerce
  • Professional Service Automation ( PSA)
  • Enterprise Performance Management (EPM).
Enterprise Resource Planning

Netsuite ERP is a scalable cloud ERP solution which is best suitable for the needs of fast-growing, mid-sized, and large size enterprises. It used in organizations to simplify the process by automating various backend tasks such as financial management, revenue management,  order management, fixed assets management, inventory management, and billing. It also provides a customizable view of the complete process and generates reports for assessing the key areas of business.

The one thing that has made Netsuite ERP a leader in the industry is its smartly executed

Financial operations and built-in business intelligence. Netsuite ERP helps the organizations in making informed data-driven decisions. This platform would help you in healthily executing all your backend processes.

Netsuite Customer Relationship Management (CRM)

Customer relationship management is one of the powerful business applications provided by Netsuite. It enables the organizations on gaining the complete 360-degree view of their customers in real time. Companies will get information continuously from all aspects and throughout their customer lifecycle. Netsuite CRM is developed to deliver the exceptional customer experience right from the lead management to after sale support. This CRM has stepped ahead when compared to other CRM providers. It enables companies with advanced capabilities such as Marketing automation, sales force automation, and customer service management.

It creates a new environment by combining traditional and modern CRM capabilities to help organizations to drive revenue and growth. Contact management feature of NetSuite enables the companies in accessing the information of various roles in the organizations, issues with products, and services, and communication history etc.

Netsuite SuiteCommerce

Netsuite was the first company which introduced its e-commerce in the year 1998. It comes with unified e-commerce for your back office systems. Suite commerce especially developed to make the online business more powerful and thereby taking them to the next levels. Suitecommerce provides various services such as an extensive eco-service system, dedicated support system and everything that you need to succeed in an online platform.   

By using suit e-commerce, you can easily create unique, personalized and compelling mobile and web and in-store experience that makes your brand more unique and in standing apart from the crowd. Netsuite ecommerce will let you experience a new way of doing business by giving the following benefits.

  • Create an experience that you want for your business:
  • You can transform the store with unique and personalized services online and in-store buying services.   
  • Customers can access your business from any devices such as smartphones, tablets, laptops etc.      
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Professional Service Automation (PSA)

PSA is a best in class professional service automation software specially designed for the companies who are into providing service or the to service departments of product based companies. This is also called a Netsuite OpenAir PSA and can be integrated easily with the CRM in place.

By using PSA, organizations can leverage the following benefits:

  • Real-time insights
  • Increase project profitability
  • Informed data-driven decisions
  • Maximize billable resource utilization.  
Enterprise Performance Management (EPM)

Enterprise Performance Management software is one of the intelligent software of the Netsuite. It always found tied to organizational Enterprise resource planning (ERP). Let’s put into simple terms ERP is used to manage the day to day activities of the business, whereas EPM is used to manage business, understanding, analysing, and reporting on business.

  [Image source: https://www.oracle.com/in/applications/epm/what-is-epm.html]

In today’s competitive business world, EPM is playing a crucial role by linking financial and operational metrics and thereby drawing plans, strategies, and executes them. As it brings the performance to the notice of managers and thereby enable them to understand the data better and make plans that could lift the business to the next levels.    

Netsuite Sandbox

Sandbox is a NetSuite product used to test newly developed applications on a separate server. It acts as a separate copy of the database on a different server. After purchasing the NetSuite sandbox, you need to request access for the Refresh sandbox account.

The Refresh account the organizations in taking the exact copy of the production database. This process would take 1-2 business days to get completed. The sandbox would be very helpful for the organizations who wish to build customised applications by using suite script or site flow. It is also beneficial for providing training to new employees.

Types of Sandbox Accounts

In NetSuite, we have two types of Netsuite accounts. Which are,

Sandbox development account

This type of sandbox is helpful for the times when you want outsiders to develop an application or customizations without letting access to our actual production. This comes with the same features the same, but it does not contain production data.

Sandbox Premium account

This premium account is specially designed for meeting end to end testing process of organizations. It suits better for the organizations better whose data volumes are vast and complex. It can support automated testing at high speed.

Netsuite Benefits

Netsuite has been deployed by thousands of organizations across the world. Its unique features made it one of the top CRM software of the present. Let’s discuss the NetSuite CRM features here.

1) Customer management:

It is quite difficult to have a complete overview of your customers and their data. But NetSuite CRM gives you the complete data of your customers, which includes, customer profile, products he brought, issues, shipping status, support, etc. This means one can have the complete information of the customer and with which we can serve the products and services the customer is looking for in a better way.   

2) sales forecasting:

Knowing your future sales of the future would help you in planning various things right form production environment to opportunity management.  Netsuite CRM enables the organization in predicting the future sales with its advanced tools that include a system of checks and balances that triangulate sales forecast, and these tools give you the complete overview of your future sales, and you can examine them how this could impact your goals.

3) Time Tracking:

There is an old saying on time that “Time is money” by basing this NetSuite created their business solutions. CRM enables the organization’s in tracking the time that employees spend with so that you can get better insights into what customer needs and how satisfied are they with our products, and services.

4) Campaign management:

Targeting new customers as well as requires marketing campaigns to market and sell our products. Netsuite automates various marketing campaigns with its rich access to entire data of an organization. It does professionally rather than merely. The NetSuite holds complete customer data such as age demography, gender, and targets the appropriate things which suit them better. It will surely reach all your intended people and drives the best results.

5) Email marketing:

Having Email marketing system that is capable of sending personalised emails is makes a great sense, and it is possible by Netsuite CRM. Using NetSuite CRM, you can create compelling content for the highly targeted sections of your list to maximise the opening rates.

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6) Incentive Compensation:

This features of NetSuite enable you to look into the sales positions and calculates the current incentives and automates the things like commission calculation and the details of the closed sales order flow. This would help us in eliminating errors.

7) opportunity management:

In some instances, the sales team requires access to data access to take some crucial decisions, and it will happen with the help of the opportunity management feature in NetSuite. Opportunity management feature provides you with complete information in an organized and structured way, which includes, contacts, records, meetings, information, and categories of products and services.      

8) Lead management:

Netsuite integrates the marketing and sales departments in a whole new way. It enables you to manage the customer journey right from the marketing campaign to lead generation, closing sales, and after-sales service. This allows us to have precise data of each customer, and we can design a method to deliver the personalised services to each customer.

9) Real-time dashboards:

Real-time dashboards play a crucial role in managing the customer. It enables you to have the complete information of customer statistics such as the number of issues resolved, open opportunities, call volume, and response to email campaigns.

10) Reporting and Analytics:  

It is possible to access as many reports in real-time. Using the analytics function of NetSuite enables you to generate reports quickly, and you can monitor the key performance indicators and assess whether you have reached the goals you have specified.  


As we see the business needs are increasing day by day and catering these ever-growing needs we need to use cutting edge technologies. Netsuite CRM is a powerful tool which helps the organizations in meeting the business needs in a whole new way. This powerful technology will help you in serving and innovatively retaining the customers. Netsuite will make you ahead from your competitors in this modern world. We hope this tutorial has helped you in gaining the complete knowledge of NetSuite CRM. Happy Learning!                                                                                                     

Author Bio Santosh

Santosh is working as a Content contributor for KBS Training. He has a great understanding of today’s technology and statistical analysis environment, which includes key aspects such as analysis of variance and software. He is well aware of various technologies such as Python, SAS, RPA, Artificial Intelligence, Automation Anywhere, NetSuite, Business Intelligence, Altrex etc.

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We have been experiencing the results of robotic process automation. A blue prism is an automation tool which helps organizations in successful implementation and running of robots.  Blue Prism is designed in a way to automate, integrate, and redesign the workflow process.

To stay ahead in a competitive world organization has to opt for automation technology so that their employees can be free from the mundane, time taking tasks, and they can be employed in tasks where human presence is required more. If you are willing to build your Career in RPA, then blue prism is the number one tool to start with.

In this blog, you will find the frequently asked Blue prism interview questions that are suitable for the experienced as well as freshers. We have grouped together a bunch of frequently asked interview questions based on the opinions of Blue prism experts. These questions will surely help you in cracking the Blue prism interview, without wasting much time, let’s move ahead and jump into the question & answers part.

To make it simple, we have divided these questions into three types such as

  • Top RPA interview questions
  • Basic blue prism interview questions
  • Advanced blue prism interview questions

Let’s start with our first segment.   

Top RPA  interview questions:                 
1) What is RPA?

A) RPA stands for Robotic Process Automation, and it is a technological breakthrough for automating the business process. This technology would enable us to reduce human intervention in performing repetitive and mundane tasks.

RPA works with the help of machine learning to perform high-volume tasks which are usually performed by humans in the past.  

2) Is blue prism is an RPA tool? Could you explain some other RPA  tools?

Yes, the Blue prism is an RPA tool, and it is one of the top most used one. There are some other RPA tools are also there which are UiPath, Automation Anywhere, WorkFusion, KOFAX, NICE, Openconnect, KRYON,  G1ANT etc.

3) what do you mean by thick clients and thin clients?

Thick clients are those which provides a large number of attributes while using RPA tools. To list some of the examples which are calculator, internet explorer etc.

Thin clients are opposite to thick clients who do not provide any attributes while using RPA tools. The examples of such an environment are virtual environment and Citrix.  

4) what is business objects and what is the primary use of them in RPA?

A business object is nothing but a need for a business that demands RPA implementation for fulfilling the requirement. It has to communicate with external applications to execute various tasks.  It contains in the separate diagram, and that diagram is called a business object.

  • A business object is actually configured in the object studio environment.
  • The primary purpose of the business object is to offer a single interface and application
  • A business object is used by process regularly.                                 
5) How much time does it take to become self-sufficient in developing the RPA?

On average, it takes three days to cover basic knowledge of the robotic process automation. To create an initial agility framework, the persons should have a sound knowledge of the time frame of the project.  This time frame is designed to develop the automated process and environment required to run the process by the candidates.

6) Is blue prism robotic process automation is secure and auditable?

Security plays a central role in any software product development, and equal importance is given for the protection at all levels while developing Blue prism.  It is equipped with high security and auditable feature at all levels. It has a separate environment for runtime as well as for the purpose of editing.

7) is there any relationship between robotic automation and macros or screen scraping?

No! the robotic automation is not like old technology like macros and screen scraping, but it was developed from them.

The applications which are used by humans and also used by the robots of modern period whether it is a bespoke application, a 3rd party API hosted, mainframe,  a legacy or a web server enabled service.

Basic Blue Prism interview questions for Freshers:

This section contains the interview questions that are suitable for those who are going for the Blue prism interview as a fresher. Mastering these questions would help you in gaining confidence and helps in cracking the interview as well.

8) How many components that we have in blue prism?

This question is one of the frequently asked questions for the freshers  one, and we have two types of components which are

  • Object studio
  • Process studio
9) Explain the blue prism life cycle?

The blue prism life cycle is divided into three categories which are

Stage 1: in this phase, the developer and tester work together so that the solution can be tested and verified the POD

Stage2: in this live data testing in process studio.

Stage 3: in this stage, we have different steps, which are as follows,

  • To make it final, the process solution should be installed with a test environment.
  • This stage is meant to test the performance and detecting the environmental issues etc.
  • The process starts running in the control room.
10) what is the importance of blue prism?

The Robotic process automation, along with blue prism, is designed to match the automation solutions of all kinds of business.  Blue Prism supports multiple types of encryption keys.

11) How Can Blue prism services be helpful?

We get a wide range of products from the blue prism and delivers a wide range of automation services. It assures the delivery of effective and efficient services at all levels. It requires a reasonable skill set to operate the blue prism and to automate the business process.       

12) Is there any coding in Blue prism?

No, it does not require coding knowledge to automate any software. Blue Prism is developed in such a way that it can be owned by, managed, and built or adhering to spanning technology, robotic model, and operations.

So the Robotic process of the blue prism can be used in the areas where ever the automation is required in any organization.

13) what is meant by write stage?

Write stage is used to set the values in the elements. And the properties form is assigned to Data items on the left and with the list of features on the right. And the middle section is designed for the elements which we have decided to go with.  

14) what kind of Architecture is suitable for running the Blue prism automation?

Blue prism automation tool designed in a manner in which it is suitable for all kinds of organizational requirements such as operational support, It functional integrity and security. It is ideal for both front offices as well as for back office needs we can quickly deploy it without any hassle.  It works on a desktop for front end applications, and in the backend, it can work on any scale of systems or process.

15) What do you mean by web services in blue prism?

It is an application component which or application server of a client for communication purposes in an interoperable mission to mission conversation. It works as a medium of the standard to exchange information between two devices over a network.

Example: programming languages like Java .Net, PHP is used to interact with the RPA tools such as Blue prism, Automation anywhere, and UI path through web services.

16) what is the process to deliver the services through RPA blue prism?

Blue Prism starts as Operational agility framework and its highly scalable. It needs to target the configuration between 1 to 10 process.   

17) what is the process studio in blue prism?

A diagram created in a blue prism is the same as a normal business process. It looks like a traditional flowchart. The process studio is the place where processes are created. It acts as a standard flow diagram symbols and notion.

18) what do you mean by Queue manager in Blue Prism?

The Blue Prism queen manager is used to manage the items in queen.    

19) what are the types of security in blue prism?

We have three types of security in the blue prism.

  • User: here we can add new user data
  • Credentials: Stores the confidential data
  • Options: we have an option for setting passwords.  
Advanced Blue prism Tutorial For Beginners! Checkout For Blue Prism Tutorial
Advanced Blue Prism Interview questions:                                                   

This section contains the interview questions for experienced candidates. Let’s look into the top blue prism interview questions which are frequently.

20) Explain the benefits of Visual Object Studio?

We can get many benefits by developing the visual object studio, and some of them are:

  • It completes bot creation very quickly.
  • Consistency and as well as scalability
  • If you want to make any changes, you could apply it in a single system and that automatically updated in every location.
21) what is meant by Mark exception and System Unavailable exception?

It is one of the frequently asked questions for the developers. We have two flag inputs in mark exception, which are ‘Retry’ and ‘Keep locked’ and are used for controlling features. Whenever a new item is developed, it will write a unique id into an output parameter of this newly developed item. Once the new item is Approved, then it gets locked, and it will be under the control of the process.

22) Explain the various steps that are required to create a WEB service in blue prism?

Below mentioned are the sequence of steps to be followed while creating a calculator process in a blue prism.

  • Step 1: the first step is to log into the Blue prism-virtual workforce.
  • Step 2: click on the Studio OBject.
  • Step3:  Then create a Web services group.
  • Step 4: Here, in this step, you need to create a simple Object, which is CalcWS.
  • Step 5:  Here, you need to insert the description as Calc Function over web services.
  • Step 6: Finally click on the finish button.  So you have created an object CalcWS.
  • Step 7:  When you double click on it, you will be taken to the page object studio-edit-CalcWs.
  • Step 8: Now if you double clicking will take you to the place where you are required to provide the information of page or page description like add two numbers and return the values.  Now click off the Ok button.
  • Step 9:  Now, the blue prism is ready. SO here we are going for addition. Hence we need to select the calculation option. You need to double click on the cal1 option; then you will be taken to the calculation properties. Here you need to name it as add two numbers.
  • Step 10: Here, we can create input numbers such as Data1, Data2 and output Data 3.
  • Step 11: Drag the Data1 and Data2 into the expression but drag the Data3 into the result. Then click on, ok.   
  • Step 12: here, we can evaluate the expression by clicking the result button.
  • Step 13: Here, you need to link the Start button where input numbers are inserted to add two numbers add it to the end where the output number is Data3. Now you can evaluate this by clicking on the go to the tab. It’s time to save the business object by clicking on the save button.  
  • Step 14: Now, the process is ready. You can check it by clicking on the go button whether the inputs are given correctly or not.  
23) What is the procedure to configure the safe stop?

We can configure the safe stop at the decision with the help of is to request(). We have an inbuilt environment in Blue Prism to set a safe stop in the process.   

24) Explain about log viewer?

The Log viewer is used to inspect the time sessions. It is used in both scenarios such as while it is running and after the finish. It helps in reviewing the work and tracking the issues. The log viewer is equipped with the search bar you can check the logs by row wise or column wise according to your convenience.

25) Name the exception that is not gets generated at the exception stage?

The exception that is not gets generated at the exception stage is nothing but Business Exception.

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26) what is the process to exit from the ‘SPY’ mode in blue prism?

TO exit from ‘spy’ module you need to press Ctrl + Right Click.

27) In how many stages does the stop request works?

In three stages, it stops.

28) What do you mean by Attach?

The input value is needed to attach and to identify an application. The input name acts like window title or Process Name.

29) what is meant by ‘Preserve checkbox and what would be the exact time to use it?

The exception stage it is very vital to know the “preserve” checkbox and the right time to use it. You can see the Exception type fields, and Exception details have got disabled while checking the box.  

Preserve checkbox is mainly used for Recovery mode and it ranges somewhere between recovery stage and Resume stage.

30) list the stages that are available in Object Studio not in Process Studio?
  • Navigate stage
  • Write stage
  • Wait for stage
  • Read stage
  • Code stage
31) What are the various modes available for Object Spying?
  • WIN32 mode
  • Region mode
  • HTML mode
  • Accessibility mode
  • UI automation mode
32) list the types available for an Object?

Below mentioned are the modes available for an object

  • Exclusive method
  • Background mode
  • Foreground mode
33) Explain the languages used in the coding stage?
  • Visual Basic
  • J#
  • C#
34) how many ways can we expose the data item?
  1. Session variable
  2. Environment variable
35) What are the popular RPA tools available?
  • Automation Anywhere
  • Open Span
  • Blue prism
  • Ui path
36) what are the Parameters to consider while choosing an RPA tool?

By following a couple of factors, we can select the best RPA tool for business process automation.

  • Interface
  • Technology
  • Management
  • Security
Final words:

The robotic process automation is becoming more popular day by day, and the blue prism is one of the best tools to choose from. Blue Prism is a standout amongst the most broadly used tools and similarly it brings greater job openings. We hope the above-mentioned questions would help you in cracking the interview.

Author Bio Sri Vidya

Srividya is a content marketer with a strong background in writing and editing. She is an avid reader, passionate book review blogger, and loves to share her interests with the web audience. She always yearns to learn new things to widen her knowledge. All her interests help her contribute more to her work. And She is passionate about writing on updated recent IT and business technology innovations.

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Change is the constant thing that Disrupts every field. The things which we saw yesterday may have changed today. In the same fashion, technology is continually evolving to make individual tasks more comfortable than ever before. In recent years we have seen many disruptive technologies such as cloud computing, Artificial intelligence, Blockchain,& Robotic process automation etc. These technologies are also known for their innovativeness and cost-effectiveness.  

As we discussed in the above paragraph, Robotic process automation is an automation software which enables the businesses in automating the repetitive, tedious, and time-consuming tasks and thereby contributes to the overall development of the industry. There are many RPA tools available in the market and here in this article, we are going to discuss about widely accepted by a wide range of industries known as Blue Prism. Before jumping into the Blue prism, tutorial let’s discuss some essential points.

What is Robotic process automation?

Robotic process automation is a software technique in which robots or computer algorithms are used to perform the repetitive, rule-based or complex tasks without the intervention of humans. These tasks include calculations, queries, maintenance of records, and transactions.  

The robotic process automation does not include actual robots or the environment to automate your business. To do this, various RPA vendors provide the software bots, libraries and run-time environment that is required to automate the business process.

What is RPA Blue Prism?

Blue Prism is a Uk based company which is into software development in the robotic process automation. This company provides the software Robots that works exactly like humans and helps the organizations in automating their back office works.

The intention behind developing blue prism tool is to make the business across the world more agile and cost effective by automating the rule-based, time-consuming, and repetitive tasks. The intention behind this popular tools is to create a “Digital workforce”.  The Blue Prism tool offers various drag and drops features to automate each step of the business effectively.

Blue Prism Features

Below mentioned are the features of Blue Prism RPA.


Blue Prism is very accurate at providing services like data encryption load balancing and end-to-end auditing. Even small changes had happened to the information are accurately audited and related it to the actual user.

Secure and Accurate:

Using this blue prism tool you can automate the number of tools you can use this tool. Blue Prism is designed to provide an accurate and secure way to the things that you want to automate.

24*7 workforce:

This tool is developed with the capability to work around the clock without human intervention to monitor the tasks.


This tool works in a centralized way.  It facilitates central management system. An organization can automate the tasks and monitor them in a centralized way.


It facilitates the additional capabilities to configure the dashboards which helps is sending the information to the central system for monitoring.

Data Security and Data Abstraction:

As this tool is designed to work on its own, all the processing information is securely recorded in a data centre. This gives the organization a well-defined data abstraction and security.

Execution Intelligence:

Robots works similar to humans by connecting to various systems and acts dynamically according to the changed data. It handles the changes from multiple environments.  

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Cloud support:  

It is easy to customize the tool according to the requirements of the business. So you can use the digital workers as per your requirements.         

Blue Prism Components

In this section, we are going to discuss various components that are essential for running the Blue Prism.   

Blue Prism environment contains the setup such as libraries, tools and runtime environment.

Each software robot contains the below main two parts.

  1. Object studio
  2. Process  Studio
Object studio:

Object studio enables to create the visual business object. It facilitates the interface between the applications or integration of applications.   

It is similar to process studio except for the following differences.

  • Object studio does not have the main page but is equipped with two additional default pages.
  • The pages are organized in not in a flat group hierarchy but in a hierarchy way.
  • It offers some “stage” which is unavailable in the process studio.
Benefits of VBO:
  • Takes lesser time to create a sequence bot.
  • Consistency and easily scalable.
  • Maintenance of bot is very easy, and the changes made to the system need to be updated only at one location.
Process Studio:   

Process studio is a place in which the actual process diagrams are prepared. This component of blue prism consists of various features such as object call, business logic, variables, and control loops etc. Each process that created, first gets executed on the main page. The method which formed in the process studio is similar to a flowchart.   

It works similar to human by interacting logically with various applications. It undergoes a series of steps to complete a set of steps consistently.   

How to create a new process?

To create an original method in blue prism first thing you need to do is open blue prism tool and select the Studio menu from the icons that are presented at the top of the screen.

  • Next, after selecting ‘Studio’, you will see the Process button, right click on it and you will get an icon named with “create a new process” from the context menu.
  • Name it as a “First process”.
  • Enter the details or an in-depth description of the new process.
  • The new process icon will appear under the process heading. To open this double click on it.
  • As you can see in the above image, the left side of the stage is called stages toolbar. You can use the various steps by drag and drop them on to the page.
  • You can observe in the above screenshot that in the stages toolbar one with the rectangular step is highlighted with blue colour. Whichever the colour highlighted the stage in the stage bar will directly be added onto the page if you click on it. If you want to highlight the colour, then click on the calculation toolbar to highlight it.

In the above image, you can notice how the cursor changes and has the calculation stage right next to it. You can click on the process page to calculations stage. This could eliminate the several steps you need to undergo if you wish to add the same stages to add.  

Advantages of Process Studio

Below mentioned are some of the benefits that arise out of using process studio.

  • The process is similar to business objects in many forms
  • To define a process, we need one or more pages.
  • Each page contains data and various pages.
  • Mani page is the starting page always.
  • Each page in a process contains an individual tab. It allows you to segregate the process into various logical groupings.
  • The process acts similar to a human being in term of thinking and typing.
  • We are required to publish the process to make it visible to control room.
What is Business Objects?

Implementation of RPA in any organization would undergo the various process. The process needs to be contact and function with internal as well as various external applications. To interact with the external application, we need an interface, and this interface is called a business object.  

  • A business object is configured in a distinct environment called as object studio but not in process studio.
  • It is developed to provide the interface to a single application.
  • The process always uses it without exposing itself to the control room.
Benefits of Using blue prism

Following are the benefits that arise out of using a blue prism.

High Accuracy: this tool is developed in a manner to run the process with zero mistakes and with high accuracy.

Scalable: it gives high scalability because it is not based on any script or records. It works with the digital workforce that executes the tasks.  

Better service Quality:   this tool has an inbuilt feature of the auto audit to check the services or tasks that are executed.  

Flexible Workforce: Is unlike human beings, they are tired or needs rest after working for some time. But in this blue prism tool robots works round the clock and produces the same results without any defects.

Easy to deploy: as these services are readily available and the time takes to implement is very less.

Analytics: Blue prism provides the dashboard facility with which you can quickly analyze the data and the process of how it is running.

Case study
Case study of coca-cola:

We all know how big and famous is coca cola company is.  It is one of the worlds most prominent beverages producing company with more than 500 brands spread over 200 countries and providing its products and services to 200 million customers daily.

Company goals:
  • To accomplish HR procedures smoothly.
  • Deliver HR services effectively with consistent improvement.
  • To solve the employee issues at the earliest with quality.

To achieve the above-stated goals that the company initially considered using Blue Prism in the field of Finance and later they have implemented it to the HR division as well.

The first thing they had to undergo is identifying the processes in HR segment that needs to be automated. They have identified which had to be automated. And the next thing they need to consider is how much workforce or budget is required to automate the processes.

Problems Faced by the companies

There was a considerable procedure the HR department had to audit eight different sets undergo before they implement Blue prism RPA. It was a very time consuming and tedious process such as auditing reports, formatting them and analysing exceptions etc.


Coca-Cola started using the Blue prism digital workforce to audit the SAP.  All the process was divided into a multiple SAP systems and saves a lot of time.  These systems generate reports that are sent to the respective teams, and they are responsible for handling the exceptions manually. In some cases, the robots can do the work without the need of the manual workforce.


The company has gained work efficiency by extending the working hours from 8 to 24 hrs a day.

No additional man force is required.  

The auditing is performed in an end to end manner.

High human interaction in resolving the issues and gains customer loyalty.

Some of the top companies that using RPA

There are many companies across the world leveraging the benefits of Blue Prism tool by automating their traditional processes and below listed are some of the well-known companies.

  1. IBM
  2. Accenture
  3. Cognizant
  4. Genpact
  5. Deloitte
  6. EY

Other RPA popular tools:

Below mentioned are some of the favourite RPA tools.

  • UI Path
  • Automation Anywhere
  • Open span
  • Work Fusion.        
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The technology is changing our daily lives faster than ever before by simplifying our regular tasks.  Automation is one among the cutting edge technologies. We have discussed in this blog about the blue prism toll and how it is helping the organizations in reaching their goals in a simplified way.

In this Blue Prism tutorial, we have covered all the topics, and I hope you have gained some knowledge after reading this blog. If you want to excel your career in Blue prism automation, it is advisable to take proper training from the renowned online training providers like KBS Trainings.   

Author Bio:

Praveen is working as a Senior Content Contributor for KBS Training, one of the world’s leading online learning platforms. With over 5 years of experience in the technology industry, he holds expertise in writing articles on various technologies including AEM, Blockchain, Blue Prism, Cybersecurity, and Kubernetes.

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We all know how popular Blockchain is? It has disrupted the financial industry with its impeccable features. Bitcoin, Etherium, ripple, and a lot of other digital currencies have leveraged their potentiality by using this technology. Investors across the world are started investing in this futuristic technology. And it has been entering into many industries to create a revolution.

If you are in search of blockchain interview questions you have landed at the right place.  In this blog, we are going to cover the most frequently asked questions in a blockchain interview.  We have prepared all these questions based on the expert’s opinion. Without wasting much time, let us plunge into the topic.

To give clarity about blockchain interview questions we have divided these interview question s into three categories. Which are,

  1. Basic Blockchain interview questions:
  2. Multiple choice interview questions
  3. Advanced Blockchain Interview questions.
Basic Blockchain interview Questions:
Q) What is blockchain?

Blockchain is a distributed digital public ledger which is highly secure and immutable. In the blockchain, one can transfer the information which is economical or has some value. It contains blocks which are attached to each other and are developed based on the cryptographic principle.

Q) What are the various types of Blockchain technologies available?

There are mainly  three types of blockchains available in the market which are

  • Public Blockchain
  • Private blockchain
  • Consortium blockchain
Q) What makes blockchain more Popular?

Below are the things that make blockchain accessible.

  • It’s integration with other technologies open source nature
  • Highly secure in nature
  • Blockchain can be suitable or integratable for any kind of business.  
Q) What are the two types of records available in the blockchain network?

There are two types of records available in the network which are block records and transactional records. These records are quite flexible in nature and are integrated with one another without following any complex algorithms.  

Q) What are the properties of blockchain?

There are fours critical features of blockchain

Distributed ledger

Safer and Secure System


Decentralised System  

Q) What is meant by encryption? And what its role in blockchain?

Encryption is the best possible way to secure the information to transfer it from one party to another. It is nothing but changing or modifying the data to some extent, and the authorised parties can only view the information. Blockchain adds more security to the encryption process by storing the information in the form of blocks in an immutable way.   

Q) In which Order blocks are stored in Blockchain?

It is a simple thing to know in blockchain, but many don’t see how blocks are stored. In the blockchain, blocks are stored in a backward manner by linking to each bone to its previous block.

Q) How to recognize a block in blockchain?

There is a number of blocks in this giant blockchain ledger, and each block contains specific information. Each block contains a unique identification number called Hash. It is used as a key to finding the particular block on a blockchain network.

Q) Is it possible to alter the data once entered into blockchain?

No, it is not possible to alter the information once it gets stored on the blockchain network. If any organization requires any kind of modifications, they need to erase the information from all other blocks too. In the blockchain, the data would be given utmost priority while entering into a chain.

Q) What do you know about the security of a blockchain?

A blockchain is a robust algorithm which is designed based on a cryptographic method and contains a hash. Each block is secured with a unique hash. Any Modification to a block will result in a change in the hash identifier of the block. Therefore one can not hack the information in it. Hence one can store all kinds of valuable information without bothering about any security issues.

Q) What is a ledger in blockchain?  

In general, the book which records the financial information is called a ledger, in the same fashion a digital network is used to store the information in the blockchain is called a ledger. Blockchain is an open distributed ledger that can record the information between the parties and the information entered on it will be verifiable and more secure in nature.

Q) What are the common types of ledgers available in blockchain?

There are three types of the commonly available ledger in Blockchain. Which are

  1. Centralised network
  2. Decentralised network
  3. Distributed network.
Q) What makes blockchain ledger special from all other networks?  

The first thing to consider is blockchain is a digital ledger and can be decentralised very quickly. The chances of committing errors are very less compared to a manual ledger. An ordinary ledger requires human skill to record the transaction on it, but when it comes to the blockchain, it is an automated one.   

Are You looking for Blockchain Training? Join Now & Become Master in BlockchainBlockchain Training!
Multiple choice Blockchain interview questions:    1) Which among the below is the first Bitcoin implemented on the blockchain?

Bitcoin [Ans]



Litecoin ( LTC)

2) How is blockchain stored?

A database

A flat file

None of the above

Both of the above [Ans]

3) In which manner blocks are linked in Blockchain?  

Forward to the next block

backward to the previous block [Ans]  

No link exists between the blocks.

4)What does the meaning of immutability in blockchain?

Blockchain is Alterable

It is unalterable [Ans]

5)Bitcoin is based on which of the following?

Public permissioned

Private permissioned

Public  [Ans]


6)Does a block consist of which of the following?


List of transactions

Hash pointer

All of the above  [Ans]

7) how many parent blocks can one block have in blockchain?

Only one  [Ans]




8) is Blockchain is very easy to tamper?


False  [Ans]

Can’t say

9) Does the blockchain contain information in which of the following?


Blocks  [Ans]



10) blockchain is made out of which of the below algorithm?

SHA256 [Ans]


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Advanced Blockchain interview questions:
Q) What is meant by secret sharing? Does it add any value to the Blockchain?

Security matters a lot in any transaction and in the same way it is essential in blockchain transactions as well. In the blockchain, it is an approach to divide the information into various parts and then it sent to the other party on the network.

After it is reaching the authorised person, it allows us to combine the information if it is correct; otherwise, it will not. This is an additional security feature in the blockchain.

Q) What do you mean by off-chain transactions?

Off-chain transactions are special ones in Blockchain. It does not affect the network unlike on chain network. On a chain, network depends on the blockchain to agree upon the transactions. Off-chain transaction completely works out of blockchain and serves for a special purpose.  

Q) What are the security Threats do you familiar with?   

Security hacks are overgrowing due to the increased number of online transactions. Hackers are approaching with different strategies to steal the financial information of others. The primary type of threats includes identity theft, software hacking, hacking passwords etc. In addition to before explained forms of risks, there are some other ways to cause problems to online data such as Worms, Trojan horses, and viruses are other trouble creators.  

Q) What type of businesses is eligible to use the Blockchain?

Blockchain is not permitted to any specific kind of organizations. Its powerful security system has attracted every industry towards its implementation. Whoever deals with financial data or sensitive information can use this technology without considering how small or big the organization is. It is best suitable for organizations such as governments, Defence, banks etc.

Q) Explain about security policy?

Security policy is defined as a particular procedure or rules and regulations followed by the parties while executing a process. To enhance the security whoever involves in the system must follow some specified set of rules. Multiple policies are incorporated in executing the related financial process or sensitive data transfer to protect it from all types of hacks.         

Q) What are the requirements for the business blockchain?

All it requires is smart contract functionality, a shared ledger,  and privacy policy.

Q) What are the ways to handle risk management in terms of securing records?

One needs to be very active in the areas where the threats can happen and ready to

act immediately if anything goes wrong.

The other approach is to have a backup plan. If the information is highly sensitive, then it is better to buy risk management software.

Q) What is 51% of attack?

Yes, this happens on the network when a person or group of people hold more than 50% of the chain if this happens to the chain the people who own more than 50% can easily manipulate the chain.  

Q) Do we able to remove a block from the network?

Yes, we can do that.  In the blockchain network, there are some default options and filters available to do that.  


Digitalisation is becoming more popular these days, and information has got the highest priority among all. Security is the key feature and blockchain is helping the organizations across the globe with its features. Career opportunities are growing day by day in blockchain technology. We have covered most frequently asked interview questions of blockchain. I hope this blog has given you some knowledge of various types of interview questions asked in an interview. All the very best for your Interview and happy learning!

Author BIO

Praveen is working as a Senior Content Contributor for KBS Training, one of the world’s leading online learning platforms. With over 5 years of experience in the technology industry, he holds expertise in writing articles on various technologies including AEM, Blockchain, Cybersecurity, and Kubernetes.

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We all know how famous Microsoft and its products are. Microsoft has been offering a wide variety of products for the development of the business world, and Microsoft Dynamics CRM is one among them. In this Microsoft Dynamics CRM tutorial, we will cover the core concepts of Microsoft Dynamics. Before getting into the tutorial, it is better to understand some basic concepts to have a clear understanding of the tutorial. Let’s plunge into the details.  


Technology is evolving to its best levels to make the world better than yesterday. It has been helping for the well being of every aspect of our modern Business world. The business around the world is embracing the latest technologies to sustain in this competitive world.

Companies across the world are coming up with the latest products and services to reach all corners of the customers who are in different parts of the world. The hardest part of the business is to get the customer and retain them with them for more extended periods. Customer will no longer with you if you are unable to provide the best products, and services that they are looking for.  

To serve the customers better and to generate more leads by gaining customer loyalty is a challenging task. But technology is helping organizations in managing the entire customer journey, which is nothing but CRM (Customer Relationship Management) software. There is a wide range of CRM’s are available in the market, and Microsoft Dynamics is one among the widely used CRM’s.  

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a Software package developed by Microsoft to enhance customer service and to acquire new customers. The products of the Microsoft dynamics mainly focuses on the core aspects of the business such as sales, marketing, customer service etc. It facilitates the organizations to customize the Microsoft products to deliver better performance by using its Proprietary (.NET based) framework.  In recent years Microsoft Dynamics equipped with Analytics platform driven by CRM.

Microsoft Dynamics CRM is enabling organizations to serve the customers in a whole new way.  This CRM software helps in enhancing the sales and in creating the marketing campaigns that reach maximum customers in spite of these two it also take care of the activities such as handling customer issues, serving the customer, business intelligence, provides social insights and a lot more. Microsoft Dynamics CRM is designed in a flexible way to support its applications on mobile devices.     

Why Microsoft Dynamics?

It is one of the leading products of present CRM Providers which delivers effective and innovate CRM solutions that help in taking the organizations to the next level. It has got a unique place in the CRM world with its features and flexibility and adopted by organizations around the globe. This dynamic Platform enables the business with a wide variety of tools that take care of various aspects of business such as customer service, sales, marketing, etc. Microsoft Dynamics CRM is unique in nature because it does not require any additional software to install its applications.                        

Microsoft Dynamics CRM categories:

There are two types of CRM categories are provided by Microsoft.

  • CRM Online
  • CRM On-Premise

CRM Online:

CRM Online is a cloud service provided by the Microsoft dynamics to maintain all kind of background process associated with the organisations such as the database, licensing, maintaining application servers, deployment etc. All these things are managed by Microsoft organisation on their servers. CRM online comes under the subscription-based offering. This offering is for the companies who wish to away room the technical issues that are associated with CRM. The setup of the CRM online is very easy, and it takes very few days not weeks or months unlike others, and you can just browse it from your web servers.

CRM On-Premise:

CRM on-premise is a customizable, useful application offered by Microsoft Dynamics to deliver powerful CRM solutions for all types of business activities.  It is deployed on your servers. This would require to configure your software setup such as a database, licensing, maintaining application servers, deployment, customisations, networking and hardware setup.   Most of the organisations opt for the on-premise CRM because of its integration capabilities with other applications, and it is customizable to fulfil the particular needs of an organization.

If we compare the two types of CRM’s offered by Microsoft Dynamics, they both are the same from the functional point of view, but it differs from the implementation point of view.

Differences between  CRM Online and CRM On-Premise

Let’s look at the differences between these two CRM’s.

Server Management:

The CRM online is been provided and managed by the Microsoft dynamics organization. They will look after the backend, and Microsoft maintains technical computations such as database and servers.

This On-Premises software is being deployed on the company servers, unlike online CRM.  Databases and servers should be developed and maintained by organizations.

The time required to Setup:

It takes very less time to set up the process because the process is being maintained by the Microsoft you just need to start the process from surfing on your browser.

To set up On-Premises offering it requires technical skills and time to set up. Oe should require high technical knowledge to set up and run the CRM.  

Customization capabilities:

The CRM Online is less competitive for developing customizations and to make extensions when compared to the CRM On-Premises.  

The CRM On-Premises is highly capable as it is developed and maintained by the organizations whoever uses this CRM product. One can make as many extensions as possible and can craft the applications to suit their applications.  

Backup and Restore Options:

The CRM online does not support manual data backup and restore capability since the database is hosted on Microsoft servers. But Microsoft take care of the data backup activity regularly.

CRM on-Premise gives you complete authorisation to handle the database. You can have regular manual data backup without any restrictions.

Data storage limitations:

The CRM online is maintained on the Microsoft servers there is a storage limit such as 5GB, 20 GB etc.   

As CRM online is deployed and maintained by the organizations there are no limits for storing the data. You can store the regularly without any restrictions.  

Default features;

In CRM Online comes with some free inbuilt features such as insights, analytics, social listening, etc. To have special features like CRM online, it costs some amount for the CRM On-premises.  

CRM Updates:

Online CRM supports future updates automatically without any changes from the administrator

CRM On-Premises needs to be updated by the Administrator for the latest software updates.

How to Setup Microsoft Dynamics CRM account.  


To set up an account you first you need to login by clicking the below link.


If you are unable to find the above link type in google as “Microsoft Dynamics CRM Free Trial”.

Step 2 :

Once you get into the website, just click the registration button and go through it and you are asked to fill the mandatory details such as name, email, language, etc. Fill all those details. You can see in the below screenshot how exactly it appears to be.

Step 3:

Click on the free trial button. This is the starting point of step 3 in the registration process as shown in the below screenshot. And fill the mandatory columns to create User Id and Password. Let’s have a look at the below screenshot to know how it looks like.  

Step 4:

To process the account at the beginning, you were asked to submit the phone number, and in this step, you are invited to validate the number via an OTP.  And then it moves you to step further to process the things.

Step 5:

Once you are done with the verification process. Then the below text will appear on the screen as save your User ID and passwords for future references.

With the completion of the above task, you are done with the registration process, and the next things that you need to go through are, CRM Dashboard which appears to something like below

The screenshots as mentioned above are just to give a clear idea about how it looks like, but it may change due to update for the new versions of the Microsoft Dynamics.  

Microsoft Dynamics CRM Functional modules;

There are three types of functionalities which are

  • Sales
  • Marketing
  • Service management

The organization is teamwork of different departments, and each department is unique, and every department is essential for the overall development of an organisation. So this CRM is developed to satisfy the different needs of all departments of an organization. Core business areas such as sales group can use the Sales module, and the marketing department uses marketing cloud to acquire and reach a maximum number of customers.   

All these three functional modules main motive is to bring new customer (sales), provide them with excellent service (service cloud), and reaching to masses (marketing).

Let’s discuss each module in detail.  

Marketing module:

Marketing cloud enables the companies to grow faster than ever before, and it combines all aspects of business campaign management.  Microsoft Dynamics CRM will enable your Marketing team to develop a plan by using the full potential Microsoft excel, and Power BI. It helps in designing the programs and executing them in a whole new way to reach the maximum crowd. It enables you to build the sales pipeline, and you can demonstrate the marketing investment in real-time.  

Marketing modules help you in the following ways.

  • Customer segmentation
  • Analytics and reporting
  • Data extraction and cleansing
  • Campaign planning and implementation
  • sales/marketing collaboration tools
  • Information sharing portals

Sales module.

A sales portal is designed in such a way to gain maximum sales. It helps in managing sales and assessing potential contacts in real time and identifies real customers.

Dynamic CRM provides.

  • Account and contact management  
  • Lead and opportunity management
  • Sales forecasting
  • Sales quota management
  • Sales competitor analysis
  • Instant access to products and services

Service Module

Service to the customers or clients plays a significant role in gaining customer loyalty and thereby achieving more customers. This service module enables the organization in providing the customers with specific services and ensures customer service representatives maintain a consistent system of support.

Microsoft Dynamics Facilitates the following service-related functionalities.

  • Customer contact management
  • Case and interaction management
  • Incident queuing and routing
  • Service scheduling
  • Workflow management across teams and groups
  • Knowledge base management.
  • Service reporting analysis.

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Entities and forms in Microsoft Dynamics CRM:

There are different entities designed to assign the specific tasks in Microsoft Dynamics. Before knowing what the various types of objects are it is better to know what is an entity.

What is an entity:  

An entity is a specific field which is used to define the particular functionalities of a business. There are various entities created for the particular purpose in Dynamics CRM which are

  1. Contacts entity
  2. Accounts entity
  3. Leads entity
  4. Opportunities entity
  5. Activities entity etc.

Each CRM entity works similar to the database to hold the information of each entity. For example, a contact entity is used to record the contacts and cases entity will be used to record the cases information and so on.

You are allowed to have to types of entities one is which comes with CRM, and the other is custom entities which you need to customize it according to your business needs. Here let’s take an example, you are willing to record the databooks that your customers read, but you don’t have an inbuilt filed for recording such data. Top record this information you need to create a new field By naming it as books and relate it with the existing Contacts Entity.

Microsoft Dynamics Fields:

There are 11 types of out of box files provided by Microsoft Dynamics CRM which can be placed on forms.

1) A single line of text:

This field supports 4000 characters to store. You specify the formats as email, text, URL, text area, Ticker, Symbol, and phone. You can determine the maximum length and IME ( input method editor) mode for each of these.

2) Option Set (drop down)

It acts as a drop-down field in CRM. This stores a set of options each having a number value and label.  You can have a chance here to define global option sets.

3) Two options (Radio button):

It is named as a radio button because this field provides only two opportunities for the user to choose from.

4) Image:

If an entity is named as Image filed, then it is programmed to display them for the record in the application.  

5) Whole number.  

This field is designed to store the details of integer values between -2,147,483,648 and 2,147,483,647.  It is used to support specifying formats such as Duration, Time Zone, None and Language. You can set the maximum and minimum of values also.  

6) Floating Point Number:

This stores the floating numbers between precision between 0.00 and 1,000,000,000.00. You can set the maximum and minimum values here.

7) Decimal Number;

This field store store the 10 decimal points with values  ranging from -100,000,000,000.00 and 100,000,000,000.00.

8) Currency:

This field is used to store any currency values in the range of  922,337,203,685,477.0000 to 922,337,203,685,477.0000.

9) Multiple Lines of text.

This is a scrolling text box, and you can set a maximum number of characters for this field.

10) Date and Time:

This is a date related to field data in CRM. This supports two types of which are Date only, and Date and time. You can even specify the behaviour as a User local date only, and Time zone Independently.

11) Lookup.

A lookup field is used as a relationship filed. You can create a lookup field using an entity that has been designed but not yet integrated with another lookup field.  

Workflow process in Microsoft Dynamics CRM:

CRM vendors provide a lot of features that will enable you to automate the business process. Drop down menus will help the organizations in creating an automating experience for any event in the system. The automated areas responses can be triggered by specific field entries, events, or even the passage of time. Here let’s discuss a sales scenario and how Microsoft Dynamics CRM will automate the process.

Sales Automation:

In a hectic life it is very challenging for the sales manager to look after or interact with every salesperson. But it makes sense when a manager is notified with the significant events happened in the system.  Workflow automation simplifies this task and makes sure that nothing is overlooked. With the help of field dependent triggers, Microsoft CRM can perform the below functionalities.

Creates a trigger to notify the sales manager any time if a more than a set of a specified number of employees entered into the system.

Automatically notify particular salesperson regarding the follow up of the customer.

Notifies you if any significant changes happen into the system with the notification.

Microsoft CRM Plugins:

A plugin is defined as a custom business logic that is used to develop, integrate or go beyond the standards of the Microsoft Dynamics CRM. Plugins are designed to handle the events and are registered to handle the specific event on the CRM platform. To develop these plugin the languages used are C# or VB and are run is either synchronously or asynchronously.     

Some cases where you are required to write plugin are

  • If you wish to execute some business function like to create or update a CRM record. Writing plugins are required for updating specific fields of a record, or updating related files etc.
  • Write a plugin if you want to calculate the field values dynamically when  a record is opened
  • If you’re going to automate the emails to your customers on certain events.   
  • If you want to call external servers to update or save a record.  

Microsoft Dynamics CRM- WEB services:

Microsoft Dynamics CRM is facilitating two essential web services that help in accessing the CRM solutions from external sources and performing standard business operations such as, create, update, delete, and find in CRM.

Let’s consider the following scenario:

You have an external .NET application, and you wish to interact with the CRM . for instance you want to insert a Contact record when a new customer is registered in your external application.

Or you wish to search records in CRM and want to display the search results in external application.   


The business world is highly competitive, and the organizations must move fast enough to grab the opportunity to get ahead of the competition. Microsoft Dynamics enables the organization in maintaining the core business aspects of the organization in an effective way. This CRM will help as a one-stop solution for all business related tasks.

In this blog, we have covered all the significant concepts of Microsoft Dynamics CRM. Many organizations across the world are using Microsoft Dynamics CRM. If you wish to pursue your career in this CRM, it is advisable to have a Microsoft Dynamics certification.  I hope this tutorial helped you in knowing the overview of Microsoft Dynamics.

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We have heard about so many disruptive technologies, and blockchain is one among them. Blockchain and bitcoin are the buzzwords that we come across often. The number of people has been increasing over the years who wish to explore blockchain and invest in it.  In this Blockchain Tutorial, we are going to discuss blockchain, bitcoin and driving factors that made blockchain so powerful. You will become familiar with the blockchain concepts such as cryptography, the process of creasing blocks, mining & Network and all other concepts interlinked with blockchain technology.

History Of Blockchain

The word blockchain was first conceptualised by a person (or group of people) known as Satoshi Nakamoto in 2008. The reason behind developing blockchain technology was to create a highly secured public ledger for all kinds of transactions on the network. Nakamoto has made significant developments to build the blockchain, and the outcome is a Hashcash method to add blocks to the system without any kind of authorization of the third party.  

Blockchain main intention is to eliminate all those intermediates such as banks, governments and mediators. It is going to be an economic revolution in the financial industries. The blockchain is allowing us to record the different types of information such as financial transactions and any information that has a value in nature.  

Before entering into the blockchain, tutorial let’s discuss the problems associated with our current banking and financial systems.

Problems associated with the present financial system

A major portion of our finances is handled by financial institutions such as banks and other financial intermediaries. These  Financial intermediaries charge the costs for carrying out our transactions. The higher the amount you transact, the more the fees you are liable to pay.  

Online Frauds:

We frequently hear about the hacking news of bank accounts by the hackers to steal the money of the innocent people. It includes hacking of credit & debit cards and net banking as well. Every year the amount we are losing due to financial hacks is billions of dollars.

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Financial crises:

Financial institutions main motive is to earn profits by investing the funds of people somewhere else; otherwise, it is not possible for them to survive. Banks have spent money in various industries in the form of granting loans, due to losses and many other reasons they haven’t repaid back. In the year 2008 financial institutions have faced a most massive crises, and the amount that they have lost is close to 11 Trillion dollars worldwide. It’s just one of the famous examples, but we frequently hear how banks fall into crises even due to internal emergencies.  

The above mentioned are the some of the serious issues faced by banks, and let’s think what if a new financial system comes into a system where problems are eliminated and where no middlemen are required to carry out our financial transactions. That’s where Blockchain comes into the picture.   

What is Blockchain?

To put it simply blockchain is a chain of blocks which contains valuable information. The primary motive behind this technology is to time stamp the digital documents, so it is not possible for the unauthorised people to backdate them or tamper them.

The blockchain is being used for various transactions such as money, contracts, property, and a lot more.  One can transact over this network without the need of third parties such as banks, governments, and other financial agents. The data which is recorded inside the blockchain is highly secured and immutable in nature.  

The blockchain is a software protocol similar to SMTP for email. To work with the blockchain, we need internet. The blockchain is the system which made of different other particles such as a database, software application, some connected computers etc.  

In this blockchain tutorial, we are going to learn what made blockchain more powerful and how it works. And also we are going to cover the topics like bitcoin, cryptocurrency, the process of creating blocks, network & mining and even all significant concepts of blockchain. Let’s get into the topic without wasting much time.  

What is Cryptocurrency?

Cryptocurrency is defined as a virtual or digital currency that uses cryptography( the art of writing and decoding codes) to protect the transactions over the network.  It is challenging to counterfeit the cryptocurrency because of its high security. There are many popular cryptocurrencies available in the market are decentralised systems and works on top of technology called blockchain. Which is a distributed digital ledger shared on different computer networks.  The unique and powerful feature of cryptocurrencies is that it does not require the intervention of middlemen such as governments and banks.

There are different Cryptocurrencies available in the market, and the first and the most popular one is Bitcoin. Some of the currencies have derived from Bitcoin or its children currencies.  

What is Bitcoin?

Bitcoin is the first and the most popular cryptocurrency in the world which was released in the year 2009, and it is defined as the primary currency which exists electronically.

Bitcoin is a decentralised peer to peer network which means there is no special authority involvement such as government or political authority interference in issuing the bitcoin. Even Though there is no central authority to operate this, it still works in an organised way.    

Bitcoin holders can transfer their coins via a peer-to-peer network. The transactions of bitcoins are tracked on a giant digital ledger called blockchain, and it records every bitcoin transaction. The blockchain blocks are build based on the encrypted Markel trees. It allows us to detect fraud or corrupted files. Blockchain has a capability to prevent all other blocks from causing the damage from the corrupted blocks.

What are Smart contracts?

A smart contract is just like a traditional contract and exists in a digital format. The smart contract is also known as a crypto contract, and it’s a computer program which has got the capability to control to transfer of digital currencies or assets between the people.  A smart contract not only contains rules and regulations same as traditional control but it also enforces all the regulations or actions. When any party to the contract breaks the rules automatically, it enforces the legal actions.

The smart contract takes the input as information and compares it with rules laid down in the contract and execute the same. For example, it makes asset information whether it goes to the other person or it should be returned to the person. These smart contracts are stored on the blockchain network.

What smart contracts do?

Smart contracts are becoming smarter day by day their potential has been extending from a simple transfer of assets to a wide range of activities such as legal processing, insurance claim processing, crowdfunding, and financial derivatives etc. In future Smart contracts are going to revolutionise the financial and legal industries by eliminating unnecessary tasks and charges.

Smart contracts not only automating the tasks but also working towards achieving control behaviour, real-time auditing and risk calculations, etc.  

Blockchain Architecture

Let’s get to know about the blockchain architecture and how it works.

What is a Block?

A block is a part of blockchain which is used to store the data inside a blockchain, storage mechanism based on the type of blockchain.  

For example, A bitcoin blockchain consists of data such as sender, receiver and the number of bitcoins needs to be transferred. Let’s assume, it contains the information of two people such as Rakesh has to send 500 bitcoins to Dheeraj. So now the blockchain includes the information of sender as Rakesh receiver as Dheeraj, and the amount needs to be sent is 500 bitcoins, that’s how bitcoin holds the data.

As the blockchain consists of many numbers of blocks and the first block of the chain is called as Genesis block, and each block is linked to its previous block and holds the hash of the last block.

What is Hash in blockchain?

The Blockchain technology is powerful because of its security and unalterability, the reason behind this is hash. Hash is a function to protect the data in a block. Each block has a hash, and it is the same as a fingerprint. Hash is the key to know the information recorded in a  block. If an attacker wants to change the info on it would result in a change of hashtag so the other chains will not be opened.

Every block in blockchain has the following data.

  • Data
  • Hash
  • Hash of the previous block

In the above image, the block one is considered as a beginning block, and it doesn’t have a previous hash, block 2 contains the hash of block one, and in the same way block, three does.  This is how all the blocks in the network contains the hashes of previous blocks, and this feature makes blockchain a secured system.

Types of Blockchains

Blockchain has created massive hype in the industry and different organizations such as companies, governments and consortiums have entered this segment to develop and use the blockchain in their field. To have a clear understanding lets us know different types of blockchains available in the market.

There are mainly three types of blockchains available and have emerged after the introduction of bitcoin to this world. They are,

  • Public Blockchain
  • Private Blockchain
  • Consortium or Federal Blockchain

In Spite of blockchains as mentioned above even there are other types of blockchains available which are Public-permissioned, and Private-permissioned blockchain etc., to make this topic understandable and straightforward let’s discuss the details of all three blockchains

Public Blockchain:  

As the name itself resembles that it is made for the general public participation. To put it just it is made for the people, by the people, and to the people. This network is free from all kind of restrictions and anyone on the network can participate in the activities like reading/writing and auditing. And it is highly transparent, and anyone can review anything at any given point of time on a blockchain network.

We all get a doubt when there is no centralised authority, and everyone have access to the entire network them who will be there to take care of it? In public-blockchain the network uses Proof of work (POW) and proof of stake (POS) etc., to validate the block.

Private Blockchain:

Private-blockchain is a network in which only authorized people are allowed to create a new transaction on the chain (writing permissions). That’s how a private-blockchain is a closed private network, especially helpful for the organizations to store and securely transfer the valuable information. It is required to decentralize or distributes among the users for creating an environment where everyone can have access to it.  The extent of how one can write ( add a chain) or view (read) is decided based on the design and the requirements of an organization.

Blockchain offers a lot more than a simple decentralized network. Other features of the blockchain such as cryptography enable the organization’s high security than the traditional protocols.  The private blockchain is employed in an organisation for the activities such as for developing new cryptocurrency, for voting platforms, valuable data transfers, and to maintain accounts.

Another best feature of the blockchain is that if the authorised people want to hide the information from viewing particular people, we can easily do that. Blockchain saves time and money of the organizations which ever uses it.

Consortium Blockchain:

This is entirely different from public and private blockchains in terms of its functionality. In consortium blockchain group of similar companies or individuals comes together to form a network and takes decisions that benefit the whole system. This kind of groups is called as consortium or federation of the blockchain.

Let’s take an example here, let’s say there are top 20 financial institutions from all over the world have decided to make a decision regarding the consortium in which code of transaction or verification or decision is to be voted or verified by more than 15 organizations to add it to the blockchain, this is how it works.

Blockchain Features

Blockchain has got its first success when the cryptocurrencies have used it as a means of the platform. Let’s look at the various features that made the blockchain most powerful technology.

1) Blockchain as a data structure:

It is a continuously growing record of information, stored in digital blocks. Bitcoin uses the Blockchain network to store its transactions. In the beginning, these transactions start with a single block known as genesis block. The blocks of the system will eventually increase to the proportionate to the growth of data. This chain of blocks has named it as a blockchain.

This kind of inter-linked data structures are there in usage since from many decades to process the word and photography, but none have got the massive hit as blockchain did. And blockchain is more importantly powerful and an immutable block of chains.  

2) Immutability and Tamper detection:    

The data stored in blockchain is unchangeable and secure due to cryptography. Each block is identified by a unique string of characters which is generated by the cryptographic hash function. Each time the hash function takes any amount of data as an input and give the fixed length of a string as output. The exact range of the output is called hash. In the chain, each block is linked to its previous block (known as the parent block) and stores the hash of the parent block. So even if a little misinformation in giving the input would result in creating an entirely new hash output. So it is easy to trace if any new kind of hash function is produced because it has to go through the consensus. This hash function enables in easily tracing the areas where it was tempered.  

3) Decentralized Ledger technology.

We often hear that blockchain is a decentralized digital ledger which means the information entered on the blockchain will be shared among the people who are on the network and connected to LAN or Internet.  A user is notified every time a new block is added to the system so that they can have the latest version of the ledger. With the help of decentralised blockchain, many industries have got benefited such as real estate, stock exchanges, personal identification, and many more.

4) Relative User anonymity:

Even though the blockchain is transparent and one can see the transactions of others, it maintains some decency by keeping the user identity hidden. The public key cryptography allows the blockchain to be shared across the globe by maintaining some anonymity.  When it comes to bitcoin blockchain, its a public ledger one can easily trace the transactions if he or her identity is known. Other cryptocurrencies have already tackled this problem by developing various algorithms.

5) Data protection on blockchain:

In traditional data storage, we need to enter the data manually, and there are a lot of chances to manipulate the data. But blockchain is quite different and secure. One can store their bitcoins by using public/private keys on the distributed ledger. A customer can pay the fee by using their private key, and the merchant can receive the money by sharing his public key with the customer. Once the transaction is over the merchant can have full rights over the coins. The data on blockchain is stored on multiple devices across the world, and if one goes down or attacked by the hacker’s other systems never allow them to manipulate anything over it. That’s how powerful is it is.  

Blockchain advantages

There are many industries like finance, hospitality, governments, supply chain, etc. are implementing blockchain to innovate and to moderate the business by disrupting the traditional system. There are many benefits which are avail from implementing the blockchain in their organizations because of the following reasons.

1) Greater Transparency:

The blockchain is transforming the transaction histories more transparent, and it happens because blockchain is a distributed or shared ledger between the participants on the network. As all individuals are required to share the same documentation as opposed to personal copies. Shred version can only be updated on the consensus basis, which means everyone has to agree upon it. If you want to make changes to any transaction, it demands alteration of all subsequent records.

2) Enhanced security:  

There are many ways to explain how blockchain is powerful than all other traditional record-keeping systems. In blockchain, the transaction has to be agreed upon before they recorded. Once the transaction got approved, it will be encrypted and linked to the preceding chain.  The information recorded in the blockchain will be shared with the network of computers, so it is tough for hackers to hack or alter the data recorded in the chain. Security is a big concern in any industry, and the blockchain is taking care of this issue by eliminating all your worries.        

3) Increased efficiency and Speed:

Traditional or paper-based processing takes a long time to trade, and that is prone to commit errors and needs third-party intervention to complete a transaction. Blockchain eliminates all these processes by automating tasks and requires no mediation, with this will get improved and faster results.   As it is shared between the different parties & transparent hence there builds automatically trust. That’s how it improves the efficiency and harness the speed.

4) High Traceability:

If your organization is into production that has to undergo complex supply chain and you know how hard it is to find the details of the products such as where it has started and where it needs to return in case of any default. Blockchain helps the supply chain departments with its audit mechanism on, where a product journey has started and every stop it made on its journey. This continuous record on the network will help you in secure authentication and prevention of fraud.  

5) Reduced costs:

The ambition of every business is to make profits by reducing unnecessary costs. Eliminating prices would result in improved profits. Blockchain eliminates the fees paid to intermediaries. Trading on blockchain will give you more trust because it is immutable and excludes the middleman charges.

Roles and responsibilities of blockchain engineers:

Before getting to know what roles and responsibilities a blockchain developer is going to play let’s have an idea over who is a blockchain developer first.

Who is a blockchain developer?    

A blockchain developer is similar to a software developer, and he is responsible for developing and maintaining of blockchain protocols, designing architecture of blockchain systems, developing web applications and responsible for executing the smart contracts is called as blockchain developer.   

Types of blockchain developers

Based on the specific work they perform the job roles have been categorised into two types which  are

  • Core Blockchain developers
  • Blockchain software developers.
Roles of Core blockchain developer:

A core developer is responsible for the tasks such as designing, architecture, and security of the blockchain. He/she is responsible for the following core tasks.

  • Designing and developing of blockchain protocols.
  • Developing consensus protocols and creating security patterns for the network.  
  • Developing the best network architecture.
  • Maintenance of the entire network.
Roles of Blockchain software developers:

This role is similar to the typical web developer. A blockchain software developer uses the architecture and protocols made by core developers to develop the apps. These people are responsible for developing the decentralised applications, or Dapps with the help of blockchain technology. They are responsible for the below tasks:

  • Development of Decentralized network
  • Development of smart contracts.
  • Development of front end design for Dapps.
  • Managing the entire stack running on their Dapps.
  • Backend development related to the blockchain.
Career outlook and salary

According to the US Bureau of Labour Statistics (BLS) surveyed blockchain career growth and it projected that there going to be a 24% growth rate for software developers during 2016-2026.  The BLS estimated that an average salary of a software blockchain developer would be $103,560. However, due to increasing demand for the blockchain developer would be more than the average.

Blockchain Use case

Here we are going to discuss the Blockchain use case in IoT.

Internet of things is a technology which is considered as one of the significant breakthroughs of the present technological world. It helps in interconnecting various devices and systems thereby to help in developing smart cities and to support the autonomous vehicle revolution. We know well how important data is to function the IoT devices. So blockchain protects the IoT data from falling in the hands of hackers.

Blockchain distributed ledger helps the Internet of things in recording the vast amounts of data produced by the IoT devices to draw the insights out of it for constant development. Blockchain has the capability to store, analyse and transfer the valuable data. It acts as a host for the public and private sectors.

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In the public sector, IoT Devices are used to develop the infrastructure and to update the collection system such as collecting the municipal taxes etc. In private sector Blockchain based IoT helps in logistics management, Warehouse tracking, and data performance efficiency...

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The change is constant in any field. The process which we used yesterday may become outdated tomorrow. We have seen so many disruptions till now.  Technology is one which changes regularly to become a better version of itself. In the mean process, many industries would be disrupted. Technologies disruptive technologies are automation, machine learning, IOT, Blockchain etc. It becomes quite difficult for the companies to survive with the outdated technology; it slow downs the process. Other activities like IT incidents, HR cases, customer requests all together will add more slow down to the process.

To automate all these processes, we need a tool to eliminate all these problems and to speed up the workflow. ServiceNow is one such kind of technology which contributes to achieving your business goal. In this ServiceNow tutorial blog, we are going to cover up with different concepts of this cloud platform. Let’s get into the details without wasting much time.

What is ServiceNow?

ServiceNow is a software platform which is designed to support IT service management (ITSM). It enables the organizations in automating the IT Business Management (ITBM).  This cloud tool is developed based on Information Technology Infrastructure Library (ITIL) guidelines.

ServiceNow is being developed to focus on service-oriented tasks, process and activities. It uses machine learning as an ingredient to leverage data and workflows and to speed up the various methods, which enables organizations in heading towards the attaining business goals.

It offers the flexibility, power, and dependability which helps organizations in solving the problem associated with IT management.  Today ServiceNow is equipped with the Apps for IT service management process, and IT Enterprise such as Security management, HR Management, and Project Portfolio Management (PPM), etc.

Below mentioned are the features which made it famous.

  • Easy customisation
  • Instance-based implementation
  • Real-time analysis and reporting
  • Cost effective and tremendous support      

History of ServiceNow:

Fred Luddy found ServiceNow in 2004.  Before he started ServiceNow, he worked as CTO for Peregrine Sytems and Remedy Corporation. ServiceNow is headquartered in San Diego. CA  offices throughout the US, Asia, Australia, and customers from around 48 countries.

Historical milestones:

  • Named as ServiceNow in 2006
  • In 2007 they opened their first Silicon Valley office    
  • In 2011 they made a partnership with Accenture
  • In 2012 it became a publicly traded company with US$ 210 million IPO.
  • In 2017 ServiceNow acquired a Telepathy a UX UI company.

Release cycles:

ServiceNow typically has a 10-12 month release cycle.  Every time it comes up with the new cycle it launches new UI, apps, and updated features.  They also facilitate the hotfix patch release to address maintenance issues.

Why companies require ServiceNow?

It is a very powerful tool which enables the organization in designing future-oriented patterns to eliminate the outdated ones. ServiceNow platform creates a place where every employee, customer, or machine which related to a company can request by using this single cloud platform. Different departments who are working on these requests can assign, prioritise and collaborate to identify the issues and to gain knowledge to find the problems creatively.  It brings improvements in employee performance, and your service levels will spike eventually. serviceNow makes your work Faster and better than ever before.

Are you interested in taking up for ServiceNow Training Online? Enroll for Free Demo on ServiceNow Training!

Areas of Implementation

Below mentioned are the areas where ServiceNow being implemented in an organization.


ServiceNow takes your IT services to the optimal level by transforming the old consolidated tools into modern cloud technology. It improves the agile tradition so that the flexibility factor will increase automatically.


ServiceNow acts as a guard for the security with the help of collaboration of security concerns with IT.  It uses Structured response engine to identify and to resolve the threats based on service impact.

Customer service:

Customer service helps in decreasing the no of cases to down and increases customer loyalty in companies products and services.  It always checks the product quality in real time and works across the departments to quickly resolve the customer related issues.


It enhances the HR related activities with Self-Service portals, which enables them to get the insights out of it to make continuous improvements in service delivery.

Building business applications:

ServiceNow helps all kinds of departments to build applications fastly, and it also automates the processes by eliminating the redundancy. It inserts enables the departments to think creatively to innovate new process.     

Now Platform:

Now the platform is very transparent and readily applicable to any organization. It uses a single data model it eases the process of creating contextual workflows and automates any process. It doesn’t demand any professionalism to operate it; any one from user level to professional can quickly build the applications at light speed. Now platform ats as a user guide for the people who ever engage with the applications in any form, one can easily find the information in the knowledge bases and notified with the information, that they are looking for. It enables the Various departments, workgroups to easily identify the areas where issues arise and construct the actions plan to solve. Now platform contributes its part in making your business fast enough.   

Non-stop Cloud:

The ServiceNow cloud always in on mode and it’s never taken down for any reason. Its multi-instance architecture makes sure that each customer is able to customize their clouds services and performs upgrades on their schedule. It is highly secured and satisfies global compliances.   Its industry-leading high-availability infrastructure makes sure redundancy in between two datacenter clusters in a geographical area, to meet the needs of large enterprises.

Who uses ServiceNow?

Below stakeholders are the ones who use this service now to achieve their goals.  

Administrators:  ServiceNow helps the management administration user access, responsibilities and privilege management.  

Employees: they use it to request their IT-related business services.

Developers: These people use this to create new functionality with scripts to work beyond the standard configurations.

Implementers: These people use this to deploy the various applications and features that fulfil the needs of an organization.  

IT support Team: These people use this to manage the incidents and service request.  

Products of ServiceNow:

ServiceNow delivers the range of products which are designed by keeping the various requirements of an organization in mind. Let’s discuss what are the products of ServiceNow in detail.

  • IT service automation application
  • Business Management application
  • Custom Service Management
  • HR Management
  • Enterprise Security Response Engine.

IT Service Automation Application:

This ServiceNow product brings transparency into the system into End-to-end business services by understanding the relationship with underlying resources. It also enables the organizations being aware of the service health and brings down the Event loss time by instantly identifying the system.

Business management application:  

IT Business management tool is a strategic planning tool. It will let you focus on the areas where development is required, and it allows planning time and resource to develop that particular process.

Customer service Management:

This tool Integrates customer service with various other departments to identify and resolve customer related issues for achieving customer satisfaction. It reduces the costs that are associated with customer handling and thereby improves efficiency.

HR Management:

This tool is specifically designed for meeting the needs of employees. It allows organizations to improve employee satisfaction. It is the single most point of access for delivering personalised services to an employee. HR management tool delivers services such as examining various services like improving HR productivity, streamline employee transaction and service delivery.  

Enterprise Security Response Engine:

This performance analytics tool integrates all internal security tools in an organization. This will in return helps you in acting fast enough on the vulnerabilities of your business. This tool boosts the efficiency of security concern. Security response engine reduces the time spent on performing the necessary tasks.  

ServiceNow Capabilities:

Below listed things are the capabilities of ServiceNow which separate it from other similar tools and place on the top of all.  


It has the Single-Sign-on (SSO) same like any other similar tools, but this tool is built with multiple provider SSO features. An organisation can use several SSO IDPs (IDentity providers) by using the ServiceNow tool to maintain authentication. SSO allows authentication to a candidate into the system without requiring User ID and password.

Lightweight Directory Access Protocol (LDAP)

Companies use active directory every commonly for various purposes, such as maintaining outlook distribution list or providing access to applications, etc. It is considered as a piece of cake of ServiceNow tool, and the best feature is that it doesn’t require to code for anything.  Here in this, it is quite easy to make configurations with this tool.


ServiceNow helps the organizations with a capability to orchestrate or to automate the simple or complex tasks which have to be performed at remote locations.  After implementation of orchestration in an IT company the complex functions are eliminated and can be managed by the less skilled people. It automates various tasks such as Microsoft Exchange mail servers, VMware, etc.

Web Services:

ServiceNow platform allows the organizations with a capability of consuming or publishing API at the same time.  WSDL, REST, or SOAP API’s are the protocols supported by this platform. It is up to you whether you want to create codeless API or Scripted ones.

Enterprise Portal

Web portal plays a vital aspect of any organizations, it enables the user to request access, support or service. It acts a powerpoint to various organization.  Nowadays organizations are using ServiceNow tool to develop their own ServicePortal to showcase their capabilities. ServicePortal replaced CMS, and it was the old version of the portal, but it is not capable enough like ServicePortal.

Mobile Ready

It is challenging to find a person without a mobile phone, and the organizations are taking this as an opportunity to delivers their products and services. Companies want an enterprise application/service/solution which is a mobile-friendly.  They need an application which should have the capability to make changes on the go. ServiceNow fills this requirement with its mobile-friendly applications and enables publishing directly to the mobile directly without making any changes done for mobile.  ServiceNow supports web-based applications for IOS and Android.

ServiceNow Certification:

ServiceNow has gained popularity as one of the leading ITSM tools available today. It takes care of the IT infrastructure and manages the business. As its applications are increasing the career opportunities rapidly as well. The industry needs candidates who have the skills to manage it effectively. Having certification in ServiceNow makes you out of the crowd in getting the job.

Best Practices of Using ServiceNow:  

Below are the aspects that one should have in mind before implementing ServiceNow technology in their organization.  

  • The primary motive behind implementing ServiceNow is to automate the all business process.
  • You should be ready to cope up with the new work environment after implementing the ServiceNow.
  • The main focus should be to improve the business structure and automate the workflow to attain the efficiency in service delivery.
  • You are required to replace emails and spreadsheets with ServiceNow collaborative workspaces.

Benefits of Having certification:    

  1. Companies are in search of people who have certifications to witness smoother deployments and can be able to handle the ServiceNow.  
  2. Certification takes you next level in your career growth and helps in contributing to the success of an organization.
  3. Having certification in ServiceNow will make you professional, gives you industry recognition, higher productivity, and results.

Types of Certifications in ServiceNow

  • Certified System Administrator (CSA)
  • Certified Implementation Specialist (CIS)
  • Certified Application Developer (CAD)
  • Certified Application Specialist (CAS)


Till now we have seen the various applications of ServiceNow and how it can solve multiple problems of an organization.  ServiceNow is continuing its journey to contribute its share for the IT and thereby to solve the problems of organizations in the possible effective way. I hope this tutorial has given you a brief idea about what is ServiceNow and what it is used for. Happy learning!

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In this automation tutorial, we are going to learn different concepts that are associated with the Automation, how it works, and what are its features etc. let’s begin with the essential topics to have a clear understanding.  

In the olden days every task has to be performed by humans, sometimes there were tasks which are complex, and repetitive in nature. This kind of complicated and repetitive tasks will consume a lot of time, resources, and are prone to errors. All these complexities gave birth to a technology called ‘Automation’, which eliminates the redundancy process and helps in heading the business to the next level.  

What is automation?

Automation is a process of developing technology and its applications to function automatically by eliminating human intervention in performing the complex, rule-based, and repetitive tasks to deliver quality products and services.  

Automation is being deployed in different industries such as transport, manufacturing, utilities, defence, operations, facilities, information technology, and a lot more industries. It will enable us to save a lot of time and investment. One can quickly shift their employees from engaging in repetitive tasks to perform creative, and analysis of data which could in return helps in identifying the opportunities and threats.  

What is Automation Anywhere?

Automation Anywhere is one of the popular RPA (Robotic Process Automation) vendors with power-packed features and user-friendly tool to automate the complex and rule-based business processes. It has changed the face of all most all industries with its revolutionary technology.  Automation Anywhere is equipped with advanced features such as Natural language understanding, the capability to read any unstructured data, etc.

Automation Anywhere allows the organizations in eliminating the mundane tasks that are previously performed by human beings and helps in employing them in creative jobs. Automation Anywhere is a web-based management system and uses the control room to manage the bots employed to automate the tasks. It has the capability to automate end to end business process.   

Automation Anywhere  Architecture

In this section, we are going to familiar with different components that exist inside Automation Anywhere tool and get to know each of them in detail. Here below listed are three components of Automation Anywhere Architecture.

  • Control Room
  • Bot Creator
  • Bot Runner

Control Room:

It is a web-based central system that controls Automation anywhere platform. It acts as a manager to control all the Bots that have been employed to automate the business process. Apart from managing bots it also has control over below activities which are listed below.

1) User Management :It has the ability to manage user access to various IT resources such as systems, devices, applications, networks, storage systems, SaaS services, etc. User management is essential for organization security and to protect it from hackers.

2) Source Control: Coding for the bots is taken care of by the Control room. So it becomes smooth and manageable to share code Across multiple systems.

3) Dashboard: It gives us the complete performance report of different bots that are working on this platform. It also displays how many bots are working, identifies if any bot fails and the reason for bot failovers etc. Each bot is controlled from the control room.  

4) Licence Management: whatever the licence that is purchased will be configured in the control room.  

There are actually two types of licenses available in Automation Anywhere

Dev Licence: If you buy this licence you can be able to create a Bot, edit a bot and you can run a bot.

Run Licence: If you opt for this you will be able to run a bot, but you are not permitted to make any kind of changes to it.    

Bot Creator:

A bot is a web-based robot designed to take care of the automated tasks with the usage of internet. Developers use desktop applications to create and deploy bots. To create a bot, we require a Dev license. Developers licences are checked with the one which is configured in the control room. If the Authentication is successful, then the code created will be stored in the control room. Users can create individual bots/tasks and are merged and executed once.

Boost up your career by Automation Anywhere Training at KBS Training.

Bot Runner:

 Its the machine environment where you can run your bots. You have a facility to run multiple bots parallelly on the same machine, all you need is Run license. Bots will report back data such as logs/ fails/ pass etc, to the control room.

Let’s consider some other essential components of Automation Anywhere:  

Bot Insights: This tool helps us with the graphical data about how a bot is working and how much time we have saved due to automation.

Bot Farm:  It is Integrated with the Automation Anywhere enterprise, it will let you create multiple bots. You can even have a facility to give these bots on a rental basis.  

Bot Store: It is the first digital workforce marketplace where you can get a number of pre-built bots which are suitable for any type of business.   

It is the first digital workforce marketplace where you can get a number of pre-built bots which are suitable for any type of business.   

Types of Automation Anywhere Bots

We have three different types of bots. Let’s discuss them in detail.

  • Task Bots
  • Meta Bots  
  • IQBOT   

Task bots:

These bots are used to Automate the repetitive and time taking tasks in areas like Claim management, document administration, HR, IT services and lot more. It brings the instant positive changes such as improved productivity, a reduction of cost, time, and eliminates errors.  

Meta Bots:

These bots are also termed as Automation building blocks. It is named as “app resilient” because any time an application changes or updated, then minimal changes are enough for the bot itself and it automatically applies to any process that is utilising the bot.  Meta bots help in reduce downtime, increase RPA adoption, and controls complex, enterprise-wide automation.


It’s an advanced self-learning Bot and executes the tasks based on the data it has learned from.  IQ Bot delivers advanced automation technology using Cognitive technology. It organizes the unstructured information; meanwhile, it learns from the same data to improve its skills and performance.   

It’s an advanced self-learning Bot and executes the tasks based on the data it has learned from.  IQ Bot delivers advanced automation technology using Cognitive technology. It organizes the unstructured information; meanwhile, it learns from the same data to improve its skills and performance.   

  • The feature of automation anywhere.
  • Powerful and intelligent business automation tool.
  • It is built with Smart automation technology.
  • Segregates tasks to multiple computers.
  • Acts fast enough to automate complex and repetitive tasks.
  • It can be understood very easily.
  • Automation Anywhere is built to deliver script less automation.  
  • The auto-login feature enables scheduling tasks even when the system is locked.

Applications of Automation Anywhere:  

Below mentioned are the different industries where Automation Anywhere can be implemented to speed up the process and to get maximum output.

Financial services and banking:   

Automation Anywhere boosts the financial sector with its implementation. It can swiftly automate the different processes such as data migrations, data validations, invoice processing reporting, auditing, financial claim processing etc.     


This is one of the software which is associated with mundane tasks. Automation anywhere automates functions such as inventory management, ERP integration, Excel automation, automation of logistics data, etc.


Automation Anywhere is implemented in healthcare to reduce administration Bourdain by automates tasks such as patient data processing, medical bill processing, Insurance data automation, insurance claim status and eligibility automation, patient record storage etc.


It automates the process such as report generation of leads and monitors social sentiment.


It Automates the tasks of the government such as verification forms, integrating legacy systems with new applications, automating daily reports etc.

Use Cases :

Let’s consider a use case of a company called synergy which is a leading energy and retail giant; it is an Australian based company.

In September 2016, Synergies Information and Communication Technology (ICT) decided to automate its billing process by implementing the automation anywhere automation solutions. Synergy engaged PricewaterhouseCoopers (PWC), and this internal team had maintained accountability to automate the billing feature effectively.   Automation anywhere delivered its efficiency in automating the end to end process and integrated various platforms successfully. This project solution has exceeded the synergies expectations, with its rich command library, shortage learning curve, and ease of deployment.

Synergy has decided to automate the complicated billing process after successful completion of its pilot project. Synergies had three goals: to realise $6,50,000 annual benefits for the year, reduce error rates to less than 5%, reduction of transaction handling time by 20%. All these objectives have dramatically exceeded their expectations.  That’s how synergy got successfully implemented automation for eliminating repetitive, time, and money consuming tasks.


We have discussed how Automation can enhance the performance of different industries and take them to the next level. Automation Anywhere is one of the most excellent tools available in the market. As we discussed Its implementation brings a lot of changes in the organization such as improved return on investment and decreased labour work and cost.  I hope this tutorial has cleared your doubts and helped in gaining some knowledge. Happy learning!

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