Description

Introduction
This training provides a comprehensive overview of functional testing practices in Dynamics 365 CRM, focusing on core business processes, requirement validation, test design, execution, and reporting. Participants will learn how to evaluate CRM functionalities, validate workflows, test modules end-to-end, and ensure solutions meet business and functional requirements with accuracy and consistency.

Prerequisites
• Basic understanding of CRM concepts
• Familiarity with Dynamics 365 CRM modules
• Knowledge of software testing fundamentals
• General understanding of business processes and workflows

Table of Contents
1. Introduction to Dynamics 365 CRM Functional Testing
 1.1 Overview of Dynamics 365 CRM Architecture
 1.2 Key CRM Functional Modules
 1.3 Role of Functional Testing in CRM Projects
 1.4 Understanding Functional vs Non-Functional Testing
 1.5 Functional Testing Lifecycle in CRM

2. Test Planning & Requirement Analysis
 2.1 Understanding Business Requirements
 2.2 Identifying CRM Functional Scenarios
 2.3 Creating Requirement Traceability Matrix (RTM)
 2.4 Test Scope Definition and Prioritization
 2.5 Risk-Based Testing Approach

3. Test Design Techniques for Dynamics 365 CRM
 3.1 Designing Functional Test Cases
 3.2 Test Coverage Techniques (EP, BVA, Decision Tables)
 3.3 Writing Test Data Matrix
 3.4 Designing End-to-End Scenario Tests
 3.5 Creating Workflow-based Test Conditions

4. Functional Testing of Core CRM Modules
 4.1 Testing Sales Module (Lead to Opportunity)
 4.2 Testing Customer Service Module (Cases & Queues)
 4.3 Testing Marketing Module (Campaigns, Segments, Journeys)
 4.4 Testing Field Service Functionality
 4.5 Testing Custom Entities

5. Workflow, Business Rules & Customization Testing
 5.1 Testing Business Rules and Validations
 5.2 Testing Workflows and Process Automation
 5.3 Testing Power Automate Flows Linked to CRM
 5.4 Ribbon, Form & View Customization Testing
 5.5 Role-Based Security & Permissions Testing

6. Data Validation & Integration Testing
 6.1 Data Mapping and Data Entry Validations
 6.2 Testing CRM Integrations (ERP, Portals, APIs)
 6.3 Testing Data Migration Scenarios
 6.4 Handling Data Quality & Consistency Checks
 6.5 Duplicate Detection & Entity Relationship Validation

7. Test Execution & Defect Management
 7.1 Executing Functional Test Cases
 7.2 Logging and Tracking Defects
 7.3 Using Azure DevOps or Test Manager
 7.4 Regression Testing Strategies
 7.5 UAT Support and Collaboration

8. Automation in Dynamics 365 CRM Functional Testing
 8.1 Identifying Functional Tests for Automation
 8.2 Using Selenium with CRM
 8.3 Test Automation with EasyRepro Framework
 8.4 Automation Best Practices in CRM
 8.5 CI/CD Integration for CRM Testing

9. Reporting, Documentation & Best Practices
 9.1 Functional Test Reports & Dashboards
 9.2 Metrics for CRM Testing Quality
 9.3 Test Documentation Standards
 9.4 Best Practices for CRM Functional Testing
 9.5 Common Challenges and Solutions

This training equips participants with the essential skills required to perform effective functional testing across Dynamics 365 CRM modules and workflows. By mastering test design, execution, and validation techniques, learners can ensure CRM implementations meet business needs and deliver high-quality, reliable solutions.