Automation Testing in Dynamics 365: Driving Efficiency and Reliability

Automation-Testing-in-Dynamics-365
31Mar, 2025

Digital transformation is becoming a necessity rather than a showpiece in the current corporate world. To improve customer experiences, boost growth, and automate operations, more than 85% of businesses are increasingly using powerful enterprise solutions like Microsoft Dynamics 365. The ability to personalize Dynamics 365 automation testing services to your specific company requirements is their strongest feature.

Additionally, Microsoft frequently publishes updated versions, which keeps your solutions fresh and up to date to satisfy changing consumer expectations and new market demands. Microsoft D365 solutions provide you with an advantage by integrating cutting-edge technology like AI, ML, and data analytics. 97% of Fortune 500 firms are among the many organizations that use the platform. Making sure the technology functions properly, satisfies company needs, and adds value is the true difficulty. Dynamics 365 automation testing services are useful in this situation.

We’ll look at Microsoft Dynamics 365 automation testing services best practices in this blog to assist you deal with the challenges of testing and guarantee a smooth deployment.

What is Automation Testing in Dynamics 365?

To prevent setbacks that might impair their stability and revenues, companies must always run smoothly. In the current organization landscape, technology is considered as the key to success. Computer systems are essential to the efficient running of almost every business in the world. However, the performance of a business can be greatly impacted when a company’s technology stops working. For this reason, Dynamic 365 automated testing is essential to ensuring your IT systems continue to operate at their best.

Dynamics 365 offers businesses CRM and ERP. Using cutting-edge Microsoft technology driven by AI, a company may manage all aspects of its operations from the cloud, including finance, human resources, and sales and marketing. Every Dynamics instance may be tailored to meet the specific requirements of any organization, including business divisions. Dynamics 365 receives updates from Microsoft on a regular basis, and since the whole business depends on it, your IT staff needs to properly test each upgrade to make sure all important operations function as expected.

Why is Automation Testing Essential for Dynamics 365?

❒  Enhancing Testing Speed and Efficiency

Dynamics 365 QA automation testing services require automation testing because it greatly increases testing effectiveness and speed, allowing for speedier problem fixes, feedback, and software quality improvements, all of which contribute to a shorter time-to-market and enhanced user experience. More tests may be run in less time because of automated testing’ significantly quicker execution times than manual tests.

❒  Improving Reliability and Accuracy

The possibility of human mistakes that might arise during manual testing is reduced by the consistency and repeatability of automated tests. Automation makes it possible to create extensive test suites that encompass every facet of the program, guaranteeing exhaustive testing. Because automation makes continuous testing possible, teams may find flaws early in the development process and avoid them becoming more complicated and expensive to address later.

❒  Cost and Resource Optimization

The operational foundation of big, international companies is Microsoft Dynamics 365, which makes it possible for many teams, procedures, and apps to work together seamlessly. Although putting up automation requires an initial investment, the long-term advantages of shorter testing times, fewer errors, and quicker deployments exceed the expenses. Automation increases team efficiency by enabling testers to focus on strategic duties.

Also Read : Achieving High-Quality AEM Sites with Functional, Integration, and Test Automation

Key Areas for Automation Testing in Dynamics 365

1. Functional Testing:

Using technologies like Selenium, functional automation testing confirms that the system operates as intended and can be applied in Dynamics 365 QA automation testing services, accelerating the testing procedure and guaranteeing quality. Using automated tools and scripts, automated functional testing confirms that an application works as anticipated. This method uses pre written test scripts to simulate how users would interact with the features of the product. These scripts are automatically executed by testing tools, which then compare the predicted and actual results.

With its many benefits for software testing, automated functional testing has been a popular trend in recent years. Automation guarantees that testing procedures are brought up frequently on a regular basis. In functional testing, where precise control over internal procedures produces more accurate and dependable test findings, this dependability is essential.

2. Regression Testing:

A basic kind of software testing called regression testing is going over the current code again to make sure it is unaffected by updates, novel functionality, or modifications. The technique of employing a regression test suite to determine if the current code functions as expected following the addition of new features or bug patches is known as automated regression testing.

A collection of pre-existing test cases used to evaluate the functioning of the product is called a regression test suite. As the application develops, it is crucial to maintain and update the regression test suite on a regular basis to keep it current and useful.

3. Integration Testing:

Automated integration testing examines the compatibility of various software elements. Compared to manual testing, which can be error-prone, this method is more efficient. Automated testing improves the identification and resolution of problems early in a world with complicated code and frequent changes. In addition to saving time and money, this enhances software quality, which is critical for satisfying client demands and maintaining competitiveness.

Finding flaws, mistakes, and integration-related issues early in the development cycle is the main objective of automated integration testing. Development teams may cut down on manual testing activities and save a significant amount of time by automating this process. This improves the overall dependability and software quality.

4. Performance Testing:

A software approach called performance testing examines an application’s or API’s speed, flexibility, reliability, and other non-functional aspects. Functional testing, which examines whether the app carries out a certain set of business functions, is different from this. You may think about doing one or more kinds of performance testing, depending on your requirements.

Performance tests should ideally be carried out at the SDLC level. You may reduce project delays, correct problems much more quickly, and possibly eliminate production performance problems that could affect the company by spotting problems early in the development process.

5. Security Testing:

Security testing reveals the risks, dangers, and weaknesses of software applications. Its main goal is to find all possible flaws and vulnerabilities in a software system. Information loss, income loss, or reputational harm to the business may result from this.

Finding bugs and constantly strengthening the program against new security threats are the goals of security testing. It assesses a system’s possible weaknesses and finds dangers inside it. This proactive strategy by an automation testing services company protects the system from fraud and guarantees that threats are successfully addressed.

Popular Tools for Automation Testing in Dynamics 365

1. Microsoft’s RSAT (Regression Suite Automation Tool):

RSAT is used to cut down on the time and expense of operations and finance UAT. Without the need to create source code, RSAT allows functional power users for recording organizational tasks utilizing the task recorder & then convert recordings to the automation tests series. Microsoft Azure DevOps and RSAT are completely linked for testing execution, reporting, and analysis. Test parameters are saved in Microsoft Excel files and are separated from test phases.

❒  Faster testing cycles:

Automation can help cut down on manual testing. Since regression testing may take a lot of time, it is a good candidate for automation, which might save QA teams a significant amount of time. This advantage was considered when RSAT was developed.

❒  Quality improvements:

More testing may be covered by promoting automation and decreasing manual testing. As a consequence, corporate procedures will be more trusted. Human error, which is a natural part of manual testing, is decreased by reducing the amount of recurring manual regression testing.

2. Selenium:

Selenium is used for programs that reproduce bugs quickly. The set of language-specific interfaces that power the browser is called Selenium WebDriver. It has a goal to offer better support for the dynamic web page. One of the most popular automated UI testing tools is Selenium, which offers a comprehensive suite of tools for browser automation and is an open-source UI testing framework. Selenium enables testers to create scripts that communicate with web applications on multiple platforms and cover a variety of programming languages.

❒ Open-Source:

As previously said, Selenium’s greatest advantage is that it is a portable application. The tool is available for free download, and there are no up-front expenses. It also offers free community-based help.

❒ Complements Operating Systems:

Windows, Mac, Linux, and UNIX are just a few of the operating systems (OS) that Selenium can run and support.

❒ Browser compatibility:

The perks of integrating Selenium is, it has the power to automate the web app testing. This ensures consistent functionality and minimizes manual labor.

❒ Regular updates:

The community-based nature of Selenium support allows for frequent updates and enhancements. These enhancements don’t require any special training and are easily accessible. Because of this, Selenium is also economical and resourceful.

3. EasyRepro:

Microsoft offers an automated testing tool called EasyRepro. This open-source program is available on GitHub. CRM performance tracking, organization, and business flow are all aided by EasyRepro. A framework called EasyRepro makes it possible to run automated user interface testing on a particular Dynamics 365 company.

It may be used to automate tests like load, regression, smoke, and others. The Open Source Selenium web drivers, which are utilized throughout the industry in a variety of projects and applications, are the foundation of the framework. The complete EasyRepro framework may be found on GitHub and is open source.

❒ Features :

EasyRepro provides a collection of commands to make test setup quicker and simpler.

Versions 9.1 and 9.2 of Microsoft Dynamics 365 are supported.

Windows Server 2012 R2 to Windows 11 are supported by EasyRepro.

This utility works with the Edge browser’s Microsoft Webdriver.

❒ Power Automate:

With the use of cloud-based software called Microsoft Power Automate, staff members may design and automate processes and workflows across several apps and services without the assistance of engineers. Users must describe what must happen when a specific event happens to set a flow. After a flow has been created, it may be controlled using a desktop application or a mobile app.

❒ Gathers information:

Data is also gathered via Power Automate. To observe what people are saying about a specific brand, for example, a user may set up a trigger that will record all new tweets mentioning the brand and save a copy of each message in a SQL database for sentiment analysis.

❒ Connects to other applications:

Employees may initiate team communication flows by using the bot. For example, Microsoft offers a flow that allows team members to flag issues or register issues in an Excel spreadsheet by sending a text message to a support engineer.

4. TestComplete:

Dynamics 365 is one of the many programs that TestComplete, a powerful test automation tool, supports. It has capabilities like object identification, scriptless test generation, and multi-scripting language compatibility. Numerous enterprise-packaged programs may have their testing automated with TestComplete. Microsoft Dynamics 365 is one business solution that can use TestComplete to automate procedures. The purpose of this tool is to successfully test coverage across frequent updates and customizations.

❒ Features:

TestComplete ensures robust testing by auto-healing using picture recognition.

OCR detects text on a screen that is difficult to read.

As tests expand, objects are kept in a repository to facilitate maintenance.

Automates the business process in Dynamics 365 without the need for code.

TestComplete uses drag-and-drop to connect tests to Excel sheets.

A comprehensive report that includes screenshots from each test run may be shared by a team.

For effective, scalable testing, TestComplete makes it possible to reuse components across modules.

Also Read : Top 9 Automation Testing Metrics You Should Be Tracking

Step-by-Step Guide to Implement Automation Testing in Dynamics 365

1. Define Test Objectives and Scenarios

Start by stating the goals of your tests. Determine the most important Dynamics 365 integration points, user situations, and business processes. Designing efficient automated test scripts requires this precision.

2. Select the Right Automation Tools

Selecting the ideal automation tool is necessary. Because of its smooth interaction with Dynamics 365, Microsoft’s Power Automate is a well-liked testing option. Other tools with extensive functionality and adaptability, such as Selenium and TestComplete, are also good choices.

3. Develop and Execute Test Scripts

It’s possible that not every test case can be automated. Concentrate on crucial, time-consuming, and repetitive test cases that automated scripts can dependably run. Give top priority to scenarios that address both favorable and unfavorable testing circumstances.

4. Integrate with CI/CD Pipelines

Consistently run your automated test suite as part of your pipeline for continuous integration and deployment (CI/CD). Create thorough reports that emphasize test findings, point out faults, and offer troubleshooting tips.

5. Monitor, Review, and Optimize

Being a dynamic platform, Dynamics 365 is susceptible to modifications and upgrades. Review and modify your automated test scripts often to reflect any changes made to the application. This guarantees your test suite’s ongoing dependability.

Best Practices for Automation Testing in Dynamics 365

❒ Prioritize critical business functions for automation

Determine high-impact areas, evaluate your company’s needs, and concentrate on activities that immediately increase revenue, lower costs, improve customer happiness, or comply with regulations in order to rank important business tasks for automation. Make sure the automation projects complement your overarching business goals and strategy.

The best return on investment (ROI) will come from automating the procedures that have the most influence on your KPIs. Analyze the prospects and possible hazards of automating certain procedures. Give top priority to procedures that are essential to your company’s operations and have a direct impact on generating income, satisfying customers, or cutting expenses. The best jobs for automation are those that are time-consuming, repetitive, and adhere to defined guidelines.

❒ Maintain detailed documentation for test cases and outcomes

Make sure to correctly refer to the instances while discussing case studies. The initial step you must take is to define specific scenarios that align with corporate needs. Each test case has to have a clear objective and be written in simple English, eliminating technical terms if possible. For ease of usage and maintenance, make sure that test cases are grouped correctly and are well documented.

To make test cases more consistent, utilize a template or standard format. To ensure that the application is real-world, you may also include several business situations in test cases. Recognize the business idea, prioritize test cases, and pay attention to the software’s functionality and quality.

❒ Use modular and reusable test scripts for scalability

Adopt a modular and reusable design to make sure test scripts are scalable. This will reduce redundancy and improve maintainability by dividing tests into smaller, distinct parts that are simple to combine and reuse across many situations. Write smaller, independent modules or functions that carry out certain tasks rather than creating monolithic scripts.

Create generic modules at an automation testing services company that may be used for a variety of test scenarios to cut down on repetition and save time. To isolate test logic from page-specific code, use design patterns such as the Page Object Model (POM) for user interface testing. Create test scripts as functions or reusable parts that may be accessed from many test scenarios. Test functions may be made more flexible and scenario-adaptable by passing parameters and data to them.

It is simpler to comprehend, debug, and update scripts that are modular. The necessity to repeatedly rewrite the same code is eliminated with reusable scripts. Scripts that are reusable and modular may be effectively scaled to meet shifting team sizes, needs, and project scope.

Developing new test cases is made quicker and easier using reusable scripts. A complete test suite may be created by combining modular scripts in different ways. People work on the same test suite swiftly with modular scripts.

❒ Continuously monitor and update tests to align with Dynamics updates

The cloud-based platform Dynamics 365 is always being updated with fresh functions and enhancements. Microsoft offers service updates that you may use in your environment to help you benefit from these improvements and maintain the functionality of your solution. Dynamics 365 service upgrades operate and how to seamlessly, consistently, and predictably get ready for them.

Service updates are ongoing, touchless upgrades that evaluate issues & new features. Every few years, they don’t need expensive improvements. In addition to preserving backward compatibility, the service upgrades incorporate system and application modifications that are essential to the service, such as regulatory updates.

❒ Collaborate with cross-functional teams for comprehensive test coverage

Working with cross-functional automation testing services company teams to provide thorough test coverage will result in a more robust and dependable product by encouraging open communication, a common knowledge of requirements, and cooperative test case creation and execution.

Experts must suggest the aim of the testing process. Arrange frequent meetings to go over updates, resolve problems, and talk about progress. Encourage a culture of ongoing education and information exchange; this will raise the standard of the final result.

Automation-Testing-in-Dynamics-365 cta-1

Achieve Seamless Dynamics 365 Performance with Our Automation Testing Expertise!

Microsoft Dynamics 365 automation testing services are a challenging but worthwhile process. You can guarantee a seamless deployment, lower the risks & boost the ROI by considering the best practices. Keep in mind that testing aims to produce a system that enables your company and spurs development, not only to identify faults.
For modern enterprises to operate efficiently, Microsoft Dynamics 365 is now essential, whether it is for connecting back-end systems, third-party apps, or business-critical workflow operations. You must extensively test your Microsoft Dynamics 365 platform to ensure that it can withstand the demands of reaching daily business objectives and that the user interface (UI) works as intended.

However, in order to ensure that your Microsoft Dynamics 365 platform is suitable for its intended use, some obstacles must be addressed, and best practices must be adhered to. Hope everything we mentioned in this article may help you. If you want more practical knowledge, you can connect with the expert providers of QA automation testing services.

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About The Author
Digital Marketer at KiwiQA: Software Testing Service Provider Company Worldwide.

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