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The essentials of testing a customized Microsoft Dynamics CRM

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The essentials of testing a customized Microsoft Dynamics CRM Services Back AI solutions AI-powered test automation Predictive test planning Intelligent test design Quality engineering QA for digital transformation QA in a multi-vendor environment Software lifecycle QA Continuous testing Shift-left testing Testing in Agile Engagement models Team augmentation Dedicated QA teams Managed testing services Fixed-price QA projects Full-cycle testing services QA consulting Ad-hoc testing Test automation Pre-certification testing User acceptance testing Crowdsourced testing Complete test coverage Functional testing Performance testing Cybersecurity testing Accessibility testing Compatibility testing Embedded testing Integration testing Localization testing Microservices testing Migration testing Regression testing Usability testing Systems & platforms Web apps Mobile apps Blockchain CRM ERP AR/VR Cloud Internet of things Medical devices Desktop Big data Salesforce SaaS AWS Azure Industries Back Software development Banking and financial services Telecommunications Media and entertainment Travel and hospitality eCommerce Insurance Healthcare Gaming Education Blog 25 April 2025 Building a safety net for banks: the role of testing in the ISO 20022 shift Approach Back How we work Testing environment Industry expertise Process maturity QA outsourcing ...With fast response to our requirements and professional approach, I can definitely recommend the cooperation with a1qa. Rainar Ütt, Head of Quality, InnoGames Portfolio Blog Company Back About us Clients QA Academy Awards News Values Events Contact us Case study a1qa helps roll out multi-regional mobile solutions for a leader in financial technology Contact us Blog The essentials of testing a customized Microsoft Dynamics CRM Microsoft Dynamics CRM is a full-scale clients` relations system. The system combines the features of operational, collaborative and analytical CRM. With Microsoft Dynamics CRM companies successfully face a great number of clients` relations management issues. 3 April 2014 CRM testing Home Blog The essentials of testing a customized Microsoft Dynamics CRM What you need to know before testing your CRM Afterword Article by Svetlana Pravdina CEO One of Microsoft’s flagship products, Microsoft Dynamics CRM is a full-scale customer relationship management system. It can be successfully adopted by various departments such as sales, marketing and operations to get an in-depth visibility into the state of both the sales funnel and the customer base in general. This is made possible as tthe system combines operational, collaborative and analytical features, all with dedicated dashboards and flexible user rights.

With Microsoft Dynamics CRM, both B2C and B2B companies can successfully solve a number of business-critical tasks and improve its relations with customers at every stage of their lifecycle. Among such tasks, there are the following:

creating and keeping a unified customer base with complete data on the history of customer interactions and communicationsales automation, including updates of customer recordsmanagement of marketing and customer servicedata analysis and reporting The Dynamics CRM platform can be easily adjusted to different business needs, as its out-of-the-box, basic functionality is customizable and expandable. Though this requires professional help of CRM customization consultants, the efforts pay off with having a more flexible, user-friendly, and relevant system that’s tailored precisely to the company’s needs.

In technical terms, customization includes the following. The administration module can be expanded with new entities, or the current ones can be changedor retargeted. Apart from that, in the CRM you can develop all the necessary views and forms, as well as set up the Workflow for every entity. Using CRM plugins, you can expand basic system functions, develop new ones or integrate with some sub-systems.

On the whole, it’s possible to customize your CRM by developing the following on top of it:

entities, attributes, forms, views, basic functionsplug-ins, business processes, ASPX-pages, reports, add-ons When it comes to QA outsourcing as part of the customization project, here’s our list of tips to help you on the way.

What you need to know before testing your CRM The standard, out-of-the-box functionality of Dynamics CRM comes in 24 languages, which simplifies localization testing considerably. It means that when customizing the system, only newly developed or configured functionality need to pass localization tests.

When localizing the customized part of CRM, testing engineers usually check forms and views, customized entities and/or fields, control elements, plug-in functionality, functional updates made on JavaScript (messages, additional webpages) and custom reports.

Localization testing is not the only one necessary, however. Running functional and GUI tests is important to check and validate how correct the current functionality was developed, regardless of whether it is basic or customized. The results that you get at this stage will define the overall testing plan.

Keep in mind that in a customized CRM, the largest part of the functionality is likely to come pre-checked. This means that you’re left with testing only the newly added and customized part, which usually have to do with entities, attributes, and fields. Often, there is no need ito validate new fields as the control elements acquire the standard features according to the data type.

For the newly developed functionality, which is alsoto be thoroughly tested, the testing requirements are similar to the ones for the customized functionality. Along with that, all the forms, windows, control elements and other important items, which were developed separately and added to the CRM via JavaScript or other plugins,toned to get through the full-scale check. Otherwise, the time spent on customizing your customer relationship management system won`t bring you much value.

Afterword Having a well-functioning and tailored CRM system is often the staple of a successful business. Yet, buying off-the-shelf products may be limiting for your organization if you want to improve business processes in your sales and marketing department. To ensure the system addresses your urgent needs, customization of a CRM platform is frequently the solution to this, and Microsoft Dynamics CRM is not an exception.

In the article above, we’ve outlined major areas of focus when testing the customized solution. Hopefully, you’ll use them when localizing your platform, as well as when testing its functionality and user interface.

Share this: More Posts 22 October 2019, by a1qa 4 min read Digging a little deeper into efficient CRM testing Have a closer look at the CRM testing issues that will help streamline business processes and boost productivity. CRM testing Cybersecurity testing Functional testing Performance testing Test automation Related posts Get in touch Name Please fill in the required field. Email Email address seems invalid. Company Phone Project description Please fill in the required field. I hereby give my consent for a1qa and its affiliates to process my personal data in accordance with Privacy Notice for the purpose of handling my request and responding to it. I am aware of the fact that I have the right to withdraw my consent at any time. Please accept the terms to proceed. Add an attachment This file is too large Up to 5 attachments. File must be less than 5 MB.
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