Microsoft Dynamics is a widely used line of enterprise tools for practically any function in an organization, including sales, operations, customer service, and more. However, for technical reasons these systems are difficult to automate. In this post, we will show how to easily automate processes in Microsoft Dynamics, whether it is for testing purposes or for business automation.
The guide uses the CRM system of Dynamics as an example. Automating and testing Microsoft Dynamics products with existing tools and approaches pose some challenges because they rely on complicated technical implementations, such as using nested iframes to present content to users and dynamically changing the DOM after sending XHR requests behind the scenes.
Automating lead management in Microsoft Dynamics CRM
The video below walks you through how to perform automated testing in Microsoft Dynamics CRM by relying on flowchart-based web automation.
With the LEAPWORK Automation Platform, you don’t have to worry about the underlying complexities of automating Microsoft Dynamics, like navigating nested iframes, waiting for XHR requests and DOM changes. You can create reusable components on the fly and set up alternative flows for robust and reliable automation.