Book demo
Start trial
Book demo
Start trial

The LEAP

Automation insights and productivity tips from LEAPWORK.

All Posts

How to Automate Microsoft Dynamics: Test and Process Automation

For technical reasons, Microsoft Dynamics applications are difficult to automate. In this post, we will show how to easily automate processes in Dynamics, whether it is for testing purposes or for business automation.

Microsoft Dynamics is a widely used line of enterprise applications for practically any function in an organization, including sales, operations, customer service, and more.

This post demonstrates how to automate the CRM application of Microsoft Dynamics. Automating and testing Dynamics products with conventional automation 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 powered by the Selenium framework.

 

 

 

Try it free with your own Dynamics CRM 

Automate Microsoft Dynamics with LEAPWORK

The LEAPWORK Automation Platform is ideal for automating Dynamics : 

Works with any version of Dynamics

Build automation for any version of Microsoft Dynamics, including cloud and on-premises clients, as well as customized applications.

Don’t worry about the underlying technology

Automate Dynamics without bothering with nested iframes, XHR requests, and other technical implementations.

Automated testing for system upgrades and more

Let automation agents run regression tests of business-critical processes, for example in relation to a Dynamics CRM system upgrade.

Build advanced flows across applications 

With the tool's comprehensive web and UI automation capabilities, you can automate tests and processes in, and across, Dynamics. Design automation flows visually with building blocks representing anything that happens in browsers and applications: Clicking elements, typing text, and much more. You can create reusable components on the fly and set up alternative flows for robust and reliable automation. 

Automate Web Applications with LEAPWORK

Learn more about LEAPWORK Web Automation.

Claus Topholt
Claus Topholt
CTO and co-founder of LEAPWORK.

Related Posts

How to Lower Data Migration Risks with UI Automation

Data migration efforts in enterprises are often done manually - or not at all, because it's too risky. Learn how UI automation can help solve some of your data migration issues.

Why You Needed Automated Testing: High-Risk ServiceNow Challenges

In thousands of enterprises, ServiceNow is the beating heart of daily operations. If something breaks, it will have effects across the business. The problem is, testing ServiceNow is a real time sink, which puts the platform’s agility at risk.

How to Automate Data Cleansing When You’re Out of Developers

Poor data quality puts customer experience at risk. To mitigate that risk, IT-driven enterprises need continuous data cleansing.