Dynamics 365 Test Automation Tools: A Checklist

Maria Homann

Automation Expert

Finding the right Dynamics 365 test automation tool can be a challenge. There are many options to choose between and many elements to consider. In this checklist, we take you through the most important considerations to help you make the right choice for your organization.

IT ecosystems of today’s enterprises are complex constellations. With technologies ranging from local desktop applications to virtual machines and cloud services, modern systems are often built of tens or hundreds of applications that, combined, serve as the vital organs for business-critical processes.

Microsoft Dynamics 365 is one such system that some of the largest enterprises in the world rely on for various processes across the organization, including sales, marketing, and finance.

Challenges in testing Dynamics 365

To ensure the vitality of a businesses’ Dynamics 365 applications and the applications it is integrated with, testing is fundamental. It assures quality user experiences by reducing the risk of critical bugs.

Another trait of modern enterprises is the need for speed and ability to adapt to market changes.

Manual testing and most automation frameworks, however, prohibit speed and agility, putting QA managers in the undesirable position of having to choose between quality and speed. This challenge was one of the findings a recent Capgemini report on continuous testing.

While agile development methodologies and DevOps have become the standard for software development in all industries, transitioning from 'traditional' testing towards continuous testing remains a top challenge for DevOps teams, according to the report.

To overcome these barriers, a strategic approach to test automation as well as the incorporation of the right tools, fit for the business’ needs, is necessary.

How to overcome challenges in Dynamics 365 testing with the right tool

In this blog post, we outline three factors that QA teams must consider at the beginning of their automation journey to achieve success with automation. In addition to these factors, we recommend our guide with best practices for building maintainable and scalable test automation. 

By following these guidelines, QA teams can overcome the most common challenges and ensure that their efforts provide a return on their investment in both time and resources.

1. Consider the business’ wider IT landscape

An automation journey often starts with a Google search for an automation framework for a specific application or technology. Sometimes testers will select an existing framework, other times teams will develop their own frameworks.

Selenium is an example of an existing framework often used for testing Dynamics 365, because it is built for web applications, and therefore compatible with Dynamics 365’s web applications. Another framework is Microsoft’s own testing solution for their Finance and Operations application, Regression Suite Automation Tool (RSAT). 

Although popular choices, both these frameworks have limitations; they are incompatible with the remaining IT landscape. For teams wanting to test end-to-end, they simply won’t suffice. 

Instead, QA teams should look for a test automation tool that offers the functionality of Selenium for Dynamics 365 web applications, and, in addition, lets teams test outside Dynamics 365, across integrations and any applications, whether they are legacy systems, virtual, in the cloud, or on desktop.

In summary, the tool should cross off the following points on your checklist:

  • Compatible with your Dynamics 365
  • Compatible with your wider IT landscape:
    • Web applications
    • Desktop applications
    • Mobile applications
    • Virtual machines
    • Legacy systems
    • Cloud platforms

2. Consider the ease of use

Adopting a new tool is rarely a straight path to success. Most tools take time to learn and some resistance and frustration amongst team members is bound to happen, if the tool isn’t as intuitive as they’d hoped.

There are, however, a number of things that will steer teams towards successful adoption. These include an intuitive user interface, structured onboarding and training, and readily available support for fast resolution.

Very few Dynamics 365 testing tools offer short learning curves. Most are either code-based or low-code, meaning they’ll require developers to write, or at least read, code for automation.

A no-code automation tool that uses an intuitive, visual interface, on the other hand, removes unnecessary complexity from automation, and lets teams collaborate easily and build automation fast. Perhaps most importantly, maintenance and scaling of tests becomes feasible, because it doesn’t require developers or testers to search through lines and lines of code every time a change is required.

On this checklist, the Dynamics 365 testing tool should therefore provide: 

  • A clear onboarding plan
  • A learning center or training resources
  • Easy access to support

3. Additional tool considerations

You’ve read this article because you’re looking for a Dynamics 365 testing tool, but before your team can invest in a tool, you have to convince a financial manager or CFO that the tool will give you a return on the investment. 

The two points above will help ensure this. Cross-technology compatibility will allow you to scale testing across the IT landscape, and no-code will make that scaling faster and less resource heavy. 

So what else do you need to consider?

Make sure to download our checklist to get the full list of consideration for your testing tool evaluation.

Checklist choose the right tool

Leapwork: A no-code Dynamics 365 test automation tool built for enterprises

Leapwork is a no-code automation tool recommended by Microsoft for testing Dynamics 365. With Leapwork, organizations can automate and test all Dynamics 365 web applications, as well as other applications within the enterprises’ wider IT landscape. 

Leapwork’s no-code solution has a visual and intuitive user interface that makes it easy to learn. Leapwork also offers a complete learning center with extensive tutorials, as well as expert support.

Mike Ehrenberg, Technical Fellow at Microsoft and CTO of Microsoft D365 Applications Group, says about Leapwork: 

“Leapwork’s no-code experience for test creation empowers a broader percentage of our customers to effectively implement automated testing. Enhancing the quality of their Microsoft Dynamics 365 service experience and lowering the total cost of ownership through Leapwork is a win-win opportunity.” 

This makes it easy to get started with test and process automation, letting teams benefit from higher productivity, lower risk and reduced costs, fast.

Learn more about Leapwork’s automation capabilities for Dynamics 365 in our on-demand webinar, or download our guide to Dynamics 365 test automation that includes the checklist.

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