Streamlining Your Upgrade Process with Dynamics 365 Test Automation

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Dynamics 365

An upgrade to Microsoft Dynamics 365 offers companies significant potential to enhance their productivity, boost income, and improve market competitiveness. However, similar to the implementation of the latest ERP and CRM applications from Microsoft, an upgrade also presents certain challenges and demands adequate time. Given that testing is one of the most resource-intensive aspects of the upgrade process, Microsoft Dynamics 365 test automation can streamline and accelerate the transition to the latest software version. To understand how test automation can assist with your upgrade, read this article.

Which tests involved in the upgrade can be automated?

Since your organization has already been using one of Microsoft’s software suites, you are undoubtedly aware of the importance of testing. Moreover, the testing requirements for the upgrade can be even more stringent due to numerous processes susceptible to defects and human errors.

Below are some aspects that require evaluation to ensure a successful upgrade to Microsoft Dynamics 365, which can be tested automatically:

  • Accuracy and completeness of the data migrated to the new system;
  • Correctness of integration of data exchanges, APIs, middleware, and web services;
  • Core business processes, scenarios, and workflows, including customized or configured components;
  • UI elements such as views, forms, dashboards, and reports;
  • Localization features and language support;
  • Components of the security system, including security roles, access controls, and permissions;
  • Scalability and performance through load and stress simulation;
  • Accuracy of data exports, reports, and analytics.

Benefits of Dynamics 365 test automation during the upgrade

As discussed, testing numerous elements of ERP and CRM applications can be automated during the upgrade to Microsoft Dynamics 365. While almost all of these tasks can be performed manually, automation offers companies the following unparalleled advantages:

1.   Significant time and financial savings

Microsoft Dynamics 365 test automation allows streamlined execution of a vast number of tests, exceeding the testing scope covered by manual methods. With parallel test execution and the ability to schedule unsupervised tests during off-hours or weekends, companies can save substantial amounts on manual tester support and expedite the upgrade process. This is particularly crucial for regression testing, often considered one of the most time-consuming test types.

2.   Enhanced coverage and accuracy

Time saved from manual test execution can be used to broaden test coverage and create comprehensive testing suites covering various software aspects. The high scalability of renowned tools dedicated to Microsoft Dynamics 365 test automation, such as Executive Automats, further extends test coverage and supports large upgrade projects. Moreover, test automation is essential for improved accuracy.

Although the test quality still depends on developers, automation ensures precise execution of test scripts, reducing human errors and ensuring testing process consistency.

3.   Efficient risk mitigation

Robust testing, supported by test automation tools, offers a potent solution for risk mitigation. With reduced manual effort, testers can frequently assess the stages of the system upgrade, crucial for early defect detection and mitigating risks linked to potential disruptions.

Best practices for leveraging test automation tools during the upgrade

To maximize the benefits of Microsoft Dynamics 365 test automation during your transition to the latest system version, consider the following tips:

1.   Select the right tool

Opt for tools like Executive Automats that offer a high level of automation covering various testing types. Additionally, features such as automated report generation and support for test script maintenance can enhance your testing efficiency. Executive Automats’ no-code interface reduces manual effort, making it ideal for users with limited technical expertise, while also accelerating the work of expert developers.

2.   Start as early as possible

Implementing automated testing early in the upgrade process enables you to detect and address issues promptly before they escalate and become costly to resolve. This proactive approach, supported by automation, not only helps in identifying potential challenges but also allows for more time to resolve defects effectively.

3.   Prioritize test scenarios effectively

While automated testing significantly broadens test coverage, it is challenging to encompass every possible test scenario. For that reason, prioritize tests focusing on critical business processes and functionalities most likely impacted by the upgrade.

4.   Ensure test reusability

Utilize reusable tests to minimize retesting time, expand test coverage, and simplify test maintenance in Dynamics 365. Adopting a modular approach to test case design, including parameterization and data-driven techniques, facilitates the creation of versatile test suites adaptable across various scenarios and environments.

5.   Monitor test Results and efficiency of automation

Regularly analyze test results and performance metrics to monitor the success rate of automated tests. Identify failures and inconsistencies promptly to enhance them effectively.

Bottom line

By leveraging test automation to minimize manual efforts, companies can speed up their transition to Microsoft Dynamics 365. With its comprehensive testing coverage, enhanced accuracy, and effective risk mitigation, test automation plays a crucial role in saving time and cutting down costs related to the upgrade process, preventing potential delays and substantial expenses beyond the initially planned budget.

Incorporating best practices and continuously updating your test automation strategy based on feedback and evolving requirements will further streamline the upgrade process, ensuring maximum return on investment for your software upgrade.

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