Dynamics 365 CRM UAT Software

Dynamics CRM Testing and UAT Test Scripts

Stop managing Dynamics CRM UAT in spreadsheets. LogicHive is purpose-built for Dynamics 365 CRM implementations, bringing test case management, defect tracking, and go-live reporting into one platform where a client tester logs in with a Run License to sign off each test case. Flat plans with bundled Full Licenses and Run Licenses. Setup in minutes, not days. Explore all features.

What is Dynamics CRM Testing?

Dynamics CRM testing is the process of validating that your Microsoft Dynamics 365 CRM implementation meets business requirements before go-live. It covers everything from business process flows and Power Automate automations to custom entities, plugins, and security roles, ensuring your CRM system works as intended across Sales, Customer Service, and Marketing.

LogicHive provides comprehensive test case management designed for CRM implementations. Our platform handles the complexity of Dynamics 365 CRM UAT with structured workflows, defect tracking, and real-time reporting. See how it compares to generic UAT software approaches.

For module-by-module detail, our guide covers what to test in Dynamics 365 Sales, Customer Service and Field Service, and how CRM UAT differs from ERP UAT.

Why Dynamics CRM Testing Matters

  • Business process flow validation across lead-to-opportunity and case resolution
  • Power Automate and plugin testing to ensure automations fire correctly
  • Custom entity and form accuracy for tailored CRM configurations
  • Data migration and integration points with ERP, email, and third-party systems
LogicHive Dynamics CRM Testing Dashboard

Dynamics CRM Test Scripts: What Goes In One

A CRM test script is a short, repeatable instruction a business user can follow without the consultant in the room. In Dynamics 365 the same steps behave differently under a different security role, so the script has to pin down who is testing and with what data.

Test ID and process
A stable reference such as CRM-SAL-004, filed under the business process it proves, for example Lead to Opportunity.
Security role and business unit
The role the tester signs in with. Never System Administrator, which sees every record and every secured field.
Preconditions and test data
The records that must exist first, named, so two testers do not qualify the same lead or close the same case.
Steps
One action per step, written with the form, tab and button names the user actually sees.
Expected result
Per step, including what should happen in the background: a flow run, a record created, an email queued.
Actual result, evidence, status
What happened, a screenshot, pass or fail, and the defect reference when it fails.

Four Example Dynamics CRM Test Scripts

One each for Sales, Customer Service, security and integration. Copy the shape, swap in your own process names and data. For the general method, see how to write effective test cases.

CRM-SAL-004

Qualify a lead into an opportunity

Security role
Salesperson, North business unit
Preconditions
Lead "Test Co 04" with company name, contact name and email. No matching account exists. Duplicate detection rules published.
Steps
  1. Open lead "Test Co 04".
  2. Select Qualify.
  3. Open the opportunity that is created.
Expected result
Account, contact and opportunity are created and linked to each other. Lead status is Qualified. The business process flow carries on at the Develop stage on the opportunity. No duplicate warning appears.

CRM-SVC-011

Case breaches its first response SLA

Security role
Customer Service Representative
Preconditions
First response SLA shortened to 10 minutes in the sandbox, with a 5 minute warning. Case created from an email to the support queue.
Steps
  1. Open the case from the queue.
  2. Leave it without a first response past the warning time.
  3. Leave it past the failure time.
Expected result
The SLA timer shows Nearing Noncompliance at 5 minutes and Noncompliant at 10. The escalation set up for the SLA fires and the team lead is notified.

CRM-SEC-002

Salesperson cannot see another business unit's deals

Security role
Salesperson, North business unit
Preconditions
Salesperson role has business unit read access on Opportunity. Open opportunity "South Deal 02" owned by a user in the South business unit.
Steps
  1. Search for "South Deal 02".
  2. Open the All Opportunities view.
  3. Open the account the deal belongs to and check its related opportunities.
Expected result
The opportunity does not appear in search, in any view or on the account. If it appears anywhere, the role design is wrong, not the test.

CRM-INT-007

Won deal reaches the ERP as a sales order

Security role
Sales Manager
Preconditions
Integration to Business Central (or your ERP) running against the test environment. Opportunity with quoted products and an account that exists in both systems.
Steps
  1. Close the opportunity as Won.
  2. Create and submit the sales order.
  3. Wait for the next sync, then open the order in the ERP.
Expected result
The order exists in the ERP once, with the same customer, items, quantities and prices. A second sync does not create a duplicate.

Running Dynamics CRM UAT in a Sandbox

Get the environment wrong and good scripts still prove nothing. Four things to settle before the first tester logs in.

Test the managed solution, not the dev environment

Use a sandbox copied from production and deploy the same managed solutions, the same way they will reach production. Unmanaged customisations in a development environment hide solution layering problems until go-live.

Check what a full copy brings with it

A full copy carries real customer email addresses and active flows. Switch off or repoint outbound email and external integrations before testers start, or a test case emails a real customer.

Give every tester their production role

Assign the security role, business unit and team each tester will have on day one. A field they cannot edit, a view they cannot open or a missing button only shows up under the real role.

Allow for background processing

Power Automate flows and asynchronous plugins run after the save. The script should say where to check the result, such as the timeline or the flow run history, and how long to wait before failing the step.

Complete Dynamics CRM Testing Features

Everything you need to run professional UAT cycles for Dynamics 365 CRM

Test Case Management

Create and manage test scenarios for every Dynamics CRM module. Organise test cases by Sales, Customer Service, and Marketing workflows with full traceability.

Defect Tracking

Track every issue found during Dynamics CRM testing cycles. Log defects against specific CRM modules, assign to developers, and monitor resolution through to retesting.

Change Requests

Manage scope changes and customisation requests during your Dynamics CRM implementation. Keep stakeholders aligned and track the impact on testing timelines.

Real-Time Reporting

Generate comprehensive UAT reports for your Dynamics CRM implementation. Track test execution rates, defect metrics, and go-live readiness at a glance.

Client Portal

Give stakeholders and business users direct visibility into Dynamics CRM testing progress. Secure portal access for reviewing results and tracking progress.

Requirements Traceability

Map Dynamics CRM business requirements directly to test cases. Ensure every requirement is validated and maintain a complete audit trail for go-live readiness.

Environments and Builds

Run a cycle against a sandbox or production instance, with the environment and build tracked on every run and every issue: found in, fixed in, printed on the sign-off cover.

Process Flows by Persona

Chain cases into a lead to opportunity to quote flow by role, with handoff notes, and assign a whole cycle by persona in one step.

Sign-off Packs

A frozen snapshot with a PDF: results, versions, environments, who ran what and when, and results by process. That is the go-live evidence you hand the client.

Why Choose LogicHive for Dynamics CRM Testing

Purpose-built for implementation teams running Dynamics 365 CRM UAT

No More Spreadsheet Chaos

Stop managing Dynamics CRM test cases in Excel. Scattered spreadsheets lead to missed tests, lost defects, and go-live delays. LogicHive centralises everything in one platform.

  • Centralised test case repository for all CRM modules
  • Real-time progress tracking across testing cycles
  • One-click stakeholder report generation

Built for CRM Implementations

LogicHive understands the CRM implementation lifecycle. From discovery workshops to go-live readiness, our platform supports every phase of your Dynamics 365 CRM project.

  • Structured workflows for CRM testing phases
  • Go-live readiness dashboards and progress tracking

Scales With Your Projects

Whether you are running a single Dynamics CRM rollout or managing multiple CRM projects across business units, LogicHive scales to match your needs.

  • Multi-project management for phased rollouts
  • Flexible plans that grow with your testing volume
  • Cross-project reporting and insights

See LogicHive in Action

Explore how LogicHive helps teams manage Dynamics CRM UAT from start to finish

LogicHive Analytics and Reporting for Dynamics CRM Testing

Analytics & Reporting

Track Dynamics CRM testing progress with real-time dashboards. Monitor test execution rates, defect trends, and go-live readiness metrics.

LogicHive Export Report for Dynamics CRM UAT

Export Reports

Generate stakeholder-ready reports for steering committees and project boards. One-click export of CRM testing status and testing documentation.

LogicHive Test Case Execution for Dynamics CRM

Test Case Execution

Execute Dynamics CRM test scenarios with step-by-step guidance. Record results, attach evidence, and log defects directly from the test case.

Frequently Asked Questions

Everything you need to know about Dynamics CRM testing

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