Role- Dynamics CRM Tester

Exp- 4+ years
Mandatory Skills- Dynamics CRM 365 Testing, Customer Service, Automation Testing, AI tools Knowledge

NOTE: Passport & UAN are Mandatory & Should be Valid

CRM Business Functional Tester sits at the intersection of business requirements and technical execution. Their primary role is to ensure that Customer Relationship Management (CRM) system like Microsoft Dynamics 365 actually meet the needs of the end-users (Sales, Marketing, and Service teams) while remaining bug-free.

Unlike a pure technical tester, a functional tester focuses on business logic, workflows, and the user experience.

Core Responsibilities:
1. Requirement Analysis & Test Planning
Review Business Requirement Documents (BRD) and Functional Specification Documents (FSD) to understand how the business uses the CRM.
Identify "edge cases" where standard business processes might fail.
Develop comprehensive Test Plans and Test Cases that map directly to business requirements (Traceability Matrix).

2. Functional & End-to-End Testing
Module Testing: Verify specific CRM features such as Lead Management, Opportunity tracking, Case Management, and Campaign automation.
User Journey Testing: Validate the entire lifecycle of a customer, from initial lead capture to final sale and post-purchase support.
Workflow Validation: Ensure that automated triggers (e.g., sending an email when a deal closes) execute correctly based on business rules.

3. Data Integrity & Integration Testing
Data Quality:



Verify that data flows correctly into the CRM from external sources (website forms, ERP systems) without duplication or corruption.
Security & Permissions: Test "Role-Based Access Control" (RBAC) to ensure users can only see and edit the data appropriate for their job function.
Reporting: Validate that dashboards and analytics reports reflect accurate real-time data.

4. Defect Management
Identify, document, and track software defects using tools like Jira, Azure DevOps, or HP ALM.
Collaborate with developers to explain the business impact of specific bugs.
Perform Regression Testing to ensure that current updates or "hotfixes" dont break existing functionality.

5. User Acceptance Testing (UAT) Support
Assist business stakeholders during the UAT phase by providing test data and guidance. Translate technical issues into "business speak" for stakeholders.

Typical Experience Requirements:

Education: Bachelor s degree in IT, Computer Science, Business Administration, or a related field.
Certifications: ISTQB (Foundation Level), Microsoft Certified: Dynamics 365 Fundamentals.
Experience: Usually 3 5 years in software testing, with at least 1 2 years specifically focused on CRM environments.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Dynamics CRM Tester (Uttar Pradesh)
🏢 Sparix Global
📍 Uttar Pradesh