Requirements:
1. Requirements Analysis
Review business requirements, user stories, and functional specifications.
Understand CRM business processes and customer journey workflows.
Participate in requirement gathering and solution walkthrough sessions.
Identify test scenarios and acceptance criteria.
2. Test Planning & Design
Prepare test strategy, test plans, and test cases.
Design end-to-end business process test scenarios.
Create and maintain Requirement Traceability Matrix (RTM).
Prepare test data and test execution schedules.
3. Functional Testing
Validate Dynamics 365 CRM modules, including:
o Sales
o Customer Service
o Marketing
o Field Service
o Customer Insights
Verify standard and customized CRM functionalities.
Validate workflows, business rules, forms, dashboards, and reports.
4. End-to-End Business Process Testing
Test complete business processes such as:
o Lead to Chance
o Opportunity to Quote
o Quote to Order
o Case Management
o Customer Service Lifecycle
Validate business rules and automation processes.
5. Integration Testing
Test integrations between Dynamics 365 CRM and:
o ERP systems
o Power Platform
o Azure services
o Third-party applications
Validate API responses, data flow, and synchronization.
6. Data Validation & Migration Testing
Verify data migration from legacy systems.
Validate customer, account, contact, and transaction data.
Ensure data accuracy, completeness, and integrity.
Perform source-to-target reconciliation.
7. Regression Testing
Execute regression testing after enhancements and releases.
Validate existing functionality is not impacted by changes.
Support release validation activities.
8. User Acceptance Testing (UAT)
Support business users during UAT execution.
Prepare UAT scenarios and test data.
Track issues and coordinate defect resolution.
Obtain business sign-off for deployments.
9. Defect Management
Log and track defects using Azure DevOps, Jira, or similar tools.
Retest defect fixes and perform impact analysis.
Participate in defect triage meetings.
Ensure timely defect closure.
10. Security & Access Validation
Validate security roles and user permissions.
Test role-based access controls.
Verify record ownership and sharing mechanisms.
Ensure compliance with security requirements.
11. Reporting & Documentation
Maintain testing documentation and evidence.
Prepare daily/weekly status reports.
Track testing metrics and defect trends.
Provide test summary and go-live readiness reports.
Work Exeperience - 5 to 8+ Years (4+ Years in D365 F&O;).