Dynamics CRM/365 for Sales¶
Overview¶
Microsoft Dynamics CRM is a customer relationship management application from Microsoft that provides sales, service, and marketing capabilities. Microsoft sells Dynamics CRM separately from its ERP products. CRM is available either as on-premises software or as a software-as-a-service offering called Microsoft Dynamics CRM Online. Rapise can be used to test installations of Dynamics CRM, both on-premises and online.
The latest version of Dynamics CRM is called Dynamics 365 for Sales. It is also supported. Rapise can handle both Web and Unified Interface.
Dynamics 365 for Sales - Unified Interface¶
Legacy¶
Dynamics 365 for Sales - Web Interface¶
Dynamics CRM On-Premises¶
Dynamics CRM Online¶
Recording a Test¶
All versions of Dynamics CRM are completely web-based and use a web browser to access the user interface. Therefore, when recording a test using Rapise, you will use the same web browser libraries that are used for other web tests:
- Most of the Dynamics CRM user interface will be tested using the standard browser library for your web browser of choice (e.g., Internet Explorer HTML, Firefox HTML, and Chrome HTML).
- In addition, Rapise has specialized support for certain controls within CRM. For that reason, you'll also see the DomDynamicsCrm library added to your test, in addition to the browser one. This DomDynamicsCrm library adds additional rules that identify certain CRM objects to make testing easier.
When you record your first test, you'll get the following library selection code generated automatically by Rapise:
g_load_libraries=["Web", "DomDynamicsCrm"];
If you don’t see the DomDynamicsCrm library listed in your test, you will need to manually add it.
Recording and Learning Objects¶
While recording, as you interact with Dynamics CRM/365, Rapise captures objects and displays them in the object tree:
Some of these objects will be standard HTML DOM objects (e.g., text field):
and others will be specific to Dynamics CRM/365:
Tips for Interacting with Objects¶
Rapise provides special support for the following unique objects within Dynamics CRM/365:
Dynamics CRM/365 Grid¶
One of the most important UI elements within Dynamics CRM/365 is the sortable, filterable grid:
The Dynamics CRM/365 Grid is used on many different screens within Dynamics CRM/365 (e.g., Leads, Accounts, etc.), and it is very common to interact with it in test scripts.
When you record operations on such a grid, or simply learn the entire grid using Ctrl+2, you will learn the DomDynamicsCrmGrid or DomDynamicsCrmUnifiedInterfaceGrid object:
