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 the 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-premise and online.

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

Dynamics 365 for Sales Unified Interface

Legacy

Dynamics 365 for Sales - Web Interface

Dynamics 365 for Sales Old UI

Dynamics CRM On-Premise

CRM2013-Dashboard

Dynamics CRM Online

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 use the same web browser libraries that you use to record other web tests:

When you record your first test, you'll get the following library selection code generated automatically by Rapise:

g_load_libraries=["%g_browserLibrary:Chrome HTML%", "DomDynamicsCrm"];

If you don’t see the DomDynamicsCrm library listed in your test, then you will need to manually add it.

Recording and Learning Objects

During recording while you interact with Dynamics CRM/365, Rapise captures objects and displays them in the object tree:

dynamics-crm-objects

Some of these objects will be standard HTML DOM objects (e.g. text field):

dynamics-crm-object-html

and others will be specific to Dynamics CRM/365:

dynamics-crm-object-specialized

Tips for Interacting with Objects

The following unique objects are available within Dynamics CRM/365 that Rapise has special support for:

Dynamics CRM/365 Grid

One of the the most important UI elements inside Dynamics CRM/365 is the sortable, filterable grid:

dynamics-crm-grid

The Dynamics CRM/365 Grid is used in lots of different screens inside Dynamics CRM/365 (e.g. Leads, Accounts, etc.) and it is very common to need 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:

dynamics-crm-grid-methods

See Also