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:

  • 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, there are special controls inside CRM that Rapise has specialized support for. For that reason you'll also see the DomDynamicsCrm library added to your test as well as 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=["%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