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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / What's the best way to...
Microsoft Dynamics CRM (Archived)

What's the best way to test date based events in CRM

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Posted on by Teesah 155

I'd like to test CRM event based activities (such as workflows and support contracts) without setting shortened dates in the relevant workflows.

Is there a tool or method to simulate this in a DEV/UAT environment please?

Thanks in advance.

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  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: What's the best way to test date based events in CRM

    Yeah...you are pretty much stuck on that side.

  • Teesah Profile Picture
    Teesah 155 on at
    Re: What's the best way to test date based events in CRM

    OK, that's still take (at least) a day for a contract to expire.

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: What's the best way to test date based events in CRM

    I guess you can always create test contracts expiring soon to do some testing.

  • Teesah Profile Picture
    Teesah 155 on at
    Re: What's the best way to test date based events in CRM

    Hi Gus

    Thanks for your answer, how do you test Service Contracts, they're a bit trickier.

  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: What's the best way to test date based events in CRM

    Not that I know off...I normally just test by shortening the dates on the workflows.

    If you just want to test what the workflow will do and not just if it works, you can always test the workflow manually (On Demand) and then set the date triggers.

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