web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / User acceptance testing
Microsoft Dynamics CRM (Archived)

User acceptance testing

(0) ShareShare
ReportReport
Posted on by Smudge 40

UAT

Good morning all, I have a sligthly random request\post.

The company I work for have just implemented Dynamics CRM 4. I had the user training on "how to get from a-b, using existing compnay process" last week. I have now been tasked with writing the UAT script for next week. The PM has written 96 test scenarios, from as basic as "lead generation" to designing workflows.

It is not a case of, "create a new lead" (it works yes\no), "convert that lead to an opportunity" (works yes\no) They want me to write up "how to do it" aswell. as if the users had never user CRM before. I know it seems a little weird asking, but I dont know where to start.....what do I make the doc look like? I can run through the scenarios, and take screen shots but im not in an imaginative mood and can't come up with anything remotely intelligent.....(this is an internal project, NOT client side).

 Can anyone help\shed some light please

*This post is locked for comments

I have the same question (0)
  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at
    Re: Re: User acceptance testing

    Hi Smudge, the Microsoft Dynamics CRM 4.0 User's Guide gives you an example of a (sometimes painfully) detailed step-by-step user guide that could also be used for testing. Helpfully, Microsoft has provided it in Word 2007 format so you could customise the guide to reflect your company's own implementation. http://www.microsoft.com/downloads/details.aspx?familyid=0DB4D487-1BAA-4619-9BC5-074D73C3997D&displaylang=en.

    The official Microsoft courseware for CRM 4.0 provides really good documentation at a much more readable level than the User's Guide, and I think it's a great example of good technical documentation. It's available from Microsoft Learning Solutions partners and can also be distributed by Microsoft partners who have purchased a Dynamics Partner Advantage Plan. You might even be able to access it through CustomerSource. http://blogs.msdn.com/mscrmfreak/archive/2008/01/24/training-microsoft-dynamics-crm-4-0-courseware.aspx

    Personally, though, I would separate the two documents out. A user guide serves a different purpose to a test script, although they are very similar. A good user guide should walk you through the steps of a procedure required to achieve common objectives (e.g. How to Convert a Lead), and should provide some business rules too (when to convert a lead, what information should be entered before converting a lead, etc.). A UAT script should expand on this so that testers test all the uncommon options too (what happens when a lead is converted and disqualified, etc.).

    Hope this helps.

    Regards, Neil

  • Smudge Profile Picture
    Smudge 40 on at
    Re: Re: User acceptance testing

    Morning Sean

     I actually got taken off the project because It was an internal and put onto a client side project (beign billable-that takes presedence). although some of my guys wrote the same thing for the project I was on, client side. It basically needs to be a system walktrough. Scenarios

    example:

    Candidate contacts "CRM user" requests details from "crm company". Requests a meeting

    You would create (in my case) a new Request (custom Entity), take screen shot of Request (basically a Lead with custom detail) so, firstname, surname, apprentice details. Create an activity, > Meeting, screen shot,

    The UAT is to sign off that the "end user" doing the testing see's exactly what your document says. So a blank or completed screen. A completed and fulfilled activity, etc etc.

    Need any more clarity, just holler.

    jeff

    dot

    smith

    at

    2e2

    dot

    com

    cheers

    J 

    cheers

     

  • seanellis Profile Picture
    seanellis 35 on at
    Re: User acceptance testing

    Hi Smudge,

    About to go through the same thing myself - how did you get on?

    Cheers,

    Sean.

  • QA Profile Picture
    QA 5 on at
    Re: User acceptance testing

    The UAT is essentially the same thing as "how to get from a-b, using existing company process".  Or in other words, can the end user use the system to complete their daily job functions?  Based on that you could start with detailing the job processes and scenarios performed by the end users.  So instead of  "create a new lead" (it works yes\no), start from the standpoint of How To Create a New Lead.  And then How To Convert That Lead To An Opportunity, all within CRM.  Document every click/input and every result/output for all the different job functions as they should be performed.  Document the processes seperately. Example...  How To Create a New Lead would be a 1 or 2 page Word doc and How To Convert That Lead To An Opportunity would be another few pages.  The point being, keep the different processes organized in seperate documents and organized by functional or business area.  ie, Sales, Marketing, Customer Service etc.  When completed these documents can all be stored together electronically(SharePoint or other repository) or physically in a binder.  These "prototyping scenarios" can then be used not only as your UAT documentation but also as your new hire Training documentation.

    Use screenshots where necessary and only the portions of the screenshots that pertain to your focal point.  SnagIt from Techsmith http://www.techsmith.com/ is a great tool to help you get detailed screen shots, and it's very inexpensive(~$40).  Once you have the processes documented, turn them over to the users and have the users run through the scenarios and allow them to add/remove any missed or unnecessary steps in the process.  Revise the documents accordingly.    Hope that helps

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#2
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans