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Microsoft Dynamics CRM (Archived)

How to test Business Scenario without actually updating record in MS Dynamics CRM

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Is there a way or tool where in we can test business scenarios and not update the records in CRM?

Thanks,

Meet

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  • David Jennaway Profile Picture
    14,065 on at

    If the full scenario involves changing CRM data, then no. It's possible that you may have workflows or plugins that run as a result of changes, and the only way to fully test these is to make the data changes.

    Instead, the normal approach would be create a test copy of the organisation database, and run your tests on that. However, if your scenarios also involve integration with other systems, you'll need to consider how you get test environments for the other systems

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    JohnAnonymous Profile Picture
    5,241 on at

    I would definitely recommend taking a backup of your database, restoring it and importing it as a new organization. Normally you would do this in a test server, but if you don't have that available you can import it as a new organization in your production server.

    Doing this enables you to test most things without changing any production data.

  • Community Member Profile Picture
    on at

    Okay. Thanks for the quick response. However, is there any such testing tool available?

  • Suggested answer
    JohnAnonymous Profile Picture
    5,241 on at

    Not that I know of.

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