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Customer experience | Sales, Customer Insights,...
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Do we need to do CRM api test to validate our company CRM project?

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Dear Sir/Madam,

Our company start to use CRM for all our sales functions. I am the test automation resource for our company CRM. Could you advise if we should do API tests for the CRM projects to validate things like order is created with all the required fields, missing required fields will not create an order, invalid data of a field will generate error, etc?

API test will validate the server side of the project, I am wondering if there are organization customized CRM server while CRM api interacts with?

Is the Client side CRM test using easyRepro we should do? Should we do both CRM api tests and easyRePro test?

Thanks very much! 

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Keep in mind while creating data using Dynamics 365 API may be from other application or from any custom interface, CRM api will validate record creation based on the business required data for example case can't be created without customer lookup is set, but if there are other field which you have setup as required api won't do any validation, it will let user to create case record if they are passing customer information.

    But if you are created record from CRM interface it won't let you create entity record unless you will fill all the required information. This is by design and we don't need to test this.

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