CRM Sales – Microsoft Dynamics 365 QA for Functional and Automation Enhancements

Explore how Quality Assurance was strengthened for Microsoft Dynamics 365 CRM Sales through functional validation and automation enhancements. This initiative improved system reliability, accelerated regression cycles, and ensured seamless user workflows—driving better sales performance and user satisfaction.

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PROJECT HIGHLIGHTS

Client Context

Microsoft Dynamics 365 CRM is a cloud-based CRM solution integrated with the Microsoft ecosystem, including Power Platform, Office 365, and Azure. It is widely used for managing sales, customer service, marketing, and field operations. The QA team supported continuous feature enhancements in the NCIB Sales Hub by validating both functional and automation layers.

Challenges

  • Manual testing for failing scripts led to time-consuming regression cycles

  • Limited bandwidth for maintaining outdated automation scripts

  • Delays in finalizing requirements from business and UX stakeholders

  • Migration to CI/CD pipeline was in progress, slowing automation integration

Solution Delivered

  • Prioritized clean end-to-end regression flows for early automation focus
  • Allocated dedicated effort for automation script maintenance and stabilization
  • Established regression script readiness to support upcoming CI/CD pipeline runs

Value Delivered

  • 70% reduction in manual regression testing effort
  • Reduced effort in integrated data generation flows

Impact Highlights

  • Early detection of critical functional and integration issues via E2E environment testing

  • 90% reduction in QA environment defects

  • Improved collaboration across QA, Dev, BA, and UX teams for faster issue resolution

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