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Testing

To facilitate user testing, our workspace offers a variety of sample test scenarios that resemble our customer workflows. We try to provide a subset of the most important tasks to ensure users have appropriate scenarios to reproduce.

The Tests tab in the Eftsure workspace allows your users to check our public tests for UAT or training purposes.

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Testing in Sandbox

In our sandbox environments only, to facilitate testing, the following automation can be enabled by Eftsure support services.

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tip

To enable this feature, select the Enabled sandbox automation button to create a support ticket, the following form will appear to help you with this request. Confirm the details and hit Create.

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Tests

Configuration

Our public test scripts are synchronized on each upgrade to ensure our customers always have the latest tests available.

These are stored and configured in the Eftsure parameters > Tests section.

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Administrator can also add new test scripts and upload attachments (task recorder, step by step) to match business requirements.

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Public tests

This section contains a list of high-level recommended process/regression tests published by Eftsure Dynamics 365 FO team.

Please check our master test script.

Each test contains a video, a task guide to be replayed directly within Dynamics 365 task recorder and a step-by-step document to assist your testing

warning

All default public tests may not fit every configuration/customer.

The following screen shows the details of the Vendor onboarding tests.

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  • Icon Play Task guide: Replay the same steps as per the guide
  • Icon Play Video: Play the video of the test recording
  • Icon Download task guide: Download the step by step process
  • Icon Mark test as passed or unpassed: Assists the user in test management

Tools

For more information, please see:

Task Recorder,

Create documentation or training with Task Recorder,

Task Recorder quick reference

Import Export

Similar to Configuration Export and Configuration Import, custom test scripts and sections can be exported to file and imported into another environment.

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