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Elevated D365 CRM Quality Through Specialised Testing

Elevated D365 CRM Quality Through Specialised Testing

crm, testing service

Testhouse was invited to discuss D365 CRM installation and integration testing for a leading oil company. We navigated challenges like complex business processes, precise testing requirements, limited manual testing resources and the need for timely defect resolutions. Our strategy involved a centralized data hub, detailed requirement analysis, efficient test case and defect management and close collaboration with the development team. This led to maximized ROI, zero major defects in production and enhanced software quality.

Elevated D365 CRM Quality Through Specialised Testing

Problem Statement

  • Complex Business Processes: The customer’s CRM unit had unique business processes, necessitating data exchange between various downstream systems.
  • Testing Analysis Challenges: Analyzing the testing requirements for the Dynamics 365 (D365) CRM installation and integration was problematic.
  • Limited Manual Testing Resources: Only a few test users were available for manual testing, and each had to belong to the specific business unit undergoing testing.
  • Challenges in Timely Defect Resolution: There were difficulties in promptly addressing and resolving defects identified during the testing process.


  • Centralized Data Repository: Testhouse developed and implemented a data hub for aggregating, storing, and distributing data between different systems.
  • Requirement Analysis and Test Planning: Based on the Business Blueprint (BBP) provided by the client, Testhouse conducted a thorough requirement analysis and identified key testing areas.
  • Test Case Management: Uploaded and mapped test cases into Microsoft Test Manager (MTM) according to the requirement matrix.
  • Defect Reporting and Prioritization: Reported defects and determined their priority based on impact, adhering to the customer’s Quality Assurance (QA) policy.
  • Development Team Collaboration: Collaborated closely with the development team to follow up on defect fixes and solutions as per business requests.


  • Maximized ROI: Enhanced Return on Investment through effective testing and quality assurance processes.
  • Zero High Severity Defects in Production: Achieved no Severity 1 and 2 defects in the production environment.
  • Improved Software Quality: The overall quality of the software was significantly improved.