Dynamics 365 CRM Functional Tester

Contactx Resource Management; Gurugram District, Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Contactx Resource Management is seeking a Dynamics 365 CRM QA tester to validate end-to-end business processes, test integrations with ERP, Power Platform, and Azure services, and support UAT with clear defect tracking and resolution.

Experience in reviewing requirements, designing test cases, and maintaining RTM is essential. The role covers data migration validation, security testing, and comprehensive reporting to ensure go-live readiness.

Qualifications

• Review business requirements, user stories, and functional specifications.
• Understand CRM business processes and customer journey workflows.
• Participate in requirement gathering and solution walkthrough sessions.
• Identify test scenarios and acceptance criteria.
• Prepare test strategy, test plans, and test cases.
• Design end-to-end business process test scenarios.
• Create and maintain Requirement Traceability Matrix (RTM).
• Prepare test data and test execution schedules.
• Validate Dynamics 365 CRM modules: Sales, Customer Service, Marketing, Field Service, Customer Insights.
• Verify standard and customized CRM functionalities.
• Validate workflows, business rules, forms, dashboards, reports.
• Test complete business processes: Lead to Opportunity, Opportunity to Quote, Quote to Order, Case Management, Customer Service Lifecycle.
• Test integrations between Dynamics 365 CRM and ERP systems, Power Platform, Azure services, third-party apps.
• Verify data migration and data validation.
• Execute regression testing after enhancements and releases.
• Support UAT execution.
• Log and track defects using Azure DevOps, Jira, or similar tools.
• Retest defect fixes and perform impact analysis.
• Participate in defect triage meetings.
• Validate security roles and permissions.
• Prepare daily/weekly status reports.
• Track testing metrics and defect trends.

Responsibilities

• Lead test planning and design activities for D365 CRM testing.
• Coordinate end-to-end testing across modules like Sales, Service, Marketing, and Field Service.
• Execute integration and data validation tests with ERP and third-party apps.
• Support UAT and defect management processes.
• Ensure security roles and access controls are properly validated.
• Document testing evidence and provide go-live readiness updates.

Skills

CRM testing

End-to-end testing

UAT support

Defect management

Tools

Azure DevOps

Jira

Power Platform

Azure services

APIs

Job description

Requirements:

1. Requirements Analysis

• Review business requirements, user stories, and functional specifications.
• Understand CRM business processes and customer journey workflows.
• Participate in requirement gathering and solution walkthrough sessions.
• Identify test scenarios and acceptance criteria.

2. Test Planning & Design

• Prepare test strategy, test plans, and test cases.
• Design end-to-end business process test scenarios.
• Create and maintain Requirement Traceability Matrix (RTM).
• Prepare test data and test execution schedules.

3. Functional Testing

• Validate Dynamics 365 CRM modules, including:
• Sales
• Customer Service
• Marketing
• Field Service
• Customer Insights
• Verify standard and customized CRM functionalities.
• Validate workflows, business rules, forms, dashboards, and reports.

4. End-to-End Business Process Testing

• Test complete business processes such as:
• Lead to Opportunity
• Opportunity to Quote
• Quote to Order
• Case Management
• Customer Service Lifecycle
• Validate business rules and automation processes.

5. Integration Testing

• Test integrations between Dynamics 365 CRM and:
• ERP systems
• Power Platform
• Azure services
• Third-party applications
• Validate API responses, data flow, and synchronization.

6. Data Validation & Migration Testing

• Verify data migration from legacy systems.
• Validate customer, account, contact, and transaction data.
• Ensure data accuracy, completeness, and integrity.
• Perform source-to-target reconciliation.

7. Regression Testing

• Execute regression testing after enhancements and releases.
• Validate existing functionality is not impacted by changes.
• Support release validation activities.

8. User Acceptance Testing (UAT)

• Support business users during UAT execution.
• Prepare UAT scenarios and test data.
• Track issues and coordinate defect resolution.
• Obtain business sign-off for deployments.

9. Defect Management

• Log and track defects using Azure DevOps, Jira, or similar tools.
• Retest defect fixes and perform impact analysis.
• Participate in defect triage meetings.
• Ensure timely defect closure.

10. Security & Access Validation

• Validate security roles and user permissions.
• Test role-based access controls.
• Verify record ownership and sharing mechanisms.
• Ensure compliance with security requirements.

11. Reporting & Documentation

• Maintain testing documentation and evidence.
• Prepare daily/weekly status reports.
• Track testing metrics and defect trends.
• Provide test summary and go-live readiness reports.

Work Exeperience - 5 to 8+ Years (4+ Years in D365 F&O).

Location - PAN India.