Why automate testing using RSAT?
In order to create training guides, I usually recommend using D365 Task Recorder. It can create word documents with screenshots and even playback the recordings. Did you know it can also be used to create automated tests that simulate the UI process including user security?
If you download the RSAT tool from Microsoft you can import these task recordings and it will allow you to create automated tests with parameters in an excel file. It can't test reports or powerbi stuff and there are a few limitations, such as your test scenario may require batch processing but overall, for stuff like workflows, forms, upgrades and ISV updates, this tool can't be beat and is a HUGE time saver.
Now lets say I have made customizations to the sales order detail page by adding a field that calculates the total line amount / 12 (to 12 monthly payments amount). To test this i create a new sales order with 2 lines, select the items and then confirm. Then open the sales order detail page and check the price field calculation (need a calculator too!). Suppose there is customer trade agreements and i need to check that the right price was selected also.
To use RSAT i would take a task recording of this processes, and to validate my field value i would right click the field and choose TASK RECORDER>VALIDATE>CURRENT VALUE during the recording. Save as a developer recording and attach to my test case (you can do all that in DevOps without the RSAT tool!). Now i have a Devops workitem linked to a test case and the test case attachment is my task recording.
The downloaded RSAT tool syncs with DevOps and gets your test cases and task recordings, allowing RSAT to create a parameters excel file that contains the values that were entered in your task recording, such as the customer used to create the sales order and the items and qty used to create the lines as well as the value of the new field. I can change these parameters or even create formulas (for my calculated field value) and even test for messages ("Sales order has been confirmed"). Running these tests can then be performed from the tool itself or from the Devops interface and you can point the RSAT tool to different environments such as TEST or UAT (cloud hosted or sandbox).
Check out this link for some more information
Regression suite automation tool (RSAT) - Finance & Operations | Dynamics 365 | Microsoft Docs
Here is how to install and configure:
How to validate expected values
Validate expected values - Finance & Operations | Dynamics 365 | Microsoft Docs
