Summary

In this chapter, we have reviewed the importance of the testing and training phase of the project, and how to execute successful testing and training through effective planning and execution using the available tools. The ERP system goes through different testing phases, such as feature testing, system integration testing, UAT, and end-to-end testing, in order to ensure the overall quality of the configuration and custom features.

Testing the ERP system can be costly, and automation testing can mitigate that. Many improvements and new features have been added to Microsoft Dynamics 365 for Finance and Operations to enhance the automated testability of the product. The unit test framework has been improved and integrated with Visual Studio to author unit tests for code artifacts, and to integrate with the build process. Task recorder-based test automation lets developers create a test script, by simply importing the task recorder recording in Visual Studio.

In the end, we have learned about the importance of test planning and guidelines for how to conduct successful testing. We discussed the ways to make UAT and end-to-end testing most effective, by uncovering issues prior to going live.

In the training section, we discussed the importance of training and the different enhancement and tools that are available in Finance and Operations for effective training. A new In-Product help pane integrates with LCS and Microsoft documentation to provide context-based help to users. In the end, we discussed the importance of training planning, execution, and best practices.

In the next chapter, we will learn about the final phase of the project – go-live. Go-live is the final milestone of the project, and it's important to plan and execute in order to avoid any business disruption. In the next chapter, we will cover go-live planning, execution, and tooling concepts in detail.

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