Dynamics 365 Sales· Testing and UAT
OverviewMCP server
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Step 8 of 11 · Implementation · Updated October 26, 2026

Dynamics 365 Sales testing and UAT

Testing shows that the configured Dynamics 365 Sales runs the client's processes from end to end. In UAT, client users confirm it with their own data and their own roles. superglue's agent writes the test scripts from the signed requirements, runs the system tests in the sandbox, and tracks UAT results and defects with the client.

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How this step works

What the agent does

  • Writes test scripts per process from the requirements and the design.
  • Runs system tests with test transactions in the sandbox, and records the results.
  • Shares a UAT tracker with the client testers and collects their results.
  • Links each defect to the requirement and the setting it affects.

What you decide and approve

  • Which processes go through UAT, and who tests them.
  • Which defects block go-live.
  • When the client signs off UAT.

What the client gets

  • Test scripts with the results of each run.
  • A UAT sign-off per process.

What makes Dynamics 365 Sales testing and UAT work

  1. 01

    Test with the real security roles

    Testers who use the System Administrator role see every record and never hit an access error. Give each tester a user with the production role, business unit and team.

  2. 02

    Test the full lead-to-close flow

    Qualify a lead, move the opportunity through each stage, create a quote and close the opportunity as won. Include the hand-off to the ERP if one exists.

  3. 03

    Test in Outlook and on mobile

    Forms, business process flows and email tracking behave differently in the Outlook app and the mobile app. Include them in the test scripts if sellers use them.

  4. 04

    Agree sign-off criteria before UAT starts

    Define defect severities and which ones block go-live. The sales lead signs off against these criteria.

Frequently asked questions

How do you test a Dynamics 365 Sales implementation before go-live?

Test with the real security roles; Test the full lead-to-close flow; Test in Outlook and on mobile; Agree sign-off criteria before UAT starts. The agent writes the scripts from the signed requirements and runs the system tests in the sandbox.

Do client testers need a superglue account?

No. The agent shares the UAT tracker as a link. Testers record their results there, and the agent sees them in the project.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into Dynamics 365 Sales?

Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.