Guides
Read and use
UAT checklist for a CRM go-liveEverything to arrange before, during and after the UAT: scope, test cases, testers, test data, triage, sign-off and the go/no-go. With a free Excel file.Checklist
Salesforce UAT: a practical guideThe sandbox and its test data, test cases from lead to cash and case management, testers, triage, sign-off, and a regression round for each Salesforce release.Guide
Dynamics 365 UAT: a practical guideEnvironments, security roles and test data, test cases from lead to quote and case management, testers, triage, sign-off, and regression rounds on a fixed rhythm for the updates from Microsoft.Guide
The go/no-go decisionHow to prepare it and who decides: exit criteria, the steering committee, the report, open issues, a conditional go, sign-off per group and a decision log.Guide
Writing test cases business testers understandFrom user stories and processes: one goal per test case, steps with an expected result, test data and roles, Must, Should and Could, and the common mistakes.Guide
Regression testing after a CRM releaseSalesforce releases and Dynamics 365 updates: a fixed rhythm, what to retest, reusing your test cases, who tests, how long, and sign-off before production.Guide
For your CRM
Salesforce and Dynamics 365
How a UAT works on each platform, and how to keep testing after the go-live, when the releases come: Salesforce UAT and Dynamics 365 UAT.
Setting up UAT Studio
Looking for the help pages?
Step-by-step guides to connect Jira, Azure DevOps, Microsoft Teams and more are under Help.