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Test Cases to validate Data Migration done for MS CRM

By Himanshu on 9/20/2017

Test cases are set of official inspections planned to validate certain data from the legacy system that should be preserved into the newly migrated application, that is, Test cases are the sets of conditions used to verify that the generated application is working as expected or not. These cases are documented in a test plan to perform as a checklist for the quality assurance (QA) phase.

Test Cases to validate Data Migration

Test cases are set of official inspections planned to validate certain data from the legacy system that should be preserved into the newly migrated application, that is, Test cases are the sets of conditions used to verify that the generated application is working as expected or not. These cases are documented in a test plan to perform as a checklist for the quality assurance (QA) phase.

First let’s understand what is Data Migration

Data migration is the process of making a copy of data and moving it from one device or system to another, preferably without disrupting or disabling active business processing.

CRM Data Migration Steps

  • Analyze
  • Normalize
  • Customize
  • Map
  • Extract
  • Transform
  • Merge
  • Migrate
  • Cleanup

Checklist for test Data Migration Testing

1. We can check for the table row count.

2. We have to check database integrity.

3. We have to check the referential integrity.

4. Whether the data are loaded in the target database correctly or not.

5. Check the constraints.

6. All the entities are transformed or not with all required fields with its field type.

7. Check the functionality of the application with target database, it should work as it is supposed to work.

Test Cases

Test Case ID

Test Scenario

Test Steps

Expected Results

Actual Results

Pass/Fail

DM001

Check the number of record for a migrated entity (ex. Contact) which are successful/Unsuccessful in the migration report

Open report for the migrated entity and check the successful/Unsuccessful records. So further action can be taken against unsuccessful records.

All data should be copied to the new system contact record. Compared from the old system same contact record.

Output result of the test goes here

Result comes here

 

Test Case ID

Test Scenario

Test Steps

Expected Results

Actual Results

Pass/Fail

DM002

Check the few contact entity records with its all migrated field data.

Opening this contact record from advanced find option by adding all the migrated fields as column to check the data in their respected places and compare with the old system data.

All data should be copied to the new system contact record. Compared from the old system same contact record.

Output result of the test goes here

Result comes here

 

Test Case ID

Test Scenario

Test Steps

Expected Results

Actual Results

Pass/Fail

DM003

Above both Test cases will be repeated for all the different entities along with their fields that have been migrated into the new system.

Appropriate steps will be repeated for both the above test cases.

Here Expected test cases result will be written

Here Actual test cases result will be written

Result comes here

 

MS CRM 2013
MS CRM 2016
Data Migration
Data Migration in MS CRM
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