welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

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
Author
Blog Calendar
Blog Calendar List
2025 Sep  5  1
2025 Aug  18  4
2025 Jul  16  9
2025 Jun  21  6
2025 May  57  9
2025 Apr  35  6
2025 Mar  58  7
2025 Feb  41  6
2024 Nov  11  1
2024 Aug  8  1
2024 Apr  59  4
2024 Mar  174  4
2024 Feb  497  3
2024 Jan  34  7
2023 Dec  43  6
2023 Nov  645  5
2023 Oct  874  12
2023 Sep  2011  9
2023 Aug  614  6
2023 Jul  48  6
2023 Jun  26  4
2023 May  45  5
2023 Apr  88  5
2023 Mar  229  6
2023 Feb  179  5
2023 Jan  88  4
2022 Dec  96  7
2022 Nov  298  2
2022 Sep  13  1
2022 Aug  32  2
2022 Jun  11  2
2022 May  6  2
2022 Apr  12  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  14  1
2021 Aug  49  5
2021 Jul  52  4
2021 Jun  1917  5
2021 May  43  3
2021 Apr  2269  3
2021 Mar  217  5
2021 Feb  2822  7
2021 Jan  4261  9
2020 Dec  603  7
2020 Sep  83  3
2020 Aug  793  3
2020 Jul  139  1
2020 Jun  104  3
2020 Apr  104  3
2020 Mar  19  2
2020 Feb  34  5
2020 Jan  48  7
2019 Dec  18  4
2019 Nov  42  1
2019 Jan  23  2
2018 Dec  146  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1295  11
2018 Aug  7  2
2018 Jun  21  1
2018 Jan  74  2
2017 Sep  590  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  65  2
2017 May  21  1
2017 Apr  40  2
2017 Mar  144  4
2017 Feb  861  4
2016 Dec  212  3
2016 Nov  1100  8
2016 Oct  355  10
2016 Sep  827  6
2016 Aug  40  1
2016 Jun  1896  6
2016 May  117  3
2016 Jan  73  2
2015 Dec  769  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1474  6
2015 Aug  14  1
2015 Jul  129  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5350  4
2014 Dec  18  1
2014 Nov  2260  4
2014 Oct  69  1
2014 Sep  107  2
2014 Aug  5345  1
2014 Jul  49  2
2014 Apr  2604  12
2014 Mar  308  17
2014 Feb  223  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  695  2
2013 Oct  256  3
2013 Sep  13  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  62  6
2013 Mar  2404  10
2013 Feb  131  3
2013 Jan  353  2
2012 Nov  63  2
2012 Oct  519  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote