Description

• Mandatory Skills - Dynamics CRM 365 Testing, Customer Service, Automation Testing, AI tools Knowledge
• Passport is Mandatory & Should be Valid
• CRM Business Functional Tester sits at the intersection of business requirements and technical execution.
• Their primary role is to ensure that Customer Relationship Management (CRM) system—like Microsoft Dynamics 365—actually meet the needs of the end-users (Sales, Marketing, and Service teams) while remaining bug-free.
• Unlike a pure technical tester, a functional tester focuses on business logic, workflows, and the user experience.

Essential Job Functions:
Requirement Analysis & Test Planning

• Review Business Requirement Documents (BRD) and Functional Specification Documents (FSD) to understand how the business uses the CRM.
• Identify "edge cases" where standard business processes might fail.
• Develop comprehensive Test Plans and Test Cases that map directly to business requirements (Traceability Matrix).

Functional & End-to-End Testing

• Module Testing: Verify specific CRM features such as Lead Management, Opportunity tracking, Case Management, and Campaign automation.
• User Journey Testing: Validate the entire lifecycle of a customer, from initial lead capture to final sale and post-purchase support.
• Workflow Validation: Ensure that automated triggers (e.g., sending an email when a deal closes) execute correctly based on business rules.

Data Integrity & Integration Testing

• Data Quality: Verify that data flows correctly into the CRM from external sources (website forms, ERP systems) without duplication or corruption.
• Security & Permissions: Test "Role-Based Access Control" (RBAC) to ensure users can only see and edit the data appropriate for their job function.
• Reporting: Validate that dashboards and analytics reports reflect accurate real-time data.

Defect Management

• Identify, document, and track software defects using tools like Jira, Azure DevOps, or Client ALM.
• Collaborate with developers to explain the business impact of specific bugs.
• Perform Regression Testing to ensure that new updates or "hotfixes" don't break existing functionality.

User Acceptance Testing (UAT) Support

• Assist business stakeholders during the UAT phase by providing test data and guidance.
• Translate technical issues into "business speak" for stakeholders.

Qualifications:
Typical Experience Requirements:

• Education: Bachelor’s degree in IT, Computer Science, Business Administration, or a related field.
• Certifications: ISTQB (Foundation Level), Microsoft Certified: Dynamics 365 Fundamentals.
• Experience: Usually 3–5 years in software testing, with at least 1–2 years specifically focused on CRM environments.
• Exp: 4+ Yrs

Key Skills

Education

Bachelor's degree