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Archive | Office 365 Dynamics CRM

Disclaimer

This workload is provided as-is and might need further configuration and customization to work successfully in each unique environment. For further Professional Services-based customization, please consult with the Login VSI Support and Services team. Please refer to the Application Script Recording for further self-help information regarding workload crafting and implementation.

For more information, refer to the top of the .cs file under Additional Resources.

Overview

This workload will perform the following interactions:

  1. Open iexplore web browser.

  2. Navigate to the specified Office 365 Dynamics CRM login page.

  3. Log in with specified user credentials.

  4. Navigate to the Sales Hub page.

  5. Navigate tothe Leads page.

  6. Perform a query for a specified Lead name.

  7. Open the resultant Lead from the query.

  8. Navigate to the Accounts page.

  9. Perform a query for a specified Account name.

  10. Open the resultant Account from the query.

  11. Log out of the Dynamics CRM user.

  12. Close the web browser.

Additional Resources

MicrosoftDynamicsCRM365.app

MicrosoftDynamicsCRM365_v1.cs