Perform user acceptance testing (UAT) for your solution

  • 2 minutes

During the User acceptance test (UAT) phase, you need to test all the business processes that you've implemented, and any customizations that you've made, in a sandbox, or standard acceptance test environment, in the implementation project. To help ensure a successful go-live, you should consider the following as you complete the UAT phase:

  • Test that cases cover the entire scope of requirements.
  • Test by using migrated data. This data should include master data and opening balances, even if they aren't yet final.
  • Test by using the correct security roles (default roles and custom roles) that are assigned to users.
  • Make sure that the solution complies with any company-specific and industry-specific regulatory requirements.
  • Document all features and obtain approval and sign-off from the customer.

Regardless of whether the instance of finance and operations apps used for testing is a cloud-hosted environment or a downloaded virtual hard disk (VHD), testing cannot be considered complete because it might have also been used by a developer or other user for demo and training.

The following are the reasons why testing cannot be considered complete:

  • The topology of the Tier-1 environments differs from the topology of your production environment. It's important that you test all functionality on a Tier-2 or higher sandbox environment in the Microsoft-managed subscription. It's especially important that you test integrations, printing functionality, workflow functionality, and warehouse and retail devices in the sandbox environment.
  • System performance can't be measured when you do the UAT on local virtual machines (VMs) or VMs that are privately hosted.
  • To prevent delays during the cutover process, it's important that the team experience the servicing in Lifecycle Services during implementation. This servicing includes the processes of applying deployable packages, creating service requests, and moving databases between environments.

For more information about User Acceptance Testing (UAT), see Perform user acceptance testing in finance and operations apps.