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Testing With a Dynamics 365 Record

InRule provides a full featured testing tool called irVerify® which you can use to test and verify your Rule Applications. irX for Microsoft Dynamics 365 allows you to obtain test data directly from a Microsoft Dynamics 365 instance so that you do not need to enter that test data manually.

irX for Microsoft Dynamics 365 provides the following functions for testing your Rule Application:

InRule provides a default Rule Application that can be useful for familiarizing yourself with testing Rule Applications.

For detailed information on how to use irVerify, refer to the InRule Help, Author Version.

Select the Entity Type to Test​

  1. To create a Test Session using a Microsoft Dynamics 365 record, first select the Entity you wish to test. To do this, select the Entity or one of its children either in the irAuthor Entities view or the irAuthor Rules View. This screen shows the Entities View.

irAuthor Entities view with the AccountName field selected and the Test button called out

  1. On the DYNAMICS ribbon tab, click the Test button. The Select Microsoft Dynamics 365 Environment window appears.

    If testing a Decision, select the Decision and set the Entity Type as the Data Type of the first input. Then click the Test button for the Microsoft Dynamics 365 Environment window to appear.

irAuthor Decisions view showing a Decision with an Account-typed input and the Test button

Select the Microsoft Dynamics 365 Environment​

Test: Select an InRule for Microsoft Dynamics 365 Environment dialog showing Development, QA, and Production

Select the environment you want to use to update the Test Suite by clicking the "Use this" button.

Select Record​

Use the Select Test Data window to select the Microsoft Dynamics 365 record for your test data.

Select Test Data dialog listing sample Dynamics 365 accounts with numbered callouts

  1. Use the view selection drop-down, here called "Account view," to select the view you want.
  2. Select the appropriate Microsoft Dynamics 365 environment.
  3. If needed, narrow the list by searching for the record(s) you want.
  4. Select the row for the Microsoft Dynamics 365 record you want.
  5. Click OK.

irVerify session showing the selected Account record's field values

Proceed with your testing.