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Recording tests

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The recorder converts supported interactions in a Dynamics 365 browser tab into editable test steps.

Prepare the recorder

  1. Connect the environment you want to record against.
  2. Open Designer.
  3. Select New > Record case.

Depending on the deployment, recording uses a browser extension, a local automated browser, or a configured remote browser.

Install the browser extension when prompted

  1. Select Download Extension and extract the ZIP.
  2. Open chrome://extensions in Chrome or edge://extensions in Edge.
  3. Enable Developer mode.
  4. Select Load unpacked and choose the extracted d365-recorder folder.
  5. Return to Testgrity and select Check Extension.

Record Test Case workspace

Extension recording uses the D365 session in your own browser. Browser execution uses that browser profile too. Local, Background, and Docker test runs instead use the saved environment authentication.

Record a case

  1. Enter a test case name and description.
  2. Select the destination suite.
  3. Select Start Recording.
  4. In the D365 browser, perform the workflow you want to test.
  5. Return to Testgrity and select Stop.

The Generated Steps list shows the actions Testgrity inferred. Expand Captured Clicks Log to inspect the raw events behind them. Remove an unwanted generated step with ×, or select Reset to clear the recording session.

Finish the recording

Choose one of these options:

  • Review in Designer — open the generated steps in the standard editor to adjust targets, values, comments, ordering, or expected outcomes before saving.
  • Save Test Case — save the generated case directly to the selected suite.

Reviewing in the Designer is recommended for important flows. Add explicit verification steps because a recording mainly captures interactions; a robust test should also state what must be true at the end.

Recording limitations

  • Only supported D365 events are converted into steps.
  • Some complex controls may need a manually added action or typed target.
  • Interactive recording may be unavailable in a headless cloud deployment unless the browser extension or remote recorder is configured.
  • Recording with the extension requires an existing signed-in D365 tab.

See Troubleshooting if Start Recording remains disabled or no events appear.