Provar for Microsoft Dynamics 365: Supported Capabilities
Microsoft Dynamics 365 and the Power Platform are at the heart of many enterprise digital transformations. With highly dynamic UIs, component & metadata-driven architecture, and frequent updates, these applications deliver flexibility, but also introduce significant challenges for test automation.
Provar brings Application Intelligence purpose-built for Microsoft Dynamics 365 and the Power Platform.
Instead of relying on fragile locators, Provar understands the framework structure, components, metadata, and behavior of the application.
Provar’s deep integration with Dynamics 365 enables:
- Native understanding of entities, forms, grids, and workflows
- Intelligent handling of dynamic UI elements
- Built-in support for authentication and navigation flows
- Seamless testing across UI and API layers (Dataverse)
Supported Applications
Provar supports testing across the Microsoft Power Platform. You can connect to any of the following application types from within Provar.
| Item | Description |
| Microsoft Dynamics 365 | Model-driven apps within Dynamics 365, including standard apps such as Sales Hub and Customer Service Hub, as well as custom apps built by your organisation. |
| Microsoft Power Apps | Canvas and model-driven Power Apps. You specify the app name when setting up the connection in Provar. |
| Microsoft Power Pages | Customer-facing portals built on Power Pages. You specify the environment and portal name when setting up the connection. |
| Microsoft Dataverse | The underlying data platform, available for API-level testing. Use Dataverse connections to create, read, update, or delete records directly through the API without going through the UI. |
Authentication and Connectivity
Before Provar can test any Dynamics 365 screen, it must log in and connect to the correct application.
Authentication
Provar supports login via MS EntraID, which is Microsoft’s identity platform. You provide a username and password when setting up the connection. Provar handles the full sign-in sequence automatically, including any multi-step authentication screens.
UI Connection:
Dataverse Connection:
Connection Types
A connection tells Provar which application to open at the start of a test run. Each connection type below maps to a different part of the Microsoft Power Platform.
| Item | Description |
| MS Dynamics 365 Connect | Opens a named Dynamics 365 model-driven app and navigates to it automatically. Supports both standard and custom apps. |
| MS Power App Connect | Opens a named Power App and navigates to it automatically. |
| MS Power Page Connect | Opens a named Power Pages portal and navigates to it. |
| MS Dataverse Connect | Connects to Dataverse for API-level testing. Use this to set up or clean up test data without going through the UI. |
Navigation
Provar supports all navigation elements you use to move between apps, areas, and entities within Dynamics 365. You can use these components in test cases to navigate to the correct screen before carrying out a test action.
| Item | Description |
| Navigation Bar | The main navigation bar across the top or side of the screen. Provar can interact with its links, grouped areas, and menu items. |
| Site Map Group Area | A labelled group in the side navigation such as Sales, Service, Marketing, or a custom area. Provar can expand a group and select items within it. |
| Site Map Entity Area Group | The hierarchical grouping above individual entities in the navigation. Provar can navigate through nested groupings. |
| Site Map Entity | A navigable link to a specific entity such as Leads or Accounts. Clicking one navigates to that entity’s default list view. |
| Site Map Pinned Group | The section of the navigation panel showing entities or views you have pinned for quick access. |
| Site Map Recent Group | The section of the navigation panel showing recently visited records and views. |
| Quick Create Button | The ‘+’ button in the top bar that opens the quick-create drop-down menu. Provar can click this button to begin creating a new record without leaving the current page. |
| Quick Create Menu Item | An individual entity option in the quick-create drop-down menu, such as Lead or Contact. |
| Flyout Menu Item | An item in a flyout or overflow menu. Overflow menus appear as a ‘…’ or More button when there are more commands than the toolbar can display. Provar can locate and click any item by its label. |
Supported Pages
A page in Provar represents a distinct screen within Dynamics 365. Provar automatically identifies which page is active and applies the correct testing behaviour. All of the following pages are fully supported.
| Item | Description |
| MS Dynamics App | A generic page binding that applies to any Dynamics 365 URL. Provar uses this as a fallback to ensure a valid page context is always available within any Dynamics 365 app. |
| Main Page | The outer shell of any Dynamics 365 app, always present in the background. Covers the top bar, the side navigation panel, the quick-create launcher, and system-level confirmation dialogs. |
| Dashboard | A named dashboard view. Provar can navigate to a specific dashboard by name and interact with its content. |
| Dashboard Entity List | A list of records embedded inside a dashboard — for example, an active leads grid displayed alongside charts. Provar treats this as its own page so you can interact with its rows and command bar independently. |
| Entity List | The standard list view for any Dynamics 365 entity such as Leads, Contacts, or Accounts. Provar can navigate to a specific view by entity name and view name, and can interact with rows, filters, and command bar buttons. |
| Pipeline List | A Kanban-style pipeline view for entities such as Opportunities. Provar recognises this layout separately from the standard list view. |
| Work List | A focused, task-oriented list for agents working through a queue of records. Provar can navigate to a work list and interact with its rows and columns. |
| Entity Record | The full form for a single record, such as a Lead or Contact. Provar can navigate to a record by entity type and interact with all its fields and command bar actions. |
| Entity Quick Create | The slide-in panel that appears when you create a new record without leaving the current page. Provar detects the panel and can interact with its fields and buttons. |
List and Grid Handling
Provar supports the modern Power Apps grid, the legacy grid, and the work list layout. For each grid type, you can search, filter, sort, select rows, open records, and click command bar buttons.
Grid Controls and Actions
| Item | Description |
| Power Apps Grid Control | The modern grid used in most Dynamics 365 list views. Provar can search within the grid, apply filters, sort columns, select one or more rows, open a record from a row, and click any command bar button. |
| Legacy Grid Control | The older-style grid used in some Dynamics 365 views. Provar supports row selection and column reading for backwards compatibility. |
| Work List | The specialist layout used in work list views. Provar can read and interact with work list rows and their column values. |
| Grid Command | A command bar button above a grid, such as New, Delete, Assign, or a custom button. Provar can locate and click any grid command by label, including commands in the overflow (‘…’) menu. |
| Grid Filter | The filter control that narrows records in a list view, for example My Active Leads or All Contacts. Provar can select and apply any named filter. |
| List View Search | The search bar within a list view. Provar can type a search term and wait for the filtered results to load before the next test step runs. |
| List Row Interactions | Provar supports selecting a single row, selecting multiple rows at once, and opening a record by clicking its row. |
Grid Column Types
Provar can read and assert the value in any column of a supported grid. The column types below are recognised automatically.
| Item | Description |
| Text Column | Displays plain text values. |
| Email Column | Displays email address values. |
| Phone Column | Displays phone number values. |
| Currency Column | Displays monetary values with currency formatting. |
| Decimal Column | Displays decimal number values. |
| Integer Column | Displays whole number values. |
| Date Column | Displays date values. |
| Date/Time Column | Displays combined date and time values. |
| Lookup Column | Displays the name of a linked record, such as an Account name. |
| Option Set Column | Displays a chosen option from a fixed list, such as a status or category. |
| Check Box Column | Displays a yes/no value as a check box. |
| Work List Column | A column within the work list layout. Provar can read text values from this column. |
| Work List Text Column | A text-specific column within the work list layout. |
| Grid Column | A generic column in the legacy grid layout. |
| Legacy Text Column | A text-specific column in the legacy grid layout. |
Record and Form Handling
Record form components are the elements that appear when you open an individual record. Provar supports navigating the form structure, interacting with every field type, and using all command bar actions.
Record Structure
| Item | Description |
| Tab | A tab that organises a record form into sections. For example, a Contact record may have Summary, Details, and Related tabs. Provar can navigate between tabs by label, including tabs that appear in the extended overflow menu. |
| Related Entity Tab | A tab that links to a related entity, such as Cases or Opportunities on a Contact record. Clicking it loads the related records in a sub-grid below the form. |
| Related Entity Menu Item | An individual entry in the related entity navigation menu, which appears when many related entities overflow into a drop-down. |
| Page Section | A collapsible section within a tab that groups related fields together, such as Contact Information or Address Details. |
| Header Fields Flyout | The panel that opens when you click the record header area, showing summary fields such as Status and Owner. Provar can read and interact with these fields. |
| Business Process Flow Stage | A stage marker in the Business Process Flow breadcrumb bar at the top of a record, such as Qualify, Develop, or Propose. Provar can click a stage to navigate to it and interact with its fields. |
Command Bar Actions
Provar can locate and click any button on the record command bar by its label. The following actions are commonly used and fully supported.
| Item | Description |
| Save | Saves the current record without closing the form. Equivalent to clicking the Save button in the command bar. |
| Save & Close | Saves the current record and closes the form, returning you to the previous view. |
| Qualify | Converts a Lead record into a Contact, Account, and Opportunity. This triggers the Lead Qualify dialog. See Popups and Dialogs below. |
| Custom Commands | Any custom button added to the command bar by your organisation, including commands in the overflow (‘…’) extended menu. Provar can locate and click these by label. |
Field-Level Support
Provar supports all common Dynamics 365 field types on record forms. You can locate any field by its Dataverse column name or its label. For every field, Provar can read the current value, set a new value, check whether the field is required or read-only, and read any validation message shown beneath the field.
Field Section Item
A field section item is the container that wraps each individual field on a record form. Provar uses this container to locate a field and to read its properties. All specific field types listed below are built on top of this base container.
Field Types
| Item | Description |
| Text Field | A single-line text input. Provar can type a value into it or read its current value. |
| Email Field | A field for entering an email address. Provar can type and read email values. |
| Phone Number Field | A field for entering a phone number. Provar can type and read phone values. |
| Currency Field | A field for entering a monetary amount. Provar can type a numeric value and read the formatted display. |
| Decimal Number Field | A field for entering a decimal number, such as a percentage or rate. |
| Whole Number Field | A field for entering a whole number, such as a quantity or count. |
| Date/Time Field | A field for entering a date, a time, or both. Provar can set the value using a text string and can clear the field. |
| Option Set Field (Drop-down) | A drop-down field where you select one option from a fixed list, such as Lead Source or Status Reason. Provar can select an option by label. |
| Flip Switch Field | A toggle field that represents a yes/no or two-state value. Provar can switch it on or off. |
| Simple Lookup Field | A field that links to another record, such as an Account or Contact. You type to search and then select from the suggestions that appear. Provar can search for and select lookup values. |
| Selection Tree Field | A hierarchical lookup that lets you browse through a tree of options to select a value, such as a territory or product category. |
| Rich Text Editor | A full text editor with formatting options, used for fields such as Description or Notes when rich formatting is enabled. Provar can type and interact with this editor. |
Note: All record fields also support reading whether the field is required or read-only, and reading any validation message displayed beneath the field.
Email, Notes, and Attachments
Many Dynamics 365 entities include email and notes functionality. Provar supports email interactions on any entity that has email enabled, as well as notes and file attachment handling on record forms.
Email Components
| Item | Description |
| Email Tab (on a record) | The tab within a record form that shows the email thread for that record. Provar can navigate to this tab by label and read the emails listed within it. |
| Email Across Entities | Provar supports email interactions on any Dynamics 365 entity that includes email functionality, not only standard entities. Email may appear on Leads, Contacts, Cases, Opportunities, or custom entities. |
| Reply | Replies to an existing email. Provar can click Reply and interact with the reply compose window. |
| Reply All | Replies to all recipients of an existing email. Provar can click Reply All and interact with the compose window. |
| Forward | Forwards an existing email to a new recipient. Provar can click Forward and interact with the compose window. |
| Send | Sends a composed email. Provar can click Send to complete the action. |
| Convert | Converts an email to another record type, such as a Case. Provar can click Convert and interact with the resulting dialog. |
Notes and Attachments
| Item | Description |
| Notes / Remarks | The notes control on a record form where you can type free-text notes. Provar can read existing notes and interact with the notes input area. |
| Attach File Button | The button in the Notes section that opens a file upload control. Provar can click the button and upload one or more files from a specified file path on your machine. |
Note: File attachment controls can also appear outside the Notes section on some forms. The Attach File Button component supports both locations.
Popups and Dialogs
A modal window is a child window that appears in front of the main screen and requires you to take an action before continuing. Provar can detect any modal window and interact with the elements inside it.
Supported Dialog Types
| Item | Description |
| Confirm Dialog | A standard confirmation modal window that appears before an action that cannot be undone, such as deleting a record. It typically contains Confirm and Cancel buttons. Provar detects this dialog automatically. |
| Lead Qualify Dialog | The modal window that appears when you qualify a Lead record. It asks which records to create — Contact, Account, and Opportunity. Provar can interact with all fields and buttons in this dialog. |
Generic Popup Element Types
When a modal window appears, Provar can interact with the following element types inside it, regardless of the specific dialog type.
| Item | Description |
| Drop-down | A drop-down field within a modal window. Provar can select an option by label. |
| Text Field | A single-line text input within a modal window. Provar can type a value into it. |
| Text Area | A multi-line text input within a modal window. Provar can enter longer text content into it. |
| Check Box | A check box within a modal window. Provar can select or clear the check box. |
| Dialog Button | Any button in the footer of a dialog, such as Save, Yes, No, Confirm, Cancel, or a custom label. Provar can locate and click any dialog button by its label. |