A test plan can be created manually or can be created using test plan software. To write a test plan, the basic criteria are to understand the product that we are going to test, the target users who are going to use the system, and why the customer is implementing this new system. If we are not clear about these details, it is difficult to write a good test plan document. It is recommended to read the requirement gathering document and learn basic details about Dynamics 365 CE.

Another key aspect of writing a test case is to know about the scope of testing: which module of Dynamics 365 CE is implemented for a customer and which specific functionality are they going to use? This helps us set the scope of our testing. We should also be clear about our testing approach. It should be mentioned in the test plan document whether we are going to perform testing manually or whether we will be using an automated testing approach. We should be aware of the end user expectations of those who are going to use this new system in their day-to-day activities. Our testing document should include the common sections listed in the following diagram:

Let's discuss these sections in detail.