Testing a live upgrade

It's a good idea to discuss testing requirements with the customer before you upgrade the system. Your post-upgrade testing should focus on the following:

Functionality that's used frequently by the customer.
Advanced customizations. In general, testing customer customizations should take a large amount of the allotted test time.
Data integrity. Carry out data checks to ensure that upgraded data appears as expected.


Test Action	Success
Log on is successful
Mail merge and document drop functionality working
Report writer presenting in all formats (HTML, PDF, CSV, XLSX)
Email management functioning as expected, including customizations
Functionality regularly used by the customer working as expected
Previous functional integration with third-party database functioning as expected
Advanced customizations (.ASP pages) functioning as expected
Custom icons copied to new install location
Outlook and Exchange Integration functioning as expected
Library location is correct
Add/Find/Edit/Delete records for each entity working as expected
System help functioning as expected
Data upload functioning as expected
Interactive dashboard loads successfully (My CRM \| Dashboard)
Interactive dashboard loads successfully in the Company context (Company context \| Dashboard), and the default dashboard is the Company Summary dashboard