Follow the steps in this article to set up a Data Shield Test to check that the Dynamics Subject organizational structure has not changed.


Ensure that you have a Subject organizational structure in your system - in the right hand top corner of your dynamics system, click on the cog wheel and select Advanced settings. Go to Settings > Business Management. Select Subjects. You can also get there by going to Settings > Service Management > Subjects. If there is not a structure in your system you can define one for the purposes of this completing the steps in this article.

Create the Test

Initial Set up

  • Open the North52 Decision Suite app
  • Navigate to TestShield > Tests
  • Click New
  • On the Register tab
    • For Test Plan enter Training
    • For Test Suite enter Data Shield Test
    • For Test Case enter Subjects
    • For Test Type select Data Shield
    • For Sync or Async select Sync
  • Click Save


On the Assemble sheet we describe the specific scenario of a feature that will be tested and outline the steps of the test using Gherkin-style syntax.

  • On the Assemble sheet, edit cell B1 to describe the Feature being tested. Enter the text: Subjects
  • Double-click cell B2
    • For the Scenario, describe what is being tested - we like to use a User Story. Enter the text:
      As the CRM administrator
      I want to ensure the the Subjects in the system are not changed
      So that the data in the system remains consistently categorized
  • Click Save


There is no test data to set up for this test as we analyzing existing data.


There are no actions to specify for the Act sheet.


For a Data Shield test we usually just checking existing data so we want to take a 'snapshot' of records in the system that we then use as a reference to check for changes when the test runs.

  • Select the Assert sheet
  • Select the Explore tab
  • Expand Explore System Data
  • Select Subject from the list of available entitites
  • Check the Records node to select all record nodes
  • Click the lightning bolt button to add the data to the Assert sheet
  • Select cell A1
    • Press F2
    • Select AssertAreEqual from the list of available options
  • Click Save
  • Your Arrange sheet should now look like:

Run the Test

The Test is now ready to be run. For this exercise we will run the Test manually.

  • Click the Execute Test button - represented by the lightning button in the top right of the Test editor canvas
  • Click the Execute button on the fly-out pane
  • After a few seconds the Test result record will be created (a message Result: Operation Completed will be shown)
  • From the Source tab, expand Test Run Results
    • You will see a node with with the time of your test and the Pass/Fail results, expand this node
    • Expand Assert
    • Expand Row-0004
    • Expand A - title
      • You will see the Actual and Expected values​, and the Assert Type:

Change one of the Subject records and run the test again. You will see a failure for the record you made the change to.