D365 Regression Testing That Keeps Your ERP Stable
We've built 500+ reusable test assets across D365 Finance and SCM. Our domain experts and automation engineers validate your configurations, extensions, and integrations - aligned with every Microsoft update cycle.
Start D365 QA Health Check View Testing ApproachWhere Dynamics 365 Updates Create Risk
Microsoft updates can introduce changes that impact critical ERP workflows including:
A Wave release changed currency rounding behavior in the General Ledger module. The change was minor in isolation, but compounded across 10,000+ transactions during month-end close, creating reconciliation mismatches that took 3 days to identify manually.
A platform update altered the three-way matching tolerance logic for vendor invoices. The AP team discovered the issue only when a batch of 200+ invoices failed matching and stalled payment workflows.
An update to inventory costing shifted FIFO calculation behavior for items with multiple receipt lots. The valuation discrepancy only became visible in period-close inventory reports, weeks after the update went live.
A data entity schema change in a service update broke an existing integration with a third-party warehouse management system. Outbound shipment confirmations stopped flowing, creating a fulfillment backlog.
These are the kinds of regressions that structured testing catches before they reach production.
Crestech Dynamics 365 QA Expertise
500+ Pre-built Dynamics 365 test assets supporting validation of finance, billing, and supply chain workflows
Enterprise D365 Engagements Delivered Regression automation successfully delivered for a global toy manufacturer (D365 SCM) and an insurance enterprise (D365 Finance & Billing). Both engagements involved end-to-end business process validation and reusable automation frameworks.
Functional + Automation ERP Experts ERP functional specialists working alongside automation engineers
120+ Testing Experts A dedicated team including D365 Finance domain specialists, SCM functional consultants, and automation engineers with expertise in Opkey and Azure DevOps. Our team structure pairs functional knowledge with automation execution - so we test business logic, not just UI clicks.
Testing Aligned with Microsoft Updates Validation aligned with Microsoft release cadence
500+ Reusable D365 Test Assets Pre-built test cases and automation scripts covering Procure-to-Pay, Order-to-Cash, Record-to-Report, Hire-to-Retire, and 15+ additional end-to-end business processes across Finance, SCM, Billing, and Project Operations.
Business Processes We Validate
Finance & Accounting
Three-way invoice matching, GL posting accuracy, multi-entity consolidation, period-close workflows, and intercompany transactions
- Accounts Payable
- Accounts Receivable
- Cash and Bank
- Fixed Assets
- Expense Management
Billing & Revenue
Revenue recognition schedules, billing rule validation, invoice-to-cash reconciliation, and credit note processing
- Customer Billing
- Subscription Billing
- Invoice Processing
Supply Chain
BOM calculations, warehouse operations, demand planning, inventory costing methods (FIFO/LIFO/weighted average), and vendor collaboration workflows
- Procurement
- Inventory Management
- Order Processing
Project Operations
WBS validation, project budget tracking, time & expense approval workflows, and milestone billing accuracy
- Project Management
- Project Invoicing
- Cost Tracking
Procure-to-Pay Automation in Dynamics 365
Procure-to-Pay Flow:
- Vendor onboarding
- Purchase requisition
- Purchase order creation
- Goods receipt validation
- Vendor invoice matching
- Payment execution
Example Workflow: Procure-to-Pay
A demonstration video of the Procure-to-Pay process automation.
Crestech Testing Methodology
Impact Analysis
Identify business processes affected by Microsoft updates We cross-reference Microsoft's release notes and Known Issues documentation against your specific configurations, extensions, ISV solutions, and integration touchpoints. The output is a prioritized list of business processes that need revalidation - not a blanket retest of everything, but a targeted scope based on what actually changed and what it affects in your environment.
Functional Validation
ERP experts validate critical workflows Our Finance and SCM domain specialists execute functional validation of affected business processes end-to-end. This isn't UI-level smoke testing - we validate business logic: posting rules, calculation accuracy, workflow routing, approval chains, and exception handling. We verify that the output at each process step matches expected business outcomes.
Automation Coverage
Reusable test assets accelerate regression validation Using Opkey's D365-native automation platform, we deploy from our library of 500+ pre-built test assets. These assets are designed to adapt to D365's frequent UI and data model changes, which means your regression suite doesn't break every time Microsoft updates the interface. Custom test scripts are built for client-specific extensions and configurations.
Regression Execution
Automated tests validate business processes before releases Automated regression suites are executed within your Azure DevOps CI/CD pipeline, triggered automatically on each build or update. Execution covers end-to-end business processes - Procure-to-Pay, Order-to-Cash, Record-to-Report, and more - with detailed pass/fail reporting at the test case level.
Release Readiness
Updates can be deployed confidently without operational disruption We deliver a clear go/no-go release readiness report with defect severity breakdown, regression pass rates, and specific risk callouts. Your IT and business teams get a single document that tells them whether this update is safe to deploy, what risks remain, and what mitigations are in place.
Service Packages
QA Health Check (Typically 1-2 weeks)
- Environment review
- Regression coverage assessment
- Testing maturity analysis
- QA roadmap recommendations
Deliverable: A prioritized QA roadmap with specific recommendations for your D365 environment.
Automation & Functional QA Enablement (4-8 weeks)
- Functional process validation
- Automation framework setup
- Reusable test asset creation
- Regression suite development
Deliverable: Working automation suite with reusable test assets and regression framework.
Continuous QA Enablement (Ongoing monthly engagement)
- Ongoing regression testing
- Update readiness validation
- Expansion of automation coverage
- Testing governance support
Deliverable: Monthly regression reports and update-readiness assessments.
When Organizations Engage Crestech
Preparing for Microsoft Wave releases
Establishing regression testing after Dynamics 365 go-live
Expanding Dynamics 365 modules
Managing increasing integrations across enterprise systems
Why Clients Choose Crestech
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