Dynamics 365 QA & Automation

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.

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Where Dynamics 365 Updates Create Risk

Financial Posting Errors

Currency rounding behaviour changed in GL module.
10,000+ transaction mismatches at month-end. 3 days to identify manually.

Invoice Mismatch

Tax rule updates not synced with billing engine.
Incorrect invoices sent to customers, leading to disputes and delays.

Inventory Sync Issues

Stock updates delayed across warehouse systems.
Overselling or stockouts impacting order fulfillment.

Integration Failures

API version mismatch between connected systems.
Data flow breaks, causing operational downtime and manual workarounds.
Even small changes can cascade into major operational risks if not tested thoroughly.

Crestech Dynamics 365 QA Expertise

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2

Enterprise D365 Engagements

Regression automation delivered for a global toy manufacturer (D365 SCM) and an insurance enterprise (D365 Finance & Billing).

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Testing Experts

D365 Finance and SCM domain specialists paired with automation engineers using Opkey and Azure DevOps.

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500+

Reusable D365 Test Assets

Pre-built test cases covering Procure-to-Pay, Order-to-Cash, Record-to-Report, and 15+ end-to-end business processes.

Business Processes We Validate

Finance & Accounting
Billing & Revenue
Supply Chain
Project Operations

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

1
Impact Analysis
We map Microsoft’s changes to your specific environment.
We analyze Microsoft updates and map their impact across your configurations, customizations, and integrations, ensuring no hidden dependencies are missed.
2
Functional Validation
Domain experts validate business logic, not just UI.
Our domain experts validate workflows, rules, and calculations to ensure business logic is functioning correctly beyond just UI-level testing.
3
Automation Coverage
500+ Opkey test assets, adapted for your extensions.
We use 500+ pre-built Opkey assets and tailor them to your customizations for maximum automation efficiency.
4
Regression Execution
Automated via Azure DevOps CI/CD pipeline.
Regression tests run automatically within Azure DevOps pipelines, ensuring consistency and speed across releases.
5
Release Readiness
Go/no-go report with defect severity breakdown.
A detailed report including defects, risks, and recommendations to support confident release decisions.

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.


Request Free Assessment
Recommended

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.


Discuss Your Requirements

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.



Talk to Our D365 Team
Client Testimonial
Trusted by Enterprise D365 Teams
"
The Crestech team has done a solid job across both manual testing and automation. The level of detailing in observations and feedback has been impressive -- making it much easier for us to identify and address bugs effectively. We are now in a strong position to showcase what we have collectively built to our Finance & Transformation stakeholders.
Avatar
Senior Technology Leader
Finance & Operations - D365 F&O
Aptia Group
D365 Finance & Operations Manual + Automation QA Regression Testing Insurance & Benefits Sector Enterprise
Outcome-Focused
Observations that make bugs faster to identify and fix
True Partnership
Working as an extension of your internal D365 team
Stakeholder Ready
QA work built to demo to Finance & Transformation leadership

Results We've Delivered

D365 F&O Testing That Delivers Measurable Impact

Real engagements. Real modules. Real results — from zero automation to production-ready regression in months.

201
Test Cases
Automated
83%
Regression Time
Reduction
6
E2E Flows
Covered
The Challenge

A global toy manufacturer running D365 SCM needed regression testing across 6 complex end-to-end flows — DTC fulfillment with Shopify integration, wholesale distribution across multiple warehouses, and RMA returns. Manual regression consumed 19+ days per cycle and couldn't keep pace with Microsoft's update cadence.

What We Delivered

Crestech automated 201 test cases across all 6 E2E flows using Opkey — from SKU creation and PO receipting through warehouse pick-pack-ship and invoice posting. A dedicated P2P regression pack with 188 granular test steps was built for procurement validation.

Procurement Warehouse Ops Quality Mgmt Order Fulfillment Invoicing RMA & Returns
Download Full Case Study

Includes flow diagrams, test coverage breakdown & ROI analysis

300
Test Cases
Created
80%
Manual Effort
Reduction
~3 hrs
Regression
Per Entity
The Challenge

A leading global benefits administration company running D365 F&O had zero test automation. Every bi-monthly release required 2–3 testers per module, manually validating 7 D365 modules — from Project Accounting and Subscription Billing through AP, AR, and Expense Management.

What We Delivered

Crestech created 300 functional test cases from scratch, automated 100+ regression scripts via Opkey, and delivered a three-phase rollout — from collaborative knowledge transfer to full independent regression ownership. P2P and Customer Billing flows now validate in 1.5 hours.

Project Accounting Subscription & Billing Accounts Receivable Accounts Payable Cash & Bank Fixed Assets Expense Mgmt
Download Full Case Study

Includes 3-phase methodology, module coverage & performance metrics

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