When I walked into a global manufacturing client’s war room last December, the tension was thick. They had just completed a rapid Dynamics 365 upgrade across Finance, SCM, and CE modules. On paper, it was a success. But reality hit when a payment batch failed due to a seemingly innocuous change in the warehouse configuration that broke an API dependency downstream. Their automated test suite—designed to catch exactly this kind of regression—had passed with flying colors.
That day sparked a question we’ve asked across dozens of D365 engagements since: Can you really trust automated tests for complex, interconnected D365 environments? Let’s unpack this question by diving deep into real-world experiences, metrics, and the human side of enterprise automation.
The Complexity of Interconnected D365 Modules
D365 isn’t monolithic. It’s a constellation of deeply interwoven applications—Finance, Supply Chain, Customer Engagement, Project Operations, and more. Interactions across these modules are often not explicitly coded but instead rely on metadata-driven configurations, workflows, and external APIs.
Common Interconnected D365 Use Cases
Use Case |
Modules Involved |
Risk Type |
Business Impact |
Sales Order to Cash |
CE → SCM → Finance |
Data Integrity, Workflow Failure |
Revenue Leakage |
Procure to Pay |
SCM → Finance |
Invoice Matching Errors |
Vendor Penalties |
Project Billing |
CE → Project Ops → Finance |
Misallocated Costs |
Compliance Risk |
Inventory Sync |
SCM → Retail |
Real-Time Sync Failures |
Stockouts/Overselling |
These workflows depend not only on correct code, but also on synchronized metadata, environments, and time-sensitive event queues. And that's exactly where test automation both shines—and sometimes falters.
The Promise of Automated Testing
When done right, automated testing saves thousands of hours of manual effort. According to a 2023 survey by Test Automation University, organizations that deployed automation for ERP systems saw a 45% reduction in regression time and a 70% increase in release velocity.
Avo Assure, a no-code test automation platform purpose-built for enterprise systems, states in their whitepaper that “automated testing for D365 reduces manual test execution by 90% on average, while increasing test coverage by over 300%.” These are compelling numbers, but context is everything.
Manual vs Automated Testing Metrics in D365
Metric |
Manual Testing |
Automated Testing |
Average Regression Cycle Time |
15-20 Days |
3-5 Days |
Functional Coverage |
~40% |
85-90% |
Test Consistency |
Subject to Human Error |
Deterministic |
Cost Over 1 Year (mid-size org) |
$250,000+ |
$80,000–$120,000 |
While the ROI is evident, these numbers assume you’re testing well-isolated scenarios. For interconnected modules, automation must go deeper.
The Trouble with “Happy Paths”
Here’s where the story takes a turn. Automated test scripts often validate “happy path” flows—idealized scenarios where all inputs are correct, network latency is minimal, and services respond as expected. But interconnected D365 modules are rarely this clean.
In another project with a retail chain operating across 15 countries, automated tests passed even as configuration drift between environments caused nightly data syncs to fail silently. The root cause? An innocuous change in the legal entity setup that automated scripts weren’t scoped to validate.
Automated testing is only as good as the assumptions it bakes in. And interconnected ERP systems thrive on edge cases.
- Robyn Peterson, CIO of a Fortune 100 logistics firm.
What Can Go Wrong: Case-Based Failure Patterns
Table 3: Common Failures Missed by Automated Tests
Scenario |
Root Cause |
Why Automation Missed It |
GL Posting Failures |
Misconfigured posting profiles |
Tests didn’t validate trial balances post-transaction |
Workflow Loops |
Recursive approval logic |
Scripts skipped conditional branches |
Real-Time Sync Failure |
API rate limits exceeded |
Environment didn’t replicate load conditions |
UAT Environment Drift |
Missing ISV solutions |
Scripts ran fine on vanilla environments |
Even tools with D365-aware capabilities often fall short when it comes to context-rich, cross-module validation. This is not a failure of the tools, but of the test architecture.
A Better Approach: Holistic Automation Strategies
If you're relying on automated tests to safeguard complex processes in Dynamics 365, especially across multiple interconnected modules, you can’t treat automation like a simple checklist. It needs to be smart, thoughtful, and deeply aligned with how your business actually works.
Here’s how leading companies are approaching automation in a way that makes it safer and more reliable—especially for mission-critical D365 systems.
Download eBook: A Step By Step Test Automation Guide for Microsoft Dynamics 365
- Test the Environment, Not Just the Function
The problem:
Automated tests often pass in a test environment, but fail in production because something was set up differently. It might be a missing configuration, a different integration, or a change in how users are set up.
A better approach:
- Build checks that confirm environments are set up consistently—across your test and live systems.
- Create automated scripts that compare key setup items like tax rules, posting setups, or workflow approvals across environments.
- Run these checks before major releases, so you're not surprised by production-only failures.
- Design Tests Around How People Use the System
The problem:
Many test cases are written based on screens or buttons—not on actual business processes. If someone changes the layout of a form or the name of a field, the test breaks, even though the business process still works.
A better approach:
- Think of test scenarios the same way your teams think about their work—“create a purchase order,” “receive goods,” “pay the vendor.”
- Use realistic user roles and permissions in your tests, so the system behaves the way it does in real life.
- Avoid relying too heavily on what the screen looks like. Where possible, test the outcome, not just the steps.
- Validate End-to-End Business Flows
The problem:
Most failures in D365 happen between modules—not inside them. The system might process a sales order correctly in one module, but fail to post an invoice in another.
A better approach:
- Test full workflows that cross modules, like Order to Cash or Procure to Pay.
- Set up checkpoints along the way to confirm that each stage is completed as expected. For example, did the invoice post correctly? Did the right journal entry get created?
- Automate reconciliation checks that compare expected vs. actual results.
- Mix Visual Tests with Behind-the-Scenes Checks
The problem:
Not everything shows up on the screen. Many errors happen in the background—like when a data sync fails, an approval loop gets stuck, or an integration goes down.
A better approach:
- Combine user interface tests with backend checks.
- Monitor data flow across systems (especially between Finance, Supply Chain, and CE).
- Set up alerts for when key processes stop running or take too long
Go-To Automation Matrix for D365 Interconnected Testing
Automation Layer |
Test Focus |
Tools/Methods |
Execution Frequency |
Success Criteria |
UI Automation |
Regression, Form Flows |
Selenium, Avo Assure, RSAT |
Every Build |
95%+ pass rate on critical paths |
API Tests |
Logic, Integration |
Postman, REST clients, Dataverse SDK |
Hourly (CI) |
<200ms response time, 100% valid payloads |
Config Drift Checks |
Metadata Parity |
PowerShell + DMF, LCS APIs |
Weekly |
No config mismatches in critical tables |
Business Process Tests |
E2E Workflows |
Task Recorder + Custom Automation |
Per Release |
Financial reconciliation matches expected outcome |
Observability Checks |
Real-Time Event Tracking |
Azure Monitor, App Insights, Kusto Queries |
Daily |
No critical exceptions or telemetry spikes |
It’s not about trusting or not trusting automation—it’s about designing for resilience. Here’s what we’ve found works best:
Test Data Management is Crucial
Use realistic, production-simulated data sets that reflect real inter-module relationships. Use masked data pipelines to ensure privacy while maintaining relational integrity.
Configurate Validation Scripts at All Levels
Automate the validation of metadata, not just transactional flows. For example, ensure posting profiles, workflow rules, and security roles match across environments.
Shadow Testing and Monitoring
In critical releases, run automated scripts and passive monitors on key services for 24–72 hours post-deployment. This hybrid approach detects timing and concurrency issues.
Automation Best Practices for D365
Practice |
Benefit |
Tools |
Data-driven test scenarios |
Covers edge cases |
Excel-based test matrices, Avo Assure |
Environment drift checks |
Ensures consistency |
Azure DevOps Pipelines + ARM templates |
API contract testing |
Validates real-time integrations |
Postman, SoapUI |
Observability tooling |
Detects silent failures |
Azure Monitor, Application Insights
|
Real World Success Stories
One global biotech firm transitioned from quarterly to monthly releases after implementing scenario-based automation across their D365 F&O and CE environments. Their secret? A layered testing approach where smoke tests, configuration checks, and load simulations worked in concert.
“We don’t just automate tests—we automate trust. Our QA stack validates that what’s not visible is also working,” noted their Head of IT Strategy.
RELATED READING: Automate Your Dynamics 365 Regression Testing in Minutes
Conclusion: Can You Trust Automated Tests?
Yes—but only if you trust the design of your automation. In the high-stakes world of interconnected D365 modules, test automation can be a savior or a silent saboteur. The difference lies in whether you treat testing as a checkbox—or as a strategic capability that mimics business reality.
Automation isn’t infallible. But neither is manual testing. Trust comes from layering both, backed by metrics, monitoring, and mindset.
Related Reading: Unlock the Key Features of Microsoft Dynamics 365 | Importance of Test Automation
You can’t inspect quality into a product; you have to build it in.
- Gene Kim, co-author of The Phoenix Project
The same goes for test automation in D365. Build it right—and you can trust it with even your mission-critical workflows.
Automated testing isn’t just about running a script and checking a box. It’s about understanding how your business uses D365—and making sure the system supports every step of the way.
Instead of asking, “Did the test pass?”
Ask, “Did the test prove the business still works the way it should?”
That’s what real trust in automation looks like.
Avo Assure provides enterprise-grade, no-code test automation tailored for Dynamics 365, helping organizations:
- Expedite testing 7x faster
- Achieve >95% test coverage
- Increase productivity by 4x
- Reduce defects to 1%
Whether you are implementing Dynamics 365 for the first time or managing frequent updates, Avo Assure ensures seamless functionality, minimal risks, and maximum efficiency.
Explore Avo Assure and future-proof your Dynamics 365 journey today!