What an ERP testing engagement actually takes: a setup plan you can follow, what two hands-on testers actually bring, and an honest look at where we fit alongside your team. Written for Dynamics 365 and ERP teams who have to make that call.
ERP testing verifies that a configured Dynamics 365 or ERP system actually does what the business needs it to do — that order-to-cash posts correctly, that a security role blocks what it should block, that a data migration didn't drop or duplicate records. We test these processes manually, working through the same screens your users work through, because a scripted check can confirm a screen loaded but can't tell you whether the business logic behind it is correct.
Every ERP testing engagement starts from the same place: what's already covered, what's changing, and what a manual test pass needs to catch before it ships. Here's what working with us actually looks like:
We walk through your Dynamics 365 F&O or Business Central setup, what's shipping next, and what test coverage exists today. You leave with a clear view of the gaps — no obligation to continue.
We turn the coverage review into a manual test plan built around the release, migration, or process you asked us to cover — test cases mapped to the actual business flows (order-to-cash, procure-to-pay, record-to-report), the integrations they touch, and the security roles that gate them.
We execute the test cases ourselves, working through the same screens your users work through, and log defects as we find them. When the engagement wraps, you get the test case library, the coverage map, and any work instructions we produced along the way.
Two ways to work with us on ERP quality: consulting, where we design the test strategy and hand it to your team, or outsourcing, where we run the testing ourselves. Which one fits depends on whether you have the people to execute a plan once it exists.
With ERP testing outsourcing you get:
TestSquad is Taurance and Christina — two people, not a staffing bench. You work directly with whoever is testing your system, not an account manager relaying messages from a larger team.
Your team owns the day-to-day testing. We're useful as a second set of eyes ahead of a big release or an RSAT migration — an outside coverage review that doesn't require restructuring who tests what.
Developers and functional consultants absorb testing between their own priorities, so only the bare minimum gets covered. We take that off their plate and run it as a dedicated, ongoing job.
You don't want to stand up an internal QA hire or an automation platform for one release or migration. We step in as the manual testers for as long as the engagement needs.
ERP QA is the quality assurance discipline for enterprise resource planning systems like Microsoft Dynamics 365. It validates that configured business processes, integrations, data migrations, and security roles work correctly end to end — not just that individual screens function.
ERP defects usually hide in cross-module business processes — order-to-cash, procure-to-pay, record-to-report — and in integrations and permissions. Testers need to understand the business flow, not just click through forms, to catch the issues that break a go-live.
As early as configuration and unit testing. Starting QA during build, then running system, integration, and user acceptance testing before go-live, catches defects while they are cheap to fix and protects your cutover timeline.
Yes. Dynamics 365 and most cloud ERPs push regular updates, so we build and maintain a regression test suite and run continuous QA so each release and update ships without breaking existing processes.
TestSquad is a manual QA and testing practice for Microsoft Dynamics 365 and ERP teams, run by Taurance and Christina. We test configured business processes, integrations, and security roles by hand, and document what we find as work instructions your team can keep using.
