What an ERP testing programme actually takes: a setup plan you can follow, the skills the test team needs, and an honest look at which sourcing model fits. Written for Dynamics 365 and ERP teams who have to make that call.
ERP testing comprises QA activities that verify ERP efficiency, sustainability, security, and user-friendliness. A balanced ERP test strategy should include different testing types (including functional, ETL, and performance testing) to check if ERP software is stable and scalable, unifies business data, and enables flawless automation of complex workflows.
Every ERP testing setup plan is different, as each enterprise resource planning solution is based on a specific business logic, differs in functions, third-party integrations, and deployment type (on-premises, cloud-based, hybrid). Below are the essential steps typical for most ERP testing projects:
Decide on a basic set of KPIs such as the number of test cases per iteration, rejected defects, ERP requirements not covered by test cases, the test automation rate, tests’ execution time. Consider ERP testing quality-related risks and design a risk mitigation plan.
Decide whether ERP testing will be performed in-house or outsourced (fully or partially). If you opt for the in-house ERP testing option, design the collaboration scenarios between the stakeholders (a PM, BAs, the development team, the QA team, key intended ERP users, etc.). Assign a QA manager to design the ERP requirements specification in a way suitable for testing (for example, in the form of user stories, acceptance or unit tests).
Note: TestSquad does not recommend entrusting a test automation architecture to a manual test engineer, even if they have a programming background, as the risks of tests' maintainability and stability issues will increase.Then, proceed to the ERP testing design activities or vendor selection.
The important points to consider in the ERP testing strategy:
At this stage, the ERP QA team prepares the test environment, designs test cases and develops test scripts, creates, gathers, and prepares test data. As soon as the ERP testing is launched, the QA team should regularly report on the progress. The team should continuously collaborate with the development team to improve the test suite granularity and increase the test coverage.
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:
You have a complete control over the ERP testing process. However, you should mind the risks deriving from ERP testing specifics, unbalanced test automation strategy, the choice of tools and frameworks that do fully fit in with your ERP testing process.
You get optimized testing costs via experienced QA management, best practices in ERP testing, and test automation talents. Still, you need to mind careful vendor selection and possible issues with the vendor’s team integration into the project processes.
With this option, you can optimize your ERP testing costs due to the vendor’s already established testing processes, experience in ERP testing, and skills with the relevant tools. Still, a QA manager is required to align an external team or team members with your project processes, control and regularly assess ERP testing.
TestSquad’s QA and testing professionals are ready to perform all-encompassing ERP testing to safeguard ERP quality at different SDLC phases, from ERP planning to its maintenance. We offer optimized ERP testing costs via scalable teams and balanced test automation.
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 global Testing and documentation company headquartered in Orlando, FL, US. We deliver QA outsourcing services for enterprise resource planning solutions and guide our clients on how to ensure maximum software quality while meeting rigid deadlines and optimizing testing budget.
© 2026 TestSquad. All rights reserved. · Privacy Policy
