Process mapping records what a Dynamics 365 or Business Central process actually does today — often the only reliable account of it once the person who configured it has moved on. That record is what makes manual testing, training, and audit evidence possible. We map the process, then hand you documentation the rest of your work can stand on.
Process mapping isn't the deliverable — it's the input. Before anyone can write a test case, build training material, or produce an audit trail, they need an accurate picture of what the process is supposed to do. We map it first, then hand that documentation to whichever work depends on it: a testing engagement, a training session, or a compliance review.
When a D365 module talks to a third-party system or another module, that integration is only as reliable as your understanding of it. Process mapping documents what actually passes between systems today, so integration work and testing start from the same picture instead of whatever the last person remembers.
Mapping surfaces the manual workarounds, duplicate approvals, and dead-end steps that accumulate in a live D365 environment. You can't streamline a process you haven't first written down — the map is what makes the inefficiency visible in the first place.
Auditors want the documented trail, not a verbal explanation of how a process runs. A process map doubles as that record for D365 activities under regulatory scrutiny — and it's the same artifact that gives a tester something concrete to test against.
When the person who configured a process moves on, their knowledge of it usually goes with them. A written process map is what lets a new hire, or a training session, pick up where that person left off instead of starting from guesswork.
Process mapping is upstream of everything else we do. Once a workflow is
documented
accurately, we can build test cases against it, use it as training material, or hand it to
your audit team as evidence — without asking whoever built the process to remember it
correctly six months later.
We run the same four phases on every mapping engagement, from the first walkthrough to the finished documentation you hand to testing, training, or an auditor.
We review what documentation already exists, walk through the process with the people who run it day to day, and note where the system's actual behavior differs from what anyone assumes it does.
We turn the walkthrough into a documented map — the decision points, exceptions, and hand-offs the process actually contains — and flag which steps have no documentation anywhere else.
You review the map against how the process actually runs. We correct it where it's wrong and confirm it where it's right, so what ships is something your team recognizes.
The finished map is yours — used as the input for a testing engagement, training material, or an audit binder. We're available if the process changes and the map needs an update.
A process map only pays off if the output gets used. We tie it directly to what happens next — a testing engagement, a training session, or an audit request — instead of producing a diagram that sits in a folder.
With a TestSquad process map you get:
Work instructions built from that map get you:
There's no published price list, because the honest answer depends on the process itself — how many processes need mapping, how complex they are, how much documentation already exists, and how many stakeholders need to weigh in. We work that out on the free 30-minute D365 Coverage Review call, then scope the engagement to what you actually need mapped.
We'll walk your current test coverage with you and show you where the real gaps are. Name and email is all we need — we reply within one business day.
