Keep Dynamics 365 Business Processes Running Through Every Change
Worksoft helps enterprises validate end-to-end Dynamics 365 processes across sales, service, finance, operations, and the other applications involved in the workflow.
CROSS-FUNCTIONAL DYNAMICS 365 PROCESSES
Protect the Workflows That Connect Sales, Service, Finance, and Operations
Dynamics 365 brings customer and operational work into one business environment, but responsibility for completing that work remains distributed. Sales creates commitments that fulfillment must deliver. Customer service depends on order, product, and account information. Finance records the downstream impact of transactions initiated elsewhere.
As organizations add Dynamics 365 applications, configure workflows, and connect surrounding systems, validation needs to follow the business transaction—not only the application in which it began. That means accounting for customizations, security roles, data movement, approvals, and integrations across the complete process.
Worksoft keeps validation anchored to that complete business transaction, following it across Dynamics 365 and surrounding systems as responsibility moves from sales to service, fulfillment, operations, and finance
Worksoft FOR DYNAMICS 365
Validate Dynamics 365 Processes Across Releases, Customizations, and Integrations
Worksoft enables business and IT teams to automate Dynamics 365 processes without writing code. Reusable automation follows the workflow across business functions, applications, and integrations, keeping validation grounded in how work actually gets done.
Enterprise-scale execution and reporting help teams run broader regression coverage and assess results across the complete business process as the Dynamics 365 environment evolves.
CRITICAL DYNAMICS 365 BUSINESS PROCESSES
Validate the Workflows That Connect the Business
Build reusable automation around cross-functional workflows within Dynamics 365 and across the other applications required to complete them.
Order to Cash
Validate the complete transaction from customer and order creation through pricing, approvals, fulfillment, invoicing, and payment across sales, finance, and connected systems.
Procure to Pay
Test supplier setup, requisitions, approvals, purchase orders, goods receipt, invoice matching, and payment across procurement, inventory, and financial operations.
Record to Report
Confirm that financial data moves accurately through journal processing, reconciliations, consolidations, close activities, and reporting across entities and applications.
Warehouse and Inventory Management
Validate inventory movements, receiving, picking, packing, transfers, cycle counts, and warehouse transactions across Dynamics 365 and connected operational systems.
Sales to Fulfillment
Test the handoff from customer engagement and opportunity management into order processing, inventory, logistics, and delivery so commercial commitments translate correctly into execution.
Customer Service and Case Resolution
Validate case creation, assignment, escalation, service activity, resolution, and customer communication across Dynamics 365 and the teams and applications involved in support.
BUSINESS VALUE OF DYNAMICS 365 AUTOMATION
Keep Automation Aligned as Your
Dynamics 365 Environment Evolves
Reusable, codeless automation helps teams maintain Dynamics 365 coverage as applications, configurations, and business processes evolve. By involving functional experts directly and reducing repetitive regression work, organizations can support ongoing change without continually rebuilding their testing approach.
Carry Coverage Through Implementations and Upgrades
Reuse and adapt automation as Dynamics 365 applications are implemented, updated, or expanded, reducing the need to recreate regression coverage for every project.
Reduce Repetitive Testing Across Business Functions
Automate recurring validation across sales, service, finance, supply chain, and operations so functional experts can focus on exceptions and business-critical changes.
Give Process Owners a More Direct Role
Enable business and functional experts to build and maintain automation without writing code, keeping coverage aligned with how cross-functional workflows actually operate.
Maintain Coverage for Customized Processes
Validate customized workflows alongside standard Dynamics 365 processes and reuse automation as configurations and extensions evolve.
Customer Stories
Trusted by Global Enterprises
Organizations running enterprise systems rely on Worksoft to validate critical business processes and reduce release risk. Customers across manufacturing, telecommunications, energy, retail, and financial services use Worksoft to accelerate transformation while maintaining confidence in system changes.
With Worksoft, even a non-technical person can understand the flow. It’s much easier to use than the other platforms we evaluated.
Worksoft beat the other automation platforms we evaluated hands down
By automating testing across large, complex, and highly customized applications that have evolved over many years, we have built a robust regression pack that rapidly identifies code issues and prevents defects from reaching production.
Worksoft is not only accelerating how we deliver change but is also enhancing quality, scalability, and efficiency across the organization.
Worksoft is very strong in the SAP environment, but you can also use it for non-SAP environments.
A manual automated ECS load would’ve taken us 17 days, whereas with the help of Worksoft’s automation, we were able to do it within four days.
We look at Worksoft as a tool that mitigates risk. We’re better equipped now to support the business at a faster pace.
Resources
Explore Smarter Testing in Action
RESEARCH REPORT
Testing in the Age of AI
Enterprise applications are changing faster as AI accelerates development, yet most AI-augmented testing remains in pilot or limited production. Forrester surveyed 405 decision-makers on the governance, data quality, and architecture gaps that limit how far testing can scale.
Customer Stories
How Enterprises Keep Operations Stable Through Change
Frequent updates, heavy customization, and processes that span connected systems create release risk in Dynamics 365, just as they do across SAP, Salesforce, and Oracle. See how customers protect critical operations through large-scale change.
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A Continuous View of Automation Program Health
Stale assets, technical debt, and governance gaps build quietly as automation programs scale. Automation Insights, an add-on to the Worksoft Connective Automation Platform, evaluates those risks daily across more than 40 metrics and points teams to the assets that need attention.
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See Worksoft Validate Your Dynamics 365 Processes
Watch how Worksoft keeps mission-critical Dynamics 365 processes running through every change, then book time with our team to see it applied to your environment.