DYNAMICS 365 TEST AUTOMATION

AI-Powered Dynamics 365 Test Automation, Agents Built for D365 F&O, Sales & Supply Chain.

Continuously validate Dynamics 365 business processes across monthly updates — without scripts, fragile selectors, or manual maintenance.

Trusted by the world’s top industries

Why script-based testing breaks in Dynamics 365

Monthly Updates Break Tests

Dynamics 365 delivers frequent platform and UI updates.

Selectors, recorded scripts, and brittle automation break every month — forcing constant rework just to stay current.

Customizations Create Fragility

No two Dynamics 365 environments are the same. Role-based forms, Power Platform extensions, and workflow customizations invalidate standard test scripts and create ongoing maintenance debt.

RSAT Slows Down Dynamics 365 Testing

RSAT-based testing depends on scripted recordings that break with updates and require constant developer involvement. This limits D365 test coverage, slows releases, and makes it harder to validate end-to-end business processes.

Meet the Dynamics 365 Test Automation Agents

Domain-expert Sofy AI agents trained for each Dynamics 365 module—understanding workflows, adapting to changes, and validating business processes autonomously.

Dynamics 365 Sales

Validates leads, opportunities, quotes, pricing, approvals, and order creation end-to-end.

D365 Supply Chain Agent

Validates inventory logic, procurement flows, warehouse operations, and fulfillment processes, maintaining accuracy even as configurations change.

Dynamics 365 Customer Service

Validates case routing, SLAs, escalations, entitlements, and resolution workflows.

D365 Commerce Agent

Validates catalogs, pricing, promotions, POS flows, and order capture validating omnichannel commerce processes end-to-end.

Dynamics 365 Finance

Validates journals, AP/AR, dimensions, posting logic, and period close.

D365 Business Central Agent

Validates financials, purchasing, inventory, sales orders, and postings validating SME ERP workflows across Business Central modules.

Sofy vs traditional testing platforms

Dynamics 365 test automation continuous updates expose the limits of script-based automation.

RSAT (Microsoft native)

Setup requirement

Developer + Task Recordings

Self-healing tests

None, breaks on UI change

Cross-module E2E testing

Not supported

Release wave readiness

Manual re-record every wave

D365 F&O support

Yes (native)

Business Central support

No

No developer required

No, dev dependency

CI/CD integration

Limited

Leapwork

Setup requirement

Low-code designer

Self-healing tests

Partial

Cross-module E2E testing

Limited

Release wave readiness

Manual update needed

D365 F&O support

Partial

Business Central support

Partial

No developer required

Partial

CI/CD integration

Yes

Sofy AI Agents

Setup requirement

No-code, any user

Self-healing tests

Full, workflow-level adaptation

Cross-module E2E testing

Full, Sales→Finance→SCM

Release wave readiness

Autonomous adaptation

D365 F&O support

Yes, dedicated Finance agent

Business Central support

Yes, dedicated BC agent

No developer required

Yes, fully no-code

CI/CD integration

Yes, Azure DevOps pipeline triggers

*Based on platform architecture and publicly available capabilities

How Sofy AI agents work for D365

Sofy AI agents monitor Dynamics 365 changes and perform autonomous, context-aware validations to deliver reliable releases at enterprise scale.

Process-aware understanding

Agents understand:

• Dynamics modules and data models
• Role-based experiences
• Business process flows across apps

They validate outcomes, not clicks.

Autonomous execution

Agents:

• Generate and execute tests dynamically
• Navigate UI changes safely
• Validate cross-module workflows end-to-end

No scripts.

No brittle selectors.

No manual orchestration.

Built for Dynamics 365 Release Waves

Microsoft ships two major release waves per year, Wave 1 (April) and Wave 2 (October), plus continuous service updates. Each wave introduces UI changes, new features, and logic adjustments that break traditional test recordings. Sofy agents adapt automatically on every release wave, no re-recording, no maintenance sprint, and no regression rework.

The Sofy agent advantage for Dynamics 365 test automation

Sofy AI agents are purpose-built for Dynamics 365 test automation, adapting to change and eliminating regression risk across every release.

Module-Aware Intelligence

Each agent understands business logic, workflows, fields, rules, and dependencies inside its D365 module.

Autonomous Execution & Recovery

Agents execute flows intelligently and correct themselves when variations occur.

Real-time Adaptation

Agents respond instantly to UI, schema, or process changes without breaking.

Cross-Module Collaboration

Agents work together across Sales, Finance, SCM, Commerce, and BC to validate E2E processes.

How Sofy Transforms Enterprise Testing

Replace brittle Dynamics 365 test automation validation that adapts as updates roll out. Teams achieve faster regression cycles, lower maintenance effort, and more stable, cost-efficient releases.

5x

Faster Regression Cycles

vs. manual regression cycle using RSAT or script-based D365 testing · Sofy customer data, 2025–2026

3-4x

Faster End-to-End Testing

vs. manual E2E testing across cross-module D365 workflows · Sofy customer data, 2025–2026

20%

More Predictable Dynamics 365 Release Cycles

Measured by reduction in late-stage test failures found in UAT vs. production · Sofy customer data

35%

Reduction in Total QA Cost

Including reduced script maintenance, eliminated regression sprints, and earlier defect detection

What our clients are saying

"Sofy’s platform reduced our time spent on QA by 90%. Sofy is a game changer."

Sachin J
Engineering Manager - Microsoft

"Sofy’s no-code automation capabilities enable anyone on our team to run tests and track the status of our releases, all by way of a single dashboard."

Utkarsh Saxena
PMO Manager – Innago

"With Sofy, we have been able to automate most of our test scenarios in just one month and we can now test our builds on hundreds of devices and releases on-demand. Sofy allows our company to be AGILE!"

Hazim Macky
VP of Engineering, Coinme

"Now that we can run a test from within Sofy, our engineers are free to write more code instead of going through and placing all these test orders all the time."

Erick Chanthavong
Product Owner, Enterprise Teams – Snackpass

"Working with Sofy AI has been genuinely exciting for our team and our clients. One of the biggest wins has been seeing how easily traditional RSAT test cases can be transformed into simple prompt-based testing, removing so much of the complexity and maintenance effort we were used to. It feels like a much smarter and faster way to handle Dynamics 365 testing, especially in projects with frequent changes and updates. As an implementation partner, we’ve seen teams become more confident in their releases while saving significant time in QA and regression testing."

Naeemuddin Ansari
Program Manager - Guru Group

Frequently Asked Questions

What is Dynamics 365 test automation?
Dynamics 365 test automation is the use of AI agents or software tools to automatically validate D365 business processes, replacing manual QA and fragile RSAT recordings. It ensures that core workflows across Finance, Supply Chain, Sales, and Business Central perform correctly after every Microsoft release wave, configuration change, or customization, without requiring developers to re-record scripts.

What is the best RSAT alternative for Dynamics 365?
RSAT (Microsoft’s Regression Suite Automation Tool) is free and natively integrated with D365 LCS, but it breaks with every UI change and requires developer involvement to maintain. The most capable RSAT alternative is an AI agent platform like Sofy, which understands D365 business process logic, self-heals when interfaces change, and runs end-to-end cross-module testing that RSAT cannot do. Sofy also works for Business Central, which RSAT does not support.

How does Sofy handle Dynamics 365 release waves?
Microsoft ships two major release waves per year (Wave 1 in April, Wave 2 in October) plus continuous service updates. Sofy’s D365 agent’s self-heal automatically when a release wave changes UI elements, field labels, or process flows, so your test suite doesn’t require a manual rebuild after every wave. Most teams using Sofy reduce their release wave preparation from 3–4 weeks of manual regression to a fully automated run that completes in hours.

Does Sofy support Dynamics 365 Business Central as well as F&O?
Yes. Sofy has a dedicated Business Central agent that validates financials, purchasing, inventory, and sales order workflows. This makes Sofy one of the few D365 test automation platforms that covers both F&O (enterprise-scale) and Business Central (SME ERP) in a single platform, no separate tools required.

How long does it take to set up D365 automated testing with Sofy?
Environment setup for most D365 tenants takes less than one business day. Building an initial test suite covering the highest-risk workflows, Finance period close, procurement-to-pay, sales order-to-cash, typically takes 1–2 weeks. Most teams have full automated coverage running before their next release wave within 4–6 weeks.

See agentic testing for Dynamics 365 in action

Experience how module-aware, autonomous agents eliminate breakage, reduce maintenance, and accelerate releases across your Dynamics environment.