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UAT and Test Management for ERP Projects

A practical guide to testing ERP programs: test strategy, test types, cycle planning, script design, UAT execution, defect management, regression testing, and automation for Dynamics 365.

Free

Free 45-page e-book. Test strategy, test types, scripts, defect management, regression, and RSAT for Dynamics 365. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This guide shows you how to plan and run testing on an ERP program from the first unit test to final UAT sign-off and beyond. It covers writing a test strategy, choosing test types, planning cycles with entry and exit criteria, designing process-based scenarios and scripts, running UAT with business users, managing defects with clear severity and triage rules, and building a regression approach for Dynamics 365 continuous updates, including the Regression suite automation tool and its announced deprecation. It is for test managers, functional consultants, QA leads, and business process owners who need testing that builds real confidence.

What's inside

  • Chapter 1: Writing the Test Strategy
  • Chapter 2: The Test Types and When to Use Them
  • Chapter 3: Planning Test Cycles
  • Chapter 4: Designing Test Scenarios and Scripts
  • Chapter 5: Running UAT
  • Chapter 6: Defect Management
  • Chapter 7: Test Management Tooling
  • Chapter 8: Regression Testing and Automation for Dynamics 365
  • Chapter 9: Test Metrics, Reporting, and Quality Gates
  • Chapter 10: Specialist Testing — Integrations, Data, Security, and Performance
  • Chapter 11: Illustrative Scenario — UAT for a Distribution Company

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Project managers, solution architects, functional consultants and client-side leads who want their ERP program to go live on time and actually deliver value.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.