Quality Assurance in Microsoft Dynamics 365 Business Central
When you work in the ERP environment, you learn very quickly that a small change can have a big impact. An additional field, modified posting logic, or a new automation rarely operate in isolation. In a system like Microsoft Dynamics 365 Business Central, processes mesh together like gears. That is precisely why, for us, quality assurance is not just a “final check before go-live,” but an integral part of how we work.
Time and again in projects, we have seen that it is not the obvious functions that are critical, but their side effects. What happens in downstream processes? Which reports change? Is data consistency maintained? These are precisely the questions that drive us.
For us, quality assurance means responsibility. Responsibility toward our customers’ processes. Responsibility toward the users. And responsibility toward the production system that manages day-to-day operations. That’s why we don’t just test whether something works. We test whether it functions stably, transparently, and sustainably within the entire system.
Why Quality Assurance Is Critical in the ERP Environment
When I started at PROTAKT, I was given a piece of advice right from the start that has stayed with me to this day: “Try to crash the system.” Of course, that was a deliberate exaggeration. But it is precisely this idea that continues to shape my approach to testing.
Perhaps you’ve been in this situation yourself: A modification works flawlessly under the intended conditions. The defined process runs stably, the result is correct, the requirement is met. But for me, this is exactly where the real test begins. Because what matters to you is not only that something works under ideal conditions, but that it remains stable even when processes are used differently than originally intended. An intervention in the sales process suddenly affects inventory valuation. A change in posting logic affects your reporting. This is exactly where we come in. We never view your customization in isolation, but always within the context of your entire system. For us, quality assurance means keeping the big picture in mind.
Once development is complete, we begin our structured internal testing phase. In this step, we first verify whether the implemented solution precisely meets your requirements. We compare the result with your specifications, verify validations, and ensure that the functional logic has been implemented correctly. But we don’t stop there.
What matters most to you is not only that a function works technically, but that it integrates stably into your existing process landscape. That’s why we analyze which adjacent processes might be affected. We review postings, inventory movements, financial data, reports, and potential interfaces with third-party systems. We verify whether existing automations continue to run reliably and whether authorization structures remain effective as intended. Furthermore, we simulate real-world business transactions. We test complete process chains, taking into account special and edge cases. What happens in atypical scenarios? How does the system handle large volumes of data? Are there any unexpected side effects?
Our goal is to identify potential risks before they impact your day-to-day operations. You should be able to rely on the fact that an adaptation works not only under ideal conditions but also in real-world operational scenarios.
Accurate documentation ensures quality
A key component of our quality assurance is the structured documentation of our “Quality Assurance Tests” (QA tests). Each test is logged in a traceable manner. The associated ticket, the defined test case, the initial state, the steps performed, and the expected and actual results are all recorded. For you, this means transparency and traceability. You can see at any time how and under what conditions a modification was tested.
After a successful internal QA test, we actively involve you—or the relevant department—in the acceptance process. Together, we go through the defined test case step by step. This gives you the opportunity to evaluate the modification in a business context and verify whether it fully meets your requirements in practice. This phase is particularly important to us, as it is where technical quality and business reality converge. You receive not just a tested solution, but a jointly validated solution.
Only after your documented approval does the next step take place. Deployment to your production system occurs exclusively when the test case has been confirmed, the ticket approved, and consent for the go-live clearly documented. Without this formal approval, we do not implement any changes in production. This principle is an integral part of our project standards and serves to ensure your security.
For you, this means specifically: No customization goes live without QA testing. No customization goes live without documented test reports. No customization goes live without your approval. For us, quality assurance is neither an optional project step nor a mere formality. It is an integral part of every customization in Microsoft Dynamics 365 Business Central.
When you work with us, you can expect that we will not only implement features but also take responsibility for your entire system. Our QA process ensures that your ERP customizations are technically stable, functionally correct, and well-thought-out across all processes. Together, we lay the foundation for a secure deployment and smooth operation of your ERP system.
Stay informed and subscribe to our PROTAKT blog!
About the author
Nils Schmuck · Functional Consultant
I am a Functional Consultant and QA Tester at PROTAKT. In January 2025, I completed my apprenticeship as a Digitalization Management Specialist, which I undertook at the company over the course of 2.5 years.
In my daily work, I focus intensively on quality assurance and testing to ensure that software functions reliably and without errors. I particularly appreciate the varied challenges and the opportunity to actively contribute to improving processes and products—that’s exactly what I enjoy most about my work.
In my posts, I share my experiences, approaches, and best practices regarding QA testing and my work as a functional consultant.
Space for your comments