Record, then read
Business users record a process and read it back as plain-English steps.
Keep regression running after RSAT support ends
Microsoft says RSAT won't be supported after May 15, 2027. Business teams certify every release wave and service update in plain English, with a named sign-off.
- Reuse your RSAT process list
- Every wave and service update
- Sales into finance, one test
Open the 'All sales orders' page
Type '{{customer.account}}' into 'Customer account'
Set cell 'Item number' to '{{item.number}}' on row 1
Click the 'Confirm sales order' button
Check that 'Status' shows 'Open order'
A path after RSAT
Sales into finance
One test runs from customer engagement apps into Finance and Operations.
Evidence and sign-off
Every check keeps its evidence, with a named go or no-go in Quality View.
Certify each Microsoft Dynamics 365 release
The Dynamics 365 release rhythm
Customer engagement apps and Finance and Operations follow different calendars. Both keep moving.
| Release | Timing | Can you defer? |
|---|---|---|
| Customer engagement release waves | Wave 1 in April, wave 2 in October, with an opt-in preview | No |
| Customer engagement service updates | Monthly | No |
| Finance and Operations service updates | Major in January and July, minor in April and October | You can pause only one consecutive update |
| RSAT | Not supported after May 15, 2027 | Not applicable |
Typical cadence. Dates vary by instance and region; check your vendor's release calendar.
Compare all vendor calendarsWhere Dynamics updates hurt
New platform versions meet your extensions, forms and roles.
- Extensions behave differently on the new platform version
- Fields move, and new features change the default view
- Duties and privileges change, and users lose a menu item
- Data entities and integrations stop matching
Finance and service first
Certify the processes your finance and service teams run daily.
- Order to cash: sales order, picking, invoicing and payment
- Procure to pay: purchase order, receipt, invoice match and payment
- Record to report: journals, reconciliation and period close
- Case to resolution: cases, queues and SLAs
Certify admin changes too
Admins change workflows, approvals and security between updates. Certify both kinds of change the same way.
- Workflows and approval rules
- Fields and forms
- Security roles, duties and privileges
Procure-to-pay, end to end
Purchasing may start in Coupa. Certify the chain across both systems.
A requisition is approved in Coupa.
The purchase order, receipt and invoice post in Dynamics 365.
The vendor payment goes out for the matched amount.
Questions
Is this a Microsoft replacement for RSAT?
No. qventis is not affiliated with or endorsed by Microsoft; Qventis One is one option for business-process regression after RSAT support ends.
Can we reuse our RSAT test cases?
Use them as your list of processes. Re-recording each one gives you plain-English steps your business users can read.
Does it cover customer engagement apps too?
Yes. They run in the browser from the same plain-English steps.
Leave with your RSAT exit plan
Bring one business process. We record it, run it and show the sign-off with you.