The order to cash automation gap you are experiencing in your enterprises is not a data problem, but it's a testing problem.
For any minor to major change in the Dynamics 365 F&SCM environment, you need to validate the entire O2C cycle, including sales order creation through;
All these need to be validated across every legal entity, every warehouse configuration, and every tax rule in scope.
Imagine doing all this work manually, and that too before the next update arrives. If not, your team will be stuck in a testing trap. Still, errors slip through, and revenue recognition is impacted.
We have a solution - DynaTech's O2C AI Test Automation. Built on Azure AI Foundry and Playwright MCP, our tools change everything. It validates the entire order to cash process automatically, intelligently, and at a scale that manual testing cannot achieve.
Microsoft Copilot embedded in Dynamics 365 delivers real value through natural language navigation, task guidance, and summary generation. But Copilot is not built to test the O2C process, as it cannot understand the picking strategies you have implemented for your warehouse operations.
On the other hand, DynaTech's O2C AI Test Automation agent is purpose-built for validation execution. Our agent is powered by Azure AI Foundry and connected to Dynamics 365 F&SCM through Playwright MCP to understand entity-specific configurations contextually.
When our smart AI agent is working for you, it won’t just check whether a field is populated or not; it verifies whether the entire sales order processing automation chain produced the correct, entity-appropriate output, and flags what did not.
Enterprise manufacturers and retailers running multiple legal entities face a testing problem that scales with complexity. DynaTech's agent runs cross-entity validation simultaneously across all legal entities in scope. It progresses the complete O2C cycle for each entity and verifies that outputs are correct relative to that entity's specific configuration, eliminating the sequential, entity-by-entity testing cycle that stretches UAT timelines and leaves gaps in coverage.
DynaTech's agent monitors every step from order confirmation to payment posting, catching discrepancies before they reach GL. Such a rigorous assurance capability ensures your finance does not have to deal with O2C failures at month-end. All such issues are resolved at the point they occur, before they become accounting problems.
We have custom-trained the AI-powered order-to-cash agent for strict verification. When picking strategies, packing confirmations, or invoice amounts deviate from expected outcomes for a specific entity configuration, the agent does not simply flag a mismatch. It evaluates the deviation using the entity's rules and rules out false positives, giving your testing teams the confidence they need to determine operational logic.
We understand that multi-warehouse packaging units have several complex processing and operations. Here;
DynaTech's agent runs parallel automated execution across all warehouse configurations simultaneously to ensure every warehouse is tested against the same complete O2C chain.
You will agree when we say that the O2C process in D365 F&SCM is an interconnected chain of events where failure in one step cascades downstream. Manually testing the entire chain across multiple entities and warehouses is resource-intensive.
Where UAT cycles can stretch for weeks, the ERP order to cash automation agent works flawlessly even with multiple picking strategies and tax logic.
By the time a failure surfaces and creates downstream damage, it will take a longer time to resolve than the original test would have taken to run correctly. The AI agent we add to your O2C supply chain fixes all errors before they do any damage to the downstream operations.
DynaTech's O2C AI Test Automation agent executes the complete order-to-cash cycle autonomously within Dynamics 365 F&SCM.
In addition to this, the agent applies entity-specific validation logic for each legal entity and warehouse combination in scope.
Moreover, the execution runs in parallel across all sales and ERP configurations simultaneously. This leads to;
User Query: Run a full O2C validation across all active legal entities before this week's go-live.
The agent initiates sales order creation across all configured legal entities simultaneously. It progresses each order through the complete O2C cycle, which includes picking, packing, invoicing, and payment posting. To this process, we have built the agent to apply entity-specific reservation logic and tax rules at every step. Any deviation from expected output is flagged with entity context, failure point, and root cause detail before anything reaches the general ledger.
User Query: Validate that picking and packing workflows are executing correctly across all warehouse configurations after last week's SCM update.
In response to this query, the agent runs parallel test execution across every warehouse configuration we have added in scope as per your request. To automate a sales order in the test case, the agent;
User Query: Confirm that all invoicing and payment steps completed without general ledger posting errors before the month-end close.
The agent begins by scanning completed O2C cycles across all entities added to the order to cash finance process. Following this, it cross-references invoice posting records against expected GL entries and surfaces any mismatches. The finance team receives a clean summary of posting integrity, or a prioritized list of failures to resolve before closing, directly inside Microsoft Teams.
| Business Challenge | Agentic AI Solution |
| Sales order to invoice failures go undetected until teams notice discrepancies in the general ledger or revenue impact. | AI validates the complete O2C chain, including catching invoicing and posting failures before they reach the general ledger. |
| Picking strategies, reservation logic, and tax rules vary by entity, making manual testing error-prone and resource-intensive. | Azure AI Foundry models understand entity-aware validation logic and apply the correct validation rules per legal entity, eliminating coverage gaps that manual testers routinely miss. |
| UAT cycles stretch for weeks across multiple warehouses and legal entities. | Parallel automated execution across all entities and warehouse configurations reduces order-to-cash automation testing timelines from weeks to days, accelerating go-live readiness without sacrificing coverage depth. |
| Static test scripts fail to account for configuration changes after frequent system updates. | Intelligent output verification adapts dynamically to configuration changes instead of relying on fixed expected values, keeping tests reliable even after environment updates. |
We have built DynaTech’s O2C AI test automation designed for enterprise-grade reliability, that too within the existing Microsoft environments. In this, no schema-level changes to D365 F&SCM are required, interesting right? Here’s how it works.
DynaTech's O2C AI Test Automation is deployed as an extension to your existing Dynamics 365 F&SCM environment through Playwright MCP integration.
This means there’s no ERP reconfiguration, no new testing infrastructure, and no disruption to live operations.
DynaTech’s team configures the agent as per your specific requirements.
In general, the deployment takes around 8 to 12 days. Within this period, we will cover;
More importantly, the coverage is built around your actual environment. From the moment integration completes, the agent is ready to execute.
Are you still managing Dynamics 365 F&SCM and running O2C testing manually? Well, if you automate this process with our O2C software with AI capabilities, you will get faster UAT cycles, minimal post-go-live failures, and revenue assurances.
Stop depending on manual testers to catch the error after the damage is done. A brief conversation with DynaTech will show exactly what changes and how fast.