Should you test Microsoft Dynamics 365 updates?

Oct 9, 2023Blog

Microsoft Dynamics 365 is a cloud-based business application platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools. Microsoft Dynamics 365 constantly evolves and improves, with new features and capabilities being released regularly. But how do you keep up with these changes and ensure they don’t break your existing processes and customizations? Before applying Microsoft Dynamics 365 updates to your production environment, should you test them?

Should you test updates to Dynamics 365?

Testing the periodic updates that Microsoft releases for Dynamics 365 is important to ensure your system continues to perform as expected

The answer is yes. You should test Microsoft Dynamics 365 updates before deploying them to your live system. Testing is a crucial step in ensuring the quality, performance, and compatibility of your Dynamics 365 solution. Testing can help you identify and resolve any issues or bugs arising from the updates, verify that the new features and enhancements work as expected, and meet your business requirements.

There are two types of updates for Microsoft Dynamics 365: major and minor. Major updates are also known as release waves, which Microsoft plans and announces in advance. They typically occur twice a year, in April and October, introducing significant changes and new functionalities to the platform. Minor updates are also known as service updates, which are applied automatically by Microsoft on a monthly or weekly basis. They usually contain bug fixes, security patches, and performance improvements.

Both types of updates can affect your Dynamics 365 solution differently, depending on your system’s complexity and customization level. Therefore, it is recommended that you test both types of updates before applying them to your production environment. However, the testing process may differ depending on the type of update.

For major updates, Microsoft provides an early access program that allows you to preview and test the new features and capabilities before they are generally available. You can opt-in to this program by enabling the update in your sandbox environment, which is a non-production copy of your Dynamics 365 solution. This way, you can explore the new functionalities and evaluate their impact on your system without affecting your live data and users. You can also provide feedback to Microsoft and report any issues or problems you encounter during the testing phase. The early access program usually starts two months before the general availability date of the major update.

Microsoft does not provide an early access program for minor updates, but you can still test them before they are applied to your production environment. You can do this by creating another sandbox environment that is aligned with the latest version of Dynamics 365. This way, you can compare the behavior and performance of your system before and after the minor update and identify any potential issues or conflicts that may arise from the update. You can also use this sandbox environment to test any customizations or integrations that you have developed or installed on your Dynamics 365 solution.

Testing Microsoft Dynamics 365 updates is a best practice that can help you ensure the smooth operation and continuous improvement of your Dynamics 365 solution. By testing the updates in a sandbox environment, you can avoid any unwanted surprises or disruptions affecting your production environment and end-users. You can also leverage Microsoft’s new features and capabilities to enhance your business processes and outcomes.

If you need any help or guidance on how to test Microsoft Dynamics 365 updates, please don’t hesitate to contact us. We are a team of experts who can help you with all aspects of your Dynamics 365 testing journey. We can help you create a testing strategy that suits your needs and goals and provide the tools and resources to perform effective testing. 

We hope you found this blog post helpful and informative. If you have any questions or comments, please get in touch with us directly. We would love to hear from you!

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