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Case Study

From Manual to Automated D365 F&O Security and Testing

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XPLUS
September 22, 2026

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From Manual to Automated D365 F&O Security and Testing – XPLUS Case Study

How XPLUS helped a Rollforming Equipment Manufacturer achieve a 40% reduction in license costs through automated testing, structured documentation, and precise custom security roles in Dynamics 365 F&O.

IndustryRollforming Equipment Manufacturer
Organisation Size250+ employees in Canada and India
D365 ApplicationsDynamics 365 Finance & Operations (F&O)
SolutionTesting by XPLUS, User Security Governance by XPLUS
OutcomeDeveloped documented processes for internal training, established precise automated tests, and created custom security roles, leading to a 40% reduction in license costs.
40% Reduction
in license costs
Automated Testing Replaces time-consuming
manual testing
Precise Custom security roles
aligned to user needs

The Challenge

  • Manual testing that is time-consuming and lacks standardization.
  • The documentation for training new users is not unified.
  • Security roles frequently give users more access than they need.
  • Risk of license overuse.

The Solution

  • Record processes using XPLUS tools.
  • Develop documentation from recorded processes.
  • Create custom security roles derived from recorded processes.
  • Decrease license usage by designing precise custom roles.

Business Outcomes

  • Automated, structured testing using recorded processes leads to improved testing outcomes and saves time.
  • An internal training library created from the generated documents and videos of our recorded process.
  • Custom roles designed to meet users' specific needs.
  • License cost decreased by 40%.

XPLUS tools provided a structured approach to achieving our objectives, leading to notable enhancements in Dynamics 365 F&O documentation, security, and licensing, which reduced our licensing costs by 40%. Additionally, XPLUS tools helped us develop a comprehensive, executable automated testing plan, saving time on ongoing testing and delivering better results than manual testing.

Srđan Zekić
IT Security and Systems Specialist

About XPLUS

XPLUS is a Microsoft Dynamics 365 implementation partner with over 23 years of experience and a team of more than 400 certified consultants. We combine deep D365 expertise with our own products — Performance Monitoring, Discovery, User Security Governance Advanced, and Testing by XPLUS — giving clients full control and confidence in the operation of their D365 environments.

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