Leads, opportunities, quotes, cases, and the handoffs into Finance & Operations, validated end to end instead of screen by screen.
Coverage
CE processes teams automate first
Lead to opportunity
Qualification, routing rules, and assignment logic.
Quote to order
Pricing, approvals, and the handoff to Finance & Operations.
Case management
SLA behavior, escalation, and queue routing.
Customer data
Account and contact rules that downstream processes depend on.
Power Platform layers
Custom forms, flows, and business rules built over CE.
Cross-app handoffs
The CE to F&O boundary where most defects actually hide.
Cross-application
The handoff is where things break
A quote that looks perfect in CE can still produce the wrong sales order in F&O. elevaite365 runs both sides in one scenario, with shared data, so the boundary is tested, not assumed.
- One scenario spanning CE and F&O
- Shared records and identifiers passed between applications
- Evidence for both systems in a single result set
See what elevaite365 could do for you
Share the Dynamics 365 processes you care about most and we'll put together a practical demo on your own scenarios.