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ERP / E-commerce · Two-way sync platform

Dynamics 365 F&O and EasyPost integration

Plan how Dynamics 365 F&O and EasyPost should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Sales order process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Dynamics 365 F&O Sales Orders or EasyPost Shipment needs a defined result in the other system.

  1. Start with Dynamics 365 F&O Sales Orders and EasyPost Shipment. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Dynamics 365 F&O and EasyPost
Dynamics 365 F&O recordEasyPost recordRecord matchingField ownership
Sales OrdersProposed record; confirm Stacksync object support.Business process handoffShipmentProposed record; confirm Stacksync object support.Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.The fulfillment owner decides when an approved order can ship and how cancellations are handled.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Dynamics 365 F&O

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Standard entities
Requires account access and compatible change tracking. Confirm field permissions and sync direction.
  • Custom entities
Requires API exposure and compatible change tracking. Confirm field permissions and sync direction.

Read the Dynamics 365 F&O connector guide

EasyPost

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Shipment
  • Address
  • Parcel
  • Rate
  • Tracker
  • Batch
Confirm support for this record type and the direction you need.

Discuss EasyPost requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementDynamics 365 F&OEasyPost
Integration interfaceOData REST endpoint over data entities, plus the Data Management Framework for batchREST API (EasyPost API v2, https://api.easypost.com/v2)
AuthenticationOAuth via Microsoft sign-inConfirm the credentials, API plan, and permissions required for EasyPost.
Change detectionFull and incremental syncs use Dynamics change tracking where available; enable tracking on the selected entities.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessAvailable for supported recordsConfirm with Stacksync
Write accessAvailable for supported recordsConfirm with Stacksync

Enterprise controls

Security and control for your integrations

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Compliance and data transfers

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SSO & SCIM

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Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Dynamics 365 F&O
Integration interface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Full and incremental syncs use Dynamics change tracking where available; enable tracking on the selected entities.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Provide the Dynamics environment URL and authorize the Stacksync app with Microsoft sign-in; arrange administrator consent if required.
  • Enable change tracking for each selected entity and check whether changes in child tables are included.
Limitations to check
  • Some complex entities cannot enable change tracking. Primary-table tracking does not capture changes in child tables.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Dynamics 365 F&O setup guide
EasyPost
Integration interface
REST API (EasyPost API v2, https://api.easypost.com/v2)
Authentication
Confirm the credentials, API plan, and permissions required for EasyPost.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the EasyPost account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for EasyPost, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for EasyPost and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Technical documentation

Prepare Dynamics 365 F&O and EasyPost access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Dynamics 365 F&O setup checklist
  • Provide the Dynamics environment URL and authorize the Stacksync app with Microsoft sign-in; arrange administrator consent if required.
  • Enable change tracking for each selected entity and check whether changes in child tables are included.

Setup guides: Authorize Dynamics 365 F\&O

EasyPost setup checklist
  • Identify the EasyPost account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for EasyPost, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Dynamics 365 F&O and EasyPost planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Business process

Sales Orders / Shipment

Order-to-fulfillment handoff: Dynamics 365 F&O Sales Orders provides context for EasyPost Shipment. These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Dynamics 365 F&O
Object support to establish
EasyPost
Object support to establish
Record identity
Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.
Field ownership
The fulfillment owner decides when an approved order can ship and how cancellations are handled.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record dependencies
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Validation
Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.
Recovery
Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

References: Dynamics 365 F&O: Sales Orders documentationEasyPost: Shipment documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Sales Orders / Shipment to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Link the order and selected line IDs to separate fulfillment IDs; allow split shipments. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Dynamics 365 F&O and EasyPost record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Sales Orders / Shipment, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Sales Orders / Shipment handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Dynamics 365 F&O / EasyPost migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Sales order process handoff

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Sales Orders or Shipment record needs a defined result in the other system.

  1. Start with Dynamics 365 F&O Sales Orders and EasyPost Shipment. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Reconcile Dynamics 365 F&O business records with EasyPost

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A finance-owned record in Dynamics 365 F&O needs operational visibility through Shipment.

  1. Select Customers or Vendors with the correct legal entity, period, and currency.
  2. Define a reporting relationship in EasyPost; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Sales Orders / Shipment

Test case

Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

Expected result

The expected sales order relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated sales order change

Investigate

Inspect Dynamics 365 F&O Sales Orders and EasyPost Shipment, their IDs, and the destination error.

Next action

Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

A record type or update is unavailable

Investigate

Check the Dynamics 365 F&O and EasyPost connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Dynamics 365 F&O and EasyPost

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Dynamics 365 F&O EasyPost Direction requires confirmation

Detect changesFull and incremental syncs use Dynamics change tracking where available; enable tracking on the selected entities.

Apply updatesConfirm that Stacksync can create or update the records you need in EasyPost.

EasyPost Dynamics 365 F&O Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Dynamics 365 F&O.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Some complex entities cannot enable change tracking. Primary-table tracking does not capture changes in child tables.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Dynamics 365 F&O and EasyPost integration FAQ

Next step

Plan your integration with an engineer

Walk through your Dynamics 365 F&O and EasyPost records, field mappings, and requirements with an integration engineer.