Deal or opportunity process handoff
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Opportunities or Orders record needs a defined result in the other system.
- Start with Microsoft Dynamics 365 Opportunities and TikTok Shop Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
- Map the customer and sales pipeline before the opportunity; map stage values deliberately.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
If it fails: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
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 Quotes, Orders & Invoices or Orders record needs a defined result in the other system.
- Start with Microsoft Dynamics 365 Quotes, Orders & Invoices and TikTok Shop Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
- Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
- 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 a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.
Product or catalog item sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Products or Products record needs a defined result in the other system.
- Start with Microsoft Dynamics 365 Products and TikTok Shop Products. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve units, variants, categories, and applicable price lists before order lines.
- 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 two variants of one product, a changed SKU, and a price that applies to only one market or currency.
If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
Reconcile TikTok Shop business records with Microsoft Dynamics 365
This is an evaluation scenario; connector and operation support require confirmation.
Starting event: A finance-owned record in TikTok Shop needs operational visibility through Accounts or Contacts.
- Select Products or Orders with the correct legal entity, period, and currency.
- Define a reporting relationship in Microsoft Dynamics 365; do not equate customer records, ledger accounts, and posted transactions.
- 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.