1. Find out which Dynamics, and who owns what
We start with the product, the version, and whether it is online or on-premises, because each one has a different API and limits. Then, with your finance and operations people, we decide which system owns each piece of data.
2. Write the field map and the conflict rules
You get a document listing every field, each transformation, and what happens when the systems disagree. It is reviewed by the people who will live with it, before any code exists. It is also what lets someone else maintain this later.
3. Validate on the way out
A bad postcode or an unknown SKU is caught and reported before it reaches Dynamics, with a reason a person can act on.
4. Send in the background, safely
Orders go into a queue, so checkout never waits for Dynamics. Sending twice is harmless, and retries respect the limits Microsoft publishes. Temporary failures wait and try again, and data failures go to a named person. See syncing at high volume for the detail.
5. Reconcile, and alert
A daily job compares what the store sold with what Dynamics holds, and reports the gaps. Webhooks speed things up, and this job is what catches a webhook that has stopped firing.
6. Test on a sandbox, then go live in stages
We test against your Dynamics sandbox with realistic orders, including tax, coupons and refunds. Then one flow goes live at a time, starting with the one that is easiest to check.