Microsoft Dynamics 365 Business Central + Geis PL Sp. z o. o. integration

Microsoft Dynamics 365 Business Central

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Enterprise resource planning (ERP) system from Microsoft for SMBs

Geis PL Sp. z o. o.

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Reg no: 010972267 · VAT: 5261025183 Pieńki 7, 95-010 Sosnowiec, Poland

Seamless freight transport integration between Microsoft Dynamics 365 Business Central and Geis PL Sp. z o. o..

Calculate prices, ETD, ETA, CO2; create shipments, shipping labels, tracking links and branded notifications automatically.

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Overview

Cargoson lets you send info between Microsoft Dynamics 365 Business Central and Geis PL Sp. z o. o. automatically — no code required.

Using a TMS is the first step to optimizing your transport and logistics. It allows you to save time, money and CO2 emissions by having Geis PL Sp. z o. o. and all your other carriers on one dashboard.

If your company is using Microsoft Dynamics 365 Business Central, you can take it a step further: skip the manual steps and automate the shipping process.

What you can automate

Pre-shipment

Use the sales/purchase orders data in Microsoft Dynamics 365 Business Central to automatically create shipments in Cargoson
Display all available shipping options for a given order and let your users choose
Get a list of parcel lockers from different carriers
Communicate shipping needs between colleagues
Hand over the responsibility of comparing and choosing a transport option from third party users or purchase/sales managers to a logistician

Comparison

Calculate the transport price automatically from your price lists and receive it back to your Microsoft Dynamics 365 Business Central software
Request spot prices from your carriers
Find the estimated lead times for transport or request estimations from carriers
Find the estimated transport CO2 emissions for each transport option
Compare carriers and different transport options for each shipment in Cargoson, your business software or any other system your company is using
Place a transport order to a carrier of your choice, through their preferred channel: directly into their system or by automated mail (see the carriers integrated with Cargoson)
Set up predefined rules to automate transport booking and let the software choose the carrier automatically

Post-shipment

Send branded email transport notifications to your customers, colleagues and partners (labels, ETA, modifications, cancellations, licence plate numbers, documents etc)
Generate shipping labels, get them in your Microsoft Dynamics 365 Business Central, and send them to relevant parties
Generate tracking links and receive them back to Microsoft Dynamics 365 Business Central, and automatically update shipment statuses
Get daily reports about delayed shipments in your email inbox
Generate transport statistics and reports across all your carriers
Compare transport invoices with pre-calculated or pre-agreed amounts

Microsoft Dynamics 365 Business Central TMS integration features

View setup guide

You can install the Business Central shipping module from Microsoft App Source.

Developer: BCS Itera.

Supported Editions

This extension supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

The Microsoft Dynamics 365 Business Central shipping module is supported in all countries where Business Central is available.

Supported Languages

The MS Business Central transportation module is available in Estonian and English.

Transportation Price Requests

Transport price requests can be initiated on the following Business Central documents:

Sales Quotes
Sales Orders
Posted Sales Shipments
Purchase orders

Open the document and select Process -> Send to Cargoson.

Check the order data and press Cargoson Price Request, after which different price offers will be displayed (including calculations from your personal price lists).

Transportation Orders

Transport orders can be sent to your carriers from the following Business Central documents (same as with price requests):

Sales Quotes
Sales Orders
Posted Sales Shipments
Purchase orders

The shipment data is copied from the selected document, but can be edited manually afterwards, if needed.

Open the document and select Process -> Send to Cargoson to initiate the shipment creation process.

Check the existing data, add missing entries if any and press Send to Cargoson or Send directly to shipping agent.

When Send to Cargoson is selected, the shipment will be created in Cargoson but the carrier and service need to be chosen separately in Cargoson afterwards.

However, when selecting Send directly to shipping agent, the shipment will be forwarded to the selected carrier automatically.

Data exchange log

Transportation order related data exchanges between Business Central and Cargoson are saved to the Cargoson Log Entries table. Search for Cargoson Log Entries to open the Cargoson Log Entries page.

Packaging labels

After placing a transport order, the package labels can be opened and printed directly in your Business Central.

Open the data exchange log (Cargoson Log Entries) and click on the Label link field.

Tracking

The shipment's tracking link will be saved in Business Central and can be opened by clicking on it.

Open the data exchange log (Cargoson Log Entries) and click on the Tracking ID link field.

Want to play through how it works yourself?

We have created an interactive demo for the Microsoft Dynamics 365 Business Central + Geis PL Sp. z o. o. integration. Click around a demo now

Pricing

The Microsoft Dynamics 365 Business Central + Geis PL Sp. z o. o. integration works with all Cargoson plans starting from Industry.

View detailed features and pricing plans

Industry

from 299€ / mo

For wholesale and manufacturing

Get a free demo

Corporation

from 499€ / mo

For large corporations

Get a free demo

Custom

Ask for price

We'll set up a custom solution for you

Get a free demo

FAQ

We offer ongoing integration support and regular updates, ensuring that your Microsoft Dynamics 365 Business Central and Geis PL systems are always synced and up-to-date. APIs often undergo changes and updates, and it's our job to ensure that these changes don't disrupt your workflow. This means you can always benefit from the latest features and improvements from both Microsoft Dynamics 365 Business Central and Geis PL.

The Geis PL and Microsoft Dynamics 365 Business Central integration provides a comprehensive set of capabilities, including Transportation Price Requests, Transportation Orders, Data exchange log, Packaging labels, Tracking. All of these data exchanges with Geis PL are seamlessly integrated directly into your Microsoft Dynamics 365 Business Central system, enhancing the overall functionality and convenience.

The integrations with carriers, just like the Geis PL integration, are always developed and maintained in-house by our dedicated Cargoson team; these integrations are our utmost priority. For the connection between Cargoson and ERPs like Microsoft Dynamics 365 Business Central, we typically rely on specialized third-party providers.

This strategy allows us to tap into the deep knowledge and expertise of those who specialize in specific ERP systems. While we are the developers of Cargoson and naturally handle all carrier API integrations in-house, we recognize that we can't be specialists in every ERP platform out there.

In addition, many of these ERP integrations are built in close cooperation with our existing customers. This ensures that they are not only thoroughly tested, but also designed to meet the practical requirements of real businesses in their day-to-day operations. This way, we guarantee robust, reliable, and efficient integrations for you to use.

Absolutely! Cargoson's architecture is built to be carrier-agnostic, meaning that it's capable of integrating with a wide range of carriers, not just Geis PL. As long as the carrier has an API we can work with (or EDI, or even just email), you can incorporate their services into your Microsoft Dynamics 365 Business Central system through our platform. Additionally, we're constantly expanding our roster of carrier integrations based on customer demand and market trends, so you'll always have a rich selection of carriers to choose from.

Integrating Microsoft Dynamics 365 Business Central with Geis PL using Cargoson is a straightforward process. Simply reach out to us at [email protected]. Our team will walk you through the process, offer a demo if needed, and assist you with the installation of the plugin into Microsoft Dynamics 365 Business Central. We'll also guide you on how to request and input the Geis PL API keys into Cargoson.

Rest assured, data security is our top priority at Cargoson. Your Geis PL API keys are securely encrypted in the Cargoson database. However, it's important to note that as your data originates from Microsoft Dynamics 365 Business Central and then is sent to Geis PL, we are not in full control over how these systems handle your data. Nevertheless, both Microsoft Dynamics 365 Business Central and Geis PL are trusted platforms with robust security measures in place.

Absolutely, the Microsoft Dynamics 365 Business Central-Geis PL integration supports all types of shipments: domestic, international, import, export, and cross-trade. The specific services depend on your chosen carrier(s), but we facilitate all freight modes: road, air, sea, rail, and all shipping modes: parcels, LTL and FTL freight shipping, and even parcel lockers.

Geis PL offers the following services: Road.

Yes, we're open to discussing custom feature requests. Each case is unique, so we encourage you to reach out to us at [email protected]. We might already have a solution for either the Microsoft Dynamics 365 Business Central or the Geis PL side that might cover your need. If not, and the feature would be beneficial for other businesses as well, it could potentially be added free of charge. However, for features specific to your business, we can agree on a development cost.

Integrating Geis PL directly into Microsoft Dynamics 365 Business Central through Cargoson simplifies your operations significantly. You can now manage transport orders directly inside Microsoft Dynamics 365 Business Central, removing the need to log into various carrier systems including Geis PL. Furthermore, it eliminates the necessity to access Cargoson for daily operations, providing a unified and simplified process. While some unique features like analytics or carrier chat may still require logging in to Cargoson, the integration generally minimizes daily tasks, enhances productivity, and reduces potential for errors.

Interactive Demo

Start using a transport management system with Microsoft Dynamics 365 Business Central

Your time is valuable

If you use other carriers along with Geis PL Sp. z o. o., we believe that using one system to work with all of them is the most efficient use of your time and resources.

Skip the manual work

Your contacts, orders and shipment data already exists in Microsoft Dynamics 365 Business Central. Stop copying it to different carrier systems or sending it via email.

Instead, make use of it: integrate Microsoft Dynamics 365 Business Central with Cargoson and your data will be exchanged with all of your carriers automatically! This will also avoid human errors.

Pick and choose which carriers you like

The carriers you want to use is your decision, not our business.

Cargoson is not a middleman or a forwarder, but your transportation management software.

Our carrier database is extensive, but you can add missing carriers by simply contacting Cargoson support.

All your carriers connected to Microsoft Dynamics 365 Business Central

All your transport bookings could be placed the same way.
Simple API: One integration from your Microsoft Dynamics 365 Business Central ERP will cover all your present and future carrier integrations.
Requesting a new carrier integration, in case we haven't built it yet, is free for all customers.
Track all of your shipments on one dashboard.
Adding, removing or switching carriers is quick and easy.

Branded notifications

All transport-related notifications to your partners, customers and coworkers are branded and look the same, regardless of the carrier you're using.

How to start shipping directly from Microsoft Dynamics 365 Business Central

Get a demo to see how you can add the shipping module to Microsoft Dynamics 365 Business Central. Then, select your carriers, upload your prices and other agreements with your carriers, invite your users and start shipping right away. See also: Configuring my carriers, price lists and users in Cargoson.

Schedule a demo