Microsoft Dynamics 365 Finance & Operations TMS shipping integration
Transport module for Microsoft Dynamics 365 Finance & Operations to connect all your carriers at once.
Calculate prices, ETD, ETA, CO2; create shipments, shipping labels, tracking links and branded notifications automatically.
Microsoft Dynamics 365 Finance & Operations
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My carriers
| Carrier | Collection | CO₂e | Price | ||
|---|---|---|---|---|---|
|
23.12.24 |
30 kg
|
93 € | Pricelist |
|
|
21.12.24 |
236 kg
|
122 € | Pricelist |
|
|
21.12.24 |
244 kg
|
80 € | Pricelist |
|
|
23.12.24 |
31 kg
|
59 € | Online |
|
|
21.12.24 |
38 kg
Compensating
|
111 € | Online |
|
Overview
Cargoson lets you send info between Microsoft Dynamics 365 Finance & Operations and your carriers 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 all of your carriers on one dashboard.
If your company is using Microsoft Dynamics 365 Finance & Operations, 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 Finance & Operations 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 Finance & Operations 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 Finance & Operations, and send them to relevant parties
- Generate tracking links and receive them back to Microsoft Dynamics 365 Finance & Operations, 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 Finance & Operations TMS integration features
View setup guideDeveloper: OIXIO Digital.
Price and Delivery Time Requests
Transport price and delivery time requests can be initiated from:
- Sales Quotes
- Sales Orders
- Purchase Orders
- Loads
- Manual Cargoson Orders
You can request quotes from multiple carriers simultaneously and receive instant responses. Based on received quotes, you can select the most suitable carrier and place a direct order.
Transport Orders
Three ways to create transport orders:
- Send to Cargoson without carrier selection - choose carrier later in Cargoson
- Direct order - select carrier and service type in D365FO and send directly
- Based on price request - select from received carrier quotes
The system automatically transfers shipping data like addresses, loading date, package dimensions, weights and quantities from your documents.
Data Updates
Order data can be updated in two ways:
- Manually per order
- Automated periodic updates
The integration transfers all current order details and statuses from Cargoson back to D365FO.
Documents and Labels
All transport-related documents can be printed directly from D365FO:
- Package labels
- CMR documents
- Waybills
Benefits
Key advantages of the integration:
- Automatic EDI / API integrations with all your carriers
- All transport options and prices directly in FO
- Direct linking of transport orders with sales orders, purchase orders, quotes and loads
- All incoming and outgoing shipment information consolidated in your ERP
- Reduced data entry and elimination of manual errors
- Cross-departmental visibility of shipment timing and status
- Traceable shipment history
- Simplified invoice matching
- CO2 emissions tracking and reporting capabilities
- Automatic shipment notifications to your customers, partners and/or colleagues
Pricing
The Microsoft Dynamics 365 Finance & Operations + Cargoson integration works with all Cargoson plans starting from Industry.
View detailed features and pricing plansIndustry
from 299€ / mo
For wholesale and manufacturingCorporation
from 499€ / mo
For large corporationsCustom
Ask for price
We'll set up a custom solution for youStart using a transport management system with Microsoft Dynamics 365 Finance & Operations
Your time is valuable
If you use multiple carriers, 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 Finance & Operations. Stop copying it to different carrier systems or sending it via email.
Instead, make use of it: integrate Microsoft Dynamics 365 Finance & Operations 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 Finance & Operations
- All your transport bookings could be placed the same way.
- Simple API: One integration from your Microsoft Dynamics 365 Finance & Operations 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 Finance & Operations
Get a demo to see how you can add the shipping module to Microsoft Dynamics 365 Finance & Operations. 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.
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