Microsoft Dynamics 365 Finance & Operations + Egesten Transport OÜ integration

Microsoft Dynamics 365 Finance & Operations

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Cloud-based ERP system for large enterprises

Egesten Transport OÜ

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Seamless freight transport integration between Microsoft Dynamics 365 Finance & Operations and Egesten Transport OÜ.

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

Connect Microsoft Dynamics 365 Finance & Operations + Egesten Transport OÜ Book a free demo

Overview

Cargoson lets you send info between Microsoft Dynamics 365 Finance & Operations and Egesten Transport OÜ 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 Egesten Transport OÜ and all your other 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 guide

Developer: 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.

D365fo Cargoson Price And Delivery Time Requests 1

D365fo Cargoson Price And Delivery Time Requests 2

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 + Egesten Transport OÜ 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 Finance & Operations and Egesten 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 Finance & Operations and Egesten.

The Egesten and Microsoft Dynamics 365 Finance & Operations integration provides a comprehensive set of capabilities, including Price and Delivery Time Requests, Transport Orders, Data Updates, Documents and Labels, Benefits. All of these data exchanges with Egesten are seamlessly integrated directly into your Microsoft Dynamics 365 Finance & Operations system, enhancing the overall functionality and convenience.

The integrations with carriers, just like the Egesten 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 Finance & Operations, 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 Egesten. 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 Finance & Operations 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 Finance & Operations with Egesten 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 Finance & Operations. We'll also guide you on how to request and input the Egesten API keys into Cargoson.

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

Absolutely, the Microsoft Dynamics 365 Finance & Operations-Egesten 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.

Egesten 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 Finance & Operations or the Egesten 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 Egesten directly into Microsoft Dynamics 365 Finance & Operations through Cargoson simplifies your operations significantly. You can now manage transport orders directly inside Microsoft Dynamics 365 Finance & Operations, removing the need to log into various carrier systems including Egesten. 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.

Start using a transport management system with Microsoft Dynamics 365 Finance & Operations

Your time is valuable

If you use other carriers along with Egesten Transport OÜ, 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.

Schedule a demo