05

Carrier & Shipping APIs Integrated

07

Shipping Processes Automated

04

Business Functions Supported

Multi

Warehouse · Multi-Carrier Operations

  • Overview

Shipping Logistics, Automated Inside the ERP

This customer is a large organization in the medical sector (10,000+ employees) whose warehouses ship orders through several carriers. The engagement focuses on logistics optimization inside Microsoft Dynamics 365: connecting UPS, FedEx, DHL, USPS and EasyPost so that rates, labels, tracking, shipment charges and reconciliation are handled in the same system that holds the sales order.

With Dynamics 365 multi-carrier shipping automation, warehouse and logistics teams no longer move between carrier portals and the ERP. They fetch and compare live rates on a quote or order, print carrier-compliant labels through default printer mappings, create shipments, follow tracking updates and let freight charges post back to the sales order automatically.

Rates, labels, tracking, charges and reconciliation — handled across warehouses and carriers without leaving Dynamics 365 F&O.

DynaTech Systems delivered the D365 shipping connector with end-to-end deployment, training and support. The customer's central IT team collaborated on deployment and ongoing maintenance, and operations, logistics and finance teams act as application owners.

  • Rate Comparison
  • Label Printing
  • Shipment Tracking
  • Charge Reconciliation
Business Functions

4 Business Functions Connected by One Shipping Workflow

Operations, finance, warehouse and IT teams all work from the same shipping data in Dynamics 365 — from the first rate request to the carrier invoice.

01

Operations & Logistics

Teams create shipments, generate labels, follow tracking and calculate freight directly from sales quotes and orders, with returns and cancellations handled in the same place.

—Shipment creation and label generation from D365

—Real-time freight calculation and shipment tracking

—Returns and shipment cancellations

02

Finance (AP/AR)

Shipment charges are maintained on sales orders, and carrier invoices are reconciled against them — supporting cost control and compliance. This freight charge reconciliation removes manual checking between carrier bills and orders.

03

Warehouse Management

Carrier accounts are managed per warehouse, addresses are validated before dispatch and pickups are scheduled with carriers through APIs.

04

IT & D365 Administration

The central IT team deploys and configures the connector, manages API integrations and printer mappings, and handles upgrades and support alongside DynaTech.

Business Processes

Seven Shipping Processes, From Rate to Reconciliation

Each step of the shipping journey is automated inside Dynamics 365 F&O, from real-time carrier rate comparison before an order ships to reconciliation after the carrier invoices.

Rate Fetch & Comparison Rate Fetch & Comparison Hover
Rate Fetch & Comparison

Real-time carrier rate comparison across UPS, FedEx and DHL, so users choose the right service while quoting or fulfilling an order.

Label Generation & Printing Pickup Scheduling Hover
Label Generation & Printing

Automated shipping label printing: carrier-compliant labels are generated and sent to the warehouse printer through default printer mappings.

Shipment Creation & Tracking Shipment Creation & Tracking Hover
Shipment Creation & Tracking

Shipments are created in D365 with real-time tracking updates and a viewable shipment history.

Charges & Reconciliation Charges & Reconciliation Hover
Charges & Reconciliation

Shipment charges are maintained automatically on sales orders and support carrier invoice reconciliation.

Address Validation & Compliance Address Validation & Compliance Hover
Address Validation & Compliance

Addresses are validated and carrier standards are enforced before shipments leave the warehouse.

Returns & Cancellations Returns & Cancellations Hover
Returns & Cancellations

RMA and return orders, shipment cancellations and insurance are managed within D365.

Pickup Scheduling Pickup Scheduling Hover
Pickup Scheduling

Pickups are scheduled with carriers in real time through their APIs, directly from the warehouse workflow.

How Each Process Maps To Dynamics 365 F&O

Process D365 features used User groups
Rate comparison Sales orders and quotes, connector rate API Sales operations, logistics
Label printing Connector, default printer mapping, label templates Warehouse
Shipment creation & tracking Packing slip, shipment form (AWMS), tracking entity Warehouse, logistics
Charge maintenance Maintain charges / markup posting Finance, logistics
Invoice reconciliation Charges versus carrier invoices Finance / AP
Returns & cancellations RMA / return orders, cancel-shipment function Customer service, warehouse
Technology Stack

A Dynamics 365 F&O Core With a Purpose-Built Shipping Connector

Dynamics 365 Finance & Operations is the core transaction platform for shipping workflows. The DynaTech Shipping Connector sits inside it, linking sales quotes and orders, packing slips and shipment forms to carrier and shipping APIs for rates, labels, tracking data and pickups.

  • D365 Finance & Operations

    Hosts sales, warehouse, logistics and finance shipping workflows

  • DynaTech Shipping Connector

    Automates rates, labels, tracking and charges inside D365

  • UPS & FedEx APIs

    Carrier data surfaced directly in the order workflow

  • DataverseDHL & USPS APIs

    International and postal options in the same connector

  • EasyPost

    Additional carrier coverage through a single integration

  • Sales Quotes & Orders

    Rates and shipment charges tied to the commercial document

  • Packing Slip & Shipment Form

    Warehouse execution linked to carrier shipments

  • Label Templates & Printer Mapping

    Carrier-compliant labels print where the warehouse works

  • Tracking Entity

    Shipment tracking in D365 Finance and Operations, with history

  • Microsoft Dynamics 365

  • DynaTech Connector

  • Carrier APIs

Integrations

UPS, FedEx, DHL, USPS and EasyPost, Integrated Into Dynamics 365

The UPS FedEx DHL USPS integration for Dynamics 365 gives warehouse teams live carrier data inside the ERP, so there is no re-keying between carrier portals and sales orders.

System Integrations

Dynamics 365 F&O is integrated with carrier APIs from UPS, FedEx, DHL and USPS, plus EasyPost, for real-time rates, labels, tracking and pickup scheduling.

Internal D365 Linkages

The connector links directly with sales quotes, sales orders, packing slips and shipment forms (AWMS), so rates, labels and charges stay attached to the right commercial and warehouse documents.

Five carrier and shipping integrations: UPS, FedEx, DHL, USPS and EasyPost deliver rates, labels, tracking data and pickups inside a single Dynamics 365 workflow.
See How We Connect Complex Ecosystems
Customizations & Extensions

Configurable By Company, Warehouse and Customer

The D365 shipping connector is configured at several levels and extended with automation, documents and returns handling to fit how this organization ships.

Configuration
Connector Configuration

Setup per company, warehouse and customer, so each shipping scenario uses the right carrier accounts and rules. Scope: high.

Automation
Shipping Automations

Auto label printing, automatic charge maintenance and pickup scheduling remove repetitive steps from the warehouse and finance teams. Scope: high.

Documents
Commercial & Invoice Documents

Commercial invoice generation and purchase order linkage for shipments. Scope: medium.

Returns
Returns Processing

Sales return management within D365, including RMA and return orders. Scope: medium.

DynaTech Solution Packs
Shipping & Logistics
D365 Shipping Connector

End-to-end shipping automation with multi-carrier integration, delivered with deployment, training and support.

Deployable Package
Shipping Connector Package

A deployable logistics automation package built on Dynamics 365 F&O and carrier APIs.

Project At a Glance

Microsoft Dynamics 365 F&O Shipping Automation

Ready to automate multi-carrier shipping inside Dynamics 365?

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