Dynamics 365 for Transport & Logistics – guide & partners

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The transport and logistics sector is a vital part of the economy, characterized by high competition, technological innovation, and a strong focus on sustainability. Companies operate in a market that ranges from local distribution to complex global flows, placing high demands on efficiency and adaptability. To meet increased customer expectations for speed and transparency, as well as to manage fuel prices and new environmental requirements, digitalization becomes a key factor for survival and growth. Digital tools and integrated business systems are no longer merely a support for administration, but a central part of operational activities. By collecting data from vehicles, warehouses, and customers, companies can optimize routes, automate processes, and gain a comprehensive view of profitability for each assignment. This enables proactive planning and faster responses to unforeseen events, such as supply chain disruptions or changed customer needs. Investment in a modern business system like Microsoft Dynamics 365 often aims to replace older, isolated systems with a unified platform. The goal is to create a transparent data flow from order to delivery and invoice, which reduces manual work, improves decision-making, and strengthens the ability to offer competitive and sustainable transport services.

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Transport planning and optimization

Planning of routes, loads, and vehicles to maximize fill rates and minimize mileage and fuel consumption.

Warehouse Management (WMS)

Control of inbound goods, storage, picking, packing, and outbound goods in a warehouse or terminal, often supported by barcodes or RFID.

Cargo and freight booking

Handling of customer bookings, pricing, and creation of freight documents and labels.

Financial follow-up per assignment

Tracking of revenues and expenses (e.g. fuel, tolls, driver salaries) for each transport to ensure profitability.

Invoicing and settlement

Automated invoicing based on completed assignments, management of various pricing agreements, and settlement with carriers and subcontractors.

Vehicle management and maintenance

Administration of the company's vehicle fleet, including service intervals, inspections, and cost tracking.

Fragmented supply chain visibility

Difficulty in gaining a consolidated, real-time view of where goods are located when handled by multiple parties and systems.

Intense price pressure and low margins

The need to constantly optimize operations to offer competitive prices while maintaining profitability.

Sustainability requirements and reporting

Increased demands from customers and authorities to measure, report, and reduce the environmental impact of operations.

Management of complex customs and regulatory requirements

Administration and compliance with regulations for cross-border transport, which requires accurate documentation and data.

Inefficient manual processes

Time-consuming manual work in administration, such as order entry and invoicing, leading to errors and delays.

Finance & Supply Chain

A solid solution for larger logistics companies with complex warehouse, transport, and financial processes.

Business Central

Suitable for small and medium-sized companies that need an all-in-one solution for finance, orders, and simpler warehouse management.

Field Service

Can be used to schedule and manage mobile resources, such as delivery vans or technicians for installation and service of logistics equipment.

Sales

Supports the sales process for transport and logistics services, from lead to contract, and provides a 360-degree view of the customer.

Customer Service

Handles customer cases, complaints, and queries, providing traceability and ensuring good service quality.

Can Dynamics 365 handle our transport and warehouse processes (TMS/WMS)?

Dynamics 365 Finance & Supply Chain includes advanced modules for warehouse management (WMS) and basic transport management (TMS). Many companies choose to supplement with third-party solutions for specialized TMS functionality like route optimization, which can often be integrated with Dynamics 365.

How does integration with our existing systems work, e.g. from vehicles or customs?

Dynamics 365 is built for integration and can be connected to external systems via standardized APIs. This makes it possible to retrieve data from, for example, vehicle computers, GPS systems, or customs management programs to create a unified flow.

Is Business Central or Finance & Supply Chain the right choice for us?

The choice depends on the company's size and complexity. Business Central is often a good choice for small and medium-sized companies with more standardized needs. Finance & Supply Chain is aimed at larger or more complex organizations with international operations and advanced requirements in logistics and finance.

Can we track the profitability of each individual transport?

Yes, a central strength of Dynamics 365 is dimension-based accounting. This allows tagging revenues and costs with dimensions such as vehicle, route, project, or customer, to then analyze profitability in detail.

Does the system support the handling of dangerous goods or other special transports?

The standard functionality in Dynamics 365 has basic support for classifying articles. For complete management of regulations concerning, for example, dangerous goods, an industry-specific adaptation or an integrated third-party solution is usually required.

How is invoicing of complex pricing agreements and additional services handled?

Dynamics 365 has flexible modules for pricing and agreement management. The system can be configured to automatically calculate prices based on various parameters such as weight, volume, distance, and zones, as well as manage fuel surcharges and other fees.

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D365GUIDE.COM assessment

Industry fit usually comes from the partner's own add-ons and experience, not from the standard product. Ask for references in your industry and check whether the industry solution is maintained for new versions.

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Product facts come from Microsoft's official documentation. The assessment above is D365GUIDE.COM's editorial judgement and is marked as such. Partners cannot pay to change it.