Dynamics 365 document automation for logistics and 3PL providers

For logistics and 3PL providers, carrier and freight invoices with accessorial charges plus customer orders arrive in every format and get reconciled by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Dynamics 365 through the Dynamics 365 Finance & Supply Chain OData data entities. Posts to the Finance & Supply Chain OData data entities, header first and then each line, signed in with an Azure AD app registration. Clean documents post automatically; only exceptions reach a person, so hours go to moving freight instead of reconciling accessorials by hand.

It becomes a vendor invoice in Dynamics 365, with header and line-item fields validated before anything posts. Creates vendor invoices, sales orders, and sales quotations. A visual field-mapping engine shapes the record into exactly what Dynamics 365 expects, so nothing is retyped and nothing posts half-filled.

DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign cost center and customer or load for you, but where a document prints them they can be captured as added fields and mapped into the record Dynamics 365 receives. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

Purchase orders become a sales order and RFQs become a sales quotation in Dynamics 365, with every line, carrier and freight invoices included, read and validated first. Fills the legal entity from your default when the document does not name one, and maps vendor and customer accounts, ledger accounts, and item numbers to yours.

Keying one document into Dynamics 365 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while hours go to moving freight instead of reconciling accessorials by hand.