Dynamics 365 for logistics and 3PL providers
Dynamics 365 document automation for logistics and 3PL providers
DynamoDocs captures the carrier and freight invoices, customer orders and bookings, and rate quotes that logistics and 3PL providers deal with every day, reads them with AI, validates every field, and posts them into Dynamics 365. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Dynamics 365 document types · no commitment
The short version
DynamoDocs automates Dynamics 365 document entry 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 document, AI reads and classifies it, codes it to cost center and customer or load, validates it, and posts approved records into Dynamics 365 through the Dynamics 365 REST/OData API, so hours go to moving freight instead of reconciling accessorials by hand. Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
The mapping
How Logistics & 3PL paperwork posts into Dynamics 365
Each document is coded to cost center and customer or load and posted into Dynamics 365 as the right native record. Nothing gets dropped into a CSV to clean up later.
| What logistics and 3PL providers send | Where it lands in Dynamics 365 |
|---|---|
| Carrier or freight invoice with accessorial line items | a vendor invoice, coded to cost center and customer or load |
| Customer order or booking request sent as a PDF | a purchase or sales order, coded to cost center and customer or load |
| Fuel or supplier invoice coded across cost centers | a vendor invoice, coded to cost center and customer or load |
| Rate quote or RFQ needing quick turnaround | a sales quotation, coded to cost center and customer or load |
| Made-to-order RFQ or request for pricing | a sales quotation in Dynamics 365 |
A worked example
Dynamics 365 for logistics and 3PL providers, from inbox to posted record
Imagine a 3PL provider running Dynamics 365 that receives a carrier invoice carrying detention and lumper accessorials, it has to reconcile against the original rate quote. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. It is coded to cost center and customer or load from your rules and vendor or customer history, then validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Dynamics 365 as a vendor invoice through the Dynamics 365 REST/OData API. Connects through the Dynamics 365 Finance & Supply Chain OData API. Your logistics & 3pl team reviews the occasional exception instead of retyping the whole document, so hours go to moving freight instead of reconciling accessorials by hand.
Specific to Dynamics 365
How the Dynamics 365 connection works for logistics and 3PL providers
Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
OData/REST API
Connects through the Dynamics 365 Finance & Supply Chain OData API.
Native records
Posts vendor invoices, sales orders, and sales quotations.
Dimension-aware
Maps to your legal entity, financial dimensions, and item numbers.
Curious what this saves at your logistics & 3pl volume on Dynamics 365? Model it on the savings calculator
Questions, answered
Dynamics 365 for Logistics & 3PL FAQ
How does DynamoDocs handle logistics & 3pl documents on Dynamics 365?
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), codes it to the right cost center and customer or load, and posts it into Dynamics 365 through the Dynamics 365 REST/OData API. Connects through the Dynamics 365 Finance & Supply Chain OData API. Clean documents post automatically; only exceptions reach a person, so hours go to moving freight instead of reconciling accessorials by hand.
How does a carrier or freight invoice with accessorial line items post into Dynamics 365?
It becomes a vendor invoice in Dynamics 365, coded to the right cost center and customer or load, with header and line-item fields validated before anything posts. Posts 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.
Can it keep our Dynamics 365 coding right for logistics & 3pl?
Yes, that is the point. Each document is coded to the right cost center and customer or load from your rules and vendor or customer history, so records arrive in Dynamics 365 already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Dynamics 365 clean and hours go to moving freight instead of reconciling accessorials by hand.
How do purchase orders and RFQs from logistics and 3PL providers post into Dynamics 365?
Purchase orders become a purchase or sales order and RFQs become a sales quotation in Dynamics 365, with every line, carrier and freight invoices included, read and validated first. Maps to your legal entity, financial dimensions, and item numbers.
How much time and money does this save logistics and 3PL providers on Dynamics 365?
Keying one document into Dynamics 365 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded cost center and customer or load. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while hours go to moving freight instead of reconciling accessorials by hand.
See it run on your Logistics & 3PL documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Dynamics 365 in about 30 minutes.
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