Microsoft Dynamics

Microsoft Dynamics 365 Finance and Supply Chain Management is an enterprise ERP with transportation, order and finance modules. A confirmed sales order becomes a load in Load Hub with the customer, addresses and items on it. Status, POD and freight cost go back to Dynamics as the load moves. Transport operations usually requests it, along with finance, which wants audited freight costs in the GL. The IT admin registers the app in Microsoft Entra.

What teams use it for

Turn a confirmed sales order into a load

When a sales order is confirmed in Dynamics, a Business Event fires and Cargofy reads the order into Load Hub as a load. The customer, ship-to address and items are matched from Dynamics master data. A digital worker quotes it in Sales and books a carrier from Carrier Network. The planner sees a covered load, and Dynamics shows the carrier.

Work the transport module from Load Hub

The Dynamics transport module plans a load with its shipments, route and carrier. Cargofy reads the load into Load Hub, where the dispatcher works it. Carrier swaps and route re-sequencing are written back to the load and shipment entities in Dynamics. When the carrier confirms or a tracking update arrives, a digital worker updates the same records. Finance opens the load in Dynamics and sees the same carrier and route as the dispatcher.

Act on a shipment confirmation when it fires

In most setups, nobody outside the warehouse hears about a shipment confirmation until the next report. Cargofy subscribes to Business Events, so the confirmation arrives as a push. A digital worker updates the load in Tracking, starts following the carrier and flags anything running late against the appointment. Customer service sees the shipment leave the dock in Tracking as the warehouse clerk sees it in Dynamics.

Attach the POD before the invoice lands

A carrier delivers a pallet shipment from Leeds to Rotterdam and sends the POD as a photo in a driver's message. A digital worker files the POD and BOL in Documents, checks them against the load, and writes them to the shipment in Dynamics. When the carrier invoice arrives, the AP clerk finds the evidence on the shipment and can match the invoice without chasing the dispatcher for paperwork.

Post audited freight costs to the GL

Carrier invoices usually reach finance as PDFs that someone keys in by hand. Cargofy reads the invoice into Finance, and a digital worker matches it against the agreed rate and the accessorials on the load. The audited amount is posted to the Dynamics finance module as freight cost, and the AP clerk approves it. Reports shows quoted versus billed by lane and carrier.

How it fits your stack

Dynamics remains the system of record. Cargofy reads sales orders, purchase orders, loads, shipments, routes, carriers, customers, vendors, items and addresses, and receives Business Events for shipment and order changes. It writes load statuses, tracking, POD and BOL documents, carrier invoices and freight costs. Setup is per environment: your Entra admin registers an app with OAuth 2.0 client credentials, and Cargofy maps your entities and fields through the n8n layer. Customer, vendor and item master data in Dynamics are read only; Cargofy does not change them.

Who it is for

Manufacturers and distributors on Dynamics 365 Finance and Supply Chain Management that buy their own transport, with or without the Transportation Management module. Transport planners cover loads in Load Hub, AP clerks post freight costs from Finance, and the IT admin owns the Entra app registration.