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Microsoft Dynamics Integration

Microsoft Dynamics AI Integration

AI-powered freight automation for Microsoft Dynamics 365 — document intelligence, workflow automation, and operational analytics.

Discuss Your Integration

Microsoft Dynamics 365 serves mid-market to enterprise logistics operations with its Finance and Supply Chain Management modules. Because Dynamics 365 runs natively on Azure — and CargoIQ deploys on Azure — the integration delivers native performance with no data leaving the Microsoft ecosystem. This simplifies security compliance, reduces latency, and enables seamless use of Power Automate, Dataverse, and Azure services as part of the automation workflow.

Technical Architecture

Connection Method

Dynamics 365 REST APIs, Dataverse, Power Automate flows

Supported Versions

Dynamics 365 Finance and Operations, Supply Chain Management

Data Objects

Sales OrderPurchase OrderShipmentVendor InvoiceCustom Dataverse entities

Integration Capabilities

1

Automated freight document processing with Dynamics data push

Extracted data from freight documents is pushed directly into Dynamics 365 entities — sales orders, purchase orders, shipments, and vendor invoices — via the Dataverse API. Field mapping respects your Dynamics customisations and business logic.

2

Power Automate workflow integration

CargoIQ processing events trigger Power Automate flows for downstream actions — approval workflows, email notifications, Teams messages, or updates to connected systems. This integrates AI automation into your existing Microsoft workflow ecosystem.

3

Custom Dataverse entity creation and updates

For freight-specific data that doesn't map to standard Dynamics entities, we create custom Dataverse entities that store extracted shipment data, processing metadata, and audit information — accessible from within Dynamics and Power BI.

4

Azure-native deployment for optimal performance

Deployed within Azure in the same region as your Dynamics 365 tenant, minimising latency and keeping all data within the Microsoft cloud ecosystem. Uses Azure Active Directory for authentication and Azure Key Vault for secrets management.

5

Supply Chain Management module integration

Direct integration with Dynamics 365 Supply Chain Management for transportation management, warehouse operations, and inventory visibility — enriching these modules with AI-extracted document data and carrier tracking intelligence.

How CargoIQ Connects to Microsoft Dynamics

1

Your Documents

2

CargoIQ AI

3

Validation

4

Microsoft Dynamics

Frequently Asked Questions

Does it work with Dynamics 365 Finance and Supply Chain?
Yes. We integrate with both Finance and Supply Chain Management modules, pushing extracted data into the relevant entities — sales orders, purchase orders, shipments, vendor invoices, and custom entities. The integration uses standard Dynamics 365 REST APIs and Dataverse, so it works with your existing security roles and business logic.
Can it use Power Automate for workflows?
Yes. CargoIQ processing events can trigger Power Automate flows for downstream actions — approval workflows, email notifications, Teams messages, SharePoint document storage, or updates to connected systems. This means your existing Power Automate infrastructure extends naturally to include AI-processed freight data.
Is Azure required?
Strongly recommended but not strictly required. Because Dynamics 365 runs natively on Azure, deploying CargoIQ on Azure in the same region delivers the best performance, lowest latency, and simplest security configuration. All data stays within the Microsoft ecosystem, which simplifies compliance. We can deploy on other cloud platforms if your architecture requires it, but Azure-native is the recommended approach.
How does authentication work with Dynamics 365?
The integration uses Azure Active Directory (Entra ID) for authentication with a dedicated application registration and service principal. Access is scoped to exactly the Dynamics 365 entities and operations required using your existing security roles. All API calls are authenticated via OAuth 2.0 client credentials flow with proper token management.
Can it write to custom Dynamics entities?
Yes. We create custom Dataverse entities for freight-specific data that doesn't fit standard Dynamics entities — shipment processing metadata, document extraction audit trails, and carrier tracking data. These custom entities are fully accessible from within Dynamics, Power BI, and Power Automate, giving your team visibility into the AI processing pipeline directly from their familiar tools.
Does it support multi-company Dynamics environments?
Yes. We handle multi-company (multi-legal-entity) Dynamics 365 environments by routing data to the correct legal entity based on document content, reference numbers, or configurable routing rules. Each entity's data isolation, security roles, and business logic are respected throughout the integration.

Solutions That Work with Microsoft Dynamics

4PL Control Tower

Full document intelligence pipeline — email monitoring to CargoWise XML with zero manual entry. Built and live for Hellmann Worldwide Logistics.

Quote Management

AI-powered freight quote generation, comparison, and response automation. Reduce quote turnaround from hours to minutes.

Document Intelligence

AI-powered extraction and processing of freight documents — invoices, AWBs, packing lists, customs forms — with 99%+ accuracy.

Other Integrations

CargoWise SAP TM Oracle TMS

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