Industries · Transportation, Freight & Logistics
Dynamics 365 for Transportation, Freight and Logistics
Operational visibility, customer service and finance integration for Texas transportation and logistics providers.
Transportation, freight and logistics companies in Texas balance fast-moving operations with thin margins. Dynamics 365 helps consolidate the customer, billing and operational picture without forcing you to replace specialized TMS or dispatch systems.
The problem
Houston freight and logistics operators are running on thin margins and thinner data.
The Port of Houston, the I-10 freight corridor, the Laredo border crossing and the DFW logistics hub move an enormous share of the country's containers, chemicals, fuel, building products and cross-border freight. Transportation, trucking, 3PL and freight-forwarding companies operating in Texas live with volatile fuel costs, driver shortages, detention and accessorial disputes, and customers that expect real-time status updates. Most carriers run a specialized TMS or dispatch system that does its job — but customer master, billing, AR, claims and margin reporting are scattered across spreadsheets and a legacy accounting tool.
Microsoft Dynamics 365 Business Central and Customer Engagement — implemented and supported by a Houston managed ERP services partner with logistics experience — sit alongside your TMS and dispatch tools and consolidate customer, contract, billing, AR, claims and margin data in one model. With Dynamics 365 integrations into your existing operational systems and Power BI dashboards for lane, customer and load profitability, finance and operations finally see the same numbers in real time.
Typical challenges
The operational realities behind your ERP and CRM decisions.
- Operational data scattered across TMS, dispatch and accounting.
- Customer service that needs full shipment visibility on the call.
- Carrier and broker billing with high settlement complexity.
- EDI onboarding and partner-specific data formats.
- Exception management for delays, damages and detention.
- Revenue and margin visibility per lane, customer and carrier.
Recommended Dynamics 365 footprint
Applications we typically deploy in this industry.
- Customer Engagement and Sales for shipper and customer relationships
- Customer Service for inbound case and exception management
- Business Central or Supply Chain Management for finance and billing
- Power BI for operational and customer dashboards
- Integrations to TMS, ELD, GPS and EDI partners
- Power Platform apps for terminal, yard and exception workflows
Engagement flow
How an engagement moves from first call to steady state.
- Step 01Discovery and fit assessment — current systems, processes, and friction.
- Step 02Solution blueprint mapped to Dynamics 365 with a phased delivery plan.
- Step 03Configuration, data migration, and integrations to your line-of-business systems.
- Step 04User acceptance testing, training, and a controlled cutover.
- Step 05Managed support and continuous improvement after go-live.
Related
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