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Dynamics 365 Transportation Management – A Comprehensive Transportation Management Overview

Table of Contents

Dynamics 365 transportation management You can determine the most effective approach to distribute goods to your customers with the aid of supply chain management. Transportation management identifies vendors and routing options for inbound and outgoing orders, as well as the lowest priced and quickest method of delivering goods.

How to Understand Dynamics 365 Transportation Management? – The Prerequisites 

  • Understanding of supply chain procedures in general.
  • The capacity to perform simple processing using supply chain management.
  • Understanding of warehouse operations.

Dynamics 365 Transportation Management – The Planning Transportation In Supply Chain Management

In dynamics 365 transportation management, shipments made are based on orders or orders themselves could be used as the basis for planning the transportations in supply chain management processes or workflow. Although their co-existence is inevitably always together at one point or another, the shipments do not require any necessary for any kind of planning for the transportation, or whatsoever. The transfer orders, which are a component of the outbound transportation scenario, can be scheduled alongside sales orders.

Inbound Transportation – Dynamic 365 Transportation Management

You may also want to organize the transport of the things yourself whenever businesses order goods from a supplier and they need to be transported to your warehouse. Supply Chain Management can be used to coordinate the delivery and pickup of the incoming cargo from the respective clients. The business project methodology for scheduling the transportation of the ordered goods for an incoming load is described below in the following pointers.

Business process flow for inbound load transportation.

  1. Create or modify an inbound load for shipping
  2. Assign a rate and route to the inbound load
  3. Consolidate multiple shipments in a load (optional)
  4. Confirm a load for shipping
  5. Plan appointments for a load
  6. Register driver check-in and check-out for an appointment 

Outbound Transportation – Dynamic 365 Transportation Management

An outbound load can be prepared and processed to transport particular goods from a company’s warehouse to a client. Supply Chain Management can be used to organize the shipment and transportation of an outgoing load. The business project methodology for organizing and preparing outbound loads for transportation is shown in the following diagram.

Planning and processing outbound loads.

  1. Create or modify an outbound load
  2. Assign a rate and route to the outbound load
  3. Create a process and release a wave manually
  4. Pick, put, and pack the outbound load
  5. Consolidate multiple shipments in a load (optional)
  6. Plan appointments for a load
  7. Register driver check-in and check-out for an appointment
  8. Confirm a load for shipping

Load Building – Dynamic 365 Transportation Management

The Volume-based loading build strategy is a load building method offered by Supply Chain Management. Using this method, you have the option to use the load template’s maximum values for height and weight or to override them by inputting different numbers. In the Load building market-oriented pricing strategy on the Setup FastTab on the Load building workbench page, select this approach to use it. In addition, by adding a new class to the Application Object Tree or AOT, you can include your own load-building techniques.

The Dynamics 365 Transportation Management Comprehensive overview

The experts at Folio3 have curated the article very carefully and crafted it with art that would help every person who would read this understands it very well. The purpose of the article is not just to give you an overview but a comprehensive overview. This comprehensive overview would help you gain substantial knowledge of the Microsoft product, its functionalities in Supply Chain Management, and a list of top TMS software.

Utilizing your company’s transportation while also finding vendors and routing options for incoming and departing orders are all possible with transportation management. You might determine the cheapest shipping rate or the quickest route, for instance. The primary possibilities for employing transportation management are described in the following table.

Scenario How Transportation Management Can Help
Within the same business, another legal entity offers logistics services. • By considering the other legal entity just like every other shipping carrier, you can apply transportation management. The exchange of money between organizations under law cannot be automated. As a result, you must carry out these transactions by hand (for example, by creating a purchase order).

• Transportation management could be utilized to calculate transportation charges in the legal organization that offers logistics services.

The company’s fleet is available for delivery and pickup, but since production costs already include transportation, consumers aren’t charged for delivery services. It’s not necessary to use a majority of the transportation management features. However, you can calculate the transportation costs using transportation management, and then change the sale price accordingly.
Deliveries are made using the company’s own vehicles, and consumers are charged for these services. You can utilize transportation management to calculate the transportation costs and pass them on to customers for the outbound procedures. The shipper invoice reconciliation procedure isn’t necessary, though.
Utilize outside logistics companies for your transportation needs. For inbound and/or outbound transportation, use transportation management.

Dynamic 365 Transportation Management – A List Of Ten Functional Components of Transportation Management Systems (TMS)

The Dynamic 365 Transportation Management platform’s ten components are all closely connected with one another to link all internal and external stakeholders to the control tower visibility module. The benefits that each functional area receives from this are listed below:

  • Freight

Analyze the cost and effectiveness of your freight provider partners while optimizing, planning, and carrying out inbound and outbound product shipments.

  • Manufacturing

Access to the incoming supplies needed for the production schedule.

  • Distribution

To fulfil orders, visibility to incoming material is necessary.

  • Purchasing / Procurement

Management of vendors and performance monitoring.

  • Finance

Audit, pay, invoice, compute accruals, and assess cost performance of freight.

  • Sales

Monitor customer orders and produce performance reports.

  • Consumer Assistance

Keep track of and handle consumer orders.

  • Vendors

Their inbound shipments are scheduled, managed, and reported to their clients.

  • Customers

Direct access to information about orders and shipments.


Managed transportation services remain the top topic we discuss with shippers as we progress through the discussion of Managed TMS because they are trying to improve the performance of their supply chains against the difficult backdrop of rising freight rates, limited truck capacity, and changing and more demanding customer requirements.

We want to be as open and honest as possible about the other TMS software options so that buyers can determine which system will be the best fit for them because there isn’t a one-size-fits-all solution on the subject.

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