Every logistics team experiences a time when it is impossible to ignore the gaps between systems. A customer requests an urgent update, but the finance team is still chasing spreadsheets, the invoice is located somewhere else, and the shipment status is in one system. The finance and sales teams heavily rely on Microsoft Dynamics 365, while the operations team updates CargoWise. However, the two systems are entirely different.

That’s when companies realize something important:

Logistics can’t run on disconnected systems anymore.

When CargoWise handles global operations and Microsoft Dynamics 365 manages enterprise finance and customer management, integrating both isn’t just helpful, it becomes the new baseline for speed, accuracy, and scalability. 

This blog breaks down what each platform brings to the table, why integration is crucial, how the data flows in real life, and how IntegrationGo makes that integration smooth. 

Overview of CargoWise and Microsoft Dynamics 365

CargoWise (Cloud Logistics ERP)

CargoWise is a cloud-based logistics ERP built for freight forwarders, customs brokers, and global 3PLs. It manages everything from quotes and bookings to customs filing, warehousing, documentation, and global execution. Its biggest strengths include deep logistics automation, compliance features, carrier integrations, and the ability to run multi-country operations from a single place.

Microsoft Microsoft Dynamics 365 (ERP + CRM)

Microsoft Dynamics 365 is Microsoft’s enterprise suite for finance, supply chain, procurement, customer service, and CRM. It gives finance teams tight control over GL, AR, and AP, and over reporting, while offering sales teams full visibility into customer relationships, pricing structures, service issues, and more. Designed for enterprise governance and analytics, it complements CargoWise by handling everything beyond freight execution.

Together, the two platforms create a strong operational and financial ecosystem. When they are integrated with End-to-End Integration, information flows smoothly. Customer and vendor records stay in sync. Quotes turn into jobs without the need for retyping.

Integrating Both Systems has Become Essential

Operating CargoWise and Microsoft Dynamics 365 separately leads to a chain of operational blind spots that slows down business.
Here’s where companies feel the pain most:

  • Finance teams manually recreate invoices and shipment charges.
  • Operations update CargoWise, but sales and management don’t see the changes in Microsoft Dynamics 365.
  • Customer credit limits and contract rates don’t integrate between systems.
  • AP/AR mismatches turn month-end closing into a stressful marathon.
  • Reporting is fragmented because each system tells a different version of the truth.

These gaps cause delays, duplicate work, and unnecessary costs, especially as shipment volumes increase. Integration transforms those gaps into a smooth, automated workflow.

How Data Flows Between CargoWise and Microsoft Dynamics 365?

When the systems are integrated, information moves smoothly across departments without anyone retyping or revalidating data.
Here’s what the real-world flow looks like:

  • Orders are integrated from Microsoft Dynamics 365 to CargoWise, so operations can create shipments immediately.
  • Shipment milestones update CargoWise to Microsoft Dynamics 365, giving sales and customer teams live visibility.
  • Customer and vendor master data integrate both ways, ensuring consistent records everywhere.
  • AP and AR charges flow from CargoWise to Microsoft Dynamics 365 Finance for automated invoicing, GL posting, and reconciliation.
  • GL accounts, tax codes, and cost centre maps, Microsoft Dynamics 365 to CargoWise to maintain accounting accuracy.
  • CRM activities and communication are integrated from Microsoft Dynamics 365 to CargoWise, reducing customer follow-up gaps.

This creates an integrated flow where teams always work off the same information.

IntegrationGo’s Role in Delivering a Smooth ERP Integration

IntegrationGo simplifies everything by acting as a purpose-built, logistics-ready middleware layer, designed specifically for CargoWise and other ERPs such as Microsoft Dynamics 365, SAP, and Infor.

It manages AP calls, synchronizes data across systems, and consolidates everything into a unified dashboard. From financial postings and operational data to document flows and system syncs, you can monitor what’s happening in real time and ensure every system stays aligned, visible, and in control.

Here’s what IntegrationGo brings to the table:

  • Pre-built connectors for CargoWise and Microsoft Dynamics 365
  • Automated data mapping and validation to eliminate mismatches
  • Real-time or scheduled integration, depending on operational needs
  • Error-handling dashboards so teams catch issues before they become problems
  • Customizable workflows that adapt to unique customer processes
  • End-to-end implementation support from logistics integration specialists

Instead of months of custom coding, companies get a faster, cleaner, more reliable integration.

Core Processes Improved through Integration

A unified CargoWise–Microsoft Dynamics 365 environment transforms how key logistics processes run.

When CargoWise and Microsoft Dynamics 365 start speaking the same language, the impact is felt across every department, from sales to finance to operations. Here are the key processes that see a major upgrade, each one simplified, integrated, and built for speed.

1. Clean Customer & Vendor Master Data

No more duplicate customers, mismatched names, or outdated contacts.

  • Customer and vendor records sync instantly between both systems
  • Credit limits, terms, and account status stay aligned
  • Sales, operations, and finance all work from the same master data

This eliminates the confusion and errors that usually happen when multiple teams update data separately.

2. Quotes that Convert to Jobs Instantly

Sales builds opportunities or quotes in Microsoft Dynamics 365, and operations immediately sees them in CargoWise.

  • No double entry
  • No missing fields
  • No “Can you send me that info again?” emails

Speed increases, and customers get their bookings processed faster.

3. Shipment Milestones in Real Time

CargoWise captures every operational movement. With integration, those updates flow directly into Microsoft Dynamics 365.

  • Real-time milestone updates
  • Exception events visible to customer service
  • No more chasing operations for shipment status

Customers get faster answers, and teams get fewer interruptions.

4.  Billing that’s Accurate and Automatic

One of the biggest wins is financial alignment. Every shipment charge from CargoWise automatically updates Microsoft Dynamics 365 Finance.

  • AR and AP entries post instantly
  • GL accounts and cost centres map correctly
  • Accounting doesn’t wait for operations for paperwork
  • Month-end closes smoother with fewer adjustments

The result: faster invoicing → faster revenue → stronger cash flow.

5. Vendor Costs and Payables in Sync

Vendor invoices inside CargoWise integrate smoothly with Microsoft Dynamics 365.

  • Landed cost calculations become accurate
  • Vendor charges match shipment records
  • No more reconciliation fights between operations and finance

This reduces disputes and improves cost control.

6. Smarter Procurement & Rate Alignment

Integration ensures that purchase orders and rate agreements are aligned across both systems.

  • Purchase orders sync automatically
  • Operational costs connect to budgets
  • Teams don’t overpay or undercharge

Better visibility = better control.

7. Reliable Reporting & Smarter Decisions

With integrated data, leadership no longer needs to compare two separate systems.

  • Shipment, revenue, cost, and margin data stay unified
  • Microsoft Dynamics 365 dashboards become more accurate
  • Customer performance and profitability reports finally make sense

Real data → real decisions.

Benefits of a Unified CargoWise and Microsoft Dynamics 365 Environment

Integrating CargoWise with Microsoft Dynamics 365 creates a smooth information flow between logistics operations and financial management. This setup eliminates repetitive manual work. Instead of teams having to re-enter shipment data, invoices, or customer information across different systems, everything integrates automatically. This reduces errors and speeds up processing, making daily operations more reliable and efficient.

Another major benefit is real-time visibility across the entire business. When operational updates from CargoWise show up instantly in Microsoft Dynamics 365, finance, sales, and management teams all see the same accurate data at the same time. This shared visibility improves forecasting, strengthens decision-making, and helps teams react quickly to delays, cost changes, or customer needs.

Finally, a unified environment enhances scalability and customer experience. As businesses grow, the integrated setup can handle higher shipment volumes without adding to administrative work. Customers enjoy faster updates, accurate billing, and better communication, which makes the logistics provider more dependable and competitive.

Conclusion

When CargoWise and Microsoft Dynamics 365 operate separately, each team ends up doing extra work to stay integrated. However, when both systems work together, the whole logistics process, from quoting to booking, delivery, and invoicing, becomes faster, more consistent, and easier to manage. 

Integration is not just a technical upgrade. It represents a move toward truly integrated logistics. With IntegrationGo, companies can easily integrate both platforms and remove the manual gaps that slow down daily operations. Want to see how end-to-end integration can transform your logistics operations? Schedule a demo today and discover the future of integrated supply chains.