Address verfication, rate selection, label printing, tracking, and ship confirmation

Dynamics 365 Shipping Automation: FAQs

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Rates & carrier/service selection

Not necessarily. Rate shopping on the sales order was described as informational, because the actual shipment may be split across multiple containers and the real packed weight/size can differ. The accurate rating happens at packing/container level using what’s actually packed. 


Rates come directly from the carrier API (DHL Express as an example), using your negotiated carrier pricing. The system sends address + weight/size and receives carrier/service options and prices back. 


It’s primarily driven by Mode of delivery and the account scenario (shipper-paid vs customer/receiver-paid). Controlling carrier/account details via the Customer master. 


On the Customer master, under a carrier account section. You can store different account codes per different delivery locations/addresses for the same customer. 


You will receive an exception (because the system expects the receiver/customer account when that scenario is chosen). 


 Yes — entering this manually on the sales order when the info comes “on the fly” (e.g., third-party shipping address/account). 


Packing, labels, reopen/repack controls

Yes. The label is stored and can be reprinted from Dynamics (using a reprint action; it may print to a configured/virtual printer). 


 No — reprint is a true reprint (not generating a new waybill/tracking). 


Not directly. If a label already exists, you must refund/void the label first. Only after the label is voided can the container be reopened/changed. 


Data integrity and compliance: once a label is created, the carrier has received declared contents/weight, and for international shipping the commercial invoice/manifest must match. If the box contents change, those documents must be regenerated. 


It depends on the carrier: typically this is possible until the carrier accepts/picks up/scans the package (carrier rules apply). 


Configurable. The ability to void/refund was not strictly blocked by confirmation, but it can be configured to prevent refunds after confirmation if that’s your process requirement. 


Weight capture & scale integration

Yes. The standard packing behavior: it reads per-item weights from product master, multiplies by quantities, sums them, and adds container tare weight if defined in container definitions. 


This is a real-world issue (weights can vary by vendor/brand/packaging). That’s why scale integration is supported. 


A small scale gateway app runs on the packing station. The system reads the actual scale weight and can use it instead of system weight. Optional variance checks (example: checking for large % differences). 


Tracking, POD, and where data is stored

 Yes if the carrier supports it. The “master tracking” concept: you can hold labels and send multiple container details together to receive a single tracking number (carrier-dependent). Some carriers generate tracking per container; others provide a master shipment number. 


The tracking is stored on the container, and also copied to the shipment and packing slip (one-to-many). If there are multiple containers, you can see multiple tracking numbers on the packing slip/order without opening each container. 


Yes — Warehouse shipments → Transportation → View containers, where the tracking number appears per container (and there’s an option like “show shipped containers” depending on status). 


Delivery proof/status was handled via standard Dynamics document attachments. When the carrier sends a delivery email, the system can capture it and attach it to the shipment as an email file. It’s stored wherever your Dynamics attachments are stored (not a separate system). 


Notifications

Yes. Setting up notification templates and a batch job that periodically checks carrier status via API. When it detects a status change (e.g., delivered), it sends the configured email notification. 


This is outside the core carrier-integration scope. It can be done as a project/custom enhancement, but not treated as standard product scope. It is more Dynamics implementation scope.


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