In this video, we walk through how to set up carriers and carrier services in Dynamics 365 Warehouse Management, a module within Dynamics 365 Supply Chain, to support more consistent and efficient shipping processes.
You’ll see how to create a new carrier, add carrier services such as Ground, 2 Day Air, and Overnight, and link those services to the correct modes of delivery. We also demonstrate how this setup works in practice by creating a sales order and showing how the system can automatically assign the correct shipping carrier and carrier service based on the selected mode of delivery.
This approach helps reduce manual work, improve order accuracy, and create more standardized shipping decisions across your business.
What’s covered:
Video Transcript:
We set up our carriers and services, link them to the modes of delivery, and watch D365 automatically assign the correct carrier during our order processing. We'll walk through three steps. setting up the carriers and carrier services, seeing how they're linked to modes of delivery, and seeing how the system assigns a carrier during a processing load planning processing. First, we will define the carriers the warehouse can use. We're going to navigate to warehouse management, setup, shipping, shipping carriers. In the action pane, we are going to create a new carrier and call it UPS.
Under services fast tab, we're going to create three new services. Our first carrier service is going to be called ground.
And our transportation method we're going to select as ground. The second one we are going to call two-day air.
And our transportation method is going to be called air. The third one we are going to call overnight. And you can create several more. We're just creating three for the demo. In the action pane, we are going to create. Click save. And you'll see here we have three new modes of delivery that were created based off the carrier services that we just created. Now, each one of these services that we did create can have transit days, rate engines, and fuel or accessorial charges assigned to them. And that can be demoed in a different demo. Next, we connect these carrier services to the mode of delivery.
Next, we are going to see the mode of delivery in sales and marketing. To make sure that those three new ones are there, we're going to navigate to sales and marketing, setup, distribution, modes of delivery.
And if we scroll down, our three new ones are here in our modes of delivery table. Now, we are going to create a sales order so we can see how it's all linked together. We're going to navigate to sales and marketing sales orders. All sales orders. In the action pane, we're going to click new.
Select our customer account.
Scroll down. Make sure our general fast tab is open so we can assign our warehouse. Open our delivery fast tab and change our mode of delivery to one of the UPS ones. we just created. So, we'll select UPS 2-day air and click okay.
Up here, we're going to look at our header level. Scroll down and open our delivery fast tab. And you can see our mode of delivery is UPS 2-day air. And our shipping carrier and our carrier service are automatically populated in. And that completes the demo. We set up our carriers and services, link them to the modes of delivery, and watch D365 automatically assign the correct carrier during our order processing. This ensures consistent shipping decisions and reduces manual work.