Microsoft Dynamics 365 for Sales + UPS
Connect Microsoft Dynamics 365 for Sales with UPS, automating your shipping processes — no code required.
What you can automate
Pre-Shipment
Distill the essence of lengthy discussions and documents into concise, actionable insights. Ontask helps teams stay focused on critical outcomes without wading through excessive information.
Automated Order Creation: Automatically generate orders within Dynamics 365, ensuring a seamless flow from sales quote to order fulfillment.
Packing and Shipping Options: Auto-select or let users choose the optimal box dimensions and shipping methods.
Rate Calculation: Automatically calculate shipping costs using UPS’s negotiated or standard rates and integrate them directly into Dynamics 365.
Address Verification: Utilize the UPS API to verify shipping addresses directly within the system, ensuring accuracy and reducing delivery errors.
Post-shipment
Distill the essence of lengthy discussions and documents into concise, actionable insights. Ontask helps teams stay focused on critical outcomes without wading through excessive information.
Notification Emails: Send customized shipping notifications to customers, colleagues, and partners including labels, estimated time of arrival (ETA), changes, and cancellations.
Label Generation: Automatically generate and distribute shipping labels within Dynamics 365.
Tracking and Updates: Provide real-time tracking links, update shipment statuses automatically, and keep all stakeholders informed.
Reports and Analytics: Receive daily shipment reports and generate comprehensive transport statistics directly to your inbox.
Get Up and Runnig in just One Week
Our UPS integration solution is designed for a smooth setup with your existing Dynamics 365 environment in just one week, ensuring minimal disruption to your operations. With full customization options, you can adapt the integration to meet your specific business needs, allowing you to maximize efficiency without compromising on your unique workflows.
Handle larger workloads with Ease
Manage rising demand, allowing growth without the need for extra staff by automating key aspects of your shipping process. Our integration minimizes manual interventions, reduces errors, and accelerates your entire logistics workflow. By simplifying operations, you can ensure timely deliveries, accurate billing, and a significantly improved customer experience.
Control Your Shipping Costs
Our UPS integration helps you keep a close eye on your shipping expenses directly within Dynamics 365 Sales. Track every dollar spent, identify cost-saving opportunities, and avoid unnecessary charges with automated expense monitoring. This financial transparency empowers your business to manage shipping budgets effectively, ultimately boosting your bottom line while ensuring your customers receive the best value.
What makes our offering so unique
Real-time Tracking
Provides the ability to track shipments in real-time directly from within Dynamics 365, enhancing visibility and control over the shipping process.
Provides the ability to track shipments in real-time directly from within Dynamics 365, enhancing visibility and control over the shipping process.
Automated Data Entry
Significantly reduces manual data entry by automating the input of shipping details, such as weights and dimensions, directly into Dynamics 365.
Significantly reduces manual data entry by automating the input of shipping details, such as weights and dimensions, directly into Dynamics 365.
Enhanced Efficiency
Streamlines operations by allowing for the seamless creation of shipments and the printing of shipping labels directly from Dynamics 365.
Streamlines operations by allowing for the seamless creation of shipments and the printing of shipping labels directly from Dynamics 365.
Error Reduction
Minimizes errors associated with manual data entry, leading to more accurate shipping processes.
Minimizes errors associated with manual data entry, leading to more accurate shipping processes.
Cost Control
Helps manage shipping costs more effectively by providing detailed insights into shipping expenses within Dynamics 365.
Helps manage shipping costs more effectively by providing detailed insights into shipping expenses within Dynamics 365.
Customer Satisfaction
Improves customer service by providing accurate and timely information about shipments.
Improves customer service by providing accurate and timely information about shipments.
Forecast utilized Ontask to improve accuracy and team synchronization in their predictive analysis projects.
See if it Fits
Ontask features plans to accommodate everyone from solo entrepreneurs and small startups to growing enterprises.
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Basic tools for communication and task management for new and growing businesses.
Features:
Automated workflows
Basic communication tools
Task assignments
Automated workflows
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