Logistics Companies
Microsoft 365 Automation for Logistics Companies
Your TMS or WMS handles core operations. But the data that flows around it — between sites, between finance and ops, between your specialist platform and Microsoft 365 — still moves by hand. Your operations team is copying shipment data into spreadsheets, your finance team is manually consolidating reports across locations, and nobody has a single real-time view of what's actually happening.
Beyond 365 automates those data flows using Power Automate and Power BI — tools already inside your Microsoft 365 licence. No new software. Live in 30 days.
The multi-site data problem
Logistics companies with 50 to 300 staff typically operate across multiple sites, each generating operational data that needs to flow into a central view. Your TMS or WMS handles dispatch, routing, and inventory — but the financial reporting, cross-site consolidation, and compliance tracking that sits around it still depends on manual processes.
The more sites you operate, the worse it gets. Every new location multiplies the manual data flows. And the people doing this work — your operations coordinators, your finance team, your compliance officers — are too valuable to spend their time copying numbers between systems.
What we hear consistently from logistics companies:
- Shipment and delivery data sitting in the TMS but not flowing into financial reporting without manual export
- Multi-site revenue and cost consolidation requiring days of spreadsheet work every month-end
- Driver scheduling and compliance documentation managed across disconnected spreadsheets and email threads
- Invoice processing that requires manual matching between delivery records and customer billing
- Operations dashboards that are only accurate when someone manually updates them — which means they're often out of date
- Rapid growth or new site openings creating more manual work without proportional headcount increase
What we automate
Beyond 365 connects your TMS, WMS, and operational systems to Microsoft 365 using Power Automate for workflows and Power BI for live reporting. Everything runs natively inside your M365 tenant — no middleware platforms, no integration consultancies, no recurring software fees.
For logistics companies, the highest-value automations typically include: TMS-to-M365 data synchronisation that pulls shipment, delivery, and operational data into your Microsoft environment automatically, eliminating manual exports. Multi-site financial consolidation dashboards in Power BI that aggregate revenue, costs, and margins across all locations in real time — replacing the monthly spreadsheet compilation. Invoice matching workflows that automatically reconcile delivery records against customer billing, flagging discrepancies instead of requiring manual line-by-line checking.
We also automate driver compliance tracking, operational KPI dashboards, and exception-based alerting — so your management team sees problems as they happen, not when someone gets around to updating a report.
Because everything uses native Microsoft tools, your IT team or a capable operations manager can manage and extend the automations after handover. Full documentation, zero dependency on us long-term.
How it works
Discovery Call
30 minutes. We map the manual data flows costing your logistics operation time and money. Free, no obligation.
Proof of Concept
We build a visual walkthrough of the automation before you commit. You'll see exactly how your TMS data flows into M365 reporting.
30-Day Sprint
We build and deploy inside your M365 tenant. Native tools only. Full documentation and handover included.
Ready to connect the data your team moves by hand?
Book a free 30-minute discovery call. We'll map your manual processes across sites, estimate the savings, and tell you honestly whether automation is the right fit.
Book a Discovery Call →