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ShipForma

Simplify shipping with ShipForma for Dynamics 365 Business Central

Stop retyping the same information across multiple systems. ShipForma turns your Business Central sales orders or warehouse shipments into accurate, professional shipping documents.

Sign

Review shipment details and present them to drivers for electronic signature.

Export

Send D365 BC Sales Orders or Warehouse Shipment to ShipForma.

Sync

Access, email, or upload documents to Business Central or share with third parties.

Simplify shipping with ShipForma for Dynamics 365 Business Central

Stop retyping the same information across multiple systems. ShipForma turns your Business Central data into accurate, professional shipping documents.

Step 1

Export

Send Dynamics 365 BC sales orders or warehouse shipment records to ShipForma.

Step 2

Sign

Review shipment details and present them to drivers for electronic signature.

Step 3

Sync

Access, email, or upload documents to Business Central or share with third parties.

How does the ShipForma Dynamics 365 Business Central integration work?

ShipForma makes it easy to create, manage, sign, distribute, and retain shipping documents. Send sales orders or warehouse shipments directly to ShipForma, complete your documentation, capture driver signatures electronically, and keep your records accessible when you need them.

Send shipment records to ShipForma

Set up your Business Central integration
Install and configure the ShipForma extension for Dynamics 365 Business Central to connect your ERP with ShipForma.

Export the records you need
Send sales orders or warehouse shipment records directly to ShipForma. Using existing Business Central data reduces repetitive data entry and gives your shipping team a faster starting point for creating documents.

Create, update, and sign shipping documents

Review shipment information
Open shipment records in ShipForma and make any necessary updates before documents are finalized.

Create digital shipping documents
Generate professional shipping documents using the shipment information transferred from Business Central.

Capture electronic signatures
Present documents to the driver on a tablet and capture the driver’s signature electronically. Signed documents are retained digitally in the cloud so you can move away from paper filing.

Retrieve, distribute, and sync documents

Find shipping documents faster
Retrieve digital shipping records from cloud storage without digging through filing cabinets.

Share documents with third parties
Email or electronically distribute documents to customers, carriers, or partners.

Send documents back to Business Central
With the optional synchronization feature, you can export completed documents back to Dynamics 365 Business Central.

Why use bill of lading software with Dynamics 365 Business Central?

D365 BC holds the data you need, but it still takes work to turn that data into complete shipping documents. ShipForma bridges that gap by connecting your data with day-to-day processes and documentation.

Eliminate duplicate data entry and typos with direct export from Dynamics 365 Business Central

Reduce shipping errors and costs with electronic signing

Cut chargebacks and shipping errors with professional documentation

Improve customer service and speed up audits with faster document access

Make shipping easier with Dynamics 365 Business Central + ShipForma

You already have valuable shipment data. ShipForma helps you put it to work. Connect Dynamics 365 Business Central with a simpler digital shipping documentation workflow that reduces repetitive data entry and gives your team faster access to the documents behind every shipment.

Connect with ShipForma at Dynamics Community Summit 2026