The Full Account Picture. Unified.
Resolve account questions with live orders, invoices, and financials in Salesforce without system switching
Give support and account teams a complete account view with live Dynamics 365 orders, invoices, and customer financial data surfaced inside Salesforce — no system switching required.
What's inside this demo
Get Full Account Context
- See live orders, invoices, and financials inside Salesforce
- Agents resolve account questions without leaving the CRM
- Catch more issues in a single reply
Get Renewal-Ready Context
- See CRM history and ERP financial signals together before QBRs
- Surface relationship risk before it becomes churn
- Prepare account managers with the full picture
Use this video when
Support agent answering billing or order questions on a live call
Account manager preparing for a renewal or QBR meeting
Sales rep doing pre-call account research
CS team identifying accounts with unresolved ERP issues
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Last updated: April 2026