Delivery Dates Reps Can Actually Trust.
Pull live Dynamics 365 delivery timelines into Salesforce so reps answer fulfilment questions without calling the warehouse
Surface live Dynamics 365 delivery timelines inside Salesforce so reps and agents answer fulfilment questions on the spot — no warehouse calls, no context switching.
What's inside this demo
Live Delivery Status Inside Salesforce
- Pull Dynamics 365 shipment and delivery ETA data into the Salesforce record
- Agents answer delivery questions without leaving the CRM
- Reps stop routing customers to operations or logistics
Proactive Customer Communication
- Identify delayed orders before customers call in
- Surface delivery risk on open opportunities before close
- Prepare reps with fulfilment context for every call
Use this video when
Sales rep answering delivery timeline questions during a renewal or upsell call
Support agent resolving a WISMO case without escalating to logistics
Account manager preparing for a QBR where fulfilment performance is on the agenda
CS team identifying accounts with delayed orders before they escalate
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