Order Answers. Without The Chase.
Answer customer status questions with live Business Central data inside Salesforce without switching systems
Surface live order status, shipment detail, and fulfilment updates from Dynamics 365 inside Salesforce so support and sales teams answer order questions on the first contact — no hold time, no system switching.
What's inside this demo
See Orders Before Calls
- Live order status and shipment detail from Business Central inside Salesforce
- Agents answer order questions without putting customers on hold
- Cut follow-up delays with real-time ERP context on demand
Get Shipment Context Fast
- Surface order status at the account and case level in Salesforce
- Give sales reps the same order visibility as support agents
- Reduce inbound calls generated by order status uncertainty
Use this video when
Support agent handling an order status question on a live call
Sales rep checking delivery status before a customer check-in
CS team reducing hold time on order-related inbound cases
Account manager verifying fulfilment status before a renewal discussion
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