WISMO Answers. Without The Chase.

Resolve where-is-my-order questions with live Business Central order data inside Salesforce without chasing updates

Customer Confidence Drops When Order Truth Is Missing

Customer Operations Intelligence gives WISMO conversations the live order context CRM alone cannot provide when customers ask for certainty.

4 Hrs/Wk

Lost toggling between systems

The real issue is not the hold time. It is answering a customer without the shipment reality that defines their experience of the account.

“Found the deployment to be easy. Just took me 10 minutes. Pre-configured prompts and the complimentary Open AI connection helped me test this App quick.”

- Salman Khan, Release Manager, IBM

See how GPTfy maps ERP data

91%

Of CRM data is incomplete

Salesforce may show the customer and case, while Business Central holds shipment status, delivery timing, and fulfillment state that change the answer.

“The implementation was smooth and the results exceeded expectations.”

- Rishi Golyan, SF Consultant, Algocirrus

See how GPTfy connects external data

42%

Of companies leak revenue from gaps

When order truth stays outside CRM, repeat contacts rise, trust erodes, and service teams miss the account signals behind growing frustration.

“Saw this Freemium App and thought to give it a try. I am not disappointed. I find it better compared to SFDC AI cloud.”

- Amar Rawal, Business Analyst, Origin

See how GPTfy automates workflows

Support Agents, Know The Order Story

Resolve WISMO On Call

See current order and invoice context in Salesforce so support can answer WISMO questions during the first conversation.

Reduce Hold Time

GPTfy helps agents stay in Salesforce so simple order questions stop turning into holds, transfers, and follow-up emails.

Sales Reps, Surface Customer Reality

See The Same Context

Give sales reps the same current order and invoice view in Salesforce when customer contacts ask for shipment updates.

Reduce Internal Chasing

GPTfy surfaces WISMO context in Salesforce, reducing Slack pings, handoffs, and interruptions to support and operations teams.

Service Leaders, Catch Resolution Gaps

Spot Resolution Friction

See where missing order visibility is increasing handle time, repeat contacts, and avoidable customer frustration across service teams.

Improve Response Confidence

GPTfy makes WISMO resolution a practical workflow for improving first-response quality and customer confidence quickly.

Why Choose WISMO Resolution

Faster Answers With Account Truth

Replace fragmented searching with current order context so teams answer from live customer reality during the conversation.

Stronger First-Conversation Resolution

Give agents the context they need to answer more WISMO questions with confidence during the first interaction.

Higher Customer Confidence

Start with a high-frequency support workflow that improves responsiveness and reduces avoidable frustration tied to missing order truth.

Powerful Capabilities

Prompt Builder

Create WISMO resolution prompts for Account and Case records without writing custom code.

Data Context Mapping

Map Salesforce fields like Account Name and Case details to the prompt context that drives the order lookup.

AI Data Sources

Pull live Sales Order and Sales Invoice data from Dynamics 365 Business Central at runtime inside Salesforce.

Security Layer

Keep prompt execution inside Salesforce controls with auditability for the data used in each response.

Key Takeaways

GPTfy brings Customer Operations Intelligence to WISMO resolution by combining CRM case context with live Dynamics 365 order facts
Support can answer WISMO questions without opening Business Central
Sales reps get the same current context when customers ask them directly
Service leaders gain a practical workflow to reduce handle time
Data is queried at runtime instead of copied into a separate store

Frequently Asked Questions

No. GPTfy surfaces the relevant Dynamics 365 Business Central order and invoice data inside Salesforce, so agents can stay in the CRM record.

No. GPTfy queries Business Central at runtime through a native Salesforce connector, so the prompt uses current data available at execution time.

The prompt can summarize multiple Sales Orders and Sales Invoices, highlighting the most relevant shipment state, invoice context, or recent order activity.

No. GPTfy is designed to surface external ERP data in Salesforce without a separate middleware project or replicated reporting layer.

GPTfy runs within Salesforce controls and uses configured credentials to access Dynamics 365 Business Central data. Teams manage access through their existing setup.

Yes. GPTfy is designed to support reviewability of the data used in prompt outputs, helping teams understand what informed each response.

See Account Truth Behind WISMO Answers

Book a 30-minute demo to see live Dynamics 365 WISMO context in Salesforce. No commitment required before your team sees the workflow.

Book a Demo