Integration
Business Central integration
Connect Microsoft Dynamics 365 Business Central to Herodesk and get customer, sales and invoice data next to every conversation.
Free VIP onboarding included for every customer.
Helpdesk for Business Central
Customer and sales data, next to every conversation
Herodesk connects to Microsoft Dynamics 365 Business Central and looks up the customer by their email address. Their company details, sales quotes, orders and invoices appear in the sidebar as soon as you open the conversation.
- Everything in one place.
- Right next to your customer’s question you get their Business Central customer card, company dimensions, and their quotes, orders and invoices.
- Reply to customers faster.
- With order and invoice history on screen, you answer billing and delivery questions without leaving Herodesk.
- Finance and support aligned.
- Support sees the same customer and sales data as finance and keeps contact fields in sync: no switching systems.
Contact & company sync
Herodesk Plus & ProSync contacts and companies from Business Central into Herodesk
Keep your customer records in step with Business Central automatically. Contact and company information flows into Herodesk and stays up to date: no manual copying, no drift between systems.
Anyone can install the Business Central widget on any Herodesk plan. Setting up contact and company sync is available on Herodesk Plus and Pro.
- Sync contacts
- Customer contact details flow from Business Central into Herodesk and update automatically as they change.
- Sync companies
- Customer and company records stay in sync, so support always works from the same account data as finance.
AI agents
What the AI agent can do with Microsoft Dynamics 365 Business Central
The AI agent can pull up a customer’s CRM contact, company, deals and tasks (and log notes or create follow-up tasks) right inside the conversation.
- Look up the CRM contact and company
- List deals, quotes and open tasks
- Log a note on the contact
- Create a follow-up task
Can you check where my quote and order stand?
- Look up the CRM contact and company
- List deals, quotes and open tasks
I’ve pulled up your account: your latest quote is approved and your order ships this week. I’ve logged a note for your account manager.
Features
Everything the Business Central integration includes
Connects to your Business Central environment and matches the customer automatically by email.
- Automatic customer lookup
- Herodesk matches the conversation’s email address to the Business Central customer and pulls their record in automatically.
- Customer & company details
- See the customer card along with company dimensions and key account information.
- Sales quotes
- Review the customer’s open and historical sales quotes right in the sidebar.
- Orders & invoices
- See sales orders and posted invoices with their status, so billing and delivery questions are easy to answer.
- Two-way contact sync
- Keep key contact fields in sync between Herodesk and Business Central automatically.
- Open in Business Central
- Jump straight to the customer, order or invoice in Business Central when you need the full record.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4–6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”