New integration: Microsoft Dynamics 365 Business Central

“Can you send me the invoice again?” “Has my order shipped?” “What did we agree on the quote?” Answering those has meant leaving the helpdesk and logging into the ERP, which is exactly the kind of screen shuffling Herodesk exists to remove.

Herodesk now integrates with Microsoft Dynamics 365 Business Central.

Customer and sales data, next to the conversation

Herodesk connects to your Business Central environment and matches the customer by email address. The moment you open the conversation, the sidebar shows the customer card and company dimensions, their open and historical sales quotes, and their sales orders and posted invoices with status.

Billing and delivery questions stop being research projects. The answer is already on screen when you read the question.

Keep contacts and companies in sync

Customer contact details can flow from Business Central into Herodesk and update automatically as they change, so support works from the same account data as finance: 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.

Let your AI agent handle it

The integration works with Herodesk’s AI agent too. Autopilot can look up the customer and company, list their sales quotes, sales orders and open tasks, log a note and create a follow-up task, so routine order and invoice questions can be resolved without a human in the loop.

Moving a deal to another stage and creating a deal are supported but off by default per agent, so nothing changes in your ERP unless you explicitly allow it.

Who is this for?

If your business runs on Business Central and your customer service runs on Herodesk, this is for you, particularly B2B teams where the same customer sits on quotes, orders and invoices at once.

Connect it under Settings -> Widgets.

Read more on the Business Central integration page, or see the full list on our integrations page.