Automatically Sync Shipment Status from Dynamics 365 Business Central to Salesforce
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Shipment Detection
appse ai continuously monitors Dynamics 365 Business Central and automatically detects newly created sales shipment records every few minutes, ensuring no shipment event is missed.
Order Matching in Salesforce
For each detected shipment, the flow searches Salesforce to find the corresponding order using a unique reference number, ensuring the correct CRM record is identified before any update is made.
Shipment Status Update
Once the matching order is located in Salesforce, the system updates the order record by marking its shipment status as Shipped using a dedicated custom field — keeping your CRM fully current with ERP fulfillment events.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New sales shipments created | Trigger when new sales shipments are created in Business Central. |
| New items created | Trigger when new items are created in Business Central. |
| New sales invoices created | Trigger when new sales invoices are created in Business Central. |
| Contacts updated | Trigger when contacts are updated in Business Central. |
| New salesorders created | Trigger when new salesorders are created in Business Central. |
| Items updated | Trigger when items are updated in Business Central. |
| Opportunities created | Trigger when opportunities are created in Business Central. |
| New contacts created | Trigger when new contacts are created in Business Central. |
| New customers created | Trigger when new customers are created in Business Central. |
| Customers updated | Trigger when customers are updated in Business Central. |
Streamline Your Order Process with Automation
Real-Time Shipment Visibility in Salesforce
Your sales and support teams always have the latest shipment status from Business Central reflected in Salesforce — without waiting for manual updates or inter-department emails.
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Eliminate Manual Status Updates
Teams no longer need to manually track and update shipment statuses in Salesforce, saving time and removing a significant source of daily operational workload.
Accurate Cross-System Order Tracking
Unique reference-based matching ensures each shipment is linked to the precise Salesforce order — eliminating mismatches and keeping your ERP and CRM in complete alignment.
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Better Customer Communication
With up-to-date shipment information available directly in Salesforce, your team can respond to customer inquiries faster and with accurate, confident answers every time.
Consistent, Error-Free Status Updates
Automation ensures shipment statuses are updated correctly with every sync — no missed records, no incorrect entries, and no reliance on manual processes that can be forgotten or delayed.
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Seamless ERP-CRM Alignment
Fulfillment data from Business Central flows automatically into Salesforce, bridging the operational gap between your fulfillment team and your customer-facing teams with zero friction.
1
Real-Time Shipment Visibility in Salesforce
Your sales and support teams always have the latest shipment status from Business Central reflected in Salesforce — without waiting for manual updates or inter-department emails.
2
Eliminate Manual Status Updates
Teams no longer need to manually track and update shipment statuses in Salesforce, saving time and removing a significant source of daily operational workload.
3
Accurate Cross-System Order Tracking
Unique reference-based matching ensures each shipment is linked to the precise Salesforce order — eliminating mismatches and keeping your ERP and CRM in complete alignment.
4
Better Customer Communication
With up-to-date shipment information available directly in Salesforce, your team can respond to customer inquiries faster and with accurate, confident answers every time.
5
Consistent, Error-Free Status Updates
Automation ensures shipment statuses are updated correctly with every sync — no missed records, no incorrect entries, and no reliance on manual processes that can be forgotten or delayed.
6
Seamless ERP-CRM Alignment
Fulfillment data from Business Central flows automatically into Salesforce, bridging the operational gap between your fulfillment team and your customer-facing teams with zero friction.
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