Reduce Support Calls with B2B Self-Service

Self-Service Tools That Save Time for Everyone

Buyers check orders, invoices, and shipments on their own — no calls, no waiting.

Part of the TRIMIT e-commerce Series

Built for companies using Dynamics 365 Business Central that want buyers and sales agents to help themselves — and free internal teams from repetitive questions.

B2B customers expect to handle simple tasks on their own. They want to check order status, view invoices, follow shipments, and access key information without waiting for someone to respond. If your webshop doesn’t provide this, your team spends hours answering the same questions, and buyers move slower than they need to.

TRIMIT’s Self-Service Dashboards give each user the overview they need, updated directly from Business Central.

Buyers can act whenever it suits them, find the essential information instantly, and move through their work more efficiently — which means faster orders and fewer delays.

Talk to your local Expert

How It Works:

Personal dashboards for buyers
Each buyer sees their own orders, invoices, shipments, shopping lists and returns — updated live from Business Central. Order history is searchable, and document links open directly from the dashboard for faster follow-up.

Clear overviews for sales agents
Agents get an immediate view of their customer portfolio: open orders, overdue entries, sales statistics and recent activity. This allows them to support customers proactively and prepare for calls or meetings with accurate information.

Role-based visibility
Each role sees only what is relevant to them. Buyers see their own company’s commercial data; agents see all customers they are assigned to; internal roles can access broader insights depending on configuration.

Customisable docks
Through PIR, businesses can add or remove dashboard docks, change the order, and decide which elements appear for each role. This keeps each dashboard clean and task-oriented.

Browser and device friendly
Dashboards are designed to be usable on laptops, tablets and phones, so buyers and agents can check orders or documents wherever they work.

Why It Matters

Self-Service reduces support calls and emails while giving buyers faster access to the information they rely on. Sales teams work with real-time data, internal resources are freed to focus on complex cases, and customers enjoy a smoother, more transparent experience.

See It in Action

Request a demo and explore the buyer and agent dashboards — all updated live from Dynamics 365 Business Central.
See How It Works

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