Introducing dynamic objects

Dynamic objects automatically detect references to business objects from third-party systems found in the message body or comments and attach a clickable link for quick access to external systems like Transportation Management Systems (TMS), Customer Relationship Management (CRM), Loan Origination System (LOS), and more. Dynamic objects also enable you to easily search all messages containing specific order IDs when you select "View conversations." With dynamic objects, your team spends less time searching and more time focusing on the customer.

Read more about how other customers are using dynamic objects and upcoming enhancements like dynamic objects with third party data (currently in beta). You can also visit the help center for a walkthrough on how to set up your first dynamic object.