You decide when
Reviewed in the discovery session and turned on when you authorize it, not before.
Works with PeakingQuoting stops waiting for someone to open Business Central.
Peaking answers on whichever channel they wrote from, with your own technical judgment. What gets sold is written into your Business Central, with no re-keying.
What happens today
Today every request goes through the person who knows the catalog: they find the part number, check what is on the shelf, build the quote and key it in.
While that happens, the customer is waiting. Sometimes, asking somewhere else.
The walkthrough
From the customer message to the order written.
What happens at each step, with your system.
Entendido
Your customer writes the way they write.
Result
Your customer is recognized with their history, without repeating who they are.
Encontrado
It finds the answer in your catalog.
Result
The option you actually have, not the one that ran out.
Cotizado
It builds the quote with your rules.
Result
On that customer price list, with no keying errors.
Capturado
The customer confirms and the order gets written.
Result
The sale written into your Business Central without anyone typing it.
Listo
Your customer asks and has the answer instantly.
Result
Your customer knows when their order arrives.
Sales · QuotesNewDraft
- Customer
- ·
- Price list
- ·
- Delivery
- ·
ItemQtyAmount
Total$ 78,350.00
Illustration with sample data
With your Business Central
What changes at the counter.
Every answer goes out with that customer price list and with what is on the shelf today.
When the customer confirms, the sale is already in your Business Central. Nobody types it again.
Your customer knows when what they bought arrives, without calling your team.
Your specialists stop searching and keying, and spend the day closing.
Start today. Connect when you decide.
Peaking answers, quotes and writes from day one. Once you authorizes it, the quote and the order queda escrito into your Business Central.
How it connects
It turns on when you say so.
Nothing gets connected without your sign off, and Peaking is already operating on its own catalog before that.
Connected in stages
Read first, write second. Each stage turns on once the previous one is producing a result.
Isolated environment
Every customer runs in its own environment, and your data is yours.
Running from day one
Peaking answers and quotes from the first day, before touching Business Central.
See it run on your own catalog.Peaking shows up to the session already working with your products, so you see the result before you decide.
Preguntas
What the front office asks first.
What changes for the person quoting today?
They stop searching and stop keying things in. They come in on work already done, review what needs reviewing and close. Their judgment is still the one that decides.
Do we have to change how we work in Business Central?
No. Business Central stays exactly as it is, with your price lists, your warehouses and your terms. Peaking works with that, not on top of it.
What if our catalog is incomplete or badly named?
That is normal and it is part of the implementation work. The catalog ends up organized with your own house judgment, and that stays yours.
How long before it is running?
Peaking answers from day one on its own catalog. The connection to Business Central turns on in stages, and each stage turns on once the previous one is producing a result.
Can we start before connecting Business Central?
Yes, and that is the recommended way. You see the result before you ask anything of your systems team.
Other platforms
Other systems it works with.
Peaking works with the ERPs industrial distribution runs on.
The Business Central fact sheet
What your systems team will ask.
Verified against Microsoft documentation.
A REST interface over OData v4 that exposes, per company, the standard entities for items, customers, quotes, orders and shipments, with actions such as makeOrder and webhook notifications.
OAuth 2.0 with Microsoft Entra ID (service-to-service client credentials flow), with the application registered on the Microsoft Entra Applications page in Business Central and a scoped permission set.
Cloud or your own server. Peaking works the same either way, and the connection route is decided in the discovery session.
An application registered in Microsoft Entra ID with the Dynamics 365 Business Central API.ReadWrite.All permission. That application registered on the Microsoft Entra Applications page in Business Central with a permission set limited to sales and inventory. On premise: Microsoft Entra authentication enabled and the Business Central interfaces published to the internet.
Customers
Industrial distributors already running this way.
$27.8 Min quotes created, in a single operation
You've got this.
Peaking shows up to the session already running on your catalog, so you watch one of your own requests land in your Business Central.