/
/
One customer history across 2Checkout and Dynamics 365 Sales
For support and account teams who ask their AI assistant to combine a customer's billing history with their CRM opportunities, invoices and cases.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
One customer question means two systems and a guess
Billing and account teams open 2Checkout for subscriptions and orders and Dynamics 365 Sales for opportunities, invoices and cases, then stitch the history together. Orders can only be found by name, so the wrong person is easy to pull in.
Without PopdockAI
- Look up subscriptions and orders in 2Checkout
- Find the contact and account in Dynamics 365 Sales
- Read opportunities, invoices and cases one screen at a time
- Pull in the wrong order from a shared last name
With PopdockAI
- Customer, subscriptions and orders read from 2Checkout
- Contact, account, opportunities, invoices and cases read from Dynamics 365 Sales
- Name based order matches labelled as probable
- Read only, with three observations to act on
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build a single view of the customer with email `{email}` from both systems, looking back `{lookback-days}` days (default 365) for CRM dates.
**Step 1: Billing side (2Checkout)**
Call `2checkout-get-customer` with `email`. Then call `2checkout-get-subscription` with `end-user-email` set to the email, and `2checkout-get-order` with `billing-last-name` taken from the customer. If the customer is not found, say so and continue with the CRM side only.
**Step 2: CRM side (Dynamics 365 Sales)**
Call `dynamics-365-sales-get-contacts` with `email`; take `parent-customer` as the account. With the account call `dynamics-365-sales-get-opportunities` (`potential-customer`), `dynamics-365-sales-get-invoices` (`customer`, `created-on.from` the lookback start) and `dynamics-365-sales-get-incidents` (`customer`, `created-on.from` the lookback start).
**Step 3: Report**
Sections: Identity (both systems), Subscriptions (product-name, status, expiration-date), Orders (reference-number, order-date, gross-price, currency), Opportunities (topic, sales-stage, est-revenue), Invoices (name, total-amount, amount-due, status), Cases (case-number, priority, status). Finish with 3 observations such as an unpaid CRM invoice alongside an active subscription.
**Rules & Guidelines:**
* `2checkout-*` tools are on the 2checkout server; `dynamics-365-sales-*` tools are on the Dynamics 365 Sales server. Both servers must be connected.
* This prompt is read-only. Do NOT call any create, update, add, delete or other write tool on either server, including `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-task`, `2checkout-customer-add` and `2checkout-subscription-update`.
* Orders matched on last name only are probable matches; label them so.
**Validation:**
* If the contact exists but has no `parent-customer`, skip account-level calls and say so.
* If either system has no record, say which and still report the other side.
Who it's for
One answer, three teams that use it
Support agents
See billing and open cases before you answer
Get subscriptions, orders and open cases for a customer in one summary, so your reply covers the whole story.
What does dana@northwindtraders.com have in 2Checkout and Dynamics 365 Sales from the last 90 days?
Account managers
Spot unpaid invoices beside active subscriptions
The observations call out things like an unpaid invoice next to an active plan, so you raise it before the customer does.
Give me the account history for tom@fabrikam.com across 2Checkout and Dynamics 365 Sales and flag anything unpaid.
Billing specialists
Check orders against CRM invoices for one customer
See 2Checkout orders and Dynamics 365 Sales invoices side by side, with probable order matches clearly labelled.
Show 2Checkout orders and Dynamics 365 Sales invoices for accounts@contoso.com over the last year.
How it works
What PopdockAI does when you ask
You give an email and a lookback period, and your AI assistant reads both systems. Uncertain matches are labelled, and nothing is written to either side.
01
Ask
You give the customer email and, if you like, how many days to look back.
02
Billing
It reads the customer, subscriptions and orders in 2Checkout.
03
CRM
It finds the contact and account in Dynamics 365 Sales, then opportunities, invoices and cases.
04
Report
You get a sectioned summary and three observations, with name based order matches labelled probable.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-customer
2checkout-get-subscription
2checkout-get-order
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-invoices
microsoft-dynamics-365-sales-get-incidents
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
A full customer history with unsure matches labelled
Related use cases
More ways to put this data to work
Rank 2Checkout renewal risk with Dynamics 365 Sales context
Ask your AI to rank expiring 2Checkout subscriptions by renewal risk using open Dynamics 365 Sales cases and opportunities. Unknown when there is no CRM record, and nothing changes.
Learn More
Reconcile a 2Checkout customer with Dynamics 365 Sales
Ask your AI to compare a 2Checkout customer with their Dynamics 365 Sales contact and account. It reports differences field by field, stops on duplicates and changes nothing.
Learn More
Find 2Checkout subscribers missing from Dynamics 365 Sales
Ask your AI which 2Checkout subscribers have no contact in Dynamics 365 Sales. It checks each email, lists the gaps with counts and creates nothing.
Learn More
Reconcile 2Checkout products with Dynamics 365 Sales
Ask your AI to compare the 2Checkout product catalog with Dynamics 365 Sales products. It lists products on one side only and inconsistent ones, warns on cut off lists and changes nothing.
Learn More
2Checkout billing and Capsule CRM customer profile
Ask your AI for a customer by email and get 2Checkout subscriptions and orders next to the Capsule CRM owner, open deals and tasks, with gaps called out. Read-only.
Learn More
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.