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BigCommerce

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Build a BigCommerce customer profile from Dynamics 365 Sales
Report
Cross-Connector

Build a BigCommerce customer profile with Dynamics 365 Sales

For sales reps who want a buyer's BigCommerce orders and Dynamics 365 Sales deals and cases together, by asking their AI assistant.

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Build a BigCommerce customer profile from Dynamics 365 Sales
Build a profile for dana@northwindtraders.com from BigCommerce and Dynamics 365 Sales.
Dana Whitfield is a BigCommerce customer and matches a Dynamics 365 Sales contact by email. - Orders: 6 in the last 10, total spend 4,820.50, latest order 2 April - Matched record: Dana Whitfield, Northwind Traders (matched on email) - Open opportunity: Warehouse racking, Propose stage, estimated revenue 18,000 - Open case: Late delivery on order 1042, High priority, Active Want the order list in full?
BigCommerce
Sample figures. Your results come from your own account.
bigcommerce-get-customer
bigcommerce-get-order
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-incidents

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BigCommerce

BigCommerce
Run it on your own BigCommerce data.

Connect BigCommerce, pick your AI tool and paste the prompt.

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The problem

A similar name sends the rep to the wrong CRM record

A rep checks BigCommerce for a buyer, then searches Dynamics 365 Sales by hand for the matching contact or account. Open opportunities and cases are easy to miss, and a similar name can lead to the wrong record.

Without PopdockAI

  • Look up the buyer and orders in BigCommerce
  • Search Dynamics 365 Sales by name or company
  • Open opportunities and cases separately
  • Trust a match without knowing why it matched

With PopdockAI

  • Orders are counted and totalled from BigCommerce
  • The contact is matched by email, or the account by company name
  • Open opportunities and cases are added
  • The match basis is stated, conflicts shown, and nothing is written

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a combined profile for the BigCommerce customer `{customer-email}`, joining their store orders to their Dynamics 365 Sales record, looking back `{max-orders}` orders (default 10).

**Step 1: Find the customer in BigCommerce**

Call `bigcommerce-get-customer` (BigCommerce server) with `email` set to `{customer-email}`. If nothing matches, retry with `email.contains`. If more than one customer matches, list them and stop.

**Step 2: Pull their orders from BigCommerce**

Call `bigcommerce-get-order` (BigCommerce server) with `customer-id` set to the customer id from Step 1 and `max-records` set to `{max-orders}`. Note order count, total spend and the latest order date.

**Step 3: Find the CRM record in Dynamics 365**

Call `dynamics-365-sales-get-contacts` (Dynamics 365 server) with `email` set to `{customer-email}`. If the customer has a company, also call `dynamics-365-sales-get-accounts` with `account-name` set to the BigCommerce company. If neither matches, report the customer as present in BigCommerce and absent from Dynamics 365, and skip Step 4.

**Step 4: Pull CRM context**

Using the account or company name from Step 3, call `dynamics-365-sales-get-opportunities` with `potential-customer` set to it, and `dynamics-365-sales-get-incidents` with `customer` set to it.

**Step 5: Report**

Give: BigCommerce customer details, order summary, matched Dynamics 365 record, open opportunities (topic, stage, estimated revenue) and open cases (title, priority, status).

**Rules & Guidelines:**

* `bigcommerce-get-customer` and `bigcommerce-get-order` are on the BigCommerce server; the Dynamics 365 Sales tools (names beginning dynamics-365-sales-) are on the Dynamics 365 Sales server.
* Read only. Do not call any create, update, add or delete tool on either server.

**Validation:**

* Match on email first; fall back to company name only when email finds nothing, and say which basis was used.
* If the two systems disagree on name or phone, show both values and do not pick one.

Who it's for

One answer, three teams that use it

Account executives

Prepare for meetings with real buying data

Spend, order count and open opportunities appear together, so you know where to take the conversation.

Profile jo@contoso.com from BigCommerce and Dynamics 365 Sales, with open opportunities.

Customer service managers

Check for open cases before you engage

Open cases next to recent orders warn you about problems before a call.

Does lee@fabrikam.com have any open cases in Dynamics 365 Sales, and what did they order on BigCommerce recently?

CRM administrators

Find records that disagree

Different names or phone numbers between the store and the CRM are shown side by side.

Compare dana@northwindtraders.com in BigCommerce and Dynamics 365 Sales and show any differences.

How it works

What PopdockAI does when you ask

You give a customer email and your AI assistant builds one profile from BigCommerce and Dynamics 365 Sales. It says which match it used and stops when several customers match.

01

Ask

You give the customer email.

Your AI tool

02

Find

It finds the BigCommerce customer and reads their recent orders.

bigcommerce-get-customer
bigcommerce-get-order

03

Match

It finds the Dynamics 365 Sales contact by email, or the account by company name.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-accounts

04

Report

It shows orders, the matched record, open opportunities and open cases.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.

get-data

bigcommerce-get-customer

Returns customers from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

bigcommerce-get-order

Returns orders from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-incidents

Returns Dynamics 365 Sales cases. Filter by case title, status, customer, priority, owner, case type, created date and case number, and cap how many records come back.
Read only.Nothing in BigCommerce Changes

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.

How Popdock AI secures your data

The outcome

Buyer, orders and CRM deals in one profile

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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.

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