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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.
On this page
Connector
Connect BigCommerce, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It finds the BigCommerce customer and reads their recent orders.
03
Match
It finds the Dynamics 365 Sales contact by email, or the account by company name.
04
Report
It shows orders, the matched record, open opportunities and open cases.
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.
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
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
Buyer, orders and CRM deals in one profile
Related use cases
More ways to put this data to work
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.

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