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Capture new Dynamics 365 Sales leads once, with a follow-up booked
For sales teams who want a new lead entered without duplicating a known contact, just by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
New leads turn out to be existing customers
Adding a lead without checking first creates duplicates, or treats an existing customer as a new prospect. Searching leads, contacts and accounts is the step people skip, and the first follow up never gets scheduled either.
Without PopdockAI
- Search leads, contacts and accounts separately
- Skip the search when busy
- Create a lead for an existing contact
- Forget to book the first follow up
With PopdockAI
- Leads, contacts and accounts are searched by email or name
- A matching lead or contact stops it
- A company match is asked about before going ahead
- After you confirm, the lead and a next day task are created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Capture `{lead-name}` from `{company-name}` (email `{email}`) as a new lead about `{topic}`, without creating a duplicate, and schedule the first follow-up.
**Step 1: Duplicate check**
* If `{email}` is given, call `dynamics-365-sales-get-leads` with `email` = it and `dynamics-365-sales-get-contacts` with `email` = it.
* Otherwise call `dynamics-365-sales-get-leads` with `name` = `{lead-name}`, and `dynamics-365-sales-get-contacts` with `full-name` = `{lead-name}`.
* If `{company-name}` is given, call `dynamics-365-sales-get-accounts` with `account-name` = it.
Then decide:
* An open lead matches: show it and stop. Do not create another.
* A contact matches: the person is already known. Show the contact and its parent customer, and stop.
* Only the account matches: the company is an existing customer. Say so and ask whether to create the lead anyway (the account owner should be told).
**Step 2: Confirm**
Show the lead that will be created (first name, last name, company, email, topic, and any source, rating, phone or job title the user gave) and ask for one confirmation.
**Step 3: Create**
1. `dynamics-365-sales-create-lead` with `topic`, `last-name`, `first-name`, `company-name`, `email` and any other details given. Keep the returned `id`.
2. `dynamics-365-sales-create-task` with `subject` = "First contact: " plus the lead's name, `regarding-id` = the new lead's `id`, and `due-date` = the next working day.
**Step 4: Report**
The new lead's id and the follow-up task's id and due date.
**Rules & Guidelines:**
* The only write tools this prompt may call are `dynamics-365-sales-create-lead` and `dynamics-365-sales-create-task`, each once, after the confirmation.
* Split `{lead-name}` into first and last name at the last space; a single word is the last name.
* If `dynamics-365-sales-create-lead` fails, do not create the task.
**Validation:**
* If `{lead-name}` or `{topic}` is blank, ask for it and stop.Who it's for
One answer, three teams that use it
SDRs
Log leads straight from a conversation
Add a lead in one message with the first contact task already scheduled.
Add Tom Reyes from Fabrikam as a lead, tom.reyes@fabrikam.com, interested in handheld printers.
Sales reps
Never prospect an existing customer
Matches on contacts and accounts stop you treating a customer as a cold lead.
Create a lead for Priya Shah at Contoso, priya@contoso.com, about fleet tracking, unless she is already in Dynamics 365 Sales.
Marketing coordinators
Hand event leads to sales cleanly
Leads from events go in once, with a task for sales the next working day.
Add Sam Patel of Northwind Traders, sam@northwindtraders.com, as a lead from the trade show and book a follow up.
How it works
What PopdockAI does when you ask
You give the person's details and your AI assistant checks Dynamics 365 Sales for a match first. Nothing is created until you confirm, and the task is skipped if the lead fails.
01
Ask
You give the person's name, company, topic and email.
02
Check
It searches leads, contacts and accounts for a match by email or name.
03
Confirm
You see the lead it will create and approve it.
04
Create
It creates the lead and a first contact task due the next working day.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-create-lead
microsoft-dynamics-365-sales-create-task
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
New leads entered once, follow up booked
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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