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Microsoft Dynamics 365 Sales

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Capture a new Dynamics 365 Sales lead
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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.

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Capture a new Dynamics 365 Sales lead
Add Dana Whitfield from Northwind Traders as a lead in Dynamics 365 Sales, email dana@northwindtraders.com, interested in warehouse scanners.
No lead or contact matches Dana Whitfield or that email, and Northwind Traders is not an account yet. - Lead: Dana Whitfield, Northwind Traders - Topic: Warehouse scanners - Follow-up: First contact task due tomorrow Shall I create the lead and the task?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Check

It searches leads, contacts and accounts for a match by email or name.

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

03

Confirm

You see the lead it will create and approve it.

No items found.

04

Create

It creates the lead and a first contact task due the next working day.

Your AI tool

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.

get-data

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
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.
run-action

microsoft-dynamics-365-sales-create-lead

Creates a sales lead in Dynamics 365 Sales. Takes the topic and last name, plus optional company name, email, lead source, business phone, first name, job title and rating.
run-action

microsoft-dynamics-365-sales-create-task

Creates a task (a to-do activity) in Dynamics 365 Sales, optionally about a record. Takes the subject, plus optional priority, due date, description and regarding record.
Read only.Nothing in Microsoft Dynamics 365 Sales 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

New leads entered once, follow up booked

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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.

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