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Microsoft Dynamics 365 Sales

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Check Dynamics 365 Sales cases against Chorus conversations
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Cross-Connector

Know which open cases a customer already raised on a call

For account managers who want open Dynamics 365 Sales cases checked against recent Chorus calls and emails before their next customer conversation.

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Check Dynamics 365 Sales cases against Chorus conversations
Before my call with Fabrikam, which of their open cases came up in Chorus in the last 30 days?
Fabrikam has 4 open cases, and 2 came up in recent conversations. - CAS-1042 Scanner firmware: discussed on 2 October, matched on scanner firmware - CAS-1057 Invoice portal access: discussed on 25 September - 2 cases not discussed, including one past its resolve-by date - Possible unlogged issue: delivery delays raised on a 4 October call Want me to list the matched words for each case?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-incidents
chorus-get-engagements
chorus-get-emails

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

Walking into a call without knowing which issues were raised

Account managers often join a customer call without knowing which cases are still open, or whether those problems were already discussed with someone else. Checking means reading the case list, then searching call notes and emails for each issue.

Without PopdockAI

  • Read the open case list
  • Search call recordings for each issue
  • Search emails for case numbers
  • Miss an issue raised on a call with no case

With PopdockAI

  • Open cases are listed with priority, age and resolve by date
  • Chorus calls and emails are searched for each case
  • Each case is marked discussed on a date or not
  • Issues with no case are listed, 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:** For the customer `{account-name}`, list the open Dynamics 365 Sales cases and show, for each, whether it came up in a Chorus conversation in the last `{lookback-days}` days (default 30), so account managers go into their next call knowing the service picture.

**Step 1: Open cases (Dynamics 365 Sales)**

Call `dynamics-365-sales-get-incidents` with `customer` = `{account-name}` (retry with `customer.contains`) and `status` = active. Keep `case-number`, `case-title`, `priority`, `case-type`, `created-on`, `resolve-by` and `owner`. If there are none, say the customer has no open cases and stop.

**Step 2: Recent conversations (Chorus)**

Call `chorus-get-engagements` with `account-name` = `{account-name}` (retry with `account-name.contains`) and `date.from` = today minus `{lookback-days}` days. Call `chorus-get-emails` with `account-name.contains` and `sent-time.from` for the same window.

**Step 3: Match**

For each case, look in the conversations' `subject` and `meeting-summary`, and in the email names, for the case number, the product, or the key words of the case title. Record which conversations mention it.

**Step 4: Report**

* A table of open cases: case number, title, priority, age in days, resolve-by, and "discussed on <date>" or "not discussed".
* Issues raised in the conversations that match no open case, listed separately, as possible cases not yet logged.

**Rules & Guidelines:**

* `dynamics-365-sales-get-incidents` is on the Dynamics 365 Sales server. `chorus-get-engagements` and `chorus-get-emails` are on the Chorus server.
* This prompt is read-only. Do not call `dynamics-365-sales-create-case`, `dynamics-365-sales-update-case`, `dynamics-365-sales-create-note` or any Chorus action tool. If the user wants an unlogged issue opened, tell them to use the `open-support-case` prompt on the Dynamics 365 Sales server.
* Quote no more than a sentence from any summary.

**Validation:**

* A word match is a lead, not proof: say which words matched.
* If Chorus holds nothing for the account, still list the cases and say no conversations were found under the name searched.

Who it's for

One answer, three teams that use it

Account managers

Prepare for calls with case context

Know which issues the customer already raised before you join the call.

Which open Dynamics 365 Sales cases for Contoso were discussed in Chorus in the last 60 days?

Support managers

Find issues that never became cases

Problems raised on calls that match no open case are listed for logging.

What issues did Northwind Traders raise on Chorus calls this month that have no case in Dynamics 365 Sales?

Customer success managers

See which cases need a follow up

Cases not discussed recently stand out, so you can raise them proactively.

List Fabrikam's open cases and mark which ones have not come up in Chorus in 30 days.

How it works

What PopdockAI does when you ask

You name the customer and how far back to look, and your AI assistant checks open cases against Chorus. It says which words matched, since a word match is a lead and not proof.

01

Ask

You name the customer and how far back to look.

Your AI tool

02

Read

It lists open cases with priority, age and resolve-by date.

microsoft-dynamics-365-sales-get-incidents

03

Match

It searches Chorus calls and emails for each case number, product or title words.

chorus-get-engagements
chorus-get-emails

04

Report

You see each case marked discussed or not, plus issues with no case yet.

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-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.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
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

Know every open case and which ones came up

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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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