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Check a Dynamics 365 Sales quote against BigCommerce stock
For sales reps who want quoted products checked for stock, visibility and price in BigCommerce by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
A quote goes out for an item hidden or short in the store
Before sending a quote, a rep checks each item in the store admin for stock and price. It is slow and gets skipped under pressure, and the quote goes out for something hidden, short or not in the store.
Without PopdockAI
- Open the store admin for every quoted item
- Search by SKU, then by name
- Check stock, visibility and price by hand
- Skip it when the customer is waiting
With PopdockAI
- The quote's product lines are read
- Each product is found in BigCommerce by SKU, then name
- Each line gets OK, Short on stock, Not visible or Not in store
- Name only matches are marked weaker, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Dynamics 365 quote `{quote-name}`, check each quoted product against the BigCommerce catalog for availability, price and stock.
**Step 1: Read the quote**
Call `dynamics-365-sales-get-quotes` (Dynamics 365 server) with `name` set to `{quote-name}`. If more than one matches, list them and stop. Then call `dynamics-365-sales-get-quotedetails` with `quote` set to the quote name to get product names, product numbers and quantities.
**Step 2: Check each product in BigCommerce**
For each line, call `bigcommerce-get-product` (BigCommerce server) with `sku` set to the line product number. If nothing matches, retry with `name.contains` set to the product name. Record visibility, availability, inventory level and price.
**Step 3: Report**
Table: product, quoted quantity, quoted unit amount, BigCommerce SKU, visible, inventory level, store price, and a status of OK, Short on stock (quantity above inventory), Not visible, or Not in store.
**Rules & Guidelines:**
* The Dynamics 365 Sales tools (names beginning dynamics-365-sales-) are on the Dynamics 365 Sales server; `bigcommerce-get-product` is on the BigCommerce server.
* Read only. Do not call `dynamics-365-sales-update-opportunity`, `bigcommerce-product-update` or any write tool.
**Validation:**
* If the quote has no lines, stop and say so.
* If the match was by name rather than SKU, mark it as a weaker match.Who it's for
One answer, three teams that use it
Sales reps
Check stock without the store admin
See stock, visibility and price for every quoted item in one reply.
Check the Contoso shelving quote in Dynamics 365 Sales against BigCommerce stock.
Inside sales
Avoid quoting hidden products
Products that are not visible or not in the store are flagged before the customer sees them.
Are any items on the Fabrikam starter kit quote hidden or missing in BigCommerce?
Ecommerce managers
See where store and CRM disagree
Store prices beside quoted lines show where the catalog needs attention.
Compare the Northwind racking proposal quote with BigCommerce prices and inventory.
How it works
What PopdockAI does when you ask
You give the quote name and your AI assistant checks every line against BigCommerce. It stops if the name is ambiguous or the quote has no lines, and it only reads.
01
Ask
You give the quote name.
02
Read
It reads the Dynamics 365 Sales quote and its product lines.
03
Check
It looks up each product in BigCommerce by SKU, then by name.
04
Report
It shows each line with a status of OK, Short on stock, Not visible or Not in store.
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-quotes
microsoft-dynamics-365-sales-get-quotedetails
bigcommerce-get-product
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
Every quoted item checked before you send
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