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Phone the overdue customers email cannot reach
For collections teams who want to know which overdue Business Central customers have a bouncing, unsubscribed or missing email, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Reminder emails fail and overdue balances sit another week
Collections often starts with an email, but some overdue Business Central customers have an address that bounces, an unsubscribe on file or no email at all. You find out only after the reminder fails, and the balance waits another week.
Without PopdockAI
- Pull overdue customers from Business Central
- Look up each email in Constant Contact
- Check bounce and unsubscribe reports by hand
- Learn about a dead address after the reminder fails
With PopdockAI
- Customers who owe money are listed, highest balance first
- Each email is checked for a missing contact, bounce or unsubscribe
- Problem customers come with phone and salesperson
- Hard bounces are marked for a call, 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:** Before chasing overdue balances by email, find Business Central customers with a balance due of at least `{min-balance-due}` (default 0.01) whose email address bounces, is unsubscribed, or is unknown in Constant Contact.
**Step 1: Overdue customers in Business Central**
Call `business-central-get-customer` with `balance-due.min` set to `{min-balance-due}` (or 0.01) and `blocked` set to false. Keep `customer-number`, `name`, `email`, `phone-number`, `balance-due` and `salesperson-code`. Sort by `balance-due`, highest first.
**Step 2: Check each email in Constant Contact**
For each customer with an email:
1. Call `constant-contact-get-contact` with `email-address` set to the customer's `email`. Keep `permission-to-send`.
2. Call `constant-contact-get-campaign-bounce` with `email-address`. Keep the most recent `bounce-type` and `created-date`.
3. Call `constant-contact-get-campaign-unsubscribe` with `email-address`. Keep the most recent `reason` and `created-date`.
**Step 3: Report**
A table of customers with a problem, highest balance due first: customer number, name, balance due, email, problem (Bounced, Unsubscribed, Not in Constant Contact, No email), detail (bounce type or reason and date), phone number, salesperson.
Then one line: how many overdue customers were checked and how many have a usable email.
An unsubscribe from marketing does not stop a transactional collections email, but say it so the user can decide. A hard bounce means the address needs correcting in Business Central; suggest phoning the customer.
**Rules & Guidelines:**
* `business-central-get-customer` is on the business-central server; `constant-contact-get-contact`, `constant-contact-get-campaign-bounce` and `constant-contact-get-campaign-unsubscribe` are on the constant-contact server.
* Read-only. Do NOT call `business-central-update-customer`, `constant-contact-update-contact` or any other create, update or add tool.
* Pass `company` to the Business Central tool only if the user names a company.
**Validation:**
* If no customer has a balance due at or above the threshold, say so and stop.
* If every overdue customer's email is fine, say so in one line.
* Compare emails ignoring case.Who it's for
One answer, three teams that use it
Collections specialists
Know who to phone instead of email
See which overdue customers will never get your reminder email, with the phone number to call instead.
Which overdue Business Central customers owing more than 5,000 have bounced or unsubscribed in Constant Contact?
Credit managers
Fix contact gaps before the reminder run
Count how many overdue customers have a usable email before you send a batch of reminders.
How many of our overdue Business Central customers have a working email in Constant Contact?
Account managers
Help collections reach your customers
See which of your overdue customers have email problems so you can pass on a better contact.
List overdue Business Central customers with no Constant Contact record, with their salesperson.
How it works
What PopdockAI does when you ask
You optionally set a minimum balance and your AI assistant checks every overdue customer's email in Constant Contact. You get the ones to phone instead, and neither system is changed.
01
Ask
You optionally set a minimum balance due.
02
Read
It lists active customers who owe money, highest balance first.
03
Check
Each email is checked in Constant Contact for a contact, bounce or unsubscribe.
04
Report
You get the customers with a problem and how many emails are usable.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Business Central and one secure connection to your AI tool. No code, no exports.
constant-contact-get-contact
constant-contact-get-campaign-bounce
constant-contact-get-campaign-unsubscribe
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
Chase overdue balances through a channel that works
Related use cases
More ways to put this data to work
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One prompt template with infinite possibilities.
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