Report

Cross-Connector

Know which overdue customers need a phone call, not an email

For collections teams who want overdue Dynamics GP customers checked for email reachability in Constant Contact, by asking their AI assistant.

Check whether overdue Dynamics GP customers are reachable in Constant Contact

Which of our overdue Dynamics GP customers over 1,000 can we actually reach by email?

22 customers owe more than 1,000 overdue, and 6 cannot be reached by email. - Largest unreachable: Contoso, 18,400 overdue, address bouncing, call Jordan Lee - Unsubscribed: 2 customers, though invoices can still be sent - No email in Dynamics GP: 3 customers - Total owed by unreachable customers: 41,250 Want the full list with phone numbers?

Microsoft Dynamics GP

Sample figures. Your results come from your own account.

microsoft-dynamics-gp-get-rm-trx

microsoft-dynamics-gp-get-rm-customer

constant-contact-get-contact

constant-contact-get-contact-activity

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Run it on your own Microsoft Dynamics GP data.

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

The problem

Collections emails that never reach the customer

Before collections emails go out, someone should check that overdue Dynamics GP customers can receive them. Bounced addresses, unsubscribes and missing emails mean reminders that go nowhere while the debt ages.

Without PopdockAI

Run an aged receivables report in Dynamics GP
Look up each overdue customer's email
Search Constant Contact for bounces and unsubscribes
Send reminders that never arrive

With PopdockAI

Past-due receivables are totalled per customer from open documents
Every email on file is checked in Constant Contact
Each customer is marked reachable, unsubscribed, bouncing or missing
The total owed by unreachable customers is shown, with nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** Find Dynamics GP customers with overdue receivables of at least `{min-overdue}` (default 0) and check whether their email address still works in Constant Contact, so collections knows who needs a phone call instead. Use GP company `{company}` (empty means the default company).

**Step 1: Find overdue receivables in Dynamics GP**

Call `dynamics-gp-get-rm-trx` with company `{company}` and document-date.to set to today, max-records 500. Keep documents that are not voided, whose due-date is before today and whose current-transaction-amount is greater than zero. Total the current-transaction-amount per customer-id and keep customers whose total is at least `{min-overdue}`.

**Step 2: Load the customers in Dynamics GP**

For each customer-id from Step 1, call `dynamics-gp-get-rm-customer` with that customer-id to get customer-name, contact-person, phone-1 and main-email-address.

**Step 3: Check each email in Constant Contact**

Split main-email-address on semicolons and commas and trim. For each address call `constant-contact-get-contact` with email-address set to it. For a matched contact-id, call `constant-contact-get-contact-activity` with activity-type bounces and created-date.from 180 days ago.

**Step 4: Report**

One table sorted by overdue amount, highest first: customer-id, customer-name, overdue amount, oldest due-date, contact-person, phone-1, email, and a reachability column with one of:

* **Reachable:** contact found, not unsubscribed, no recent bounces
* **Unsubscribed:** permission-to-send is unsubscribed
* **Bouncing:** a bounce in the last 180 days
* **Not in Constant Contact:** no contact matches the email
* **No email in GP:** main-email-address is empty

End with the total overdue amount for customers that are not Reachable.

**Rules & Guidelines:**

* Tools whose names start with dynamics-gp are on the dynamics-gp server; tools whose names start with constant-contact are on the constant-contact server.
* Being unsubscribed from marketing email does not mean a customer cannot be sent an invoice; say so once in the report.
* This prompt is read-only. Do NOT call `constant-contact-update-contact`, `constant-contact-add-contact`, `dynamics-gp-rm-customer-note`, `dynamics-gp-rm-customer-update` or any other write tool on either server.

**Validation:**

* If the receivables read was capped at 500, say the list may be incomplete.
* If no overdue receivables are found, say so and stop.

Who it's for

One answer, three teams that use it

Collections specialists

Call the customers email will not reach

Customers you cannot reach by email are listed with contact person and phone, sorted by what they owe.

Which overdue Dynamics GP customers have bouncing or missing emails? Give me their phone numbers.

Credit managers

See how much is owed by unreachable customers

A total for customers you cannot email shows how much of the overdue book depends on a phone call.

How much do our overdue Dynamics GP customers owe that we cannot reach by email?

Finance controllers

Fix contact data before the next dunning run

Customers with no email in GP or not in Constant Contact are listed, so contact records are fixed before reminders go out.

Check our Dynamics GP customers over 5,000 overdue against Constant Contact and tell me who has no usable email.

How it works

What PopdockAI does when you ask

You optionally set a minimum overdue amount, and your AI assistant checks each overdue Dynamics GP customer's email in Constant Contact. It reports who can be reached and changes nothing.

Ask

You optionally set a minimum overdue amount.

Your AI tool

Total

It totals each customer's past-due receivables in Dynamics GP.

microsoft-dynamics-gp-get-rm-trx

microsoft-dynamics-gp-get-rm-customer

Check

It checks every email on file in Constant Contact.

constant-contact-get-contact

constant-contact-get-contact-activity

Report

You get customers by overdue amount with reachability, phone and contact.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-gp-get-rm-trx

Returns receivables transactions such as invoices, payments and credit memos from Dynamics GP Receivables Management, including customer, dates, amounts and outstanding balances. Filter by customer ID, document type, customer name, document date, document amount, document number, batch number and void status, and pick the company and the maximum number of records.

get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.

get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.

get-data

constant-contact-get-contact-activity

Returns a Constant Contact contact's email activity timeline, such as opens, clicks and bounces. Filter by contact, email address, campaign activity, activity type and date.

Read only.Nothing in Microsoft Dynamics GP 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.

The outcome

Know who needs a phone call instead of an email

Related use cases

More ways to put this data to work

Add Dynamics GP item buyers to a Constant Contact list

Ask your AI to add an item's buyers to a Constant Contact list and it totals each customer's purchases in Dynamics GP, checks them in Constant Contact and adds the missing ones after you confirm.

Learn More

Add missing Dynamics GP customers to a Constant Contact list

Ask your AI to add missing Dynamics GP customers to a Constant Contact list and it checks every email, then creates only the missing contacts after you confirm.

Learn More

Reconcile Dynamics GP customers with Constant Contact contacts

Ask your AI to reconcile Dynamics GP customers with Constant Contact and it lists customers without email, not in Constant Contact, unsubscribed, or with details that differ.

Learn More

Dynamics GP customer engagement with a Constant Contact campaign

Ask your AI which customers engaged with a campaign and it matches Constant Contact recipients to Dynamics GP accounts and checks for orders placed after the send.

Learn More

Place a Dynamics GP customer on credit hold

Ask your AI to put a Dynamics GP customer on credit hold and it shows aged overdue balances, the credit limit and affected orders, then sets the hold and a note after you confirm.

Learn More

One prompt template with infinite possibilities.

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