Know a contact's deals, cases and email engagement before you call

**Objective:** Build a single profile of the person with email `{email}` from Dynamics 365 Sales and Constant Contact, covering the last `{lookback-days}` days of email activity (default 90). This is read-only.

**Step 1: Find them in Dynamics 365 Sales**

Call `dynamics-365-sales-get-contacts` with `email` set to `{email}`. If that returns nothing, call `dynamics-365-sales-get-leads` with `email`. If both are empty, note "not in Dynamics 365 Sales" and go to Step 3.

**Step 2: Their account in Dynamics 365 Sales**

If they are a contact with a parent-customer, call:

* `dynamics-365-sales-get-opportunities` with `potential-customer` set to the parent-customer, for open opportunities (topic, sales-stage, est-revenue, est-close-date, owner)
* `dynamics-365-sales-get-incidents` with `customer` set to the parent-customer, for open cases (case-number, case-title, priority, status)

If they are a lead, report the lead's status, rating, lead-source and owner instead.

**Step 3: Find them in Constant Contact**

Call `constant-contact-get-contact` with `email-address` set to `{email}`. If nothing comes back, note "not in Constant Contact" and go to Step 4.

With the `contact-id` from that result:

* `constant-contact-get-contact-list-member` with `contact-id`, for their lists
* `constant-contact-get-contact-activity` with `contact-id` and `created-date.from` set to today minus `{lookback-days}` days
* `constant-contact-get-campaign-unsubscribe` and `constant-contact-get-campaign-bounce` with `contact-id`, with no date limit
* `constant-contact-get-contact-note` with `contact-id`

**Step 4: Report**

* **Who:** name, job title, company, phone, and where each value came from. If the two systems disagree on any of them, show both.
* **In Dynamics 365 Sales:** contact or lead, owner, open opportunities with total est-revenue, open cases.
* **In Constant Contact:** permission-to-send, lists, tags, activity in the period grouped by activity-type with dates, any bounce or unsubscribe with its date and reason, and notes.
* **Watch-outs:** for example, unsubscribed but with an open opportunity, or bouncing but still the account's primary contact.

**Rules & Guidelines:**

* dynamics-365-sales tools are on the dynamics-365-sales server; constant-contact tools are on the constant-contact server.
* Read-only. Do NOT call `constant-contact-add-contact-note`, `constant-contact-update-contact`, `dynamics-365-sales-create-note`, `dynamics-365-sales-update-contact` or any other create, update or add tool.

**Validation:**

* If `{email}` is in neither system, say so and stop.
* If more than one Dynamics contact has this email, list them, report it as a duplicate, and use the first only for Step 2, saying so.