See a Dynamics GP customer's account and email engagement together

**Objective:** Build one profile of Dynamics GP customer `{customer-id}` that puts their account position next to their Constant Contact email engagement over the last `{lookback-days}` days (default 90). Use GP company `{company}`; if it is empty, use the default company.

**Step 1: Load the customer from Dynamics GP**

Call `dynamics-gp-get-rm-customer` with customer-id `{customer-id}` and company `{company}`. If nothing comes back, call it again with customer-name.contains `{customer-id}`. If that returns more than one customer, list them (customer-id, customer-name, city) and stop. Keep customer-name, contact-person, main-email-address, customer-balance, credit-limit-amount, hold and inactive.

**Step 2: Recent account activity in Dynamics GP**

Call `dynamics-gp-get-rm-trx` with customer-id and document-date.from set to the start of the lookback window. Total the current-transaction-amount of documents whose due-date has passed. Call `dynamics-gp-get-rm-sales-trx` with customer-id and the same document-date.from to get recent quotes, orders and invoices.

**Step 3: Carry the email across to Constant Contact**

main-email-address in GP can hold several addresses separated by semicolons or commas. Split it, trim each address and compare case-insensitively. For each address, call `constant-contact-get-contact` with email-address set to it. If no address matches a contact, call `constant-contact-get-contact` with company-name.contains set to the GP customer-name, and only accept a contact whose last name or email clearly belongs to the GP contact-person. If there is still no match, report the customer as present in Dynamics GP and absent from Constant Contact, finish the report with the GP data only, and stop.

**Step 4: Engagement in Constant Contact**

For the matched contact-id call `constant-contact-get-contact-activity` with created-date.from set to the start of the lookback window, and `constant-contact-get-contact-list-member` with the contact-id to get the lists they belong to. Read their tags from the tags column of the contact from Step 3. Count opens, clicks and bounces by campaign-activity-name.

**Step 5: Report**

* **Customer:** customer-id, customer-name, contact-person, hold, inactive
* **Account (Dynamics GP):** customer-balance, credit-limit-amount, overdue amount, number and total of sales documents in the window
* **Email (Constant Contact):** matched email, permission-to-send, lists, tags
* **Engagement:** opens, clicks and bounces in the window, and the last campaign they opened
* **Notes:** anything worth acting on, such as an unsubscribed contact on a customer with an overdue balance

**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.
* This prompt is read-only. Do NOT call `constant-contact-update-contact`, `constant-contact-add-contact`, `constant-contact-add-contact-note`, `dynamics-gp-rm-customer-update`, `dynamics-gp-rm-customer-note`, `dynamics-gp-rm-customer-address-email` or any other dynamics-gp tool that is not a get tool.

**Validation:**

* If the GP customer has no main-email-address, say so and use only the company-name fallback in Step 3.
* If two Constant Contact contacts match, report both and say which one you used and why.
* If a tool returns an error because its server is not connected, say which server is missing rather than reporting no data.