Write

Turn a prospect into a customer once, details carried across

For sales and finance teams who want a Dynamics GP prospect converted to a customer without retyping or duplicates, by asking their AI assistant.

Convert a Dynamics GP prospect to a customer

Convert the Dynamics GP prospect Northwind Traders to a customer with ID NORTHWIND01.

No customer uses the name Northwind Traders or the ID NORTHWIND01. - Customer ID: NORTHWIND01 - Address: 12 Harbour Road, Seattle, from the prospect - Contact: Dana Whitfield, from the prospect - Class: WHOLESALE, from the prospect Shall I create the customer and add a conversion note to the prospect?

Microsoft Dynamics GP

Sample figures. Your results come from your own account.

microsoft-dynamics-gp-get-rm-prospect

microsoft-dynamics-gp-get-rm-customer

microsoft-dynamics-gp-rm-customer-add

microsoft-dynamics-gp-rm-prospect-note

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

Converting a prospect means retyping everything

When a Dynamics GP prospect becomes a customer, someone retypes their details into a new customer card. It is easy to create the customer twice, reuse an ID that is taken, or lose track of which prospect was converted.

Without PopdockAI

Copy the prospect's name, address and contact by hand
Search for an existing customer with that name or ID
Create the customer card and hope nothing was mistyped
Forget to note which prospect was converted

With PopdockAI

The prospect is read and existing customers are checked by name and ID
Missing address, terms and salesperson are asked for
Every field and its source is shown before you confirm
The prospect gets a dated note and the customer is read back

The prompt

Use this prompt

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

Prompt

**Objective:** Turn prospect `{prospect-name}` into a customer with id `{customer-id}` (default the prospect id), carrying its details across, after the user confirms.

Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.

**Step 1: Prospect**

Call `dynamics-gp-get-rm-prospect` with `customer-name.contains` set to `{prospect-name}`; if nothing matches try `prospect-id`. If several match, list them and stop. Note name, contact, address, phone, class and price level.

**Step 2: Duplicate check**

Call `dynamics-gp-get-rm-customer` with `customer-name.contains` using the prospect's name, and by `customer-id` for the id to be used. Stop if the business already exists as a customer or the id is taken.

**Step 3: Confirm**

Ask for payment terms and salesperson if the user wants them set. Show the user exactly what will be written, field by field, and ask for explicit confirmation. Do nothing further without a clear yes. Show the new customer's fields and where each came from.

**Step 4: Write**

1. Call `dynamics-gp-rm-customer-add` once with `customer-id`, `customer-name`, `contact-person`, `address-1`, `city`, `state`, `zip-code`, `country`, `phone-1`, `customer-class` and any terms or salesperson confirmed.
2. Only if that succeeded, call `dynamics-gp-rm-prospect-note` once with `prospect-id`, `note` saying it was converted to customer `customer-id` today, `append-to-existing-note` true and `add-date-and-time` true.

Do not retry a failed write automatically. Report the error exactly as returned.

**Step 5: Verify**

Call `dynamics-gp-get-rm-customer` by `customer-id` and report the stored record. Tell the user the prospect record remains in Dynamics GP; no tool here removes it.

**Rules & Guidelines:**

* The only write tools this prompt may call are `dynamics-gp-rm-customer-add` and `dynamics-gp-rm-prospect-note`, once each, after Step 3.

**Validation:**

* If the prospect has no address, ask the user for one before confirming.

Who it's for

One answer, three teams that use it

Sales reps

Turn a won deal into a customer fast

Convert the prospect in one message and their details carry across, so the first order is not held up by setup.

Convert prospect Fabrikam Inc in Dynamics GP to a customer with ID FABRIKAM01, salesperson JLEE.

Sales administrators

Avoid duplicate customer records

Existing customers with the same name or ID stop the conversion, so the customer list stays clean.

Make Contoso Pharma a Dynamics GP customer from their prospect record, ID CONTOSO07, net 30 terms.

Credit controllers

Know where each customer came from

A dated note on the prospect records the conversion, so you can trace a new account back to its origin.

Convert the prospect Northwind Health to customer NWHEALTH01 in Dynamics GP and note the conversion.

How it works

What PopdockAI does when you ask

You name the prospect and the customer ID, and your AI assistant checks Dynamics GP for a clash before anything is written. The customer is created only after you confirm every field.

Ask

You name the prospect and the customer ID to use.

Your AI tool

Check

It reads the prospect and stops if a customer with that name or ID exists.

microsoft-dynamics-gp-get-rm-prospect

microsoft-dynamics-gp-get-rm-customer

Confirm

You see every field and where it came from, and approve.

No items found.

Create

It creates the customer, notes the prospect and reads the customer back.

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-prospect

Returns sales prospects from Dynamics GP Receivables/Sales, including name, contact, address, phone and customer class. Filter by prospect ID, state, customer name, zip, contact person, created date, customer class and city, 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.

run-action

microsoft-dynamics-gp-rm-customer-add

Adds a customer in Dynamics GP through eConnect; GP defaults any field not listed. Requires customer name and customer ID. Optional: country, state, contact person, customer class, address 1 and use customer class. Writes to the live Dynamics GP company database.

run-action

microsoft-dynamics-gp-rm-prospect-note

Adds or updates a prospect note in Dynamics GP through eConnect; GP defaults any field not listed. Requires prospect ID. Optional: append to existing note, note and add date and time. Writes to the live Dynamics GP company database.

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

Each prospect becomes one customer, with a clear record

Related use cases

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Ask your AI to add missing Dynamics GP customers to a Mailchimp audience and it proposes only people not in the audience at all, adding them as pending after you confirm.

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One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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