Connectors

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Microsoft Dynamics 365 Sales

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Dynamics 365 Sales and Freshdesk customer 360
Report
Cross-Connector

Get a customer 360 across Dynamics 365 Sales and Freshdesk

For support teams who want a customer's CRM account and help desk history combined, by asking their AI assistant.

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Dynamics 365 Sales and Freshdesk customer 360
Build a customer 360 for Contoso Ltd from Dynamics 365 Sales and Freshdesk. Include tickets since 1 July.
Contoso Ltd is in both systems, and its contract ends soon while tickets are rising. - Dynamics: 2 open opportunities, 1 contract ending 2026-12-31, 3 open cases - Freshdesk: Gold tier, health score Amber, 11 tickets, 2 escalated - Key contacts: Priya Rao, Marcus Hale - Gap: 1 Dynamics case has no Freshdesk ticket Want the full breakdown by status?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-contracts
microsoft-dynamics-365-sales-get-incidents
freshdesk-get-companies
freshdesk-get-tickets
freshdesk-get-contacts

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

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The problem

A contract ends while tickets pile up, and nobody connects them

A full view of one customer means searching accounts, opportunities, contracts and cases in Dynamics 365 Sales, then tickets, companies and contacts in Freshdesk. Differences, like a contract ending beside a pile of open tickets, are easy to miss.

Without PopdockAI

  • Search the account, deals, contracts and cases in the CRM
  • Look up the company and tickets in Freshdesk
  • Compare renewal dates and ticket load by hand
  • Miss the warning signs between the two

With PopdockAI

  • The account, open opportunities, contracts and cases are read
  • The Freshdesk company, tickets, escalations and key contacts are added
  • Differences worth noting are pointed out
  • Gaps when a customer is in one system only are reported, 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.

Prompt
**Objective:** Build a single view of the customer named `{customer-name}` across Dynamics 365 Sales and Freshdesk, optionally limited to Freshdesk tickets created on or after `{tickets-since}` (default: all returned).

**Step 1: Dynamics 365 Sales side**

Call `dynamics-365-sales-get-accounts` with `account-name.contains` set to the name. If more than one account matches, list them (account-name, city, industry) and stop. Then, using the exact `account-name` as `potential-customer` or `customer`, call `dynamics-365-sales-get-opportunities`, `dynamics-365-sales-get-contracts` and `dynamics-365-sales-get-incidents`.

**Step 2: Freshdesk side**

Call `freshdesk-get-companies` with `name.contains` set to the account name. If found, call `freshdesk-get-tickets` with its `company-id` (add `created-at.from` when a start date was given), and `freshdesk-get-contacts` with the same `company-id`.

**Step 3: Report**

* Account: name, industry, annual revenue, owner, status
* Open opportunities: topic, stage, est-revenue, est-close-date
* Contracts: name, status, end date, service level
* Dynamics cases: count by status and priority
* Freshdesk: account-tier, health-score, renewal-date, ticket counts by status, escalated tickets, key contacts
* Differences worth noting: for example a contract ending soon alongside many open tickets, or Dynamics cases that have no Freshdesk counterpart

**Rules & Guidelines:**

* The Dynamics 365 Sales tools are on the Dynamics 365 Sales server; the Freshdesk tools are on the Freshdesk server.
* Read-only. Never call a create, update, add, delete or reply tool on either server.

**Validation:**

* If the customer is in one system and not the other, report that gap and still show the side you found.
* Names may differ in spelling or suffix (Inc, Ltd); say which match you accepted.

Who it's for

One answer, three teams that use it

Customer success managers

See renewal risk next to support load

Contract dates beside open tickets and escalations show which renewals need attention.

Build a customer 360 for Fabrikam from Dynamics 365 Sales and Freshdesk.

Support managers

Know the commercial context of a ticket

See open deals and contracts before you handle an escalation.

Give me a 360 view of Northwind Traders with Freshdesk tickets since September 1.

Account executives

Walk into renewals with support facts

Health score, ticket counts and key contacts are in one place before you talk money.

What does Contoso look like across Dynamics 365 Sales and Freshdesk before my renewal call?

How it works

What PopdockAI does when you ask

You name the customer and your AI assistant brings Dynamics 365 Sales and Freshdesk together in one report. It stops and lists accounts if the name is ambiguous, and changes nothing.

01

Ask

You name the customer and optionally a ticket start date.

Your AI tool

02

CRM

It finds the Dynamics 365 Sales account, opportunities, contracts and cases.

microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-contracts
microsoft-dynamics-365-sales-get-incidents

03

Help desk

It finds the Freshdesk company, tickets and contacts.

freshdesk-get-companies
freshdesk-get-tickets
freshdesk-get-contacts

04

Report

You get one view with gaps and differences called out.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-365-sales-get-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-contracts

Returns Dynamics 365 Sales contracts. Filter by net price, status, contract end date, customer, contract start date, contract name and contract ID, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-incidents

Returns Dynamics 365 Sales cases. Filter by case title, status, customer, priority, owner, case type, created date and case number, and cap how many records come back.
get-data

freshdesk-get-companies

Returns companies from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-tickets

Returns tickets from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-contacts

Returns contacts from Freshdesk, with filters on the fields that matter. Read-only.
Read only.Nothing in Microsoft Dynamics 365 Sales 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.

How Popdock AI secures your data

The outcome

One customer view across sales and support

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Related use cases

More ways to put this data to work

All Ramp use cases

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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