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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.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
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.
**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.
02
CRM
It finds the Dynamics 365 Sales account, opportunities, contracts and cases.
03
Help desk
It finds the Freshdesk company, tickets and contacts.
04
Report
You get one view with gaps and differences called out.
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.
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
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
One customer view across sales and support
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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