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Prepare customer calls with Dynamics 365 Sales and TickTick
For sales teams who want an account's CRM context and related TickTick tasks in one view, just by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Call prep means checking the CRM and your task list separately
Preparing for a customer call means checking opportunities, cases and contacts in Dynamics 365 Sales, then searching TickTick for anything planned or recently done. It is easy to leave a source out.
Without PopdockAI
- Open the account's opportunities and cases
- Check its contacts
- Search TickTick for the customer name
- Forget the task you finished last week
With PopdockAI
- The account is found, stopping if the name is ambiguous
- Open opportunities, active cases and contacts are read
- Open and recently completed TickTick tasks that mention it are found
- Loose matches are flagged, 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 `{account-name}` from Dynamics 365 Sales and from the TickTick task list.
**Step 1: Find the account (Dynamics 365 Sales server)**
Call `dynamics-365-sales-get-accounts` with `account-name.contains` set to `{account-name}`. If more than one account matches, list them and stop. If none match, say so and stop.
**Step 2: Pull the CRM context (Dynamics 365 Sales server)**
Using the exact `account-name` from Step 1, call `dynamics-365-sales-get-opportunities` with `potential-customer` set to it and `status` Open, then `dynamics-365-sales-get-incidents` with `customer` set to it and `status` Active, then `dynamics-365-sales-get-contacts` with `parent-customer` set to it.
**Step 3: Pull the TickTick work (TickTick server)**
Call `ticktick-get-tasks` with `title.contains` set to the account name and `status` open. If `{lookback-days}` (default 30) is given or defaulted, also call `ticktick-get-completed-tasks` with `title.contains` set to the account name and `completed-time.from` set to that many days ago.
**Step 4: Report**
Sections: Account summary (industry, city, owner), Open opportunities, Open cases, Contacts, Open TickTick tasks, Recently completed TickTick tasks. Close with a one-line view of what needs attention.
**Rules & Guidelines:**
* `dynamics-365-sales-*` tools are on the Dynamics 365 Sales server; `ticktick-*` tools are on the TickTick server.
* Read-only. Do not call any create, update, add, complete or delete tool on either server.
**Validation:**
* TickTick is matched by name text only; say so and flag tasks whose title only loosely resembles the account.
* If a section is empty, print the heading with "None found".Who it's for
One answer, three teams that use it
Account executives
Prepare calls from one view
See deals, cases and contacts beside your planned and recent tasks for the customer.
Give me a customer 360 for Contoso from Dynamics 365 Sales with my TickTick tasks.
Customer success managers
Remember what you promised
Open and recently completed tasks that mention the account remind you of commitments made.
What do I have planned or recently done in TickTick for Fabrikam, alongside their open cases?
Sales managers
Check what needs attention on an account
A one line view of what needs attention gives you the priority quickly.
What needs attention on the Northwind Traders account across Dynamics 365 Sales and TickTick?
How it works
What PopdockAI does when you ask
You name the account and your AI assistant gathers its CRM context and related TickTick work. It only reads both systems.
01
Ask
You name the customer account.
02
Find
It locates the account in Dynamics 365 Sales and stops if the name is ambiguous.
03
Gather
It reads open opportunities, cases and contacts, then matching TickTick tasks.
04
Report
You get each section plus a one-line view of what needs attention.
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-incidents
microsoft-dynamics-365-sales-get-contacts
ticktick-get-tasks
ticktick-get-completed-tasks
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 view of the customer and your work for them
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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