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Microsoft Dynamics 365 Sales

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Dynamics 365 Sales customer 360 with TickTick work
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Cross-Connector

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.

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Dynamics 365 Sales customer 360 with TickTick work
Give me a customer 360 for Northwind Traders from Dynamics 365 Sales, including any TickTick tasks.
Northwind Traders has 2 open opportunities, 1 active case and 3 open TickTick tasks. - Opportunities: Renewal 2027 (18,000 USD), Add-on licences (6,500 USD) - Case: Login errors, active, high priority - Contacts: Dana Whitfield, Sam Patel, 1 more - TickTick: Send renewal quote (overdue), Book onboarding call, 1 loose name match flagged Want the recently completed tasks too?
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-incidents
microsoft-dynamics-365-sales-get-contacts
ticktick-get-tasks
ticktick-get-completed-tasks

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

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.

Prompt
**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.

Your AI tool

02

Find

It locates the account in Dynamics 365 Sales and stops if the name is ambiguous.

microsoft-dynamics-365-sales-get-accounts

03

Gather

It reads open opportunities, cases and contacts, then matching TickTick tasks.

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

04

Report

You get each section plus a one-line view of what needs attention.

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-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

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
get-data

ticktick-get-completed-tasks

Returns completed TickTick tasks with their completion time and project. Filter by project and completion date range.
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 view of the customer and your work for them

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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