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Microsoft Dynamics 365 Sales

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Dynamics 365 Sales pipeline review
Report

Find the deals most likely to slip this week

For sales reps and managers who want a weekly pipeline review in Dynamics 365 Sales that flags risky deals, by asking their AI assistant.

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Dynamics 365 Sales pipeline review
Review my Dynamics 365 Sales pipeline for the next 90 days. What is at risk?
You have 23 open deals worth 1.2 million, 640,000 weighted, and 6 are at risk. - Overdue: Fabrikam renewal, close date passed 9 days ago - Untouched: Contoso ERP upgrade, no activity in 27 days - Mis-staged: 2 deals at Propose with 10 percent probability - No revenue: 1 deal has no estimated revenue This week: update the Fabrikam close date, call Contoso, and fix the 2 probabilities.
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-systemusers
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-activitypointers

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

Risky deals hide in plain sight in a long pipeline

A weekly pipeline review means scanning open deals for close dates already passed, deals nobody has touched in weeks and probabilities that do not match the stage. With dozens of deals, the risky ones hide in plain sight.

Without PopdockAI

  • Filter open deals by close date
  • Check activity history deal by deal
  • Compare probability with stage by eye
  • Spend the week on the wrong deals

With PopdockAI

  • Open deals are read, including past close dates
  • Recent activity is checked on the ten largest
  • Overdue, untouched, mis staged and no revenue deals are flagged
  • Three actions naming specific deals, and nothing is edited

The prompt

Use this prompt

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

Prompt
**Objective:** Review the open sales pipeline for `{owner}` (everyone if blank) with an estimated close date in the next `{close-within-days}` days (default 90), find the deals at risk, and recommend where to spend time this week.

**Step 1: Resolve the owner**

If `{owner}` is given, call `dynamics-365-sales-get-systemusers` with `full-name.contains` to confirm the exact full name. If it matches more than one user, list them and stop. If it matches a disabled user, say so.

**Step 2: Pull the pipeline**

Call `dynamics-365-sales-get-opportunities` with `status` set to the open value, `owner` (if given), and `est-close-date.to` = today plus the window. Do not set `est-close-date.from`: deals whose close date has already passed while still open are the first thing to flag. Set `max-records` to 200.

**Step 3: Check recent activity on the biggest deals**

For the 10 open deals with the highest `est-revenue`, call `dynamics-365-sales-get-activitypointers` with `regarding` = the opportunity's topic and look at the most recent `created-on` and any open activity with a `due-date` in the past.

**Step 4: Flag risk**

Mark a deal at risk when any of these is true:

* its `est-close-date` is in the past and it is still open
* it has no activity in the last 21 days
* `probability` is 70 or more but `sales-stage` is still an early stage, or `probability` is 20 or less on a deal closing within 30 days
* `est-revenue` is blank or 0

**Step 5: Report**

1. Totals: count of open deals, sum of `est-revenue`, and probability-weighted revenue (sum of `est-revenue` x `probability` / 100).
2. A table grouped by `sales-stage`: count and revenue.
3. At-risk deals, highest revenue first: topic, potential customer, owner, est. revenue, est. close date, probability, and the reason(s) it is at risk.
4. Three recommended actions, each naming a specific deal.

**Rules & Guidelines:**

* This prompt is read-only. Do NOT call any create or update tool: `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-opportunity`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-phone-call`, `dynamics-365-sales-update-account`, `dynamics-365-sales-update-contact`, `dynamics-365-sales-update-lead`, `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-update-case`.
* Status, stage, priority, rating and type filters take the values listed in each tool's input schema. Pick from that list; never guess a label.
* Treat an owner filter that returns nothing as a likely name mismatch, not an empty pipeline; say so.

**Validation:**

* If no open opportunities are found, say so and state the filters used.
* If `{close-within-days}` is not a positive whole number, use 90 and say so.

Who it's for

One answer, three teams that use it

Sales managers

Run a sharper weekly review

At risk deals and a stage breakdown give the review a clear agenda.

Review the team pipeline in Dynamics 365 Sales for deals closing this quarter. What is at risk?

Account executives

Clean up your own pipeline

Your overdue and untouched deals are listed with three actions to take.

What in my Dynamics 365 Sales pipeline for the next 60 days needs attention?

Revenue operations

Find probability and stage mismatches

Deals whose probability contradicts the stage are flagged for correction.

Which open opportunities in Dynamics 365 Sales have a probability that does not match the stage?

How it works

What PopdockAI does when you ask

You optionally name an owner and a close window and your AI assistant reviews the pipeline in Dynamics 365 Sales. You get the at risk deals and three actions, and nothing is edited.

01

Ask

You optionally name an owner and a close window.

Your AI tool

02

Read

It reads open opportunities, including those whose close date has passed.

microsoft-dynamics-365-sales-get-systemusers
microsoft-dynamics-365-sales-get-opportunities

03

Flag

It checks activity on the largest deals and flags overdue, stale or mis-staged ones.

microsoft-dynamics-365-sales-get-activitypointers

04

Report

You get totals, at-risk deals and three actions for the week.

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-systemusers

Returns Dynamics 365 Sales users. Filter by business unit, full name, job title, access mode, user name, primary email and disabled status, 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-activitypointers

Returns Dynamics 365 Sales activities. Filter by activity type, owner, due date, subject, regarding record, priority and activity status, and cap how many records come back.
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

Focus the week on the deals most likely to slip

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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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