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Microsoft Dynamics 365 Sales

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Dynamics 365 Sales renewal watch
Report

Never let a contract expire without a renewal in progress

For account teams who want ending contracts and entitlements in Dynamics 365 Sales matched to renewal opportunities, by asking their AI assistant.

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Dynamics 365 Sales renewal watch
Which Dynamics 365 Sales contracts end in the next 90 days with no renewal opportunity?
11 contracts and entitlements end in the next 90 days, and 4 customers have no renewal in progress. - First to end: Northwind Traders support contract on 28 October - At risk: Contoso has no renewal and 3 open cases - Nearly used up: Fabrikam entitlement has 2 of 40 cases left - Covered: 6 customers already have a renewal opportunity Want the full list sorted by end date?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-contracts
microsoft-dynamics-365-sales-get-entitlements
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-incidents

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

Contracts expire quietly with nobody talking to the customer

Contracts and entitlements expire quietly. Unless someone checks which are ending soon and whether a renewal opportunity is open, customers reach their end date with nobody talking to them, often with support cases unresolved.

Without PopdockAI

  • Filter contracts and entitlements by end date
  • Search for a renewal opportunity per customer
  • Count open cases by hand
  • Find out about the lapse after it happens

With PopdockAI

  • Contracts and entitlements ending soon or nearly used up are listed
  • Each customer is checked for an open renewal opportunity
  • Open cases that could risk the renewal are counted
  • Uncovered customers are listed to act on, and nothing is updated

The prompt

Use this prompt

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

Prompt
**Objective:** Find contracts and entitlements ending in the next `{days-ahead}` days (default 90), for customer `{customer}` (all if blank), and show which customers have no renewal in progress.

**Step 1: Contracts ending**

Call `dynamics-365-sales-get-contracts` with `contract-end-date.from` = today, `contract-end-date.to` = today plus the window, and `customer` if given. Skip contracts whose `status` is cancelled or expired.

**Step 2: Entitlements ending or used up**

Call `dynamics-365-sales-get-entitlements` with `end-date.from` = today, `end-date.to` = today plus the window, and `customer` if given. Separately call it with `remaining-terms.max` = 1 and the active status, since an entitlement that is nearly used up renews early.

**Step 3: Renewal in progress?**

For each distinct customer, call `dynamics-365-sales-get-opportunities` with `potential-customer` = the customer and `status` set to the open value. A customer is covered when it has an open opportunity closing before or near the end date. Also call `dynamics-365-sales-get-incidents` with `customer` = the customer and open status, since unresolved cases put a renewal at risk.

**Step 4: Report**

1. Counts: contracts ending, entitlements ending or used up, customers with no renewal opportunity.
2. By customer, soonest end date first: what is ending (name, end date, net or total price, remaining terms), the renewal opportunity if any (topic, stage, close date), open case count, and the owner.
3. The uncovered customers, as a list someone can act on today.

**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`.
* Filters on related records (customer, potential customer, regarding, opportunity, quote, order, invoice) match the record's display name exactly. If an exact match returns nothing, retry once with the matching `.contains` filter and say you did.

**Validation:**

* If nothing ends in the window, say so and state the filters used.
* If `{days-ahead}` is blank or invalid, use 90.

Who it's for

One answer, three teams that use it

Account managers

Start renewals before the end date

Uncovered customers are listed so you can open the conversation in time.

Which of my customers have contracts ending in the next 60 days with no renewal opportunity?

Customer success managers

Fix support issues before renewal

Open cases are counted per customer, showing which renewals are at risk.

Which renewals in the next 90 days have open cases in Dynamics 365 Sales?

Sales directors

See renewal coverage at a glance

Counts and a by customer view show how much renewal business is covered.

Give me a renewal watch for the next quarter from Dynamics 365 Sales.

How it works

What PopdockAI does when you ask

You set how far ahead to look and your AI assistant checks upcoming renewals in Dynamics 365 Sales. Opportunities are reported, never updated.

01

Ask

You set how far ahead to look, and optionally a customer.

Your AI tool

02

Read

It lists contracts and entitlements ending or nearly used up.

microsoft-dynamics-365-sales-get-contracts
microsoft-dynamics-365-sales-get-entitlements

03

Check

It looks for an open renewal opportunity and counts open cases per customer.

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

04

Report

You get a by-customer view and the uncovered customers to act on.

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-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-entitlements

Returns Dynamics 365 Sales entitlements. Filter by end date, start date, entitlement name, customer, remaining terms and 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-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.
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

Every renewal has an opportunity and an owner

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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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