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Start one-to-ones from facts, not memory
For sales managers who want a rep's calls, emails, meetings and deal movement from Dynamics 365 Sales summarized, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Pulling a rep's week together takes longer than the one to one
Summarising a rep's week means counting calls, emails, meetings and tasks, then checking which deals moved and which closing deals got no attention. Pulling that from several views, one rep at a time, takes longer than the conversation.
Without PopdockAI
- Count calls, emails, meetings and tasks per view
- Check deals won, lost and new leads
- Find closing deals with no activity
- Go into the one to one from memory
With PopdockAI
- The rep is confirmed, stopping if not found or disabled
- Activities, deals won and lost and new leads are counted
- Closing deals with no recent activity and overdue tasks are listed
- Facts only, no grading, 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:** Write an activity report for `{rep-name}` covering the last `{lookback-days}` days (default 7).
**Step 1: Identify the rep**
Call `dynamics-365-sales-get-systemusers` with `full-name.contains` = `{rep-name}`. If more than one matches, list them and stop. Use the exact full name as the `owner` value below.
**Step 2: Activity**
With `owner` = the full name and the lookback window, call:
* `dynamics-365-sales-get-phonecalls` (`due.from`): calls made and received, by `direction`, and how many left voicemail
* `dynamics-365-sales-get-emails` (`date-sent.from`): emails sent and received, by `direction`, with open counts
* `dynamics-365-sales-get-appointments` (`start-time.from`): meetings held, and meetings scheduled in the next 7 days
* `dynamics-365-sales-get-tasks` (`due-date.from`): tasks completed and tasks still open past due
**Step 3: Deal movement**
Call `dynamics-365-sales-get-opportunities` with `owner` = the full name. Report opportunities won or lost in the window (by `actual-close-date`), and open opportunities whose `est-close-date` falls in the next 30 days. Call `dynamics-365-sales-get-leads` with `owner` and `created-on.from` for new leads.
**Step 4: Report**
1. Headline numbers: calls, emails, meetings, tasks completed, deals won (count and `actual-revenue`), deals lost, new leads.
2. Which customers got the most attention (by regarding record).
3. Open deals closing in the next 30 days with no activity in the window.
4. Overdue tasks.
**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`.
* Report facts only; do not grade the salesperson.
**Validation:**
* If the rep is not found, or is disabled, say so and stop.
* If `{lookback-days}` is blank or invalid, use 7.Who it's for
One answer, three teams that use it
Sales managers
Prepare one to ones in seconds
Activity counts and deal movement give you the facts before the meeting.
What did Priya Shah do in Dynamics 365 Sales over the last 14 days?
Account executives
Review your own week
See which closing deals you have not touched and which tasks are overdue.
Summarise my Dynamics 365 Sales activity this week and list closing deals I have neglected.
Sales enablement
Spot where reps spend their time
Top customers by attention show where each rep is focusing.
Which customers got the most attention from Tom Reyes in Dynamics 365 Sales this month?
How it works
What PopdockAI does when you ask
You name the rep and a lookback period and your AI assistant summarises their recorded activity in Dynamics 365 Sales. It reports facts without grading the person.
01
Ask
You name the rep and a lookback period.
02
Identify
It confirms the user in Dynamics 365 Sales and stops if they are not found.
03
Count
It counts activities, deals won and lost, and new leads.
04
Report
You get top customers, neglected closing deals and overdue tasks, with no grading.
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-systemusers
microsoft-dynamics-365-sales-get-phonecalls
microsoft-dynamics-365-sales-get-emails
microsoft-dynamics-365-sales-get-appointments
microsoft-dynamics-365-sales-get-tasks
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-leads
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 to ones that start from facts
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