Connectors

/

BigCommerce

/

Find BigCommerce high-value customers with open Dynamics 365 Sales cases
Report
Cross-Connector

See which high-value BigCommerce customers have open cases

For support teams who want to know which big spenders are waiting on a case, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Find BigCommerce high-value customers with open Dynamics 365 Sales cases
Which BigCommerce customers with orders over 500 dollars in the last 90 days have open cases in Dynamics 365 Sales?
3 high-value customers have open cases in Dynamics 365 Sales. - Northwind Traders (orders@northwindtraders.com): 4,820.00 spend, 6 orders, 2 open cases - Contoso Ltd: 2,150.00 spend, 3 orders, 1 open case, priority High - Oldest case: Delivery delayed on order 1042 - Not in the CRM: 2 high spenders Want the full list of the cases?
BigCommerce
Sample figures. Your results come from your own account.
bigcommerce-get-order
microsoft-dynamics-365-sales-get-contacts
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

BigCommerce

BigCommerce
Run it on your own BigCommerce data.

Connect BigCommerce, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Support cannot tell which unhappy customers spend the most

Support does not know which customers with open cases are big spenders, because orders live in BigCommerce and cases in Dynamics 365 Sales. Matching them means totalling orders by email and searching cases customer by customer.

Without PopdockAI

  • Export large orders from BigCommerce
  • Total spend per customer in a sheet
  • Search Dynamics 365 Sales for each customer's cases
  • Rank them by hand

With PopdockAI

  • Large orders are read and spend totalled per billing email
  • Each customer is found in Dynamics 365 Sales with active cases
  • Customers with open cases are ranked by spend
  • High spenders not in the CRM are listed apart, 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:** Find BigCommerce customers with orders of at least `{min-order-total}` (default 500) since `{since-date}` (default 90 days ago) who currently have open cases in Dynamics 365.

**Step 1: Find large orders**

Call `bigcommerce-get-order` (BigCommerce server) with `total-including-tax.min` set to `{min-order-total}`, `date-created.from` set to `{since-date}` and `max-records` 50. Group by `billing-email` and total the spend per customer.

**Step 2: Find open cases**

For each customer, call `dynamics-365-sales-get-contacts` (Dynamics 365 server) with `email` set to the billing email to get the customer name, then call `dynamics-365-sales-get-incidents` with `customer` set to that name and `status` set to active. Skip customers with no CRM contact and list them separately.

**Step 3: Report**

Customers with at least one open case, ranked by spend: email, total spend, order count, open case count, highest priority and oldest case title. Then a short list of high spenders not found in the CRM.

**Rules & Guidelines:**

* `bigcommerce-get-order` is on the BigCommerce server; the Dynamics 365 Sales tools (names beginning dynamics-365-sales-) are on the Dynamics 365 Sales server.
* Read only. Do not call `dynamics-365-sales-create-case`, `dynamics-365-sales-update-case` or any write tool.

**Validation:**

* If no orders qualify, say so and stop.
* If `status` is not accepted as active, list cases without the filter and keep only those not resolved.

Who it's for

One answer, three teams that use it

Support managers

Prioritise cases from top customers

Open case count, priority and oldest case beside spend tell you where to put your best people.

Which BigCommerce customers who spent over 1,000 since July have open cases in Dynamics 365 Sales?

Account managers

Know when a key account is unhappy

See which of your big spenders have open cases before your next conversation.

Do any of our top BigCommerce customers from the last 60 days have open cases in Dynamics 365 Sales?

Customer success leads

Protect revenue at risk

Ranking by spend shows which open cases carry the most revenue risk.

Rank BigCommerce customers with orders over 750 this quarter by spend, showing any open Dynamics 365 Sales cases.

How it works

What PopdockAI does when you ask

You set a minimum order value and a start date, and your AI assistant ranks high-value BigCommerce customers with open cases. It only reads.

01

Ask

You give a minimum order value and a start date, or accept the defaults.

Your AI tool

02

Find

It reads large BigCommerce orders and totals spend per billing email.

bigcommerce-get-order

03

Match

It finds each customer in Dynamics 365 Sales and reads their active cases.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-incidents

04

Report

It ranks customers with open cases by spend and lists high spenders not in the CRM.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.

get-data

bigcommerce-get-order

Returns orders from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
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

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 BigCommerce 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

Valuable customers with open cases, ranked by spend

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation