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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.
On this page
Connector
Connect BigCommerce, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It reads large BigCommerce orders and totals spend per billing email.
03
Match
It finds each customer in Dynamics 365 Sales and reads their active cases.
04
Report
It ranks customers with open cases by spend and lists high spenders not in the CRM.
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.
bigcommerce-get-order
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-incidents
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
Valuable customers with open cases, ranked by spend
Related use cases
More ways to put this data to work
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.

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