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Spot closing deals that have gone quiet
For sales leaders who want closing Dynamics 365 Sales deals checked for recent Chorus conversations before the forecast meeting, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Closing deals go quiet and nobody notices before the forecast
A deal closing this month with no recent conversation is at risk, but Dynamics 365 Sales does not show when the customer was last on a call. Checking each closing deal against Chorus by hand rarely happens before the forecast meeting.
Without PopdockAI
- List deals closing this month
- Search Chorus for each customer
- Note the last conversation date by hand
- Forecast deals that have gone silent
With PopdockAI
- Open deals closing in your window are read
- Each customer is checked once in Chorus for recent conversations
- Silent deals are listed with stage, revenue and last conversation
- Unfound customers are marked no match, 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 the open Dynamics 365 Sales opportunities closing in the next `{close-within-days}` days (default 30) whose account has had no Chorus conversation in the last `{silent-days}` days (default 21), optionally only for the owner `{owner}`.
**Step 1: List the pipeline (Dynamics 365 Sales)**
Call `dynamics-365-sales-get-opportunities` with `status` = open, `est-close-date.from` = today, `est-close-date.to` = today plus `{close-within-days}` days, and `owner` = `{owner}` if given. Use `max-records` of 200. If nothing comes back, report that there is no pipeline closing in the window and stop.
**Step 2: Check each account for conversations (Chorus)**
Group the opportunities by `potential-customer`. For each customer, call `chorus-get-engagements` with `account-name` = the customer and `date.from` = today minus `{silent-days}` days. If nothing comes back, retry once with `account-name.contains` using the distinctive part of the name. Note the date of the most recent conversation, if any.
**Step 3: Report**
A table of the silent opportunities only, sorted by est. close date: topic, potential customer, owner, sales stage, probability, est. revenue, est. close date, last Chorus conversation (date, or "none in window").
Then one line with the totals: how many opportunities were checked, how many are silent, and the est. revenue at stake.
**Rules & Guidelines:**
* `dynamics-365-sales-get-opportunities` is on the Dynamics 365 Sales server; `chorus-get-engagements` is on the Chorus server.
* This prompt is read-only. Do not call `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-create-task` or any other create or update tool on either server.
* Call `chorus-get-engagements` once per customer, not once per opportunity.
**Validation:**
* A customer with no Chorus match under either spelling counts as silent, but mark it "no match in Chorus" rather than "none in window", since the account may be named differently there.
* If `{owner}` matches no opportunities, say so and suggest running without it.Who it's for
One answer, three teams that use it
Sales managers
Challenge the forecast with evidence
Silent deals and the revenue riding on them give you the questions for the forecast call.
Which deals closing this quarter have had no Chorus conversation in 30 days?
Account executives
Re-engage before it is too late
See which of your closing deals need a call this week.
Which of my deals closing in the next 21 days have gone quiet in Chorus?
Revenue leaders
See revenue at risk from silence
The total revenue on silent deals shows how much of the forecast is exposed.
How much revenue sits on Dynamics 365 Sales deals closing this month with no recent Chorus call?
How it works
What PopdockAI does when you ask
You choose the close window and how many silent days to allow and your AI assistant checks each closing deal in Chorus. You get the silent deals and the revenue at stake.
01
Ask
You choose the close window, how many silent days to allow and optionally an owner.
02
Read
It reads open opportunities closing in the window.
03
Check
It looks for each customer's recent conversations in Chorus.
04
Report
You get the silent deals by close date and the revenue at stake.
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-opportunities
chorus-get-engagements
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
Know which closing deals have gone quiet
Related use cases
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