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Qualify leads your team has already talked to
For sales teams who want open Dynamics 365 Sales leads checked against Chorus calls, so warm leads are not left cold, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Leads you have already talked to sit cold in the queue
New leads are often people your team has already spoken to on a call, yet they sit unqualified with a cold rating. Spotting them means checking each lead against Chorus conversations one at a time.
Without PopdockAI
- Scroll open leads one by one
- Search Chorus for each person
- Read call summaries for intent
- Leave warm leads rated cold
With PopdockAI
- Open leads in your window are read
- Each is looked for in Chorus by email, or by company
- Matches show conversations, latest date and a summary line
- A qualify or re-rate suggestion cites what was said, 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 leads created in the last `{lookback-days}` days (default 60), optionally only from `{lead-source}`, whose person or company has already taken part in a Chorus conversation, and recommend which to qualify or re-rate.
**Step 1: List the leads (Dynamics 365 Sales)**
Call `dynamics-365-sales-get-leads` with `status` = open, `created-on.from` = today minus `{lookback-days}` days, `lead-source` = `{lead-source}` if given, and `max-records` of 200. Keep `name`, `company-name`, `email`, `rating`, `owner` and `created-on`.
**Step 2: Look for them in Chorus**
For each lead with an email, call `chorus-get-conversation-participants` with `email` = the lead's email. For each lead with no participant match but a `company-name`, call `chorus-get-engagements` with `account-name.contains` = the distinctive part of the company name and `date.from` = the lead's `created-on`.
For each match, keep the conversation's date, subject and a line of `meeting-summary` (read the conversation with `chorus-get-engagements` by `conversation-id` when you started from a participant).
**Step 3: Report**
A table of the leads that appear in Chorus: lead name, company, rating, owner, matched by (person or company), number of conversations, most recent conversation date and a one-line summary, and a recommendation: qualify, raise the rating, or leave.
Then one line: how many leads were checked and how many were found in Chorus.
**Rules & Guidelines:**
* `dynamics-365-sales-get-leads` is on the Dynamics 365 Sales server. `chorus-get-conversation-participants` and `chorus-get-engagements` are on the Chorus server.
* This prompt is read-only. Do not call `dynamics-365-sales-update-lead`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-opportunity` or any Chorus action tool.
* Base each recommendation on the meeting summary, and say which words in it support it.
**Validation:**
* A company-only match is weaker than a person match; label it so and never recommend qualifying on a company match alone.
* If no leads appear in Chorus, say so and stop.Who it's for
One answer, three teams that use it
SDRs
Work the warmest leads first
Leads already on calls rise to the top with the evidence to qualify them.
Which of our open Dynamics 365 Sales leads from the last 30 days have been on a Chorus call?
Sales managers
Stop warm leads going cold
Re-rate suggestions show which leads deserve faster follow up.
Which Dynamics 365 Sales leads should be qualified based on Chorus conversations this quarter?
Marketing operations
See which lead sources reach conversations
Filter by lead source to see which channels produce leads your team actually talks to.
Which webinar leads in Dynamics 365 Sales from the last 60 days appear in Chorus calls?
How it works
What PopdockAI does when you ask
You choose how far back to look and your AI assistant checks open leads against Chorus. Company only matches are labelled weaker and never used alone to recommend qualifying.
01
Ask
You choose how far back to look and optionally a lead source.
02
Read
It reads the open leads created in that window.
03
Match
It looks for each person in Chorus by email, or by company.
04
Report
You get matches with dates, summaries and a qualify or re-rate recommendation.
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-leads
chorus-get-conversation-participants
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
Qualify leads sooner, based on what was said
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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