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Microsoft Dynamics 365 Sales

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Find Dynamics 365 Sales leads already on Chorus calls
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Cross-Connector

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.

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Find Dynamics 365 Sales leads already on Chorus calls
Which of our Dynamics 365 Sales leads from the last 60 days have already been on a Chorus call?
6 of 41 open leads have already been in a Chorus conversation. - Qualify: Dana Whitfield, Northwind Traders, discussed pricing and rollout dates on 3 October - Raise rating: 2 leads asked for a follow-up demo - Company-only matches: 3 leads, weaker evidence, left as they are Want the matched summary lines for each lead?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-leads
chorus-get-conversation-participants
chorus-get-engagements

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It reads the open leads created in that window.

microsoft-dynamics-365-sales-get-leads

03

Match

It looks for each person in Chorus by email, or by company.

chorus-get-conversation-participants
chorus-get-engagements

04

Report

You get matches with dates, summaries and a qualify or re-rate recommendation.

Your AI tool

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.

get-data

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
Read only.Nothing in Microsoft Dynamics 365 Sales 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

Qualify leads sooner, based on what was said

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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