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Microsoft Dynamics 365 Sales

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Find Dynamics 365 Sales opportunities without a TickTick follow-up
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Cross-Connector

Find Dynamics 365 Sales deals with no TickTick follow-up

For sales reps and managers who want to ask their AI assistant which closing Dynamics 365 Sales opportunities have no TickTick task.

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Find Dynamics 365 Sales opportunities without a TickTick follow-up
Which of Maria Lopez's open Dynamics 365 Sales opportunities closing in the next 30 days have no TickTick task?
3 of Maria Lopez's 6 closing opportunities have no TickTick task. - Contoso renewal: 85,000, closing 4 Nov, stage Propose - Fabrikam expansion: 22,000, closing 9 Nov, stage Develop - Northwind pilot: 9,500, closing 20 Nov, stage Qualify Matching is by name text only, since TickTick has no customer id. Want the covered deals listed too?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-opportunities
ticktick-get-tasks

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

Closing deals with no follow up in your task list

Reps scan opportunities in one screen and their TickTick list in another to see which closing deals have a follow up. The check is manual, TickTick has no customer field, and some deals are missed.

Without PopdockAI

  • List deals closing soon
  • Search TickTick for each customer
  • Guess whether a task title refers to the deal
  • Let a deal near its close date go unchased

With PopdockAI

  • Open opportunities closing in your window are listed
  • TickTick tasks are searched by customer name, then topic
  • A task counts only when its title names one of them
  • Covered and uncovered tables, ambiguous matches flagged, nothing 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 Dynamics 365 Sales opportunities for `{owner}` closing within `{days-ahead}` days (default 30) that have no matching open TickTick task, so nothing is left without a follow-up.

**Step 1: List the opportunities (Dynamics 365 Sales server)**

Call `dynamics-365-sales-get-opportunities` with `status` Open, `owner` set to `{owner}` when given, and `est-close-date.to` set to today plus `{days-ahead}` days. Keep `topic`, `potential-customer`, `est-revenue`, `est-close-date`, `sales-stage` and `probability`. If nothing comes back, say so and stop.

**Step 2: Look for follow-up tasks (TickTick server)**

For each opportunity call `ticktick-get-tasks` with `status` open and `title.contains` set to the `potential-customer` name. If that returns nothing, retry once with `title.contains` set to the `topic`. Treat a task as a match only when its title names the customer or the topic.

**Step 3: Report**

Two tables. Covered: opportunity, customer, close date, matching TickTick task title and due date. Uncovered: opportunity, customer, est-revenue, close date, sales-stage, sorted by close date. End with the counts.

**Rules & Guidelines:**

* `dynamics-365-sales-get-opportunities` is on the Dynamics 365 Sales server; `ticktick-get-tasks` is on the TickTick server.
* This prompt is read-only. Do not call `ticktick-add-task`, `ticktick-update-task`, `dynamics-365-sales-create-task` or any other create, update or delete tool.

**Validation:**

* TickTick has no customer id, so matching is by name text only. State that, and flag ambiguous matches instead of guessing.
* If `ticktick-get-tasks` returns nothing at all, report every opportunity as uncovered and note that the TickTick search may be too narrow.

Who it's for

One answer, three teams that use it

Account executives

Make sure every closing deal has a task

Uncovered deals are listed by close date so you can plan the follow up.

Which of my opportunities closing in the next 14 days have no TickTick task?

Sales managers

Check a rep's follow up discipline

Covered and uncovered counts show how well closing deals are being chased.

For Tom Reyes, which Dynamics 365 Sales deals closing this month have no TickTick follow up?

Sales assistants

Find follow ups to schedule

Uncovered deals give you a list of tasks to set up for the rep you support.

List Dana Whitfield's open opportunities closing in 45 days that have no TickTick task.

How it works

What PopdockAI does when you ask

You name an owner and a window and your AI assistant checks each closing deal for a TickTick follow up. Matching is by name text, it says so, and nothing is created.

01

Ask

You name an owner and how many days ahead to look.

Your AI tool

02

List

It reads open Dynamics 365 Sales opportunities closing in that window.

microsoft-dynamics-365-sales-get-opportunities

03

Match

It searches open TickTick tasks by customer name, then by topic.

ticktick-get-tasks

04

Report

It shows covered and uncovered opportunities with counts, uncovered by close date.

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-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, and cap how many records come back.
get-data

ticktick-get-tasks

Returns open TickTick tasks with their project, due date, priority, status, assignee and tags. Filter by project, due date range or status.
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

No closing deal without a follow up

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