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Find Dynamics GP customers with no BigCommerce account
For sales teams who want ERP customers shopping online, by asking their AI assistant to compare the two systems.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Customers who could buy online have no store account
Some accounting customers who could order online have no BigCommerce account, and nobody knows who they are. Finding them by hand means pulling a customer class from Dynamics GP and searching the store for each email.
Without PopdockAI
- Export a customer class from Dynamics GP
- Search BigCommerce for each email address
- Track who was found and who was not in a spreadsheet
- Skip customers with no email without counting them
With PopdockAI
- Active customers in the class are listed from Dynamics GP
- Customers with no email are set aside and counted
- Each email is looked up in BigCommerce, ignoring case
- Customers with no store account are listed, reading only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find active Dynamics GP customers in customer class `{customer-class}` that have an email address but no BigCommerce customer account, checking at most `{max-customers}` customers (default 50).
**Step 1: List GP customers**
Call `dynamics-gp-get-rm-customer` (dynamics-gp server) with `customer-class` set to `{customer-class}`, `inactive` set to false and `max-records` set to the limit. Keep `customer-id`, `customer-name`, `main-email-address`, `city` and `state`. Set aside customers with no `main-email-address` and count them.
**Step 2: Check each email in BigCommerce**
For each remaining customer call `bigcommerce-get-customer` (bigcommerce server) with `email` set to the GP `main-email-address`. Record the customer as found or missing.
**Step 3: Report**
Missing from BigCommerce: customer id, name, email, city. Counts: checked, found, missing, skipped for no email. Note that a missing customer may be a wholesale account that never shops online.
**Rules & Guidelines:**
* `bigcommerce-*` tools run on the bigcommerce server and `dynamics-gp-*` tools on the dynamics-gp server. Both servers must be connected.
* Where a GP tool takes `company`, pass `{gp-company}` when it is given; if it is empty, omit `company`.
* This prompt is read-only. Never call any `bigcommerce-*-add`, `-update` or `-delete` tool, and never call any `dynamics-gp-*-add`, `-update` or `-note` tool.
**Validation:**
* If GP returns no customers, say so and stop.
* Emails match ignoring case.
Who it's for
One answer, three teams that use it
Sales reps
Invite accounts to the online store
A list of active customers with no store account gives you a ready invite list for your accounts.
Which of our RETAIL class customers in Dynamics GP have no BigCommerce account? Check 100.
Ecommerce managers
Grow online adoption among customers
See how many existing customers have never set up a store account, and who they are.
How many active Dynamics GP customers in class DEALER are missing from BigCommerce?
Customer data teams
Find customers with no email
Customers skipped for having no email are counted, so you know which GP records need contact details.
Check the WHOLESALE customers in Dynamics GP against BigCommerce and tell me how many have no email.
How it works
What PopdockAI does when you ask
You give a customer class and how many to check, and your AI assistant compares Dynamics GP customers with BigCommerce. It only reads and reports.
01
Ask
You give a customer class and how many customers to check.
02
List
It reads active Dynamics GP customers in that class and sets aside any with no email.
03
Check
It looks each email up in BigCommerce.
04
Report
It lists customers with no store account, with counts of checked, found, missing and skipped.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-gp-get-rm-customer
bigcommerce-get-customer
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 who to invite to buy online
Related use cases
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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.
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