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Microsoft Dynamics GP

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Find Dynamics GP equipment due for service
Report

Service equipment before it fails and spot contract gaps

For field service teams who want Dynamics GP equipment overdue for service or near warranty end listed by customer, by asking their AI assistant.

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Find Dynamics GP equipment due for service
Which Dynamics GP equipment is overdue for its 6-month service, by customer?
23 units are due for service across 9 customers. - Contoso: 6 covered units overdue, maintenance to schedule - Fabrikam: 4 uncovered units, a contract opportunity - Warranty ending: 5 units within 60 days - Skipped: 2 units already have an open service call Want the full list by customer?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-srv-equipment
microsoft-dynamics-gp-get-srv-contract-line
microsoft-dynamics-gp-get-srv-service-call

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

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

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The problem

Equipment goes unserviced and warranties lapse quietly

Installed equipment in Dynamics GP goes unserviced because nobody tracks last service dates across customers, and warranties expire without a contract offer. Building an outreach list means checking each unit, its coverage and open calls.

Without PopdockAI

  • List installed equipment and last service dates
  • Check warranty end dates one unit at a time
  • Look up contract coverage for each customer
  • Search for open service calls before booking another

With PopdockAI

  • Active equipment overdue for service or near warranty end is found
  • Each unit is marked covered by a contract or not
  • Units already on an open service call are dropped
  • Results are grouped by customer and no calls are created

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a preventive maintenance and warranty outreach list of installed equipment (office `{office-id}`, customer `{customer-name}`; defaults all) that has not been serviced in `{service-interval-days}` days (default 180) or whose warranty ends within 60 days.

Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.

**Step 1: Equipment**

Call `dynamics-gp-get-srv-equipment` with `office-id` and `customer-name.contains` when given. Keep active equipment (by `equipment-status`) where `last-service-date` is older than the interval or empty (use `install-date` for age then), or `warranty-end` falls within the next 60 days.

**Step 2: Contract coverage**

Per customer, call `dynamics-gp-get-srv-contract-line` by `customer-id` and match by `serial-number` or `equipment-id`. Mark each unit covered (with contract number and end date) or not covered.

**Step 3: Avoid duplicates**

Per customer, call `dynamics-gp-get-srv-service-call` by `customer-id` and drop units whose customer already has an open call (no `complete-date`) that mentions the unit's serial number or item.

**Step 4: Report**

Grouped by customer: item, serial number, asset tag, install date, last service date, days since service, warranty end, contract coverage. Covered units are maintenance to schedule; uncovered units are a contract sales opportunity. Say which is which.

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).
* Do not call `dynamics-gp-srv-service-call-add`; the separate `log-service-call` prompt creates calls.

**Validation:**

* If nothing is due, say so and give the next unit to fall due.

Who it's for

One answer, three teams that use it

Service schedulers

Book maintenance before units fail

Covered units overdue for service are listed by customer, so you can plan visits instead of reacting to breakdowns.

Which Dynamics GP equipment is overdue for its annual service at the NORTH office?

Service sales reps

Offer contracts as warranties end

Uncovered units with a warranty ending in 60 days are contract opportunities you can raise with the customer now.

Which customers have equipment in Dynamics GP with a warranty ending soon and no contract?

Service managers

See the maintenance backlog by customer

One list by customer shows where planned work is falling behind, without double counting units already on a call.

Show Dynamics GP equipment for Contoso that is overdue for its 3 month service.

How it works

What PopdockAI does when you ask

You choose a service interval, and your AI assistant reads Dynamics GP equipment, contracts and open calls. You get a list to act on, and nothing is created for you.

01

Ask

You choose a service interval, and optionally an office or customer.

Your AI tool

02

Read

It finds active equipment overdue for service or with a warranty ending in 60 days.

microsoft-dynamics-gp-get-srv-equipment

03

Check

It marks each unit covered by a contract or not and drops units with an open call.

microsoft-dynamics-gp-get-srv-contract-line
microsoft-dynamics-gp-get-srv-service-call

04

Report

You get the list by customer, with maintenance and contract opportunities.

Your AI tool

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.

get-data

microsoft-dynamics-gp-get-srv-equipment

Returns installed customer equipment records from Dynamics GP Field Service, including item, serial number, install date, status and warranty. Filter by office ID, equipment status, asset tag, item number, customer name, install date, serial number and customer ID, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-srv-contract-line

Returns service contract lines from Dynamics GP Field Service, showing the customer, contract, covered item and equipment, contract dates and billing totals. Filter by total, contract type, customer ID, item number, customer name, serial number, equipment ID and contract number, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-srv-service-call

Returns service call records from Dynamics GP Field Service, including customer, service type, status, technician, priority and totals. Filter by total, service type, customer ID, office ID, service call status, name, priority level and service call number, and pick the company and the maximum number of records.
Read only.Nothing in Microsoft Dynamics GP 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

Service before failure, contracts before expiry

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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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