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Microsoft Dynamics 365 Sales

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Flag Dynamics 365 Sales open-case customers in Drip
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Cross-Connector

Hold promotions for customers with urgent open cases

For support and marketing teams who want customers with high-priority Dynamics 365 Sales cases tagged in Drip, by asking their AI assistant.

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Flag Dynamics 365 Sales open-case customers in Drip
Tag everyone with a high-priority open case in Dynamics 365 Sales as Open support case in Drip.
7 high-priority cases affect 5 contacts, and 4 are still in active Drip campaigns. - To tag: 4 contacts, including Jordan Lee at Contoso, in the Autumn Promo campaign - Already tagged: 1 contact - Not tagged: 1 name matches several contacts - Suggestion: pause Autumn Promo for these people in Drip Shall I tag the 4 contacts?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-incidents
microsoft-dynamics-365-sales-get-contacts
drip-get-subscriber
drip-get-campaign-subscriber
drip-add-subscriber-tag

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

Customers with urgent cases still get cheerful promotions

A customer with an urgent support case should not be getting promotions from Drip. Finding them means listing high priority cases, working out the contacts behind each and checking what Drip is still sending before anyone can hold the email.

Without PopdockAI

  • List high priority open cases
  • Work out the contacts behind each one
  • Search Drip for their campaigns
  • Keep promoting to an unhappy customer

With PopdockAI

  • Active cases at your priority and their contacts are read
  • Each contact's active Drip campaigns and tag status are shown
  • Ambiguous names are left untagged
  • After you confirm, tags are added and read back, and cases are untouched

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 active Dynamics 365 Sales cases with priority `{priority}` (default High), show which Drip campaigns the affected contacts are still receiving, and after confirmation tag them in Drip with `{tag}` (default Open support case).

**Step 1: Open cases in Dynamics 365 Sales**

Call `dynamics-365-sales-get-incidents` with `status` = Active and `priority` = `{priority}` (High if blank). For each case note case-number, case-title, customer, primary-contact and created-on.

**Step 2: The people affected**

For each case, call `dynamics-365-sales-get-contacts` with `full-name` set to the primary-contact. If the case has no primary-contact, call `dynamics-365-sales-get-contacts` with `parent-customer` set to the case's customer instead.

**Step 3: What Drip is sending them**

For each contact email, call `drip-get-subscriber` with `email` set to it, then `drip-get-campaign-subscriber` with the same `email` to list the campaigns they are active in.

**Step 4: Report, confirm, tag**

Show a table: case-number, case-title, customer, contact, email, Drip status, active campaigns, already tagged (yes/no). Ask whether to tag the active subscribers who are not already tagged. Do nothing until the user says yes. Then call `drip-add-subscriber-tag` once per confirmed row with `email` and `tag` = `{tag}` (Open support case if blank), and confirm each with `drip-get-subscriber`.

**Rules & Guidelines:**

* `drip-*` tools are on the drip MCP server; `dynamics-365-sales-*` tools are on the dynamics-365-sales MCP server. If either set is missing, stop and say which server is not connected.
* Email is the only key shared by the two systems. Compare emails case-insensitively and trimmed. Never match on name alone; a name-only match is reported as "possible match, not confirmed".
* The only write tool allowed is `drip-add-subscriber-tag`. Do not pause campaigns or remove people from them (`drip-pause-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`); recommend that instead if it seems warranted.
* Do not change the cases; do not call `dynamics-365-sales-update-case`.

**Validation:**

* If there are no active cases at that priority, say so and stop.
* If a contact is not in Drip, report "not in Drip, nothing to hold" and continue.
* If a full-name lookup matches several contacts, list them and do not tag any of them.

Who it's for

One answer, three teams that use it

Support managers

Protect customers mid issue

Tag contacts with urgent cases so marketing can hold promotions while you fix the problem.

Tag contacts with critical open cases in Dynamics 365 Sales as Support Hold in Drip.

Lifecycle marketers

Know who to hold from campaigns

See which active campaigns still reach customers with open cases.

Which customers with high priority cases are still in active Drip campaigns? Tag them Open case.

Customer success managers

Avoid tone deaf emails to key accounts

Tagging lets you keep promotions away from accounts working through an issue.

Flag everyone behind a high priority Dynamics 365 Sales case in Drip with the tag Do not promote.

How it works

What PopdockAI does when you ask

You choose a case priority and a tag and your AI assistant finds the contacts and their Drip campaigns. Nothing is tagged until you confirm, and campaigns are never paused or removed.

01

Ask

You choose a case priority and a tag.

Your AI tool

02

Read

It reads active cases at that priority and the contacts behind each.

microsoft-dynamics-365-sales-get-incidents
microsoft-dynamics-365-sales-get-contacts
drip-get-subscriber
drip-get-campaign-subscriber

03

Confirm

You see each contact's Drip campaigns and tag status and approve.

No items found.

04

Tag

It tags the confirmed people in Drip and reads each tag back.

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-incidents

Returns Dynamics 365 Sales cases. Filter by case title, status, customer, priority, owner, case type, created date and case number, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
run-action

drip-add-subscriber-tag

Applies a tag to a Drip subscriber identified by email address. Creates the tag if it does not exist.
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

Promotions held for customers with urgent cases

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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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