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Chase stalled quotes before they expire
For sales reps who want recent Dynamics 365 Sales quotes that never became orders ranked for follow-up, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Sent quotes stall and expire without anyone noticing
Quotes sent from Dynamics 365 Sales often stall unnoticed. Finding which never became orders, which are about to expire and which have had no contact since sending means cross checking quotes, orders and activities by hand.
Without PopdockAI
- List recent active quotes
- Check which became orders
- Look for activity since each was sent
- Let a big quote expire untouched
With PopdockAI
- Quotes already converted to orders are dropped
- Uncertain matches are marked as possible orders
- Activity since sending is checked for each quote
- A ranked list with a suggested action each, and nothing is created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find quotes created in the last `{lookback-days}` days (default 30), owned by `{owner}` (all if blank), that have not become an order, and rank them for follow-up.
**Step 1: Pull the quotes**
Call `dynamics-365-sales-get-quotes` with `created-on.from` = today minus the lookback and `owner` if given. Keep quotes whose `status` is active (not draft, won or closed). Set `max-records` to 200.
**Step 2: Check for an order**
Call `dynamics-365-sales-get-salesorders` with `created-on.from` = the same date, and `owner` if given. A quote is converted when an order has the same `opportunity`, or, where the quote has no opportunity, the same `customer` as the quote's potential customer with a similar total. Drop converted quotes.
**Step 3: Engagement since the quote**
For each unconverted quote, call `dynamics-365-sales-get-activitypointers` with `regarding` = the quote's opportunity (or the potential customer if there is no opportunity) and find the latest activity after the quote's `created-on`.
**Step 4: Rank**
Rank by `total-amount` (higher first), then urgency: quotes whose `effective-to` has passed or falls within 7 days first, then quotes with no activity since they were sent.
**Step 5: Report**
1. Counts: quotes in the window, converted, still open, expiring within 7 days, expired.
2. The follow-up list: quote ID, name, potential customer, opportunity, total, effective to, days since sent, last activity date, owner, and a one-line suggested action.
**Rules & Guidelines:**
* This prompt is read-only. Do NOT call any create or update tool: `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-opportunity`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-phone-call`, `dynamics-365-sales-update-account`, `dynamics-365-sales-update-contact`, `dynamics-365-sales-update-lead`, `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-update-case`.
* Status, stage, priority, rating and type filters take the values listed in each tool's input schema. Pick from that list; never guess a label.
* When the match between a quote and an order is uncertain, keep the quote on the list and mark it "possible order".
**Validation:**
* If no active quotes are found, say so and state the filters used.
* If `{lookback-days}` is blank or invalid, use 30.Who it's for
One answer, three teams that use it
Account executives
Chase your quotes in the right order
Expiring and untouched quotes come first, with a suggested action for each.
Which of my Dynamics 365 Sales quotes from the last 45 days have not become orders?
Sales managers
Spot stalled quotes across the team
Counts and a ranked list show where quote follow up is slipping.
Which team quotes in Dynamics 365 Sales are about to expire with no contact since they were sent?
Inside sales
Find the highest value quotes to follow up
Quotes are ranked by value and urgency, so your calls go where they count.
List open Dynamics 365 Sales quotes over 10,000 from this month that need a follow up.
How it works
What PopdockAI does when you ask
You set a lookback period and optionally an owner and your AI assistant finds the quotes that need chasing in Dynamics 365 Sales. It reports only.
01
Ask
You set a lookback period and optionally an owner.
02
Filter
It reads active quotes and drops those already converted to an order.
03
Check
It looks for any activity since each quote was sent.
04
Report
You get a ranked follow-up list with a suggested action for each.
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.
microsoft-dynamics-365-sales-get-quotes
microsoft-dynamics-365-sales-get-salesorders
microsoft-dynamics-365-sales-get-activitypointers
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
Stalled quotes chased before they expire
Related use cases
More ways to put this data to work
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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