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Microsoft Dynamics 365 Sales

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Follow up Dynamics 365 Sales quotes
Report

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.

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Follow up Dynamics 365 Sales quotes
Which of my Dynamics 365 Sales quotes from the last 30 days have not turned into orders?
9 quotes from the last 30 days have no order, and 3 need attention this week. - Expiring: Contoso warehouse scanners, 42,000, expires in 4 days, call Jordan Lee - Untouched: Fabrikam labels, 12,500, no contact since it was sent - Possible order: 1 quote may already be ordered, worth a check Want the full ranked list with suggested actions?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-quotes
microsoft-dynamics-365-sales-get-salesorders
microsoft-dynamics-365-sales-get-activitypointers

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

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.

Prompt
**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.

Your AI tool

02

Filter

It reads active quotes and drops those already converted to an order.

microsoft-dynamics-365-sales-get-quotes
microsoft-dynamics-365-sales-get-salesorders

03

Check

It looks for any activity since each quote was sent.

microsoft-dynamics-365-sales-get-activitypointers

04

Report

You get a ranked follow-up list with a suggested action for each.

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-quotes

Returns Dynamics 365 Sales quotes. Filter by name, created date, potential customer, total amount, status, opportunity, quote ID and owner, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-salesorders

Returns Dynamics 365 Sales orders. Filter by name, total amount, created date, customer, owner, order ID and status reason, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-activitypointers

Returns Dynamics 365 Sales activities. Filter by activity type, owner, due date, subject, regarding record, priority and activity status, and cap how many records come back.
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

Stalled quotes chased before they expire

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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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