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Brief the deal owner on support health before the call
For sales reps who want a Dynamics 365 Sales opportunity checked against the customer's Freshdesk tickets, just by asking their AI assistant.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
Deal calls happen without the support history
Reps go into deal calls without knowing the customer has escalated tickets, because support history lives in Freshdesk. Checking means finding the customer, filtering tickets and reading ratings, so many reps skip it.
Without PopdockAI
- Open the opportunity in Dynamics 365 Sales
- Search Freshdesk for the customer by name
- Filter tickets and read satisfaction ratings
- Skip it when the call is in five minutes
With PopdockAI
- The opportunity is found, with options listed if several match
- The customer is matched in Freshdesk by name, and the match is stated
- Tickets, escalations and ratings are summarised
- A short risk note closes the brief, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Brief a salesperson on the support health of the customer behind the Dynamics 365 Sales opportunity matching `{opportunity-topic}`, looking at Freshdesk tickets from the last `{lookback-days}` days (default 90).
**Step 1: Find the opportunity (Dynamics 365 Sales server)**
Call `dynamics-365-sales-get-opportunities` with `topic.contains` set to the topic. If more than one opportunity matches, list them (topic, potential-customer, sales-stage, est-revenue) and stop for the user to choose. Note `potential-customer`, `sales-stage`, `est-revenue` and `est-close-date`.
**Step 2: Find the customer in Freshdesk (Freshdesk server)**
Call `freshdesk-get-companies` with `name.contains` set to `potential-customer`. If nothing matches, retry once with the first word of the name. If still nothing, report "customer not found in Freshdesk" with the Dynamics details and stop. If several match, list them and stop.
**Step 3: Pull support activity (Freshdesk server)**
Call `freshdesk-get-tickets` with `company-id` from the company, `created-at.from` set to the lookback start, and a sensible `max-records`. Call `freshdesk-get-satisfaction-ratings` for the same period if the tickets give you ids to filter on (`ticket-id`).
**Step 4: Report**
* Opportunity: topic, customer, stage, estimated revenue, estimated close date
* Freshdesk company: name, account-tier, health-score, renewal-date
* Tickets: count by status and priority, any escalated or overdue (`due-by` passed and not resolved), the 5 most recent subjects
* Satisfaction: ratings found, if any
* A short risk note: is there anything in support that could threaten this deal
**Rules & Guidelines:**
* `dynamics-365-sales-get-opportunities` is on the Dynamics 365 Sales server; `freshdesk-get-companies`, `freshdesk-get-tickets` and `freshdesk-get-satisfaction-ratings` are on the Freshdesk server.
* This prompt is read-only. Do not call any create, update, add, delete or reply tool on either server.
**Validation:**
* The two systems share no id. Match the customer by name only, and state that the match is by name.
* If Freshdesk returns no tickets, say so plainly rather than implying a healthy account.Who it's for
One answer, three teams that use it
Account executives
Walk into the call knowing the open issues
Escalated and overdue tickets are listed beside the opportunity stage, so nothing in the call catches you out.
What support issues does the customer behind our Fabrikam expansion opportunity in Dynamics 365 Sales have open?
Sales managers
Review risk on key opportunities
A short risk note built on tickets and ratings helps you decide which deals need extra attention this week.
Brief me on support risk for the Northwind Traders opportunity in Dynamics 365 Sales over the last 60 days.
Customer success managers
Support the deal team with facts
Tier, health score and renewal date from Freshdesk give the deal team the account context they usually lack.
What is the Freshdesk health score and renewal date for the customer on our Contoso upgrade opportunity?
How it works
What PopdockAI does when you ask
You name the opportunity and a period, and your AI assistant briefs you on the customer's support health. It stops when the opportunity or the customer match is unclear.
01
Ask
You name the opportunity and how many days of tickets to review.
02
Opportunity
It finds the Dynamics 365 Sales opportunity and stops if several match.
03
Customer
It matches the customer in Freshdesk by name and pulls tickets and ratings.
04
Brief
You get stage, tickets, escalations, satisfaction and a short risk note.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-365-sales-get-opportunities
freshdesk-get-companies
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings
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 the customer's support health before the deal call
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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