/
/
Log Chorus calls on Dynamics 365 Sales with a follow-up task
For sales reps who want call summaries noted on the right Dynamics 365 Sales record with one follow-up, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
Call summaries never reach the opportunity
After a recorded call someone should add the summary to the Dynamics 365 Sales opportunity or account and set a follow-up task. Doing it by hand means rereading the Chorus summary, finding the record and checking nobody logged it already.
Without PopdockAI
- Reread the Chorus summary
- Find the opportunity or account in Dynamics 365
- Check for an existing note about the call
- Create the note and follow-up task separately
With PopdockAI
- The call summary and attendees are read
- The matching opportunity or account is shown for you to confirm
- Existing notes about the call are checked
- One note and one follow-up task are written after one confirmation
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Take the Chorus conversation `{conversation-id}`, record its summary as a note on the Dynamics 365 Sales record `{record-id}`, and create one follow-up task due in `{follow-up-days}` working days (default 2).
**Step 1: Read the conversation (Chorus)**
Call `chorus-get-engagements` with `conversation-id` = `{conversation-id}`. If nothing comes back, say so and stop. Keep `subject`, `date`, `duration`, `account-name`, `opportunity-name`, `user-name` and `meeting-summary`. Call `chorus-get-conversation-participants` with the same `conversation-id` for the attendee list.
**Step 2: Find the CRM record (Dynamics 365 Sales)**
If `opportunity-name` is set, call `dynamics-365-sales-get-opportunities` with `topic` = that name; otherwise call `dynamics-365-sales-get-accounts` with `account-name` = the conversation's `account-name`. Show the match so the user can confirm it is the record `{record-id}` belongs to.
Then call `dynamics-365-sales-get-annotations` with `regarding` = that record's name and `created-on.from` = the conversation date, and check that no note already covers this conversation. If one does, show it and stop unless the user says to continue.
**Step 3: Draft and confirm**
Draft:
* the note: title "Chorus: <subject> (<date>)"; text with the attendees, the decisions and next steps from `meeting-summary` as short bullets, and the Chorus conversation id
* the task: a subject naming the single most important next step, due in `{follow-up-days}` working days
Show both and ask for one confirmation.
**Step 4: Write (Dynamics 365 Sales)**
1. `dynamics-365-sales-create-note` with `regarding-id` = `{record-id}`, `title` and `text`.
2. `dynamics-365-sales-create-task` with `subject`, `due-date`, `description`, and `regarding-id` = `{record-id}`.
Report what was created.
**Rules & Guidelines:**
* `chorus-get-engagements` and `chorus-get-conversation-participants` are on the Chorus server. `dynamics-365-sales-get-opportunities`, `dynamics-365-sales-get-accounts`, `dynamics-365-sales-get-annotations`, `dynamics-365-sales-create-note` and `dynamics-365-sales-create-task` are on the Dynamics 365 Sales server.
* No Dynamics 365 read tool returns a record's GUID. `{record-id}` must come from the user: it is the `id=` value in the browser address bar when the record is open in Dynamics 365. Never invent, reuse or guess one.
* If `{record-id}` is blank, skip the note (a note must belong to a record), create the task without `regarding-id`, and tell the user it is not linked.
* The only write tools this prompt may call are `dynamics-365-sales-create-note` and `dynamics-365-sales-create-task`, each once, after the confirmation. Do not call any Chorus action tool.
* Put nothing in the note that is not in the Chorus summary.
**Validation:**
* If `meeting-summary` is empty, say the conversation has no summary in Chorus and ask the user for the key points instead of inventing them.Who it's for
One answer, three teams that use it
Account executives
Log the call and set the next step
One confirmation writes the note and the follow-up task, so the next step is never forgotten.
Log today's Chorus call with Fabrikam on their renewal opportunity in Dynamics 365 Sales, follow-up in 3 days.
Account managers
Keep account notes current
Put the summary on the account so everyone sees the latest conversation.
Add yesterday's Chorus call with Northwind Traders to their Dynamics 365 account, follow-up in 5 days.
Sales managers
Read consistent call notes
Notes taken only from the summary make deal reviews quicker and more reliable.
Log Monday's Chorus call with Contoso on opportunity id 4f2a9c10 in Dynamics 365, follow-up in 2 days.
How it works
What PopdockAI does when you ask
You give the conversation, the record id and when the follow-up is due, and your AI assistant drafts both. It never guesses a record id and adds nothing that is not in the summary.
01
Ask
You give the Chorus conversation, the record id and days until the follow-up.
02
Read
It reads the call summary and attendees.
03
Check
It shows the matching opportunity or account and checks for an existing note.
04
Confirm
You see the note and follow-up task together and confirm once.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
chorus-get-engagements
chorus-get-conversation-participants
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-annotations
microsoft-dynamics-365-sales-create-note
microsoft-dynamics-365-sales-create-task
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
Every call on the right record, with one follow-up
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.

.webp)
