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See a Dynamics GP customer's account and Mailchimp engagement together
For sales and finance teams who want receivables and marketing engagement for one customer before a conversation, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Account and engagement split across two systems
Before calling a customer you want both sides: what they owe and order in Dynamics GP, and whether they read your Mailchimp campaigns. That means two systems, an email to carry across and a lot of clicking.
Without PopdockAI
- Look up the customer in Dynamics GP
- Review open and past due receivables and sales
- Copy the email into Mailchimp
- Check status, orders, opens and clicks
With PopdockAI
- The GP customer is found by ID, name or email
- Receivables and recent sales documents are read
- Mailchimp status, tags, orders, opens and clicks are added
- It ends with what to act on and changes nothing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Give a combined view of the customer `{customer}` (a GP customer ID, a customer name or an email address), covering Dynamics GP receivables and sales for the last `{lookback-days}` days (default 90) and Mailchimp marketing activity.
**Step 1: Identify the customer in Dynamics GP**
If `{customer}` contains @, call `dynamics-gp-get-rm-customer` with max-records 500 and find the customer whose lower-cased `main-email-address` matches. Otherwise call `dynamics-gp-get-rm-customer` with customer-id `{customer}`, and if nothing comes back, with customer-name.contains `{customer}`. If more than one customer matches, list them with customer-id and stop. If none matches and `{customer}` is an email, continue with Mailchimp only and say the person is not a GP customer.
**Step 2: Dynamics GP detail**
Call `dynamics-gp-get-rm-trx` with the customer-id and void-status false and report items with a non-zero `current-transaction-amount` (open items), flagging any whose due-date is past. Call `dynamics-gp-get-rm-sales-trx` with the customer-id and document-date.from today minus `{lookback-days}` days.
**Step 3: Carry the email to Mailchimp**
Use `main-email-address` (or `{customer}` if it was the email). Call `mailchimp-get-list-member` with email, `mailchimp-get-customer` with email, `mailchimp-get-order` with customer-email-address, and `mailchimp-get-campaign-email-activity` with email-address and activity-date.from today minus `{lookback-days}` days.
**Step 4: Report**
1. Customer header: GP customer-id, name, class, salesperson, hold, credit limit, customer-balance.
2. Receivables: open items with document-number, document-type, due-date, current-transaction-amount, and the total past due.
3. Recent GP sales documents: sop-number, sop-type, document-date, document-amount.
4. Mailchimp: each audience with status, tags and average open and click rate; store orders count and total spent; recent opens and clicks by campaign.
5. Anything worth acting on, such as a customer on hold who is still clicking campaigns, or a subscriber who has unsubscribed with an open balance.
**Rules & Guidelines:**
* `dynamics-gp-get-rm-customer`, `dynamics-gp-get-rm-trx` and `dynamics-gp-get-rm-sales-trx` are on the dynamics-gp server. `mailchimp-get-list-member`, `mailchimp-get-customer`, `mailchimp-get-order` and `mailchimp-get-campaign-email-activity` are on the mailchimp server.
* This prompt is read-only. Do NOT call `dynamics-gp-rm-customer-update`, `dynamics-gp-rm-customer-note`, `mailchimp-update-list-member`, `mailchimp-update-customer` or any other write tool.
**Validation:**
* If the GP customer has no email address, report the GP side and say Mailchimp could not be checked.
* If Mailchimp returns nothing for the email, say the customer is not in any audience or store.Who it's for
One answer, three teams that use it
Sales reps
Prepare for customer calls faster
See open receivables, recent orders and email engagement in one profile before a conversation.
Profile customer FABRIKAM01 from Dynamics GP and Mailchimp.
Credit managers
Spot customers on hold who still engage
Flags like a customer on hold who keeps clicking campaigns help you decide how to approach them.
Is Northwind Traders past due in Dynamics GP, and have they opened any Mailchimp campaigns lately?
Account managers
Know the whole relationship
Combine sales documents and store orders with campaign activity for a fuller view of the account.
Give me a Dynamics GP and Mailchimp profile for buyer@contoso.com.
How it works
What PopdockAI does when you ask
You give a customer ID, name or email, and your AI assistant combines Dynamics GP and Mailchimp into one profile. It only reads, and says so if there is no email to check.
01
Ask
You give a Dynamics GP customer ID, name or email.
02
Read
It finds the customer in GP with open and past-due receivables and recent sales.
03
Add
Using the email, it reads Mailchimp status, tags, orders, opens and clicks.
04
Report
You get one profile ending with anything worth acting on.
What PopdockAI provides
The tools behind the answer
Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx
microsoft-dynamics-gp-get-rm-sales-trx
mailchimp-get-list-member
mailchimp-get-customer
mailchimp-get-order
mailchimp-get-campaign-email-activity
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
Account and engagement together before you talk
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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