Connectors

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Microsoft Dynamics 365 Sales

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Onboard a new Dynamics 365 Sales customer
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Set up a new customer completely in one confirmed pass

For sales teams who want a new Dynamics 365 Sales account, primary contact and first deal created and linked, by asking their AI assistant.

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Onboard a new Dynamics 365 Sales customer
Set up Fabrikam as a new customer in Dynamics 365 Sales with Jordan Lee, jordan@fabrikam.com, as primary contact and a first deal for label printers.
No existing account, contact or lead matches Fabrikam or Jordan Lee. - Account: Fabrikam - Primary contact: Jordan Lee, jordan@fabrikam.com, linked to the account - Opportunity: Label printers, with a follow-up task Shall I create these records?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-create-account
microsoft-dynamics-365-sales-create-contact
microsoft-dynamics-365-sales-update-account
microsoft-dynamics-365-sales-create-opportunity
microsoft-dynamics-365-sales-create-task

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

New customer setup misses steps or creates the company twice

Setting up a new customer takes several linked steps: the account, the primary contact, linking them and often a first opportunity and follow up. By hand, steps get missed or the company is created twice under slightly different names.

Without PopdockAI

  • Search for an existing account and contact
  • Create the account, then the contact
  • Link the primary contact by hand
  • Forget the first opportunity or follow up

With PopdockAI

  • Existing accounts, contacts and leads are checked first
  • A match stops it, and an open lead is asked about
  • You confirm the whole plan once
  • Records are created and linked in order, stopping on any failure

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Create `{company-name}` as a new customer with `{contact-name}` (email `{contact-email}`) as its primary contact, and, if `{opportunity-topic}` is given, a first opportunity with a follow-up task.

**Step 1: Check it does not already exist**

* Call `dynamics-365-sales-get-accounts` with `account-name.contains` = `{company-name}`.
* If `{contact-email}` is given, call `dynamics-365-sales-get-contacts` with `email` = it; otherwise call it with `full-name` = `{contact-name}`.
* Call `dynamics-365-sales-get-leads` with `company-name` = `{company-name}`.

If an account or contact already matches, show the matches and stop: do not create a duplicate. If an open lead matches, mention it (it may need qualifying instead) and ask whether to continue.

**Step 2: Confirm the plan**

Show exactly what will be created: the account name, the contact's first and last name and email, and the opportunity topic if any. Ask the user to confirm once. Collect any extra details they volunteer (phone, city, country, industry, job title, estimated revenue, close date) but do not ask for them one by one.

**Step 3: Create, in this order**

1. `dynamics-365-sales-create-account` with `name` = `{company-name}` plus any details given. Keep the returned `id` as the account id.
2. `dynamics-365-sales-create-contact` with `first-name`, `last-name`, `email` and `company-id` = the account id.
3. `dynamics-365-sales-update-account` with `id` = the account id and `primary-contact-id` = the new contact's `id`.
4. If `{opportunity-topic}` is given: `dynamics-365-sales-create-opportunity` with `topic`, `account-id` = the account id and `contact-id` = the contact id, then `dynamics-365-sales-create-task` with `subject` = "Follow up: " plus the topic, `regarding-id` = the new opportunity's `id`, and `due-date` = 3 working days from today.

**Step 4: Report**

List each record created with its id, and confirm the contact is linked to the account and set as its primary contact.

**Rules & Guidelines:**

* Write only after the single confirmation in Step 2. Call each create tool once; never retry a create that returned an error without telling the user, because the first call may have succeeded.
* The only write tools this prompt may call are `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-update-account`, `dynamics-365-sales-create-opportunity` and `dynamics-365-sales-create-task`.
* If a step fails, stop, report what was already created (with ids) and what was not. Do not try to undo anything.
* Split `{contact-name}` into first and last name at the last space; if it is a single word, use it as the last name.

**Validation:**

* If `{company-name}` or `{contact-name}` is blank, ask for it and stop.

Who it's for

One answer, three teams that use it

Account executives

Set up a new customer in one message

Account, primary contact, first deal and follow up are created together.

Set up Contoso Retail as a new customer with Priya Shah, priya@contosoretail.com, as primary contact and a first deal for POS terminals.

Sales operations

Keep accounts free of duplicates

Existing accounts, contacts and leads are checked first, so the company is created once.

Onboard Northwind Outlet in Dynamics 365 Sales with Sam Patel as contact, but check they do not exist first.

Sales managers

Make sure new customers get a next step

A follow up task is added if asked, so no new customer is left waiting.

Create Fabrikam Labs as a customer with contact Tom Reyes and a follow up task for next week.

How it works

What PopdockAI does when you ask

You give the company and contact and your AI assistant checks Dynamics 365 Sales for duplicates, then shows the full setup plan. Nothing is created until you confirm.

01

Ask

You give the company, the contact and optionally a first opportunity topic.

Your AI tool

02

Check

It searches for an existing account, contact or lead and stops on a match.

microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads

03

Confirm

You approve the full setup plan once.

No items found.

04

Create

It creates and links the records in order and reports what was created.

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-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
run-action

microsoft-dynamics-365-sales-create-account

Creates an account (a company or organisation) in Dynamics 365 Sales. Takes the name, plus optional email, industry, website, primary contact, phone, country, account number, state or province and city.
run-action

microsoft-dynamics-365-sales-create-contact

Creates a contact (a person) in Dynamics 365 Sales, optionally linked to an account. Takes the last name, plus optional job title, business phone, first name, mobile phone, city, email and company.
run-action

microsoft-dynamics-365-sales-update-account

Updates an existing account in Dynamics 365 Sales. Only the fields you pass are changed. Takes the record ID, plus optional industry, state or province, city, primary contact, website, country, phone, account number, name and email.
run-action

microsoft-dynamics-365-sales-create-opportunity

Creates a sales opportunity in Dynamics 365 Sales, optionally linked to an account and contact. Takes the topic, plus optional estimated revenue, probability, account, estimated close date, rating, description and contact.
run-action

microsoft-dynamics-365-sales-create-task

Creates a task (a to-do activity) in Dynamics 365 Sales, optionally about a record. Takes the subject, plus optional priority, due date, description and regarding record.
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

New customers set up completely in one pass

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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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