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Rank 2Checkout renewal risk with Dynamics 365 Sales context
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Cross-Connector

Rank 2Checkout renewal risk with Dynamics 365 Sales context

For account and support teams who protect renewals, by asking their AI assistant to rank expiring 2Checkout subscriptions using Dynamics 365 Sales cases and deals.

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Rank 2Checkout renewal risk with Dynamics 365 Sales context
Which 2Checkout subscriptions expire in the next 30 days and how risky is each renewal, using Dynamics 365 Sales?
Of 12 subscriptions expiring in 30 days, 2 are High risk. - High: SUB-2201, Northwind Traders, Pro Annual, expires 2026-11-08, 1 high priority case open - High: SUB-2214, Contoso, Team Plan, expires 2026-11-15, 2 cases open, 1 opportunity worth 18,000 - Medium: 3 subscriptions with open cases - Unknown: 2 subscribers with no CRM record Want the full ranked table?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-subscription
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-incidents
microsoft-dynamics-365-sales-get-opportunities

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

Renewal risk judged by hunting through the CRM

Account managers check which subscriptions expire soon, then hunt through Dynamics 365 Sales for open cases and deals to judge risk. Doing that for dozens of subscriptions is slow and often skipped.

Without PopdockAI

  • List expiring subscriptions in 2Checkout
  • Find each contact and account in the CRM
  • Count open cases and opportunities
  • Guess at risk for the ones with no record

With PopdockAI

  • Up to 25 expiring active subscriptions read
  • Contact and account found in Dynamics 365 Sales
  • Open cases and opportunities counted
  • Rated High, Medium, Low, or Unknown when there is no record

The prompt

Use this prompt

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

Prompt
**Objective:** For 2Checkout subscriptions expiring in the next `{days}` days (default 30), add open support cases and open opportunities from Dynamics 365 Sales and rate renewal risk. Optionally restrict to product code `{product-code}`.

**Step 1: Read expiring subscriptions from 2Checkout**

Call `2checkout-get-subscription` with `status` ACTIVE, `expiration-date.to` set to today plus the days, and `product-code` if given. Keep `subscription-reference`, `end-user-email`, `product-name`, `expiration-date`, `customer-reference`. Handle at most 25 subscriptions; say so if there are more.

**Step 2: Find the CRM contact and account**

For each distinct `end-user-email` call `dynamics-365-sales-get-contacts` with `email`. Take the contact's `parent-customer` as the account name.

**Step 3: Pull cases and opportunities**

If an account name was found, call `dynamics-365-sales-get-incidents` with `customer` set to it and `status` Active, and call `dynamics-365-sales-get-opportunities` with `potential-customer` set to it and `status` Open. If no contact was found, mark the subscription "no CRM record" and skip this step for it.

**Step 4: Report**

One row per subscription: subscription-reference, product-name, expiration-date, account, open cases (count, highest priority), open opportunities (count, total est-revenue), risk (High if an open high-priority case exists, Medium if any open case, Low otherwise, Unknown with no CRM record). Sort High first.

**Rules & Guidelines:**

* `2checkout-*` tools are on the 2checkout server; `dynamics-365-sales-*` tools are on the Dynamics 365 Sales server. Both servers must be connected.
* This prompt is read-only. Do NOT call any create, update, add, delete or other write tool on either server, including `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-task`, `2checkout-customer-add` and `2checkout-subscription-update`.

**Validation:**

* If a status filter value is rejected, retry without it and filter the returned `status` yourself.
* If 2Checkout returns nothing, report that no subscriptions expire in the window and stop.

Who it's for

One answer, three teams that use it

Account managers

Work the riskiest renewals first

Subscriptions sorted by risk tell you where to spend the week.

Rank 2Checkout renewals in the next 45 days by risk using Dynamics 365 Sales cases.

Customer success leaders

See risk across the renewal book

Counts of High, Medium, Low and Unknown show the shape of upcoming renewals.

How many 2Checkout renewals this month are high risk based on Dynamics 365 Sales?

Support managers

Find open cases that threaten renewals

Open support cases against expiring customers show which tickets to close first.

Which customers with 2Checkout subscriptions expiring in 30 days have open Dynamics 365 Sales cases?

How it works

What PopdockAI does when you ask

You give a window and optional product, and your AI assistant rates each expiring subscription using CRM context. Unknown is kept apart from low risk, and nothing changes.

01

Ask

You give the number of days ahead and, optionally, a product.

Your AI tool

02

Read

It lists active 2Checkout subscriptions expiring in the window, up to 25.

2checkout-get-subscription

03

Enrich

It finds each subscriber in Dynamics 365 Sales and counts open cases and opportunities.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-incidents
microsoft-dynamics-365-sales-get-opportunities

04

Rank

It rates each renewal High, Medium, Low or Unknown and sorts the highest risk first.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-subscription

Returns subscriptions records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
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-incidents

Returns Dynamics 365 Sales cases. Filter by case title, status, customer, priority, owner, case type, created date and case number, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, and cap how many records come back.
Read only.Nothing in 2Checkout 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

Know which renewals are at risk, and why

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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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