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Reconcile 2Checkout products with Dynamics 365 Sales
For operations teams who keep the billing catalog and CRM products aligned, by asking their AI assistant to compare 2Checkout with Dynamics 365 Sales.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Product lists that drift between billing and CRM
Product lists drift between 2Checkout and Dynamics 365 Sales, and finding the gaps means comparing two exports by eye. Products may be missing on one side, or enabled in billing and inactive in the CRM.
Without PopdockAI
- Export products from 2Checkout
- Export products from Dynamics 365 Sales
- Match names and codes by eye
- Miss products active on only one side
With PopdockAI
- Up to 200 products read from each system
- Paired on name or product code
- Fuzzy pairs labelled possible matches
- One sided and inconsistent products listed, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare the 2Checkout product catalog with the Dynamics 365 Sales product catalog, restricted to names containing `{name-contains}` if given, and report products on one side only.
**Step 1: Read 2Checkout products**
Call `2checkout-get-product` (with `name.contains` if provided, `max-records` 200). Keep `product-code`, `name`, `enabled`, `type`.
**Step 2: Read Dynamics 365 products**
Call `dynamics-365-sales-get-products` (with `name.contains` if provided, `max-records` 200). Keep `product-id`, `name`, `status`, `list-price`.
**Step 3: Match and report**
Match on exact name ignoring case and punctuation; where `product-code` equals a CRM `product-id` or name, count it as a match too. Report three lists: only in 2Checkout (product-code, name, enabled), only in Dynamics 365 (product-id, name, status), matched but inconsistent (for example enabled in 2Checkout while the CRM status is not Active). Give counts.
**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`.
* Treat fuzzy name matches as suggestions and label them "possible match".
**Validation:**
* If either side returns exactly 200 rows, warn that the list may be truncated.
* If either side returns nothing, report that and stop.
Who it's for
One answer, three teams that use it
Product operations
Keep both catalogs complete
See products that exist only in 2Checkout or only in the CRM.
Which 2Checkout products are missing from Dynamics 365 Sales?
Sales operations
Stop reps quoting retired products
Products enabled on one side and inactive on the other are flagged.
Show products that are enabled in 2Checkout but inactive in Dynamics 365 Sales.
Catalog managers
Check one product line
Filter by name to compare just the line you manage.
Compare 2Checkout and Dynamics 365 Sales products with Analytics in the name.
How it works
What PopdockAI does when you ask
You give an optional name filter and your AI assistant compares the two product lists. It warns you when a list may be cut off.
01
Ask
You give an optional piece of a product name.
02
Read
It reads the 2Checkout and Dynamics 365 Sales product lists, up to 200 each.
03
Match
It pairs products on name or product code and labels fuzzy pairs as possible matches.
04
Report
It lists products on one side only and inconsistent ones, with counts.
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.
2checkout-get-product
microsoft-dynamics-365-sales-get-products
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
Product gaps seen without a manual comparison
Related use cases
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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.
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