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Reconcile a 2Checkout customer with Dynamics 365 Sales
For sales teams who keep billing and CRM records aligned, by giving their AI assistant a customer email address to check in 2Checkout and Dynamics 365 Sales.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Several searches to find one customer's CRM records
Account owners compare billing customers with CRM records by hand. Mismatched or missing records in Dynamics 365 Sales are missed, and the contact and account take several searches to find.
Without PopdockAI
- Look up the customer in 2Checkout
- Search Dynamics 365 Sales contacts by email
- Search accounts again by company name
- Compare fields across screens
With PopdockAI
- Customer found in 2Checkout, stopping on none or several
- Contact and account found by email, then company
- Each field marked match, differs or missing
- Country codes and names treated alike, 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:** Find the 2Checkout customer with email `{email}` and compare it to the Dynamics 365 Sales account and contact for the same email.
**Step 1: Read the customer from 2Checkout**
Call `2checkout-get-customer` with `email` set to `{email}`. If it returns no rows, report that the customer does not exist in 2Checkout and stop. If it returns more than one, list them (customer-reference, company, email) and stop.
**Step 2: Find the contact and account in Dynamics 365 Sales**
Call `dynamics-365-sales-get-contacts` with `email` set to the same value. Then call `dynamics-365-sales-get-accounts` with `email` set to the same value; if that finds nothing and the 2Checkout `company` is not empty, call it again with `account-name.contains` set to the company. Use the contact's `parent-customer` to confirm the account when both exist.
**Step 3: Compare and report**
Report a table of field, 2Checkout value, Dynamics 365 value, status (match, differs, missing): name (first-name and last-name against full-name), company against account-name, city, country-code against country, phone where both have one. State clearly one of: in both, in 2Checkout only, in Dynamics 365 only.
**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`.
* Compare emails case-insensitively and ignore surrounding spaces.
**Validation:**
* If Dynamics 365 returns no contact and no account, report the customer as missing from the CRM and continue to the report.
* Country may be a code on one side and a name on the other; treat an ISO code and its matching name as a match.
Who it's for
One answer, three teams that use it
Account executives
Find the account behind a billing customer
Get the Dynamics 365 Sales contact and account for a 2Checkout customer in one ask.
Which Dynamics 365 Sales account is the 2Checkout customer tom@fabrikam.com under?
Sales operations
Fix details that differ
See which of name, company, city, country and phone disagree.
Compare sam@contoso.com in 2Checkout and Dynamics 365 Sales and list the differences.
Customer success managers
Spot customers missing from the CRM
Learn when a paying customer is in billing only, so they can be added.
Is the 2Checkout customer lena@tailspintoys.com in Dynamics 365 Sales at all?
How it works
What PopdockAI does when you ask
You give an email and your AI assistant finds the customer in both systems and compares the details. It states whether the customer exists in both or one only.
01
Ask
You give the customer email address.
02
Read
It finds the customer in 2Checkout and stops if there are none or several.
03
Find
It looks for the Dynamics 365 Sales contact and account by email, then by company name.
04
Compare
It shows each field as match, differs or missing and states where the customer exists.
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-customer
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-accounts
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
Know if a customer is in the CRM, and what differs
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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