Connectors

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Chorus

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Reconcile Chorus conversations with Dynamics 365 Sales activities
Report
Cross-Connector

Find conversations your reps never logged in Dynamics 365 Sales

For sales managers who want a rep's Chorus recordings compared with their Dynamics 365 Sales calls, appointments and activities, by asking their AI assistant.

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Reconcile Chorus conversations with Dynamics 365 Sales activities
Reconcile Jordan Lee's Chorus calls with Dynamics 365 Sales activities for the last 14 days.
Jordan Lee has 18 recorded conversations, and 5 have no Dynamics 365 Sales activity. - Unlogged: Contoso pricing call, 29 September - Unlogged: Fabrikam onboarding, 2 October - Activities with no recording: 3 phone calls - Note: email differs between the two systems Want the full table of unlogged conversations?
Chorus
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-systemusers
chorus-get-users
chorus-get-engagements
microsoft-dynamics-365-sales-get-phonecalls
microsoft-dynamics-365-sales-get-appointments
microsoft-dynamics-365-sales-get-activitypointers

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

Connect Chorus, pick your AI tool and paste the prompt.

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The problem

Reps hold more conversations than they log

Reps hold more conversations than they log, and Dynamics 365 Sales ends up missing calls that really happened. Finding the gaps means comparing a rep's Chorus recordings against their phone calls, appointments and activities day by day.

Without PopdockAI

  • Pull the rep's Chorus recordings
  • Pull their phone calls, appointments and activities
  • Match them day by day
  • Report gaps that read like blame

With PopdockAI

  • The rep is found on both sides, noting a different email
  • Recordings and logged activities are read for the period
  • Activities that day or the next naming the account count
  • Totals and unlogged calls are reported as facts, nothing written

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 the rep `{rep-name}`, compare the conversations Chorus recorded in the last `{lookback-days}` days (default 14) with the phone calls, appointments and other activities they logged in Dynamics 365 Sales, and list the accounts where the CRM has no record of a conversation that took place.

**Step 1: Identify the rep on both sides**

Call `dynamics-365-sales-get-systemusers` with `full-name` = `{rep-name}` (retry with `full-name.contains`). If more than one matches, list them and stop. Keep `full-name` and `primary-email`.

Call `chorus-get-users` with `email` = that `primary-email`. If there is no match, retry with `name` = `{rep-name}`, and report that the rep's email differs between the systems.

**Step 2: Read both activity streams**

* Chorus: `chorus-get-engagements` with `user-email` = the rep's Chorus email and `date.from` = today minus `{lookback-days}` days.
* Dynamics 365 Sales: `dynamics-365-sales-get-phonecalls` with `owner` = the rep's full name and `due.from` for the same window; `dynamics-365-sales-get-appointments` with `owner` and `start-time.from`; `dynamics-365-sales-get-activitypointers` with `owner` and `due-date.from`.

**Step 3: Match**

Group the Chorus conversations by `account-name`. For each account, look for a Dynamics 365 activity on the same day (or the day after) whose `regarding` contains the account name or the conversation's `opportunity-name`.

**Step 4: Report**

* Totals: Chorus conversations, Dynamics 365 calls and appointments, and how many conversations matched.
* Unlogged: a table of conversations with no matching CRM activity: date, account, opportunity name, subject, duration.
* CRM-only: logged calls and appointments with no Chorus recording, in one short list.

**Rules & Guidelines:**

* `dynamics-365-sales-get-systemusers`, `dynamics-365-sales-get-phonecalls`, `dynamics-365-sales-get-appointments` and `dynamics-365-sales-get-activitypointers` are on the Dynamics 365 Sales server. `chorus-get-users` and `chorus-get-engagements` are on the Chorus server.
* This prompt is read-only. Do not call `dynamics-365-sales-create-phone-call`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note` or any Chorus action tool. If the user wants the gaps logged, point them to the `log-conversation-to-crm` prompt.
* Report facts, not a judgement of the rep.

**Validation:**

* If the rep has no Chorus conversations in the window, report that and stop; an empty Chorus side is not evidence of unlogged work.
* A match on the day after counts, since reps often log calls late.

Who it's for

One answer, three teams that use it

Sales managers

See logging gaps per rep

Totals and a table of unlogged conversations show who needs to catch up.

Reconcile Priya Shah's Chorus calls with Dynamics 365 Sales activities for the last 30 days.

Account executives

Find the calls you missed

Get your unlogged conversations so the CRM reflects your real activity.

Which of my Chorus calls in the last 7 days have no activity in Dynamics 365 Sales?

Revenue operations

Trust activity reports

Know how much real contact is missing before you report on activity.

Compare Sam Patel's Chorus recordings with Dynamics 365 phone calls and appointments this month.

How it works

What PopdockAI does when you ask

You name the rep and the number of days, and your AI assistant reconciles their Chorus conversations with Dynamics 365 Sales activity. It only reads both systems.

01

Ask

You name the rep and the number of days to compare.

Your AI tool

02

Resolve

It finds the rep on both sides, noting a different email.

microsoft-dynamics-365-sales-get-systemusers
chorus-get-users

03

Match

A call counts as logged if an activity that day or the next names the account.

chorus-get-engagements
microsoft-dynamics-365-sales-get-phonecalls
microsoft-dynamics-365-sales-get-appointments
microsoft-dynamics-365-sales-get-activitypointers

04

Report

You get totals, unlogged conversations and activities with no recording.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

microsoft-dynamics-365-sales-get-systemusers

Returns Dynamics 365 Sales users. Filter by business unit, full name, job title, access mode, user name, primary email and disabled status, and cap how many records come back.
get-data

chorus-get-users

Returns Chorus users, with their name, email, title, role, license type and whether the account is active. Use it for license reviews and for matching reps to their conversations.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

microsoft-dynamics-365-sales-get-phonecalls

Returns Dynamics 365 Sales phone calls. Filter by activity status, phone number, owner, regarding record, due date, subject and direction, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-appointments

Returns Dynamics 365 Sales appointments. Filter by location, regarding record, owner, subject, start time and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-activitypointers

Returns Dynamics 365 Sales activities. Filter by activity type, owner, due date, subject, regarding record, priority and activity status, and cap how many records come back.
Read only.Nothing in Chorus 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 exactly which conversations were never logged

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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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