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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.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
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.
**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.
02
Resolve
It finds the rep on both sides, noting a different email.
03
Match
A call counts as logged if an activity that day or the next names the account.
04
Report
You get totals, unlogged conversations and activities with no recording.
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.
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
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 exactly which conversations were never logged
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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