Connectors

/

Microsoft Dynamics SL

/

Reconcile Dynamics SL customers with a Mailchimp audience
Report
Cross-Connector

Find the customers your Mailchimp audience misses

For marketers who want active Dynamics SL customers checked against a Mailchimp audience, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Reconcile Dynamics SL customers with a Mailchimp audience
How many of our active Dynamics SL customers are actually in the Customers audience in Mailchimp?
Of 480 active customers, 301 are subscribed in the Customers audience. - Pending: 12 - Unsubscribed: 38, with reasons - Cleaned: 9 - Missing: 104, plus 16 with no usable email Want the missing customers listed?
Microsoft Dynamics SL
Sample figures. Your results come from your own account.
mailchimp-get-list
dynamics-sl-get-customers
mailchimp-get-list-member

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics SL

Microsoft Dynamics SL
Run it on your own Microsoft Dynamics SL data.

Connect Microsoft Dynamics SL, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Your audience misses customers and nobody knows how many

Your Mailchimp audience should cover active customers, but nobody knows how many are missing, unsubscribed or bounced. Finding out means checking each Dynamics SL email against the audience by hand.

Without PopdockAI

  • Export customers from Dynamics SL
  • Check each email against the audience
  • Note each member's status
  • Count the gaps by hand

With PopdockAI

  • Active customers are read and checked against the audience
  • Each is classed subscribed, pending, unsubscribed, cleaned or missing
  • Customers with no usable email are counted apart
  • Capped results are flagged and nothing is touched

The prompt

Use this prompt

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

Prompt
**Objective:** Compare active Dynamics SL customers against the Mailchimp audience `{audience}` and report which customers are missing, unsubscribed or cleaned, optionally limited to customer class `{customer-class}` and state `{state}`.

**Step 1: Confirm the audience in Mailchimp**

Call `mailchimp-get-list` with `name` set to `{audience}`; if nothing matches, retry with `name.contains`. If more than one audience matches, list them with number-of-members and stop. Keep the list-id and name.

**Step 2: Read the Dynamics SL customers**

Call `dynamics-sl-get-customers` with `status` set to active, `customer-class-id` set to `{customer-class}` if given, `state` set to `{state}` if given, and `max-records` set to 500. Set aside any customer with a blank email-address; they cannot be compared.

**Step 3: Check each email in Mailchimp**

For each customer email, call `mailchimp-get-list-member` with `email` set to it and `list-name` set to the audience name from Step 1. Classify each customer as:

* **In audience** - a row with status subscribed
* **Pending** - status pending
* **Unsubscribed** - status unsubscribed (include unsubscribe-reason)
* **Cleaned** - status cleaned, meaning the address bounced
* **Missing** - no row in this audience

**Step 4: Report**

Start with counts per class and the number of customers with no email. Then a table of Missing customers (customer-id, customer-name, email-address, city, state, salesperson-id), then Unsubscribed and Cleaned customers in their own tables. Keep In audience as a count only.

**Rules & Guidelines:**

* Tools whose names start with mailchimp- are on the mailchimp server; tools whose names start with dynamics-sl- are on the dynamics-sl server. If either set is missing from your tool list, stop and say which server is not connected.
* This prompt is read-only. Do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-segment-member` or any other mailchimp write tool. To add the missing customers, the user can run the `add-customers-to-audience` prompt.
* Match email addresses case-insensitively after trimming spaces. If a Dynamics SL email-address holds several addresses, treat the customer as present if any one of them is in the audience.
* Pass `company` on the dynamics-sl tools only if the user named a company.

**Validation:**

* If Step 2 returns exactly 500 customers, say the result was capped and suggest narrowing by `{customer-class}` or `{state}`.
* If an email-address is not a valid address (no `@`), list the customer under no email rather than Missing.
* If every customer comes back Missing, check that the audience name is right before reporting.

Who it's for

One answer, three teams that use it

Email marketers

Find customers missing from the audience

See exactly which active customers are not in Mailchimp before planning a campaign.

Which active Dynamics SL customers are missing from our Mailchimp Customers audience?

Marketing managers

Measure real audience coverage

Get counts of subscribed, unsubscribed, cleaned and missing customers in one report.

What share of our Dynamics SL customers in Texas are subscribed in Mailchimp?

Data analysts

Spot bad email data

Customers with no usable email are counted apart, so you know where to fix records.

How many Dynamics SL customers have no usable email for our Mailchimp audience?

How it works

What PopdockAI does when you ask

You name the audience and optionally a class or state, and your AI assistant classes every active customer. It reports only.

01

Ask

You name the audience and optionally a customer class and state.

Your AI tool

02

Read

It reads active Dynamics SL customers.

dynamics-sl-get-customers

03

Check

It checks each email against the audience.

mailchimp-get-list
mailchimp-get-list-member

04

Report

You get each customer's status, with no usable email counted apart.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

mailchimp-get-list

Returns Mailchimp lists (audiences) with member counts, open and click rates, and recent campaign activity.
get-data

dynamics-sl-get-customers

Returns Dynamics SL customers with their contact details, address, terms, credit limit and salesperson. Filter by customer ID, name, city, state, class, salesperson or status.
get-data

mailchimp-get-list-member

Returns the members (subscribers) of Mailchimp audiences, with subscription status, tags and engagement rating. Filter by email address or status to look someone up.
Read only.Nothing in Microsoft Dynamics SL 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 who your audience misses before the next send

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation