Connectors

/

Microsoft Dynamics 365 Sales

/

Register Dynamics 365 Sales contacts for a GoTo Webinar webinar
Write
Cross-Connector

Invite a key account's people to a webinar, once each

For marketers and account teams who want Dynamics 365 Sales contacts registered for an upcoming GoTo Webinar session, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Register Dynamics 365 Sales contacts for a GoTo Webinar webinar
Register the contacts at Contoso for our GoTo Webinar session Inventory Forecasting 2027.
Inventory Forecasting 2027 runs on 12 November, and 5 Contoso contacts can be registered. - To register: 5 contacts, including Jordan Lee - Already registered: 2, skipped - Missing details: 1 contact has no email - Each person receives a GoTo Webinar confirmation email Shall I register the 5 contacts?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-add-registrant
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
goto-webinar-get-registrant

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Invite an account to a webinar and someone gets invited twice

Inviting an account's contacts to a webinar means exporting them and registering each in GoTo Webinar, checking nobody is already registered and remembering every registration sends an email. One slip and a contact is invited twice.

Without PopdockAI

  • Export the account's contacts
  • Check each against the registrant list
  • Register people one by one
  • Send a second confirmation by mistake

With PopdockAI

  • Only future sessions are found, and the organizer key is asked for
  • Contacts already registered are skipped
  • You are reminded each registration sends an email before confirming
  • Up to 25 people are registered, each checked for a join link

The prompt

Use this prompt

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

Prompt
**Objective:** Register the Dynamics 365 Sales contacts at the account `{account-name}` for the upcoming GoTo Webinar webinar `{webinar-name}`, skipping anyone already registered, after one confirmation.

**Step 1: Identify the webinar (goto-webinar)**

Call `goto-webinar-get-webinar` with webinar-name.contains set to `{webinar-name}` and date.from set to today, so only upcoming webinars match. If nothing matches, stop and say so. If more than one distinct webinar key matches, list each with its name, date, start time and webinar key, and ask which one to use.

`goto-webinar-add-registrant` requires an organizer key. Use the organizer key from the webinar record if the result includes one; otherwise use `{organizer-key}`. If neither is available, stop and ask the user for it. Never guess it.

**Step 2: Find the contacts (dynamics-365-sales)**

Call `dynamics-365-sales-get-accounts` with `account-name` set to `{account-name}`; if more than one matches, list them and stop. Then call `dynamics-365-sales-get-contacts` with `parent-customer` set to the account name. Keep first name, last name, email and job title.

**Step 3: Skip existing registrations (goto-webinar)**

For each contact with an email, call `goto-webinar-get-registrant` with the webinar key and `email` set to it. Anyone returned is already registered: list them with their status and leave them out.

**Step 4: Confirm**

Show the webinar (name, date, start time, time zone) and a table of the people to register: first name, last name, email, job title. Say that GoTo Webinar sends each of them a confirmation email. Ask for one explicit yes; the user may remove rows first. Register at most 25 people per run.

**Step 5: Register (goto-webinar)**

After a yes, call `goto-webinar-add-registrant` once per confirmed contact with `first-name`, `last-name`, `email`, `webinar-key` and `organizer-key`, plus `job-title` when the contact has one. Leave the other optional fields empty.

**Step 6: Verify and report**

Call `goto-webinar-get-registrant` with the webinar key and each email. Report a table: name, email, status, join-url. If a status is waiting, explain that the webinar needs organizer approval and the join link is sent once approved.

**Rules & Guidelines:**

* `goto-webinar-*` tools are on the goto-webinar server; `dynamics-365-sales-*` tools are on the dynamics-365-sales server. If a tool from either server is missing, stop and say which server is not connected.
* `goto-webinar-add-registrant` is the only write tool this prompt may call, once per contact, after the yes.
* Never call `goto-webinar-delete-registrant`, and do not call any Dynamics 365 Sales create or update tool.
* Never register anyone for a webinar whose date has passed.
* If a registration fails, report the error as returned and carry on with the rest. Do not retry with changed values.
* Match email addresses case-insensitively after trimming spaces. GoTo Webinar and Dynamics 365 Sales share no other key, so never match two people on name alone; a name-only similarity may be mentioned as "possible match" but is not a match.

**Validation:**

* Contacts with no email, first name or last name are not registered. List them separately and say what is missing.
* If the account has no contacts, say so and stop.
* If the user does not answer yes, stop without writing anything.

Who it's for

One answer, three teams that use it

Field marketers

Fill webinars with key account people

Register an account's contacts in one step, skipping anyone already signed up.

Register the Fabrikam contacts for our GoTo Webinar session Warehouse Automation Live.

Account managers

Invite your customer's team in one ask

Get the people you work with into an upcoming session without exporting anything.

Sign up the contacts at Northwind Traders for next month's Product Roadmap webinar.

Marketing operations

Avoid double invitations

Existing registrants are skipped and each new registration is checked.

Register Contoso contacts for the Inventory Forecasting 2027 webinar, skipping anyone already registered.

How it works

What PopdockAI does when you ask

You name the account and the webinar and your AI assistant checks who is already registered. Nothing is registered until you confirm.

01

Ask

You name the account and the upcoming webinar.

Your AI tool

02

Check

It finds the future session and skips contacts already registered.

goto-webinar-get-webinar
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
goto-webinar-get-registrant

03

Confirm

You see the people and are reminded each gets a confirmation email.

No items found.

04

Register

It registers up to 25 people and checks each has a join link.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.

get-data

goto-webinar-get-webinar

Returns GoTo Webinar webinars with their date, start and end time, time zone, status, experience type and registration URL. Filter by webinar name, date range, status or experience type.
run-action

goto-webinar-add-registrant

Registers a person for a GoTo Webinar webinar from their first name, last name and email, with optional organization, job title, phone, country and comments. Needs the webinar key and the webinar's organizer key.
get-data

microsoft-dynamics-365-sales-get-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

goto-webinar-get-registrant

Returns the people registered for GoTo Webinar webinars, with their status, registration date, time zone and join URL. Filter by webinar, email, last name, status or registration date.
Read only.Nothing in Microsoft Dynamics 365 Sales 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

Key account contacts registered once each

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