/
/
Get a straight, evidence-based answer about one deal
For sales reps and managers who want a Dynamics 365 Sales opportunity reviewed in depth before a forecast call, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Nobody reads the evidence before calling a deal
A straight answer about one deal means reading its products, quotes, emails, calls, meetings and notes, then judging whether stage, probability and close date are believable. Busy reps rarely do this before a forecast call.
Without PopdockAI
- Open products and quotes on the deal
- Scroll emails, calls and meetings
- Read notes for the latest news
- Forecast on gut feel
With PopdockAI
- Products are compared with estimated revenue
- The latest quote is checked for manual discounts
- The last ten touchpoints form a timeline
- Risks backed by facts and one next step, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review the opportunity `{opportunity-topic}` in depth and recommend the single most useful next step to move it forward.
**Step 1: Find the opportunity**
Call `dynamics-365-sales-get-opportunities` with `topic` = `{opportunity-topic}`; if nothing matches, retry with `topic.contains`. If more than one matches, list them (topic, potential customer, owner, stage) and stop.
**Step 2: What is being sold**
* Call `dynamics-365-sales-get-opportunityproducts` with `opportunity` = the topic. Total the `extended-amount` and compare it with the opportunity's `est-revenue`.
* Call `dynamics-365-sales-get-quotes` with `opportunity` = the topic. For the most recent quote, call `dynamics-365-sales-get-quotedetails` with `quote` = the quote's name and note any line with a `manual-discount`.
**Step 3: Engagement**
Call `dynamics-365-sales-get-activitypointers`, `dynamics-365-sales-get-emails`, `dynamics-365-sales-get-phonecalls` and `dynamics-365-sales-get-appointments` with `regarding` = the topic, and `dynamics-365-sales-get-annotations` with `regarding` = the topic. Build a dated timeline of the last 10 touchpoints, and list any open activity past its due date.
**Step 4: Assess**
* Does the product total support the estimated revenue? Flag a gap of more than 10%.
* Is the `sales-stage` consistent with the `probability` and with the evidence (for example, a late stage with no quote is inconsistent)?
* Days since the last touchpoint, and whether the next step is scheduled (an open task, call or appointment in the future).
* Is the `est-close-date` realistic given the stage and activity?
**Step 5: Report**
1. A header: topic, customer, owner, stage, probability, est. revenue, est. close date.
2. Products and quote summary.
3. Engagement timeline.
4. Risks, each backed by a specific fact above.
5. One recommended next step, and whether the stage, probability or close date should be changed (as a suggestion only).
**Rules & Guidelines:**
* This prompt is read-only. Do NOT call any create or update tool: `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-opportunity`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-phone-call`, `dynamics-365-sales-update-account`, `dynamics-365-sales-update-contact`, `dynamics-365-sales-update-lead`, `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-update-case`.
* Filters on related records (customer, potential customer, regarding, opportunity, quote, order, invoice) match the record's display name exactly. If an exact match returns nothing, retry once with the matching `.contains` filter and say you did.
* If evidence is missing (no activity, no products), say that plainly; do not infer engagement that is not recorded.
**Validation:**
* If the opportunity is not found, say so and stop.Who it's for
One answer, three teams that use it
Account executives
Defend your forecast with facts
Know whether your stage and close date stand up before your manager asks.
Review the Contoso ERP upgrade deal in Dynamics 365 Sales before my forecast call.
Sales managers
Inspect deals quickly
Risks are each backed by a fact, so deal reviews focus on what matters.
Is the Northwind racking deal really at Propose? Review it in Dynamics 365 Sales.
Revenue operations
Check revenue matches the products
Product totals against estimated revenue and quote discounts are checked in one pass.
Does the Fabrikam expansion deal's revenue match its products and latest quote?
How it works
What PopdockAI does when you ask
You name the opportunity and your AI assistant reviews the evidence in Dynamics 365 Sales. Changes are suggestions only, and missing evidence is stated plainly.
01
Ask
You name the opportunity.
02
Read
It reads products, the latest quote and the last ten touchpoints.
03
Assess
It checks stage, probability and close date against the evidence and lists risks.
04
Recommend
You get one next step, with changes as suggestions only.
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.
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-opportunityproducts
microsoft-dynamics-365-sales-get-quotes
microsoft-dynamics-365-sales-get-quotedetails
microsoft-dynamics-365-sales-get-activitypointers
microsoft-dynamics-365-sales-get-emails
microsoft-dynamics-365-sales-get-phonecalls
microsoft-dynamics-365-sales-get-appointments
microsoft-dynamics-365-sales-get-annotations
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
Forecast calls that rest on evidence
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.

.webp)
