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Microsoft Dynamics 365 Sales

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Review a Dynamics 365 Sales deal against Chorus conversations
Report
Cross-Connector

Check whether conversations back up a deal's stage

For sales leaders who want a Dynamics 365 Sales opportunity tested against Chorus calls and emails, by asking their AI assistant.

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Review a Dynamics 365 Sales deal against Chorus conversations
Do the Chorus conversations from the last 60 days support the stage of the Contoso ERP upgrade deal?
Verdict: at risk. The deal is at Propose closing on 31 October, but the calls lag behind. - Timeline: 3 calls and 5 emails in 60 days, the last call 19 days ago - Gap: the primary contact, Jordan Lee, never attended a call - Not in CRM: 2 customer attendees are not contacts yet - Contradiction: the last call discussed budget approval as still pending Want the full conversation timeline?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-contacts
chorus-get-engagements
chorus-get-conversation-participants
chorus-get-emails

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.

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The problem

A late stage deal with little conversation to back it up

An opportunity can show a late stage and near close date with little conversation behind it. Checking means reading the account's Chorus calls and emails and working out which customer attendees are not even contacts yet.

Without PopdockAI

  • Read the deal's stage and close date
  • Search Chorus calls and emails for the account
  • Compare attendees with CRM contacts
  • Trust a stage the conversations do not support

With PopdockAI

  • Stage, probability, revenue and close date are read with contacts
  • Chorus calls, attendees and emails for the account are gathered
  • Missing contacts, gaps and contradicting signals are listed
  • A supported, at risk or no evidence verdict, 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.

Prompt
**Objective:** Review the opportunity `{opportunity-topic}` in Dynamics 365 Sales against what Chorus recorded for its account in the last `{lookback-days}` days (default 60), and report whether the conversations support the stage and close date in the CRM.

**Step 1: Find the opportunity (Dynamics 365 Sales)**

Call `dynamics-365-sales-get-opportunities` with `topic` = `{opportunity-topic}`. If nothing matches, retry with `topic.contains`. If more than one opportunity matches, list them (topic, potential customer, owner, est. close date) and stop. Keep `potential-customer`, `owner`, `sales-stage`, `probability`, `est-revenue`, `est-close-date` and `parent-contact`.

Call `dynamics-365-sales-get-contacts` with `parent-customer` = the potential customer, to know which people the CRM holds for the account.

**Step 2: Find the conversations (Chorus)**

Call `chorus-get-engagements` with `account-name` = the opportunity's `potential-customer` and `date.from` = today minus `{lookback-days}` days. If nothing comes back, retry with `account-name.contains` using the most distinctive word of the customer name (drop suffixes such as Inc, Ltd, LLC). Keep the conversations whose `opportunity-name` matches the opportunity topic; if none carry an opportunity name, keep all the account's conversations and say so.

For each kept conversation, call `chorus-get-conversation-participants` with `conversation-id` to see who attended. Then call `chorus-get-emails` with `account-name.contains` and `sent-time.from` for the same window.

**Step 3: Report**

* The opportunity: stage, probability, est. revenue, est. close date, owner.
* Conversation timeline: date, type, subject, duration, and one line from `meeting-summary`, newest first.
* Stakeholders: participants from the customer side, marked as in the CRM (email matches a contact from Step 1) or not in the CRM.
* Gaps: days since the last conversation, whether the parent contact has attended any call, and any signal in the summaries (pricing, timing, competitor, blocker) that contradicts the CRM stage or close date.
* A one-line verdict: supported, at risk, or no evidence.

**Rules & Guidelines:**

* `dynamics-365-sales-get-opportunities` and `dynamics-365-sales-get-contacts` are on the Dynamics 365 Sales server. `chorus-get-engagements`, `chorus-get-conversation-participants` and `chorus-get-emails` are on the Chorus server.
* This prompt is read-only. Do not call `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-task`, `chorus-add-moment` or `chorus-create-playlist`.
* Quote meeting summaries briefly; do not reproduce email bodies.

**Validation:**

* If Chorus holds nothing for the account, report the opportunity as having no recorded conversations in the window, and name the account name you searched with, so the user can check whether Chorus spells it differently.
* Account names often differ between the systems ("Contoso Ltd" vs "Contoso"). Treat a match on the distinctive part of the name as a match and say you did so.

Who it's for

One answer, three teams that use it

Sales managers

Test deal stages against real conversations

A verdict per deal shows which forecasted deals the conversations support.

Do the Chorus calls in the last 45 days support the stage of the Fabrikam expansion deal?

Account executives

Find stakeholders not in the CRM

Customer attendees who are not contacts yet are listed so you can add them.

Who from Northwind Traders has been on our Chorus calls but is not a contact on the racking deal?

Revenue leaders

Spot deals with no evidence

Deals with no supporting conversations are called out before they reach the forecast.

Review the Contoso ERP upgrade deal against Chorus for the last 90 days and give me a verdict.

How it works

What PopdockAI does when you ask

You name the opportunity and a period and your AI assistant checks the deal against Chorus conversations. It says how it matched the account name and changes nothing.

01

Ask

You name the opportunity and the period to review.

Your AI tool

02

Read

It reads the deal and account contacts from Dynamics 365 Sales.

microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-contacts

03

Match

It reads the account's Chorus calls, attendees and emails.

chorus-get-engagements
chorus-get-conversation-participants
chorus-get-emails

04

Report

You get a timeline, gaps, contradictions and a verdict, with nothing changed.

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

microsoft-dynamics-365-sales-get-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, 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

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

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

chorus-get-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
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

Every reviewed deal carries a clear verdict

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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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