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Renew service contracts on time and at the right price
For account managers who want expiring Dynamics GP service contracts reviewed against service actually used, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Service contracts expire quietly or renew too cheap
Service contracts in Dynamics GP expire quietly unless someone checks end dates. Renewals go better when you know what each contract covers and how much service the customer used, but pulling that together is slow.
Without PopdockAI
- Filter contracts by end date
- Miss lapsed contracts that still look active
- Total a year of service calls per customer
- Renew at the old price without checking usage
With PopdockAI
- Contracts ending in the window and lapsed ones that look active are read
- Covered lines and billed amounts are read for each
- A year of service calls is compared with the contract total
- Each gets a renew, reprice or review note, with nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find service contracts for `{customer-name}` (default all customers) whose end date falls in the next `{days-ahead}` days (default 60), and give the account manager what they need to renew each one.
Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.
**Step 1: Contracts ending soon**
Call `dynamics-gp-get-srv-contract`, with `customer-name.contains` when given. There is no end-date filter, so filter the rows yourself: keep contracts whose `end-date` is between today and today plus the window, and also list separately any whose `end-date` has already passed but whose `status` still looks active.
**Step 2: What each contract covers**
For each kept contract call `dynamics-gp-get-srv-contract-line` filtered by `contract-number`. Count lines, list `item-number` and `serial-number` per line, and total `total` and `total-billed`.
**Step 3: How much service it consumed**
For each distinct `customer-id`, call `dynamics-gp-get-srv-service-call` filtered by `customer-id` with `entry-date.from` set to one year ago. Count calls and sum `total`. Compare that service value with the contract `total` to show whether the contract is priced above or below what it cost to serve.
**Step 4: Report**
A table sorted by `end-date`: contract number, customer, contract type, end date, days left, contract total, billed to date, lines covered, calls in the last year, service value in the last year, and a one-word renewal note (renew, reprice, review). Then the list of lapsed-but-active contracts.
**Rules & Guidelines:**
* Read-only. Do not call `dynamics-gp-srv-equipment-update`, `dynamics-gp-srv-service-call-update`, `dynamics-gp-pa-contract-add` or any tool whose name does not contain `get`.
* Reprice means service value exceeded the contract total. Say that in the report so the note is not read as an opinion.
**Validation:**
* If nothing ends in the window, say so and give the next contract end date after it.Who it's for
One answer, three teams that use it
Account managers
Start renewals before contracts lapse
Contracts ending soon are listed with what they cover, so renewal talks start in good time.
Which Dynamics GP service contracts end in the next 90 days?
Service sales reps
Reprice contracts that undercharge
Contracts where service value exceeds the contract total are marked reprice, with the reason.
Which expiring service contracts in Dynamics GP should we reprice based on last year's calls?
Service managers
Find lapsed contracts still in use
Contracts past their end date but still active are flagged, so customers are not served for free.
Are any Dynamics GP service contracts past their end date but still active for Contoso?
How it works
What PopdockAI does when you ask
You set a window, and your AI assistant reviews expiring Dynamics GP contracts against real service use. It suggests a renewal approach for each and changes nothing.
01
Ask
You set a window, and optionally a customer.
02
Read
It reads contracts ending in the window and lapsed ones that look active.
03
Compare
It compares covered lines and billing with a year of service calls.
04
Report
You get each contract with a renew, reprice or review note.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-gp-get-srv-contract
microsoft-dynamics-gp-get-srv-contract-line
microsoft-dynamics-gp-get-srv-service-call
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
Renewals on time and priced on real use
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.
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