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Call the best new leads first, not existing customers
For sales teams who want new Dynamics 365 Sales leads checked for customers and duplicates and ranked into a call list, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
New leads hide existing customers and duplicates
A batch of new leads usually hides existing customers, known contacts and duplicates. Calling them in arrival order wastes time and annoys account owners whose customers get cold called by someone else.
Without PopdockAI
- Work leads in the order they arrived
- Search accounts and contacts for each
- Cold call an existing customer
- Waste time on leads with no email or phone
With PopdockAI
- Up to 50 leads are checked against accounts and contacts
- Duplicates need the same email or company, never name alone
- The rest are ranked by rating, value and recency
- Unworkable leads go last, and no lead 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:** Triage the open leads created in the last `{lookback-days}` days (default 14), optionally only those owned by `{owner}` and from source `{lead-source}`, and produce a ranked call list.
**Step 1: Pull the leads**
Call `dynamics-365-sales-get-leads` with `status` set to the open value, `created-on.from` = today minus the lookback, and `owner` and `lead-source` if given. Set `max-records` to 200.
**Step 2: Check for existing customers and duplicates**
For each lead (up to 50, most recent first):
* If it has a `company-name`, call `dynamics-365-sales-get-accounts` with `account-name` = the company name. A match means the lead is an existing customer and belongs with the account owner.
* If it has an `email`, call `dynamics-365-sales-get-contacts` with `email` = the lead's email. A match means the person is already a contact.
* Two or more leads with the same email, or the same name at the same company, are duplicates.
**Step 3: Rank**
Score each remaining lead: rating (hot before warm before cold), then `est-value` (higher first), then recency (newer first). A lead missing both email and business phone cannot be worked; put it last.
**Step 4: Report**
1. Counts: total, existing customers, existing contacts, duplicates, workable.
2. The ranked call list: name, company, topic, rating, est. value, source, owner, created on, email/phone.
3. Existing-customer and duplicate leads, each with the matching account or contact.
4. Leads that cannot be worked, and what is missing.
**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`.
* Status, stage, priority, rating and type filters take the values listed in each tool's input schema. Pick from that list; never guess a label.
* Do not treat a lead as a duplicate on name alone; require the same email or the same company too.
**Validation:**
* If no leads match, say so and state the filters used.
* If `{lookback-days}` is blank or invalid, use 14.Who it's for
One answer, three teams that use it
SDRs
Start the day with a ranked call list
Leads are ranked by rating, value and recency, so you call the best first.
Triage my Dynamics 365 Sales leads from the last 7 days.
Account executives
Stop colleagues cold calling your customers
Leads that are really existing customers are separated out before anyone calls them.
Which new Dynamics 365 Sales leads this month belong to existing customer accounts?
Marketing operations
See lead quality by source
Duplicates and unworkable leads per source show which channels need attention.
Triage webinar leads from the last 30 days in Dynamics 365 Sales and count the duplicates.
How it works
What PopdockAI does when you ask
You set a lookback period and optionally an owner and source, and your AI assistant sorts new leads in Dynamics 365 Sales into a call list. No lead is converted, merged or edited.
01
Ask
You set a lookback period and optionally an owner and source.
02
Check
It checks up to 50 leads against accounts and contacts by company and email.
03
Rank
It ranks the rest by rating, value and recency.
04
Report
You get a call list plus the customers, duplicates and unworkable leads.
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-leads
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
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
Call the best new leads first
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.

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