Connectors

/

Microsoft Dynamics 365 Sales

/

Triage Dynamics 365 Sales leads
Report

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.

Try PopdockAI free
Get a live demo
Triage Dynamics 365 Sales leads
Triage the Dynamics 365 Sales leads from the last 14 days that came from our website.
Of 32 website leads from the last 14 days, 24 are ready to call. - Top lead: Dana Whitfield, Northwind Traders, hot rating, 40,000 estimated - Existing customers: 3 leads, best left to their account owners - Duplicates: 2 leads share an email with existing contacts - Unworkable: 3 leads have no email or phone Want the ranked call list?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts

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

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.

Prompt
**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.

Your AI tool

02

Check

It checks up to 50 leads against accounts and contacts by company and email.

microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts

03

Rank

It ranks the rest by rating, value and recency.

No items found.

04

Report

You get a call list plus the customers, duplicates and unworkable leads.

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-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
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.
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

Call the best new leads first

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