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Microsoft Dynamics 365 Sales

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Triage the Dynamics 365 Sales case backlog
Report

Work the case backlog in the right order

For support teams who want open Dynamics 365 Sales cases ranked by urgency, with entitlement problems flagged, by asking their AI assistant.

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Triage the Dynamics 365 Sales case backlog
Triage our open Dynamics 365 Sales cases. What should the team work first?
There are 86 open cases, and 14 are urgent. - First: CAS-1042 for Contoso, high priority, 4 days past resolve-by - Over 14 days old: 9 cases - Expired entitlement: Fabrikam, worth a word with the account owner - Possible help: 2 knowledge articles may apply to the top cases Want the full ranked work order?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-incidents
microsoft-dynamics-365-sales-get-entitlements
microsoft-dynamics-365-sales-get-knowledgearticles

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 large case backlog with no clear order to work it

A large backlog of open cases makes it hard to know what to work first. Urgency depends on priority, age and resolve by dates, and some customers have expired entitlements that need a commercial conversation as well as a fix.

Without PopdockAI

  • Sort cases by priority, then by age
  • Check resolve by dates by eye
  • Look up entitlements one customer at a time
  • Work the loudest case, not the most urgent

With PopdockAI

  • Open cases are marked urgent on priority, resolve by date or age
  • Entitlements are checked for urgent customers
  • Up to two articles are suggested for the five most urgent
  • A ranked work order with reasons, and no case is edited

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 case backlog, optionally narrowed to owner `{owner}`, customer `{customer}` and priority `{priority}`, and recommend the order to work them in.

**Step 1: Pull the backlog**

Call `dynamics-365-sales-get-incidents` with `status` set to the open (active) value, plus `owner`, `customer` and `priority` if given. Set `max-records` to 200.

**Step 2: Age and urgency**

For each case compute its age from `created-on` and whether `resolve-by` is past or within 24 hours. A case is urgent when it has the highest priority, or its `resolve-by` has passed, or it is older than 14 days.

**Step 3: Entitlement check**

For each distinct customer among the urgent cases, call `dynamics-365-sales-get-entitlements` with `customer` = the customer name. Note customers whose entitlement has expired (`end-date` in the past) or has 0 `remaining-terms`; their cases need a commercial conversation as well as a fix.

**Step 4: Knowledge articles**

For the 5 most urgent cases, call `dynamics-365-sales-get-knowledgearticles` with `title.contains` = one or two distinctive words from the case title (and `subject` = the case subject if it has one), `is-latest-version` = true. List up to 2 relevant articles per case by title and public number. If none look relevant, say none.

**Step 5: Report**

1. Counts by priority and by case type, and how many are past `resolve-by`.
2. The work order: case number, title, customer, priority, age in days, resolve-by, owner, and why it is ranked there.
3. Entitlement problems.
4. Suggested articles against each of the top 5 cases.

**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.
* Suggest articles, never claim one solves the case.

**Validation:**

* If no open cases match, say so and state the filters used.

Who it's for

One answer, three teams that use it

Support team leads

Give the team a clear work order

A ranked list with reasons tells everyone what to pick up next.

Triage our open Dynamics 365 Sales cases and tell the team what to work first.

Support agents

Start urgent cases with a head start

Knowledge articles for the most urgent cases give you somewhere to begin.

Which of my open cases are urgent, and are there knowledge articles that might help?

Account managers

Spot expired entitlements on urgent cases

Entitlement problems are flagged so you can have the commercial conversation.

Which customers with urgent cases in Dynamics 365 Sales have an expired entitlement?

How it works

What PopdockAI does when you ask

You optionally filter by owner, customer and priority, and your AI assistant ranks the backlog in Dynamics 365 Sales. Articles are suggested without claiming they solve the case, and nothing is edited.

01

Ask

You optionally filter by owner, customer and priority.

Your AI tool

02

Assess

It reads open cases and marks them urgent on priority, resolve-by date or age.

microsoft-dynamics-365-sales-get-incidents

03

Check

It checks entitlements and suggests articles for the five most urgent cases.

microsoft-dynamics-365-sales-get-entitlements
microsoft-dynamics-365-sales-get-knowledgearticles

04

Report

You get a ranked work order with reasons, and nothing is edited.

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-incidents

Returns Dynamics 365 Sales cases. Filter by case title, status, customer, priority, owner, case type, created date and case number, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-entitlements

Returns Dynamics 365 Sales entitlements. Filter by end date, start date, entitlement name, customer, remaining terms and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-knowledgearticles

Returns Dynamics 365 Sales knowledge articles. Filter by title, internal flag, article public number, subject, publish on, latest version 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

The backlog worked in the right order

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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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