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Send the right technician to the right call next
For dispatchers who want open Dynamics GP service calls ranked and technician workloads shown, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Dispatchers guess which call to send next
Dispatchers in Dynamics GP need to know which open calls to send next, which have no technician and who is overloaded. Status codes differ between setups and work orders sit apart from calls, so building that picture by hand is slow.
Without PopdockAI
- Work out which status codes mean open
- List open calls and their ages
- Count open calls per technician
- Match work orders to calls by hand
With PopdockAI
- Your status codes are learned and every open call read
- Calls per technician are counted and unassigned calls flagged
- Open work orders are linked to their calls
- The next ten calls to dispatch, 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:** Triage the open field service backlog for office `{office-id}` and technician `{technician-id}` (defaults: all), so a dispatcher knows what to send next and who is overloaded.
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: Learn the status codes**
Call `dynamics-gp-get-srv-service-status` and read the `status` codes and `description` values. Decide from the descriptions which codes mean the call is finished; use that to classify calls in Step 2 alongside `complete-date`.
**Step 2: Open calls**
Call `dynamics-gp-get-srv-service-call`, passing `office-id` and `tech-id` when given. A call is open when it has no `complete-date` and its `service-call-status` is not a finished code. For each open call compute age in days from `entry-date`.
**Step 3: Technicians**
Call `dynamics-gp-get-srv-tech` (with `office-id` when given) to name each `tech-id` and see their `status`. Count open calls per technician. Flag calls with no `tech-id` and calls assigned to a technician whose status is not active or who has a `termination-date`.
**Step 4: Work orders**
Call `dynamics-gp-get-srv-work-order` with `office-id` when given, and keep those with no `complete-date`. Link them to calls by `service-call-number` and note calls waiting on a work order.
**Step 5: Report**
* The next ten calls to dispatch, ranked by `priority-level` then age: call number, customer, service type, priority, age, technician, status, description.
* Unassigned calls and calls assigned to inactive technicians.
* Workload table: technician, office, open calls, oldest open call.
* Open work orders older than 14 days.
**Rules & Guidelines:**
* Read-only. Do not call `dynamics-gp-srv-service-call-update`, `dynamics-gp-srv-equipment-update`, `dynamics-gp-srv-rma-update` or any tool whose name does not contain `get`.
* Priority numbering varies by setup; say which direction you treated as most urgent.
**Validation:**
* If there are no open calls, say so and report the number completed in the last 7 days.Who it's for
One answer, three teams that use it
Dispatchers
Know what to send next
The next ten calls by priority and age give you the dispatch list for the day.
What should the NORTH office dispatch next from the Dynamics GP service backlog?
Service managers
Balance technician workload
A workload table shows who is overloaded and who has room for more calls.
How many open Dynamics GP service calls does each technician have?
Service desk leads
Catch calls with no technician
Calls with no technician or an inactive one are flagged before customers chase them.
Which open service calls in Dynamics GP have no active technician assigned?
How it works
What PopdockAI does when you ask
You optionally pick an office or technician, and your AI assistant ranks the Dynamics GP service backlog. It says how it read priority and changes nothing.
01
Ask
You optionally pick an office or technician.
02
Read
It learns your status codes and reads every open call and its age.
03
Assign
It counts calls per technician, flags unassigned ones and links work orders.
04
Report
You get the next ten calls to dispatch and a workload table.
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-service-status
microsoft-dynamics-gp-get-srv-service-call
microsoft-dynamics-gp-get-srv-tech
microsoft-dynamics-gp-get-srv-work-order
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
The right technician on the right call
Related use cases
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One prompt template with infinite possibilities.
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