ERP
Microsoft Dynamics SL
Connect your AI to Dynamics SL
Project accountants, controllers, and operations managers run project-based businesses on Dynamics SL, but answers about project costs, billing, and receivables sit behind screens and reports only a few people know how to run. AI can bring them forward in seconds, but only if it respects company databases, project security, and the posting rules the finance team relies on.
Why it matters
Capabilities that matter most for Microsoft Dynamics SL
01
Archive SL before you move on
The Data Lake Exporter copies Dynamics SL history to Azure or Amazon storage as CSV or Parquet, so project costs and billing stay reportable after the migration.
02
Lists over SL tables
Read project, billing and receivables data straight from the SL database tables, without waiting for someone who knows the right screen or Crystal report.
03
Every company database in one view
Comparison lists line up the same project or receivables figures across SL company databases so controllers see the whole business at once.
Use cases
Example AI Use Cases for Microsoft Dynamics SL
scenario
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Dynamics SL holds an email for many of your customers, but that does not mean they are in Constant Contact. Bringing them across means checking each address, skipping anyone already there, and resisting the urge to mark everyone as opted in.
What popdock provides
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Optionally name a state and a Constant Contact list, and it reads up to 200 active Dynamics SL customers with an email. Anyone already in Constant Contact is dropped, whatever their permission status, and a list that does not exist is created only if you say yes. You see the candidates with id, name, email, phone and target list, can remove rows, and contacts are created only after you confirm. Permission stays unset unless you say they opted in, a shared email becomes one contact, and each new contact is checked afterwards.
Business outcome
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Your Dynamics SL customers become reachable in Constant Contact, with no duplicates and no assumed consent.
scenario
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Customers with large balances in Dynamics SL are the ones collections most needs to reach, yet their email may have bounced or opted out in Constant Contact months ago. Finding out means looking up each customer's address and then checking it in a different system.
What popdock provides
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Optionally set a minimum balance, 1000 by default, and it lists Dynamics SL customers above it with their aging buckets and average days to pay, oldest debt first. Each customer's email is checked in Constant Contact for a bounce or unsubscribe in the last 180 days and marked reachable, bounced, unsubscribed, not in Constant Contact or no email on file, with hard bounces outranking unsubscribes. It ends with the customers to phone instead, with their SL phone number. It never suggests sending a campaign to someone who opted out, and it only reads.
Business outcome
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Collections effort goes to the right channel for each overdue account, starting with the oldest debts.
scenario
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Marketing wants to know whether campaign clickers went on to place orders, but Dynamics SL cannot search customers by email. Matching clickers to customers by company name, then checking for orders in the weeks after, is slow and easy to get wrong when names are similar.
What popdock provides
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Name a Constant Contact campaign or give its id, and optionally a window, 30 days by default, and it lists each unique clicker with their first click date and links. Clickers are matched to Dynamics SL customers by company, accepted only when the email matches or a single result agrees once suffixes such as Inc or LLC are ignored; anything else stays unmatched rather than guessed. Sales orders placed in the window after each click are totalled. It states plainly that an order after a click is correlation, not proof, and it only reads.
Business outcome
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You see which campaign clicks turned into Dynamics SL orders, with uncertain matches listed instead of guessed.
scenario
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Service contracts in Dynamics SL come up for renewal on their own schedule, and the customers least likely to renew are often the ones who stopped reading your emails. Without checking each customer in Constant Contact, renewal reminders go to addresses that bounce or people who never open them.
What popdock provides
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Optionally set how far ahead to look, 60 days by default, and it finds the Dynamics SL service contracts expiring in that window with their type and amount. Each customer's email is checked in Constant Contact for permission and for opens and clicks in the last 90 days, looked up once even when they hold several contracts. You get a table ordered by expiry date with contact status and engagement, then a list of high-value contracts whose customer is unreachable or silent and needs a personal call. It only reads, and drafting a renewal campaign is left as a separate step.
Business outcome
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Renewal effort goes first to the valuable contracts whose customers email alone will not reach.
scenario
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Understanding a Dynamics SL customer fully means looking at their balance, aging and recent orders in SL, and then at whether they open, click or ignore your emails in Constant Contact. The two views rarely end up side by side. As a result, an account manager may chase an overdue invoice without knowing the customer has not opened an email in months.
What popdock provides
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Give a Dynamics SL customer id or name, and optionally a look-back period, 90 days by default, and it reads their balance, aging buckets, credit limit, average days to pay and recent sales orders. Each email on the record is tried in Constant Contact, and if one matches it reports permission, tags, lists, sends, opens, clicks with links, bounces and unsubscribes, with an open rate only when there were sends. A short read explains what the combination suggests, such as a large buyer who never opens email. No record in either system is touched.
Business outcome
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You see a customer's financial standing and email engagement in one profile, along with what the combination is telling you.
scenario
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Comparing Dynamics SL customers with Constant Contact contacts by hand means checking emails one at a time and noticing when a company name or phone number has drifted. Customers who unsubscribed or never got added are easy to miss until a campaign underperforms.
What popdock provides
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Optionally name a state or salesperson, and it reads up to 200 active Dynamics SL customers and looks up each email in Constant Contact, trying every address on file. Each customer lands in exactly one group: missing from Constant Contact, not mailable, details differ, matched, or no email in Dynamics SL. Matching is on email only, never by name, and an email that matches several contacts is listed with every contact id. A capped result is called out, and nothing is changed.
Business outcome
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You have a clear split of which customers your email audience covers, which it cannot reach, and which records disagree.
scenario
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A customer renames their business or changes their main phone number in Dynamics SL, but the matching Constant Contact contact keeps the old values. Fixing it means comparing the two records and retyping, and it is easy to blank out a good value or touch the wrong field.
What popdock provides
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Give a Dynamics SL customer id or name and it finds the customer and the Constant Contact contact with the same email, stopping if either is missing or ambiguous. Company name and phone number are compared, ignoring case, spacing and punctuation, and a blank SL value never overwrites a filled one. You see the differences side by side, then only those fields are updated once after you confirm, with the before and after values shown. Email and permission are never changed, and nothing is written to Dynamics SL.
Business outcome
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The Constant Contact contact reflects the customer's current name and phone from Dynamics SL, with nothing else disturbed.
scenario
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Customers keep being added in Dynamics SL, but the Mailchimp audience only grows when someone exports a file, removes the people already there and imports the rest. Done by hand it is easy to re-add people who unsubscribed or to subscribe customers without consent.
What popdock provides
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Name the Mailchimp audience, and optionally a customer class, and it reads active Dynamics SL customers with a valid email and checks each one against the audience. Only customers with no row at all qualify, so unsubscribed and cleaned contacts are never re-added. You review the list and the status they will get, pending by default so each gets an opt-in email, and nothing is added until you confirm. Each added member is then looked up again to prove it landed.
Business outcome
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New customers reach your Mailchimp audience with consent respected and past unsubscribes left alone.
scenario
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Collections emails go out to customers who unsubscribed months ago or whose address bounced, and nobody notices because the balances live in Dynamics SL and the email status lives in Mailchimp. The money owed by customers you cannot reach by email is the part that needs a phone call.
What popdock provides
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Give a minimum balance and it reads Dynamics SL customers at or above it, with aged balances and average days to pay, then takes each email into Mailchimp. It reports whether each customer is subscribed, unsubscribed, cleaned or absent, and for subscribed customers when they last opened or clicked in the past 90 days. A summary shows how much of the balance sits with engaged, silent and unreachable customers. Nothing in Mailchimp is changed.
Business outcome
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Collections effort goes to the right channel, with unreachable balances flagged for a phone call instead of another email.
scenario
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To decide whether email is worth it for a particular customer, you need their Dynamics SL account position and their Mailchimp history side by side. That means finding them in SL, copying each address, then reading audiences, opens, clicks and unsubscribes in Mailchimp.
What popdock provides
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Name a Dynamics SL customer by ID or name and it finds them, asking you to choose if several match. It reads their balance, credit limit, aged debt and recent orders, then carries every email on the record into Mailchimp for audiences, status, tags, open and click rates, recent activity and any unsubscribe. No activity is reported as no activity rather than dressed up as engagement, and name differences between the systems are noted. It ends with one sentence on whether email works for this customer. Nothing in Dynamics SL or Mailchimp is changed.
Business outcome
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You know whether email reaches a customer before you rely on it for an offer or a reminder.
scenario
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After a Mailchimp campaign you can see who clicked, but not whether those people went on to place sales orders in Dynamics SL in the weeks that followed. Linking them means exporting clickers, matching emails to customers and searching sales orders for the weeks after the send.
What popdock provides
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Name a sent Mailchimp campaign and a number of days, and it reads the campaign results and everyone who clicked. Clickers are matched to Dynamics SL customers by email, with name matches kept separate as unconfirmed, and the sales orders each matched customer placed in the window after the send are totalled. You get the campaign headline numbers, match counts and a table of customers with their clicks and orders. It says plainly that these are orders that followed a click, not orders caused by it. It reads from Dynamics SL and Mailchimp but writes nothing back.
Business outcome
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You see the order value that followed a campaign, stated honestly as correlation rather than attribution.
scenario
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Your Mailchimp audience is supposed to cover your active customers, but nobody knows how many are missing, unsubscribed or bounced. Finding out means exporting Dynamics SL customers and checking each email against the audience by hand, then working out which status each one has.
What popdock provides
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Name the audience, and optionally a customer class and state, and it reads active Dynamics SL customers and checks each email against that Mailchimp audience. Each customer is classed as subscribed, pending, unsubscribed with the reason, cleaned or missing, and customers with no usable email are counted apart. If every customer comes back missing it checks the audience name before reporting. Results capped at 500 are flagged. No record in Dynamics SL or Mailchimp is touched.
Business outcome
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You know exactly which active customers your audience misses or cannot reach, before planning the next send.
scenario
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When a customer unsubscribes from your emails, their salesperson rarely hears about it, even if the customer has open orders or a large balance in Dynamics SL. Spotting the ones that matter means matching Mailchimp unsubscribes to customers and checking their accounts.
What popdock provides
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Give a lookback period and it reads recent Mailchimp unsubscribes with the campaign and reason, then matches each to a Dynamics SL customer by email, keeping company name matches apart as unconfirmed. For each matched customer it reads the current balance and open orders. You get a table sorted by balance with salesperson and phone, and a closing note on who most warrants a call. Nobody is resubscribed and nothing is changed.
Business outcome
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Salespeople hear when a customer with live business stops reading your emails, while there is still time to call.
scenario
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To send a payment reminder only to customers who owe money, someone exports balances from Dynamics SL, matches emails to Mailchimp and tags each contact by hand. It is easy to tag someone who unsubscribed or to forget to untag customers who have since paid.
What popdock provides
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Name the audience and an existing static tag, plus a minimum balance, and it reads Dynamics SL customers at or above it and finds their emails in that audience. Only subscribed contacts not already tagged go forward, and you see the list with counts of everyone skipped and why. Nothing is tagged until you confirm, then the tag is read back. It never subscribes anyone or creates the tag, and it lists tagged contacts with no balance left so you can untag them.
Business outcome
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Payment reminders reach only subscribed customers who actually owe money, with paid-up contacts flagged for untagging.
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