Weekly

Get alerts about Dynamics 365 deals nobody has touched

Each week you see the open opportunities that haven't changed in 30 days, grouped by owner, before they go cold.

Runs: Weekly
Apps: Dynamics 365
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 9am, email me the open opportunities in Dynamics 365 that haven't been modified in 30 days, grouped by owner with estimated revenue.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

In Dynamics 365, an open opportunity that nobody has touched in a month is usually a deal that is quietly dying. The rep got busy, the buyer went silent, or a follow-up task was never created. Pipeline reports still count it, so forecasts are inflated, and the opportunity eventually closes as lost with no record of what went wrong. Managers rarely have time to scan every rep's pipeline for stale records.

Each week the automation queries open opportunities, meaning those with an active state, whose modified date is older than 30 days, and sends you a list showing owner, account and estimated value. You can ask the rep for an update, reassign the deal or close it honestly.

Sales managers, revenue operations and account owners who care about a clean pipeline will find it valuable.

What you get out of it

Forecasts built on live deals
Removing or reviving stale opportunities makes the pipeline total mean something. A forecast that includes fifty dead deals leads to bad hiring, spending and target decisions, and is an unpleasant surprise at quarter end.
Dying deals get a last chance
A rep reminded about a quiet opportunity may send a short message that revives it. A single follow-up after a month of silence rescues more deals than most people expect.
Accountability without micromanaging
The list shows owners and values, so managers can have focused conversations. Nobody has to be asked how the pipeline looks, because the evidence is already in the email, which keeps the tone factual instead of personal.
Honest closed-lost reasons
Forcing a decision on stale deals means they are closed with a reason instead of lingering for months. That data is useful when you analyze why you lose, and it makes win-loss reviews far more honest.
Reassignment when a rep leaves
Opportunities left behind by someone who moved on show up as untouched, since nobody is editing them. They can be assigned to a new owner before the buyer's interest decays completely and the account goes cold.

How it works

What happens, step by step

Once a week, ClickRuntime looks through your open opportunities in Dynamics 365.
It keeps the ones nobody has changed in 30 days.
You get one email grouped by owner, showing each stale deal's value and when it last changed, before it goes cold.

Before it runs live

Connect Dynamics 365

What you get

RunsWeekly

Get alerts about Dynamics 365 deals nobody has touchedtoday, 9:00Succeeded

Email · Stale opportunitiesSales Team Northwind renewal: $48,000, last change 2026-09-02

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Dynamics 365 steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

stale_opportunity_alert.pyexample

from collections import defaultdict
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, notify

ORG = "https://acme.crm.dynamics.com"
FMT = "@OData.Community.Display.V1.FormattedValue"

@on_trigger
def run(event):
    cutoff = date.today() - timedelta(days=30)
    resp = http.get(f"{ORG}/api/data/v9.2/opportunities", params={
        "$select": "name,estimatedvalue,modifiedon,_ownerid_value",
        "$filter": f"statecode eq 0 and modifiedon lt {cutoff}T00:00:00Z"},
        headers={"Authorization": f"Bearer {credentials.connection('dynamics-365', 'work')}",
                 "Accept": "application/json", "Prefer": 'odata.include-annotations="*"'})
    resp.raise_for_status()
    by_owner = defaultdict(list)
    for o in resp.json()["value"]:
        by_owner[o.get("_ownerid_value" + FMT, "Unassigned")].append(
            f"  {o['name']}: ${o.get('estimatedvalue') or 0:,.0f}, last change {o['modifiedon'][:10]}")
    lines = []
    for owner, opps in sorted(by_owner.items()):
        lines += [owner] + opps
    total = sum(len(v) for v in by_owner.values())
    notify.email_me(f"{total} opportunities untouched for 30 days", "\n".join(lines) or "None.")
    return {"stale": total}

FAQ

Common questions

What counts as untouched?

The automation looks at the modified date on each open opportunity. Any edit, such as a note or a stage change, updates that date, so an opportunity with recent activity will not appear on the list.

Can I change the 30-day threshold?

Yes. You can pick a shorter or longer window, for example 14 days for fast-moving deals or 60 days for enterprise sales with long cycles. The threshold is a single number in the query, so adjusting it is quick.

Are closed opportunities excluded?

Yes. Only opportunities with an open state are included, so won and lost deals never appear. That keeps the email focused on deals that can still be saved, and stops it from nagging you about finished business.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Daily