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Give every Business Central customer a Dynamics 365 Sales account
For sales teams who want customers set up in finance to appear in Dynamics 365 Sales with an owner and a next step, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Customers who buy from you have no account in the CRM
Customers set up directly in Business Central often never reach Dynamics 365 Sales, so sales has no account, no owner and no reason to call. Finding the gaps means comparing two lists by number and name and copying records by hand.
Without PopdockAI
- Export customers from Business Central
- Search Dynamics 365 Sales by number and name
- Copy each missing record across by hand
- Create a duplicate under a slightly different name
With PopdockAI
- Active customers are checked by account number, then name
- Name only matches that disagree on email or city are left alone
- Missing customers are shown highest sales first
- After you confirm, each account gets its number and an introduction task
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Business Central customers in company `{company}` (default: the connector's default company when blank) that have invoiced sales but no account in Dynamics 365 Sales, and create up to `{max-customers}` (default 10) of them as accounts after the user confirms.
**Step 1: Read customers in Business Central**
Call `business-central-get-customer` with blocked set to false and max-records 200. Keep customer-number, name, email, phone-number, city, state, country-code, credit-limit, sales and balance-due. Prefer customers with sales above 0.
**Step 2: Check each one in Dynamics 365 Sales**
For each customer, call `dynamics-365-sales-get-accounts` with account-number set to the customer-number; if that returns nothing, call it with account-name.contains set to the customer name. A name-only match where email or city also agrees counts as existing; a name-only match that disagrees is a possible duplicate. Collect customers with no match. Stop checking once you have twice `{max-customers}` candidates.
**Step 3: Show the plan and ask**
Show a table of the first `{max-customers}` (default 10) missing customers, highest sales first: name, customer-number (to become the account number), email, phone, city, state, country, sales, balance-due. List possible duplicates separately; they will not be created. Ask the user to confirm, and accept a subset. Do not continue without an explicit yes.
**Step 4: Create in Dynamics 365 Sales (only after confirmation)**
For each confirmed customer call `dynamics-365-sales-create-account` once with name, account-number set to the Business Central customer-number, email, phone, city, state-or-province and country. Keep the returned id. Then call `dynamics-365-sales-create-task` once with subject set to "Introduce account owner to <name>", regarding-id set to that returned id, and a due-date 7 days from today.
**Step 5: Report**
A table: customer name, customer-number, account created (yes or the error), task created (yes or the error). Then counts of created, skipped as duplicates, and failed.
**Rules & Guidelines:**
* Tools named dynamics-365-sales-* are on the dynamics-365-sales server; tools named business-central-* are on the business-central server.
* Dynamics 365 Sales reads do not return record ids, so only create actions can write there. The only write tools allowed are `dynamics-365-sales-create-account` and `dynamics-365-sales-create-task`, once each per confirmed customer. Do NOT call `dynamics-365-sales-update-account` or any business-central create or update tool.
* Only use a regarding-id returned by `dynamics-365-sales-create-account` in this run; never invent one. If the account create fails, skip its task.
**Validation:**
* If a create fails, continue with the rest and report it.
* Business Central country-code is a two-letter code; pass it as the country unchanged.Who it's for
One answer, three teams that use it
Sales managers
Give every customer an owner
Missing customers become accounts with a follow up task, so someone is responsible for each one.
Which Business Central customers have no account in Dynamics 365 Sales? Add the top 5 by sales.
Sales operations
Close the gap without duplicates
Possible duplicates are listed and left alone, so the CRM stays clean.
Compare Business Central customers in our Contoso US company with Dynamics 365 Sales accounts and show the missing ones.
Account executives
Find customers nobody is calling
Customers already buying from you show up with sales figures, ready for an introduction.
Add Business Central customers missing from Dynamics 365 Sales as accounts and create intro tasks, up to 10.
How it works
What PopdockAI does when you ask
You name a Business Central company and how many to add and your AI assistant finds customers missing from Dynamics 365 Sales. Nothing is written until you confirm.
01
Ask
You name the Business Central company and how many customers to add.
02
Match
It checks each active customer in Dynamics 365 Sales by number, then by name.
03
Confirm
You review the missing customers, highest sales first, and approve.
04
Create
It creates each account with its Business Central number and an introduction task.
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.
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-create-account
microsoft-dynamics-365-sales-create-task
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
Every buying customer has an account and a next step
Related use cases
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