Connectors

/

Microsoft Dynamics 365 Business Central

/

Brief a Dynamics 365 Business Central job with its Asana project
Report
Cross-Connector

See a job's budget and delivery side by side

For project managers who want Business Central job costs and Asana delivery status in one brief, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Brief a Dynamics 365 Business Central job with its Asana project
Give me a health brief on Business Central job J-1042 and its Asana project.
Verdict: at risk. Cost is ahead of delivery on job J-1042. - Money: 92 percent of the cost budget used - Delivery: 18 open tasks, 5 overdue, 2 unassigned - Most overdue: Site survey, Jordan Lee, 9 days late - Status: Asana says on track, which disagrees with the cost figures Want the tasks over 90 percent of their budget?
Microsoft Dynamics 365 Business Central
Sample figures. Your results come from your own account.
asana-get-project
asana-get-tasks
asana-get-status-updates

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central
Run it on your own Microsoft Dynamics 365 Business Central data.

Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Job money and job delivery live in two different systems

A job's budget and costs sit in Business Central while its tasks sit in Asana. Seeing both means pulling usage against budget from one and open, overdue and unassigned tasks from the other, then working out whether they agree.

Without PopdockAI

  • Pull budget and usage for the job from Business Central
  • Open the Asana project and count overdue tasks
  • Check the latest status update by hand
  • Miss that cost is near budget while Asana says on track

With PopdockAI

  • Cost used against budget is worked out from the job
  • Open, overdue and unassigned Asana tasks are read with the latest status
  • Disagreements between the two are flagged clearly
  • One brief with a one line verdict, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Give a combined health brief for Business Central job `{job-number}`: its money from Business Central and its delivery from the matching Asana project. Read only.

**Step 1: Read the job in Business Central**

Call `business-central-get-job` with `job-number` set to `{job-number}` and `company` set to `{company}` if given. If nothing comes back, say the job was not found and stop. Keep `description`, `bill-to-name`, `status`, `starting-date`, `ending-date`, `person-responsible-name`, `recognized-sales-amount` and `recognized-costs-amount`.

Then call `business-central-get-job-task` with `job-number` set to `{job-number}`. For each task, keep `task-number`, `description`, `total-cost-budget`, `total-cost-usage`, `total-price-budget`, `total-price-usage` and `end-date`. Work out cost used as a percentage of budget, per task and in total.

**Step 2: Find the Asana project**

If `{project-id}` is given, use it. Otherwise call `asana-get-project` with `name.contains` set to `{job-number}`; if that returns nothing, try `name.contains` set to the job description. If more than one project matches, list them with their `project-id` and ask which one to use before continuing. If none matches, write the Business Central half of the brief, say no Asana project was found, and stop.

**Step 3: Read the project's work in Asana**

Call `asana-get-tasks` with `projects.contains` set to the project name and `completed` false. Count open tasks, overdue tasks (due on before today) and tasks with no assignee. Then call `asana-get-status-updates` with `parent-id` set to the project id and take the most recent one.

**Step 4: Report**

* Header: job number, description, customer, person responsible, Asana project name and link.
* Money: recognized sales, recognized costs, total cost budget vs usage with percentage, and the tasks over 90 percent of their cost budget.
* Delivery: open, overdue and unassigned task counts, the five most overdue tasks with assignee and due date, and the latest Asana status (type, title, date).
* Verdict: one line. Flag it clearly when the two sides disagree, for example cost usage above 90 percent while the Asana status says on track, or the job ending date has passed with open tasks remaining.

**Rules & Guidelines:**

* `business-central-get-job` and `business-central-get-job-task` are on the business-central server; `asana-get-project`, `asana-get-tasks` and `asana-get-status-updates` are on the asana server.
* Read only. Do not call `asana-create-status-for-project`, `asana-update-task`, `asana-update-project` or any other asana create, update or add tool, and no business-central create or update tool.

**Validation:**

* If a job task has a zero cost budget, show its usage and write n/a for the percentage rather than dividing by zero.
* If the project has no status updates, say so rather than inventing one.

Who it's for

One answer, three teams that use it

Project managers

See if delivery and budget tell the same story

Get the job's cost usage beside its open and overdue tasks before a client or steering meeting.

Brief me on Business Central job J-2210 and its Asana project before tomorrow's client call.

Project accountants

Spot budget overruns while there is time

Cost usage over budget is set against delivery status, so overruns are raised before the job closes.

How much of the budget has job J-1077 used in Business Central, and is its Asana project on track?

Operations directors

Get a one line verdict on a job

A short verdict tells you whether a job needs attention without reading two systems.

Is the Fabrikam fit out job J-3015 healthy? Check Business Central and Asana.

How it works

What PopdockAI does when you ask

You give a job number and your AI assistant reads the job from Business Central and its project from Asana. You get one brief with money and delivery side by side, and neither system is changed.

01

Ask

You give a Business Central job number.

Your AI tool

02

Read

It reads the job and its tasks and works out cost used against budget.

No items found.

03

Match

It finds the Asana project and reads open, overdue and unassigned tasks and status.

asana-get-project
asana-get-tasks
asana-get-status-updates

04

Report

You get one brief with money and delivery and a one-line verdict.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics 365 Business Central and one secure connection to your AI tool. No code, no exports.

get-data

asana-get-project

Returns Asana projects with their owner, team, dates, completion and current status.
get-data

asana-get-tasks

Returns Asana tasks with their assignee, projects, sections, tags, due dates and completion. Filter by assignee, project or due date to find open and overdue work.
get-data

asana-get-status-updates

Returns status updates posted on Asana projects, portfolios and goals, with their on track, at risk or off track color and text.
Read only.Nothing in Microsoft Dynamics 365 Business Central 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

One view of every job's budget and delivery

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

‍

Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation