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Catch below-cost and out-of-stock lines before a quote goes out
For sales teams who want every Dynamics 365 Sales quote line checked against Business Central price, cost and stock, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Quotes go out below cost or for items you cannot ship
Quotes are built from price lists that drift away from Business Central item prices, costs and stock. Checking each line means opening every item, comparing prices and working out margin and stock by hand, so it is usually skipped.
Without PopdockAI
- Open each quoted item in Business Central
- Compare quoted and list prices
- Work out margin against cost by hand
- Send a quote for something out of stock
With PopdockAI
- Each quote line is matched to its Business Central item by number
- Quoted price, unit price, margin and available stock are compared
- Below cost, price differences, short stock and blocked items are flagged
- Totals at quoted, list and cost, 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.
**Objective:** Check every product on the Dynamics 365 Sales quote `{quote-name}` against Business Central company `{company}` (default: the connector's default company when blank) for price, margin and stock problems before the quote goes out.
**Step 1: Read the quote in Dynamics 365 Sales**
Call `dynamics-365-sales-get-quotes` with name set to `{quote-name}`, falling back to name.contains. Stop and list matches if more than one. Keep name, quote-id, potential-customer, total-amount, effective-to and status. Call `dynamics-365-sales-get-quotedetails` with quote set to the quote name and keep product-number, product-name, quantity, price-per-unit and extended-amount.
**Step 2: Read the items in Business Central**
For each line call `business-central-get-item` with item-number set to the product-number. Keep description, unit-price, unit-cost, inventory, quantity-on-sales-order and blocked. A line with no matching item goes on an unmapped list.
**Step 3: Report**
A table per line: product-number, product-name, quantity, quoted price, Business Central unit-price, difference, margin percent on the quoted price against unit-cost, available stock (inventory minus quantity-on-sales-order), and flags: BELOW COST, PRICE DIFFERS, SHORT STOCK, BLOCKED, NOT IN BC. Then totals: quoted total, total at Business Central list prices, and total cost.
**Rules & Guidelines:**
* Tools named dynamics-365-sales-* are on the dynamics-365-sales server; tools named business-central-* are on the business-central server.
* This prompt is read-only. Do NOT call `business-central-update-item`, `business-central-create-sales-quote` or any other create or update tool on either server.
**Validation:**
* If unit-cost is 0, show margin as unknown rather than 100 percent.
* If the quote has no lines, report that and stop.Who it's for
One answer, three teams that use it
Account executives
Send quotes with confidence
Check a quote against real prices, cost and stock before it goes to the customer.
Check the Contoso Spring Order quote in Dynamics 365 Sales against Business Central prices and stock.
Sales managers
Catch below cost discounts
Lines quoted under unit cost are flagged so you can approve or correct them.
Are any lines on the Fabrikam Expansion quote below cost in Business Central?
Pricing analysts
Spot price list drift
Lines priced differently from Business Central show where the CRM price list needs updating.
Compare the Northwind Traders Q4 quote prices with Business Central unit prices and list the differences.
How it works
What PopdockAI does when you ask
You name the quote and your AI assistant checks every line against Business Central. You get the flagged lines before the customer sees the quote, and neither system is changed.
01
Ask
You name the quote, and optionally the Business Central company.
02
Read
It reads every product line and finds the matching Business Central item by number.
03
Compare
It checks price, margin against unit cost and stock after open sales orders.
04
Report
You get flagged lines and totals at quoted price, list price and cost.
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-quotes
microsoft-dynamics-365-sales-get-quotedetails
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
Quotes at the margin you meant, for items you can ship
Related use cases
More ways to put this data to work
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.

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