Connectors

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Microsoft Dynamics 365 Sales

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Check Dynamics 365 Sales quote prices against Dynamics 365 Business Central items
Report
Cross-Connector

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.

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Check Dynamics 365 Sales quote prices against Dynamics 365 Business Central items
Check the Northwind Traders Q4 quote in Dynamics 365 Sales against Business Central before I send it.
The quote has 8 lines, and 3 need attention before it goes out. - Under cost: Scanner dock SD-200 quoted at 140, unit cost 152 - Price differs: Label printer LP-10 quoted 5 percent under the Business Central price - Short stock: 40 cases of labels quoted, 25 available after open orders - Totals: quoted 18,400, list 19,350, cost 12,900 Want the full line-by-line table?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-quotes
microsoft-dynamics-365-sales-get-quotedetails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

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

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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.

Prompt
**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.

Your AI tool

02

Read

It reads every product line and finds the matching Business Central item by number.

microsoft-dynamics-365-sales-get-quotes
microsoft-dynamics-365-sales-get-quotedetails

03

Compare

It checks price, margin against unit cost and stock after open sales orders.

No items found.

04

Report

You get flagged lines and totals at quoted price, list price and cost.

Your AI tool

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.

get-data

microsoft-dynamics-365-sales-get-quotes

Returns Dynamics 365 Sales quotes. Filter by name, created date, potential customer, total amount, status, opportunity, quote ID and owner, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-quotedetails

Returns Dynamics 365 Sales quote products. Filter by quantity, product name, quote, extended amount and product number, and cap how many records come back.
Read only.Nothing in Microsoft Dynamics 365 Sales 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

Quotes at the margin you meant, for items you can ship

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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

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