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Microsoft Dynamics 365 Business Central

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Compare a Dynamics 365 Business Central salesperson's pipeline with their Asana workload
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Cross-Connector

See a salesperson's pipeline and workload, and what nobody is chasing

For sales managers who want Business Central pipeline and balances next to Asana tasks, by asking their AI assistant.

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Compare a Dynamics 365 Business Central salesperson's pipeline with their Asana workload
Compare salesperson JL's Business Central pipeline with their Asana workload.
Jordan Lee has 12 open opportunities worth 340,000 and 46 open Asana tasks. - Past due: 2 opportunities have a closing date that has passed - Overdue tasks: 7 - Untracked: Contoso Renewal closes in 12 days with no Asana task - Balances: Fabrikam owes 28,000 with nothing tracked Want the full list of untracked follow-ups?
Microsoft Dynamics 365 Business Central
Sample figures. Your results come from your own account.
asana-get-user
asana-get-tasks

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.

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The problem

Deals and balances slip because nobody is tracking them

A salesperson's opportunities and customer balances sit in Business Central while their follow up work sits in Asana. A manager judging capacity or looking for deals nobody is chasing has to search both and match them up.

Without PopdockAI

  • Pull open opportunities and balances from Business Central
  • Open Asana and filter the salesperson's tasks
  • Match each deal to a task by eye
  • Miss the closing deal with no follow up

With PopdockAI

  • Open opportunities and balances due are read together
  • The salesperson's open Asana tasks are matched by email
  • Closing deals and large balances with no task are listed
  • Past due closing dates are flagged, 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:** For Business Central salesperson `{salesperson-code}`, show their open pipeline and customer balances from Business Central next to their open Asana work, so a manager can see whether they have capacity. Read only.

**Step 1: Identify the salesperson in Business Central**

Call `business-central-get-salesperson` with `salesperson-code` set to `{salesperson-code}` and `company` set to `{company}` if given. Keep `name` and `email`. If nothing comes back, say so and stop.

**Step 2: Read their pipeline and balances**

Call `business-central-get-opportunity` with `salesperson-code` set to `{salesperson-code}` and `closed` false. Keep `opportunity-number`, `description`, `contact-company-name`, `estimated-value`, `estimated-closing-date` and `status`.

Call `business-central-get-customer` with `salesperson-code` set to `{salesperson-code}` and `balance-due.min` set to 0.01. Keep `customer-number`, `name`, `balance-due` and `balance`.

**Step 3: Find them in Asana**

Call `asana-get-user` with `email` set to the salesperson's email. If nothing comes back, try `name` set to the salesperson's name. If still nothing, write the Business Central half, say the salesperson has no Asana user under that email, and stop.

Call `asana-get-tasks` with `assignee-id` set to the user's `user-id` and `completed` false. Keep `name`, `due-on`, `projects` and `url`.

**Step 4: Report**

* Pipeline: open opportunities with value and closing date, sorted by closing date, and the total estimated value. Flag opportunities whose closing date has passed.
* Balances: customers with a balance due, largest first, and the total.
* Asana workload: open task count, overdue count, and the tasks due in the next 14 days.
* Cross-check: for each opportunity closing in the next 30 days and each of the five largest balances, say whether an open Asana task mentions the opportunity number or the customer name. List the ones with no task as follow-ups with nothing tracked.

**Rules & Guidelines:**

* `business-central-get-salesperson`, `business-central-get-opportunity` and `business-central-get-customer` are on the business-central server; `asana-get-user` and `asana-get-tasks` are on the asana server.
* Read only. Do not call `asana-create-task`, `asana-update-task` or any other asana create or update tool, and do not call `business-central-update-opportunity` or any other business-central create or update tool.

**Validation:**

* Compare emails ignoring case.
* If the salesperson has no email in Business Central, match by name only and say that the match is by name.

Who it's for

One answer, three teams that use it

Sales managers

Judge a rep's capacity at a glance

See pipeline, balances and open tasks side by side before a one to one or territory change.

Show me salesperson MK's Business Central pipeline next to their Asana workload.

Sales reps

Find the deals you forgot to follow up

Opportunities closing in the next 30 days with no Asana task are listed, so nothing closes by accident or not at all.

Which of my Business Central opportunities closing this month have no task in Asana? My code is AR.

Collections leads

Make sure big balances have an owner

The largest balances due with no task tracked are called out, so someone is chasing each one.

For salesperson JL, which customers with big balances in Business Central have nothing tracked in Asana?

How it works

What PopdockAI does when you ask

You give a salesperson code and your AI assistant reads their pipeline and balances from Business Central and their tasks from Asana. It only reads both systems.

01

Ask

You give a salesperson code.

Your AI tool

02

Read

It reads open opportunities and customers with a balance due.

No items found.

03

Match

It finds the salesperson in Asana and reads their open tasks.

asana-get-user
asana-get-tasks

04

Report

You get pipeline, balances and workload, plus follow-ups with nothing tracked.

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-user

Returns Asana users with their email and the workspaces they belong to.
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.
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

No deal or balance left without a follow up

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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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