Connectors

/

Microsoft Dynamics 365 Business Central

/

Create a Dynamics 365 Business Central sales quote
Write

Send accurate Business Central quotes faster

For sales teams who want quotes built with the right customer, items and prices, checked before the customer sees them, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Create a Dynamics 365 Business Central sales quote
Quote Fabrikam in Business Central for 100 Wool Socks and 20 Trail Jackets, valid until December 31.
Quote for Fabrikam, valid until December 31, total 3,530.00. - Wool Socks: 100 at 9.50, item price - Trail Jacket: 20 at 129.00, item price - Checks: customer and both items are not blocked Shall I create the quote?
Microsoft Dynamics 365 Business Central
Sample figures. Your results come from your own account.
No items found.

On this page

The problem

The problem

The prompt

Who it's for

How it works

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

A wrong item on a quote is awkward to take back

Building a quote in Business Central means finding the customer, looking up each item and getting prices and validity dates right. A blocked item or mistyped number leads to awkward corrections after the customer has seen it.

Without PopdockAI

  • Look up the customer and each item by hand
  • Copy prices and set the validity date
  • Miss that an item is blocked
  • Send a corrected quote after the customer spots it

With PopdockAI

  • The customer and items are resolved, stopping on blocked records
  • Unclear matches are asked about, not guessed
  • Item prices are used unless you give your own
  • You preview the total, then it is created once and read back

The prompt

Use this prompt

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

Prompt
**Objective:** Create a sales quote for `{customer-name}` containing `{lines}`, valid until `{valid-until}` (default 30 days from today).

Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.

**Step 1: Resolve the customer**

Call `business-central-get-customer` with name.contains set to `{customer-name}`. If more than one matches, list them and stop. If blocked is All, stop and say the customer is blocked. Keep customer-number and currency.

**Step 2: Resolve each line**

`{lines}` is a list such as "10 x 1896-S, 2 x chairs". For each entry call `business-central-get-item` with item-number, and if nothing comes back with description.contains. Stop and ask when an entry matches several items or none. Refuse blocked items. Use the item's unit-price unless the user gave a price.

**Step 3: Preview and confirm**

Show a preview: customer, valid-until date, and a table of item number, description, quantity, unit price and line amount, with the total. Ask the user to confirm.

**Step 4: Create**

After confirmation:

1. Call `business-central-create-sales-quote` once with customer-number and bill-to-customer-number both set to the customer number (unless the user named a different bill-to customer), valid-until-date, and document-date today.
2. For each line call `business-central-create-sales-quote-line` with document-number from the new quote, line-type Item, number-on-line set to the item number, quantity, and unit-price when the user gave one.

**Step 5: Confirm the result**

Call `business-central-get-sales-transaction` with document-number and document-type Quote, and `business-central-get-sales-transaction-line` with document-number. Report the quote number and its total, and any line that failed.

**Rules & Guidelines:**

* Do not call any create or update tool until the user has confirmed the exact values shown in the preview.
* Call `business-central-create-sales-quote` exactly once. If a line fails, report it; do not create a second quote.
* Do not create orders or invoices from this prompt.

**Validation:**

* If `{lines}` is empty, ask for the items before doing anything else.

Who it's for

One answer, three teams that use it

Sales reps

Quote while the customer is interested

Build a quote in one message with the right items and prices, valid for 30 days unless you say otherwise.

Quote Contoso in Business Central for 25 Camp Stoves and 50 Trail Bottles.

Inside sales

Avoid blocked items on quotes

Blocked customers and items stop the quote, so you never send something you cannot supply.

Create a Business Central quote for Northwind Traders for 200 Wool Socks, valid until January 15.

Sales coordinators

Set your own prices when needed

Use a special price on a line when agreed, with the line amounts and total shown before saving.

Quote Fabrikam for 40 Trail Jackets at 115 each in Business Central.

How it works

What PopdockAI does when you ask

You name the customer and items and your AI assistant resolves each one in Business Central. You preview the quote before it is created, and no order or invoice is made.

01

Ask

You name the customer, items, quantities and optionally a valid-until date.

Your AI tool

02

Check

It resolves each one and stops on blocked records or unclear matches.

No items found.

03

Confirm

You preview line amounts and the total and say yes.

No items found.

04

Create

It creates the quote once and reads back its number.

Your AI tool

The outcome

Accurate quotes in front of customers sooner

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