Connectors

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Microsoft Dynamics 365 Business Central

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Match Dynamics 365 Business Central jobs to Teamwork.com projects
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Cross-Connector

Line up Business Central jobs with Teamwork.com projects

For project and finance teams who want every project to have a job to cost against, by asking their AI assistant.

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Match Dynamics 365 Business Central jobs to Teamwork.com projects
Match our Business Central jobs to Teamwork.com projects and show what does not line up.
64 jobs and 71 projects read; 58 matched. - Mismatches: 4, such as J-1042 completed while its project is active - Dates: 3 pairs with end dates more than 7 days apart - Jobs with no project: 6 - Projects with no job: 13, with no job to post costs to Want the list of projects with no job?
Microsoft Dynamics 365 Business Central
Sample figures. Your results come from your own account.
teamwork-com-get-projects

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

Jobs and projects drift apart until nobody knows what exists

Business Central jobs and Teamwork.com projects should line up one to one, but some jobs have no project, some projects have no job and statuses and end dates drift. Matching them by hand means guessing which project belongs to which job.

Without PopdockAI

  • Export jobs and projects side by side
  • Guess matches from names
  • Compare status and end dates by eye
  • Run a project with no job to cost against

With PopdockAI

  • Jobs and projects are matched by job number, then name and client
  • Name only matches are marked as possible
  • Status and end date mismatches over seven days are listed
  • Unmatched items on each side are shown, 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:** Match Business Central jobs in company `{company}` (default: the default company) to Teamwork projects, optionally for customer `{customer-name}` only, and report what does not line up.

**Step 1: Read the jobs**

Call `business-central-get-job` (Business Central server) with `company` set to `{company}` when given. If `{customer-name}` is given, pass it as `bill-to-name.contains`. Keep `job-number`, `description`, `bill-to-name`, `bill-to-customer-number`, `status`, `starting-date`, `ending-date` and `complete`. Leave out jobs whose status is Completed, unless `{customer-name}` is given.

**Step 2: Read the projects**

Call `teamwork-get-projects` (Teamwork server). If `{customer-name}` is given, pass it as `company-name.contains`. Keep `project-id`, `project-name`, `company-name`, `status`, `start-date`, `end-date` and `description`.

**Step 3: Match**

A project matches a job when the job-number appears in the project name or description. Otherwise it matches when the project name and the job description match, ignoring case and punctuation, and the Teamwork company-name matches the job's bill-to-name. Treat a match on name alone as a possible match, and report it that way.

**Step 4: Report**

1. **Matched:** job-number, job description, project-name, and any mismatch: the job is completed while the project is still active (or the reverse), or the end dates differ by more than 7 days.
2. **Jobs with no project:** job-number, description, bill-to-name, status.
3. **Projects with no job:** project-name, company-name, status. Say that this work may have no job to post costs to.

**Rules & Guidelines:**

* `business-central-get-job` is on the Business Central server. `teamwork-get-projects` is on the Teamwork server.
* This prompt is read-only. Do NOT call `teamwork-create-project`, `teamwork-update-project` or any `business-central-create-*` or `business-central-update-*` tool. To create a missing project, use the create-project-for-job prompt.

**Validation:**

* If either side returns nothing, say which one and stop.
* Compare dates by calendar day only, because the systems store them differently.

Who it's for

One answer, three teams that use it

PMO leads

Keep the project list and job list in step

See matched pairs and mismatches in one report instead of comparing two exports.

Match Business Central jobs to Teamwork.com projects and list anything that does not line up.

Project accountants

Find projects with no job to cost against

Projects with no job are listed so costs have somewhere to go.

Which Teamwork.com projects for Contoso have no matching job in Business Central?

Project managers

Fix status and date drift

Pairs where status or end date differ by more than a week are flagged for an update.

Where do Business Central job end dates differ from Teamwork.com by more than a week?

How it works

What PopdockAI does when you ask

You optionally name a customer and your AI assistant matches Business Central jobs to Teamwork.com projects. It reads only and points to a separate job for creating missing projects.

01

Ask

You optionally name a customer.

Your AI tool

02

Read

It reads Business Central jobs and Teamwork.com projects.

teamwork-com-get-projects

03

Match

It matches by job number, then by name and client, marking name-only matches.

No items found.

04

Report

You get matched pairs, mismatches and unmatched items on each side.

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

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
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

Finance and delivery agree on what work exists

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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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