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Hand over everything a leaver owns in Business Central
For operations teams who want a complete handover list when someone leaves, and the record closed safely, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
When someone leaves, their records are left with nobody
When someone leaves, their assets, projects, timesheets, customers and open deals need new owners. Without a checklist, equipment goes unreturned, timesheets stay open and accounts are left with nobody responsible.
Without PopdockAI
- Search assets assigned to the leaver
- Look for jobs and unposted timesheet lines
- Find their customers and open deals
- Forget something until it causes a problem
With PopdockAI
- Assets, open jobs and unposted timesheet lines are listed
- Customers, opportunities and campaigns are added for sellers
- The handover list is grouped by area with counts
- After you confirm, only the status changes to Inactive
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Prepare the departure of `{employee-name}` and, on confirmation, set their employee record to Inactive.
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 employee**
Call `business-central-get-employee` with last-name.contains or first-name.contains from `{employee-name}`. If several match, list them and stop. Keep employee-number, name and email.
**Step 2: What they hold**
* Fixed assets: `business-central-get-fixed-asset` with inactive false; keep those whose responsible-employee is this person.
* Jobs: `business-central-get-job`; keep open jobs whose person-responsible is the employee number.
* Timesheets: `business-central-get-timesheet` with posted false and resource-name set to their name; list open or submitted lines.
* Sales: call `business-central-get-salesperson` with email set to their email. If they have a salesperson code, call `business-central-get-customer`, `business-central-get-opportunity` (closed false) and `business-central-get-campaign` with that salesperson-code.
**Step 3: Handover list and confirm**
Show the handover list grouped by area, with a count for each. Say which items the tools cannot reassign (fixed asset custodians and salesperson codes on existing records have to be changed in Business Central, because those update tools need ids no read returns). Ask for confirmation to set the employee Inactive.
**Step 4: Apply**
After confirmation call `business-central-update-employee` once with number set to the employee number and status Inactive. Re-read with `business-central-get-employee` and report the new status.
**Rules & Guidelines:**
* Do not call any create or update tool until the user has confirmed the exact values shown in the preview.
* Change only the employee's status. Do not change their other fields.
**Validation:**
* If the employee is already Inactive, report the handover list and do not update.Who it's for
One answer, three teams that use it
HR administrators
Offboard with a complete checklist
Get everything the leaver owns grouped by area, so nothing is missed on their last day.
Priya Shah leaves at the end of the month. Prepare her offboarding in Business Central.
Sales managers
Reassign a leaving rep's accounts
Their customers, open opportunities and campaigns are listed for reassignment.
What customers and open opportunities does Tom Reyes own in Business Central before he leaves?
Finance managers
Recover assets and close timesheets
Fixed assets in their care and unposted timesheet lines are listed for follow up.
List the fixed assets and unposted timesheet lines for Sam Patel in Business Central and then set him inactive.
How it works
What PopdockAI does when you ask
You name the employee and your AI assistant builds a handover list from Business Central. Only after you confirm is the employee set to Inactive, and no other field is changed.
01
Ask
You name the employee.
02
Gather
It lists assets, open jobs, unposted timesheet lines and sales items they hold.
03
Confirm
You see the handover list by area and approve the status change.
04
Apply
It sets the employee to Inactive and reads the status back.
The outcome
A complete handover for every departure
Related use cases
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