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Make sales and finance agree on every customer record
For operations teams who want a Dynamics 365 Sales account compared field by field with its Business Central customer, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Sales and finance hold different versions of the same customer
The same customer is kept in Dynamics 365 Sales and in Business Central, and addresses, phones, emails and credit limits drift apart. Finding the differences means comparing every field by hand, and conflicting numbers go unnoticed.
Without PopdockAI
- Open both records side by side
- Compare each field by eye
- Miss formatting differences that are not real
- Never notice a number linked to another company
With PopdockAI
- The Business Central customer is matched by number, then name, then email
- Every shared field is compared, ignoring formatting
- Balance due and blocked flag are shown
- Which side looks out of date is suggested, and nothing is changed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.
**Objective:** Compare the Dynamics 365 Sales account `{account-name}` with the matching customer in Business Central company `{company}` (default: the connector's default company when blank) and report every difference.
**Step 1: Read the account in Dynamics 365 Sales**
Call `dynamics-365-sales-get-accounts` with account-name set to `{account-name}`. If nothing comes back, retry with account-name.contains. If more than one account matches, list them with account-number, city and email and stop. Keep account-number, account-name, email, main-phone, city, state, country, credit-limit, status and owner.
**Step 2: Find the customer in Business Central**
Call `business-central-get-customer` with customer-number set to the account-number when it has one. Otherwise, or when that returns nothing, call `business-central-get-customer` with name.contains set to the account name, then with email set to the account email. Stop and list the candidates if more than one customer matches. If none matches, report the account as present in Dynamics 365 Sales and absent from Business Central and stop.
**Step 3: Compare**
Compare these pairs (Dynamics 365 Sales field -> Business Central field): account-number -> customer-number, account-name -> name, email -> email, main-phone -> phone-number, city -> city, state -> state, country -> country-code, credit-limit -> credit-limit. Ignore case, surrounding spaces and phone punctuation. Treat a full country name and its two-letter code as equal (United States and US).
**Step 4: Report**
One line saying how the records were matched (by number, name or email). Then a table with columns field, Dynamics 365 Sales value, Business Central value, status (match, differs, missing in D365, missing in BC). Finish with the Business Central balance-due and blocked flag for context, and a one-line recommendation of which system looks out of date for each difference.
**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 `dynamics-365-sales-update-account`, `business-central-update-customer` or any other create or update tool on either server, even to fix a difference. Report only.
**Validation:**
* If a field is blank on both sides, leave it out of the table.
* If the account-number in Dynamics 365 Sales matches a Business Central customer whose name is clearly a different company, report it as a conflicting number rather than a match.Who it's for
One answer, three teams that use it
Operations analysts
Find every field that differs
A field table marked match, differs or missing shows exactly what to fix.
Compare the Fabrikam account in Dynamics 365 Sales with its Business Central customer.
Credit controllers
Check credit limits agree
Credit limit differences and balance due appear in one view.
Does Northwind Traders have the same credit limit in Dynamics 365 Sales and Business Central?
CRM administrators
Know which system to correct
A recommendation for each difference tells you which side looks out of date.
Reconcile the Contoso account with Business Central and tell me which system to update.
How it works
What PopdockAI does when you ask
You name the Dynamics 365 Sales account and your AI assistant compares it field by field with its Business Central customer. It says how it matched and changes nothing.
01
Ask
You name the Dynamics 365 Sales account.
02
Match
It finds the Business Central customer by number, then name, then email.
03
Compare
It compares every shared field, ignoring case, spacing and phone punctuation.
04
Report
You get a field table, balance due and which side to correct.
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.
microsoft-dynamics-365-sales-get-accounts
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.
The outcome
Sales and finance agree on every customer
Related use cases
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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.
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