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Microsoft Dynamics 365 Business Central

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Reconcile Dynamics 365 Business Central jobs with Asana projects
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Cross-Connector

Make sure every job has a project and every project has a job

For operations teams who want Business Central jobs and Asana projects lined up, by asking their AI assistant.

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Reconcile Dynamics 365 Business Central jobs with Asana projects
Reconcile our open Business Central jobs with Asana projects.
42 open jobs and 51 Asana projects read; 35 matched cleanly. - Disagreements: 4, such as J-1042 complete but its project still open - Jobs with no project: 3 - Projects with no job: 9, possibly internal work - Ambiguous: 2 matches left for you to decide Want the jobs with no project?
Microsoft Dynamics 365 Business Central
Sample figures. Your results come from your own account.
asana-get-project

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 run without projects and projects run without jobs

Business Central jobs and Asana projects should line up, but jobs are opened without a project, projects run without a job and completion and dates disagree. Finding those gaps is a manual matching exercise.

Without PopdockAI

  • Export jobs and list Asana projects
  • Match them by name and guess
  • Compare completion and dates by eye
  • Miss work that is tracked in only one place

With PopdockAI

  • Jobs of the status you choose and active projects are read
  • They are matched by job number or description, never customer name alone
  • Disagreements on completion or dates over seven days are listed
  • Ambiguous matches are reported, not guessed, 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:** Compare Business Central jobs with status `{job-status}` (default Open) against Asana projects, and report where the two systems disagree. Read only.

**Step 1: List the jobs in Business Central**

Call `business-central-get-job` with `status` set to `{job-status}` (Open if empty) and `company` set to `{company}` if given. Keep `job-number`, `description`, `bill-to-name`, `status`, `complete`, `starting-date`, `ending-date` and `person-responsible-name` for each.

**Step 2: List the projects in Asana**

Call `asana-get-project` with `archived` false. Keep `project-id`, `name`, `owner`, `completed`, `start-on`, `due-on`, `current-status` and `url`.

**Step 3: Match them**

A job matches a project when the project name contains the job number, or, failing that, when the project name equals or contains the job description (ignore case and surrounding punctuation). Never match on the customer name alone. If one job matches more than one project, list all candidates and mark the job as ambiguous rather than picking one.

**Step 4: Report**

Four sections, each a table:

1. Matched with disagreements: job number, description, project name, and what disagrees (job complete but project not completed, or the reverse; ending date vs due on more than 7 days apart; starting date vs start on more than 7 days apart).
2. Jobs with no Asana project: job number, description, bill-to name, person responsible.
3. Asana projects that match no job: name, owner, due on. Say these may be internal projects that never needed a job.
4. Ambiguous matches.

End with counts: jobs read, projects read, matched cleanly, matched with disagreements, unmatched on each side.

**Rules & Guidelines:**

* `business-central-get-job` is on the business-central server; `asana-get-project` is on the asana server.
* This prompt is read only. Do not call `asana-create-project`, `asana-update-project`, `asana-create-status-for-project` or any other asana create, update or add tool, and do not call any business-central create or update tool.
* Compare dates as dates, not strings. Business Central returns date-times; Asana returns ISO dates.

**Validation:**

* If Business Central returns no jobs, say so and stop.
* If Asana returns no projects, report every job as having no project and say the asana server may not be connected or the account may have no projects.
* If either call fails with a missing-tool error, name which server is not connected and stop.

Who it's for

One answer, three teams that use it

Operations managers

Make sure all work is tracked

Jobs with no project and projects with no job are listed, so nothing runs untracked.

Reconcile open Business Central jobs with Asana projects and list anything unmatched.

Project accountants

Bill every project consistently

Projects with no job are found, so delivered work has a job to bill against.

Which active Asana projects have no matching job in Business Central?

PMO leads

Fix status and date drift

Pairs where completion or dates disagree by more than a week are flagged for an update.

Where do completed Business Central jobs and Asana projects disagree on status or dates?

How it works

What PopdockAI does when you ask

You choose a job status and your AI assistant matches Business Central jobs with Asana projects. It reports gaps and disagreements and changes nothing.

01

Ask

You choose a job status, Open by default.

Your AI tool

02

Read

It reads Business Central jobs and active Asana projects.

asana-get-project

03

Match

It matches by job number or description, never on customer name alone.

No items found.

04

Report

You get disagreements, unmatched items and ambiguous matches with counts.

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-project

Returns Asana projects with their owner, team, dates, completion and current status.
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

Every job has a project, every project has a job

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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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