Write

Start projects under the right customer and contract

For project teams who want a new Dynamics GP project set up without duplicates or the wrong contract, by asking their AI assistant.

Set up a Dynamics GP project

Set up a Dynamics GP project called Contoso Warehouse Rollout under Contoso's 2026 services contract.

Contoso is active, and no project with that name exists. - Project: Contoso Warehouse Rollout - Contract: 2026 Services, open - Type: time and materials - Manager: Sam Patel Shall I create the project? Budgets and fees are not added.

Microsoft Dynamics GP

Sample figures. Your results come from your own account.

microsoft-dynamics-gp-get-rm-customer

microsoft-dynamics-gp-get-pa-project

microsoft-dynamics-gp-get-pa-contract

microsoft-dynamics-gp-pa-contract-add

microsoft-dynamics-gp-pa-project-add

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

The problem

Projects created under the wrong contract

Setting up a project in Dynamics GP means checking it does not exist, finding or creating the right contract and filling in type, accounting method and manager. Create it under the wrong contract and costs and billing land in the wrong place.

Without PopdockAI

Search for an existing project with the same name
Find the customer's open contracts
Decide whether a new contract is needed
Fill in every project field by hand

With PopdockAI

The customer is found, with a warning if on hold
A matching project stops the setup
An open contract is used, or it asks which or whether to create one
You confirm every field, and the project is 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 project `{project-name}` for `{customer-name}` under contract `{contract-number}` (default an existing open contract for the customer, or a new one), after the user confirms.

Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.

**Step 1: Customer**

Call `dynamics-gp-get-rm-customer` with `customer-name.contains` (or `customer-id`); if several match, list them and stop. Warn if the customer is on `hold`.

**Step 2: Duplicate check**

Call `dynamics-gp-get-pa-project` with `project-name.contains` using the distinctive words of `{project-name}` and `customer-id`. Stop if a matching project exists.

**Step 3: Contract**

Call `dynamics-gp-get-pa-contract` by `customer-id` (and `contract-number` when given). Use the given contract if it exists and is open. Otherwise list the customer's open contracts and ask which to use, or whether to create a new one.

**Step 4: Confirm**

Ask for the project number and project id, the project type and accounting method (defaults from the contract), the project manager and the begin and end dates. If a new contract is needed, also ask for its contract number, contract id and name. Show the user exactly what will be written, field by field, and ask for explicit confirmation. Do nothing further without a clear yes.

**Step 5: Write**

1. Only if a new contract was confirmed: call `dynamics-gp-pa-contract-add` once with `contract-id`, `contract-number`, `contract-name`, `customer-id`, `project-type`, `accounting-method` and `contract-manager-id`.
2. Then call `dynamics-gp-pa-project-add` once with `project-id`, `project-number`, `project-name`, `customer-id`, `contract-number`, `project-type`, `accounting-method`, `project-manager-id`, `begin-date` and `end-date`.

If the project fails after a new contract was created, tell the user the contract exists without the project. Do not retry a failed write automatically. Report the error exactly as returned.

**Step 6: Verify**

Call `dynamics-gp-get-pa-project` by `project-number` and report the stored project.

**Rules & Guidelines:**

* The only write tools this prompt may call are `dynamics-gp-pa-contract-add` (once, only when a new contract was confirmed) and `dynamics-gp-pa-project-add` (once), after Step 4.
* Do not add budgets, fees or cost lines.

**Validation:**

* If the customer has no contracts and the user declines a new one, stop without writing.

Who it's for

One answer, three teams that use it

Project managers

Start a project without setup delays

Describe the project and confirm, and it is created under the right contract for costs to land.

Set up a Dynamics GP project called Fabrikam ERP Upgrade under their open services contract.

Project accountants

Keep costs and billing in the right place

The right contract is chosen with you, so costs and billing roll up correctly from day one.

Create project Northwind Phase 2 in Dynamics GP for Northwind Traders, and show me their open contracts first.

PMO leads

Avoid duplicate projects

A matching project stops the setup, so the same work is not tracked twice.

Set up Contoso Data Migration in Dynamics GP, but check it does not already exist.

How it works

What PopdockAI does when you ask

You give the project name and customer, and your AI assistant checks Dynamics GP and settles the contract with you. Nothing is created until you approve every field.

Ask

You give the project name, customer and optionally a contract.

Your AI tool

Check

It finds the customer, warns on a hold and stops if the project exists.

microsoft-dynamics-gp-get-rm-customer

microsoft-dynamics-gp-get-pa-project

Contract

It uses an open contract or asks which to use or whether to create one.

microsoft-dynamics-gp-get-pa-contract

Confirm

You approve every field, and it creates the project and reads it back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.

get-data

microsoft-dynamics-gp-get-pa-project

Returns project records from Dynamics GP Project Accounting, with the customer, contract, manager, status and forecast and actual cost and billing totals. Filter by status, actual begin date, actual total cost, contract number, project name, project type, project number and project manager ID, and pick the company and the maximum number of records.

get-data

microsoft-dynamics-gp-get-pa-contract

Returns project contracts from Dynamics GP Project Accounting, including the customer, status, contract amount and actual billings and costs. Filter by contract manager ID, customer ID, status, contract number, contract amount, contract name, contract ID and project type, and pick the company and the maximum number of records.

run-action

microsoft-dynamics-gp-pa-contract-add

Adds a project contract in Dynamics GP through eConnect; GP defaults any field not listed. Requires contract ID and customer ID. Optional: purchase order number, status, contract number, contract class ID, accounting method and currency ID. Writes to the live Dynamics GP company database.

run-action

microsoft-dynamics-gp-pa-project-add

Adds a project in Dynamics GP through eConnect; GP defaults any field not listed. Requires contract number, project name, customer ID, project ID and project number. Optional: project manager ID, project type, status, billing type, project class ID and begin date. Writes to the live Dynamics GP company database.

Read only.Nothing in Microsoft Dynamics GP 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.

The outcome

Projects under the right customer and contract

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.