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dataverse-business-skills
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16
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Apr 6
updated
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Showing 16 skills from Microsoft/dataverse-business-skills
account-briefing-generator
generate account briefings for sales meetings
Apr 6CRMDataverseMeetingsMicrosoft +2account-risk-early-warning
identify account churn risks from engagement signals
Apr 6CRMDataverseMicrosoftRisk Assessment +1competitive-intelligence
generate competitive intelligence from sales data
Apr 6Competitive IntelligenceCRMDataverseMicrosoft +1create-an-asset
generate customized sales assets from Dataverse
Apr 6Content CreationDataverseMarketingMicrosoft +1cross-sell-target-identifier
identify cross-sell targets from customer patterns
Apr 6AnalyticsCRMDataverseMicrosoft +1daily-briefing
prepare daily business briefings from Dataverse
Apr 6CRMDataverseMicrosoftSales +1draft-outreach
draft personalized sales outreach from Dataverse
Apr 6CRMDataverseEmailMicrosoft +2duplicate-detective
detect duplicate records in Dataverse
Apr 6CRMData QualityDatabaseDataverse +1expense-entry
process receipts and log business expenses
Apr 6AccountingDataverseFinanceMicrosoft +1forecast
generate weighted sales forecasts from Dataverse
Apr 6CRMDataverseForecastingMicrosoft +1handoff-brief-generator
generate sales deal handoff documentation
Apr 6CRMDataverseDocumentationMicrosoft +1lead-qualification-playbook
qualify sales leads with BANT methodology
Apr 6CRMDataverseLead EnrichmentMicrosoft +1log-call-transcripts
analyze and log sales call transcripts
Apr 6CRMDataverseMicrosoftSales +1next-best-action-engine
recommend next actions for sales opportunities
Apr 6AnalyticsCRMDataverseSales +1pipeline-health-analyzer
analyze sales pipeline health
Apr 6AnalyticsCRMDataverseReporting +1win-loss-pattern-analyzer
analyze win-loss patterns in sales deals
Apr 6AnalyticsCRMDataverseMicrosoft +1