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Use when user asks \"what should I do next on this deal\", \"next steps for this opportunity\", \"how do I move this deal forward\", \"what's the best action for this opp\", \"deal coaching\", or \"opportunity next action\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},"microsoft","Microsoft","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fmicrosoft.png",[12,16,19,22,25],{"name":13,"slug":14,"type":15},"CRM","crm","tag",{"name":17,"slug":18,"type":15},"Strategy","strategy",{"name":20,"slug":21,"type":15},"Sales","sales",{"name":23,"slug":24,"type":15},"Analytics","analytics",{"name":26,"slug":27,"type":15},"Dataverse","dataverse",41,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Fdataverse-business-skills","2026-04-06T18:36:38.649992",null,9,[],{"repoUrl":29,"stars":28,"forks":32,"topics":35,"description":31},[],"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Fdataverse-business-skills\u002Ftree\u002FHEAD\u002Fskills\u002Fnext-best-action-engine","---\nname: next-best-action-engine\ndescription: Analyzes an opportunity's current state and engagement history, compares against won deals, and recommends the most effective next action with reasoning. Use when user asks \"what should I do next on this deal\", \"next steps for this opportunity\", \"how do I move this deal forward\", \"what's the best action for this opp\", \"deal coaching\", or \"opportunity next action\".\nmetadata:\n  author: Dataverse\n  version: 1.0.0\n  category: sales-coaching\n---\n\n# Next Best Action Engine\n\nSales reps often wonder \"What should I do next on this deal?\" This skill provides data-driven recommendations by analyzing the current opportunity state and comparing it to successful deals at the same stage, identifying what actions led to wins and recommending the most impactful next step.\n\n## Instructions\n\n### Step 1: Retrieve Opportunity Context\nWhen user asks \"What should I do next on the [Opportunity Name] opportunity?\":\n\n**1.1 Get Opportunity Details:**\n```\nSELECT opportunityid, name, customerid, accountid, contactid, estimatedvalue,\n       estimatedclosedate, salesstage, stepname, closeprobability,\n       budgetstatus, need, purchasetimeframe, purchaseprocess, decisionmaker,\n       description, currentsituation, customerneed, customerpainpoints,\n       proposedsolution, msdyn_opportunityscore, msdyn_forecastcategory,\n       createdon, modifiedon, ownerid, statecode\nFROM opportunity\nWHERE opportunityid = '[opportunity_id]'\n```\n\n**1.2 Get Account Information:**\n```\nSELECT accountid, name, industrycode, numberofemployees, revenue,\n       telephone1, emailaddress1, websiteurl, primarycontactid\nFROM account\nWHERE accountid = '[accountid from opportunity]'\n```\n\n**1.3 Get Related Contacts:**\n```\nSELECT contactid, fullname, jobtitle, emailaddress1, telephone1,\n       accountrolecode, msdyn_decisioninfluencetag\nFROM contact\nWHERE accountid = '[accountid]'\n```\n\n#### Step 2: Analyze Activity History\n\n**2.1 Get All Activities:**\n```\nSELECT activityid, activitytypecode, subject, description,\n       createdon, actualstart, actualend, statecode, statuscode,\n       prioritycode, ownerid\nFROM activitypointer\nWHERE regardingobjectid = '[opportunityid]'\nORDER BY createdon DESC\n```\n\n**2.2 Categorize Activities:**\n\n| Activity Type | Code | Engagement Level |\n|---------------|------|------------------|\n| Meeting\u002FAppointment | appointment | High |\n| Phone Call | phonecall | High |\n| Email | email | Medium |\n| Task | task | Low (internal) |\n\n**2.3 Calculate Engagement Metrics:**\n```\nActivity Summary:\n- Total Activities: [count]\n- Last 30 Days: [count]\n- Activity Types: [breakdown]\n- Last Activity: [date and type]\n- Days Since Last Activity: [N]\n\nEngagement Trend:\n- Week 1: [count]\n- Week 2: [count]\n- Week 3: [count]\n- Week 4: [count]\n- Trend: [Increasing\u002FStable\u002FDeclining]\n```\n\n**2.4 Analyze Activity Content:**\nLook for key themes in activity descriptions and subjects:\n- Competitor mentions\n- Objection indicators\n- Positive signals (\"interested\", \"excited\", \"moving forward\")\n- Negative signals (\"concern\", \"budget freeze\", \"competitor\")\n- Stakeholder engagement (who was involved)\n\n#### Step 3: Assess Stakeholder Engagement\n\n**3.1 Map Stakeholder Involvement:**\n```\nFor each contact at the account, determine:\n- Last interaction date\n- Interaction count\n- Role (Decision Maker, Influencer, Champion, Blocker, User)\n- Engagement level (High\u002FMedium\u002FLow\u002FNone)\n```\n\n**3.2 Identify Stakeholder Gaps:**\n```\nCheck for missing stakeholder engagement:\n- Economic Buyer (C-level\u002FVP): [Engaged? Y\u002FN]\n- Technical Evaluator: [Engaged? Y\u002FN]\n- End User: [Engaged? Y\u002FN]\n- Procurement: [Engaged? Y\u002FN] (for late-stage deals)\n- Champion: [Identified? Y\u002FN]\n\nRecommended stakeholders to engage: [List]\n```\n\n**3.3 Analyze Contact Roles:**\n```\nSELECT c.contactid, c.fullname, c.jobtitle, c.accountrolecode,\n       c.msdyn_decisioninfluencetag\nFROM contact c\nWHERE c.accountid = '[accountid]'\n```\n\nMap job titles to buying roles:\n- CEO, CFO, VP → Economic Buyer\n- Director, Manager → Influencer\u002FChampion\n- Engineer, Analyst → Technical Evaluator\u002FUser\n\n#### Step 4: Find Similar Won Opportunities\n\n**Important: Dataverse SQL Limitations**\nDataverse SQL does NOT support: subqueries, DATEADD(), GETUTCDATE(), HAVING, DISTINCT, UNION, CASE.\nCalculate date filters programmatically (e.g., '2024-03-01' for 2 years ago).\n\n**4.1 Query Successful Deals:**\n```\nSELECT opportunityid, name, accountid, estimatedvalue, actualvalue,\n       salesstage, actualclosedate, createdon,\n       budgetstatus, need, purchasetimeframe\nFROM opportunity\nWHERE statecode = 1\nAND actualclosedate > '2024-03-01'\n```\n\nTo get industry from related account, use a JOIN:\n```\nSELECT o.opportunityid, o.name, o.estimatedvalue, a.industrycode, a.numberofemployees\nFROM opportunity o\nJOIN account a ON o.accountid = a.accountid\nWHERE o.statecode = 1\nAND o.actualclosedate > '2024-03-01'\n```\n\n**4.2 Define Similarity Criteria:**\n| Factor | Weight | Matching Logic |\n|--------|--------|----------------|\n| Deal Size | 25% | Similar estimated value (±30%) |\n| Industry | 20% | Same industry code |\n| Sales Stage | 20% | Currently in same stage |\n| Company Size | 15% | Similar employee count |\n| Qualification | 20% | Similar BANT profile |\n\n**4.3 Score Similarity:**\nFor each won deal, calculate similarity to current opportunity:\n```\nsimilarity_score = (\n  size_match_score * 0.25 +\n  industry_match_score * 0.20 +\n  stage_match_score * 0.20 +\n  company_match_score * 0.15 +\n  qualification_match_score * 0.20\n)\n```\n\nSelect top 5-10 most similar won opportunities.\n\n#### Step 5: Analyze Winning Patterns\n\n**5.1 Activity Pattern Analysis:**\nFor each similar won deal, get activity history:\n```\nSELECT activitytypecode, COUNT(*) as count, \n       MIN(createdon) as first_activity,\n       MAX(createdon) as last_activity\nFROM activitypointer\nWHERE regardingobjectid = '[won_opportunity_id]'\nGROUP BY activitytypecode\n```\n\n**5.2 Identify Stage-Specific Success Actions:**\nFor deals that were in the same stage:\n```\nCalculate for each similar won deal at this stage:\n- What activity type came next?\n- How long did they spend in this stage?\n- What was the outcome?\n- Which stakeholders were engaged?\n```\n\n**5.3 Build Action Recommendations:**\nAggregate patterns from successful deals:\n```\nWhen similar deals were in [Current Stage]:\n- 75% had a demo\u002Fpresentation next\n- 60% engaged the economic buyer\n- 50% sent a proposal within 2 weeks\n- Average time in stage: 14 days\n```\n\n#### Step 6: Generate Recommendations\n\n**6.1 Primary Recommendation Engine:**\n\nBased on opportunity state and winning patterns, recommend:\n\n**If Stage = Qualify:**\n```\nPriority Actions:\n1. Complete qualification (BANT gaps identified)\n2. Identify and engage decision maker\n3. Schedule discovery meeting\n4. Understand competitive landscape\n```\n\n**If Stage = Develop:**\n```\nPriority Actions:\n1. Demonstrate product\u002Fsolution fit\n2. Expand stakeholder map\n3. Address technical requirements\n4. Build internal champion\n```\n\n**If Stage = Propose:**\n```\nPriority Actions:\n1. Present formal proposal\n2. Handle objections\n3. Engage procurement\u002Flegal\n4. Negotiate terms\n```\n\n**If Stage = Close:**\n```\nPriority Actions:\n1. Finalize contract details\n2. Get verbal commitment\n3. Process signatures\n4. Address last-minute concerns\n```\n\n**6.2 Specific Action Recommendation:**\n\nBased on analysis, provide ONE primary next action:\n\n```\nNEXT BEST ACTION RECOMMENDATION\n════════════════════════════════════════════════════\n\nOPPORTUNITY: [Name]\nCURRENT STAGE: [Stage]\nTIME IN STAGE: [X days]\nHEALTH SCORE: [X\u002F100]\n\n════════════════════════════════════════════════════\nRECOMMENDED NEXT ACTION\n════════════════════════════════════════════════════\n\n📌 [SPECIFIC ACTION]\n\nExample: \"Schedule a meeting with Sarah Chen (VP Operations) to present ROI analysis\"\n\nWHY THIS ACTION:\n• Similar won deals had [X% higher close rate] when economic buyer was engaged at this stage\n• Sarah Chen is the VP Operations and likely economic buyer (not yet engaged)\n• You've had 4 interactions with technical team but none with leadership\n• Competitive intelligence suggests prospect is evaluating alternatives\n\nWHAT SUCCESSFUL DEALS DID:\n• 78% of similar won deals engaged executive sponsor before Propose stage\n• Average of 2.3 executive meetings before close\n• Deals with VP+ engagement closed 40% faster\n\nHOW TO EXECUTE:\n1. Ask your champion [Contact Name] for an introduction to Sarah Chen\n2. Prepare executive-level ROI summary (attach template)\n3. Propose 30-minute business value discussion\n4. Bring in your sales leader for executive alignment\n\nTALKING POINTS:\n• Business outcomes achieved by [Similar Customer in same industry]\n• ROI: [X]% improvement in [metric] over [timeframe]\n• Risk of inaction: [competitive\u002Fmarket pressure point]\n\nSUGGESTED TIMELINE:\n• Reach out to champion: Today\n• Executive meeting: Within 1 week\n• This will enable: Moving to [Next Stage] in 2 weeks\n```\n\n**6.3 Alternative Actions:**\n```\nALTERNATIVE ACTIONS (if primary not feasible):\n════════════════════════════════════════════════════\n\nOption B: Schedule Technical Deep-Dive\n• If champion unavailable, continue building technical consensus\n• Request meeting with IT\u002FEngineering stakeholders\n• Demonstrate integration capabilities\n\nOption C: Send Case Study\n• If scheduling difficult, send relevant customer success story\n• Focus on [Industry] case study showing [specific outcome]\n• Request follow-up call to discuss applicability\n```\n\n#### Step 7: Create Activity Record\n\nOffer to create the recommended activity:\n\n**If Recommending a Meeting:**\n```\nUse create_record with tablename: appointment\n{\n  \"subject\": \"[Generated meeting subject]\",\n  \"description\": \"[Context and talking points]\",\n  \"regardingobjectid\": \"[opportunityid]\",\n  \"scheduledstart\": \"[suggested datetime]\",\n  \"scheduledend\": \"[end datetime]\",\n  \"requiredattendees\": \"[contact ids]\",\n  \"location\": \"[virtual\u002Fin-person]\"\n}\n```\n\n**If Recommending a Call:**\n```\nUse create_record with tablename: phonecall\n{\n  \"subject\": \"[Generated call subject]\",\n  \"description\": \"[Context and talking points]\",\n  \"regardingobjectid\": \"[opportunityid]\",\n  \"phonenumber\": \"[contact phone]\",\n  \"to\": \"[contact id]\",\n  \"scheduledstart\": \"[suggested datetime]\"\n}\n```\n\n**If Recommending a Task:**\n```\nUse create_record with tablename: task\n{\n  \"subject\": \"[Task description]\",\n  \"description\": \"[Details and context]\",\n  \"regardingobjectid\": \"[opportunityid]\",\n  \"scheduledend\": \"[due date]\",\n  \"prioritycode\": 2\n}\n```\n\n### Output Format Summary\n\n```\n════════════════════════════════════════════════════\nNEXT BEST ACTION ANALYSIS: [Opportunity Name]\n════════════════════════════════════════════════════\n\nCURRENT STATE:\n• Stage: [Stage]\n• Value: [$X]\n• Close Date: [Date]\n• Time in Stage: [X days]\n• Last Activity: [X days ago] - [Type]\n• Engagement Trend: [Increasing\u002FDeclining\u002FStable]\n\nQUALIFICATION STATUS:\n• Budget: [✓\u002F⚠\u002F✗] [Status]\n• Authority: [✓\u002F⚠\u002F✗] [Decision maker identified?]\n• Need: [✓\u002F⚠\u002F✗] [Status]\n• Timeline: [✓\u002F⚠\u002F✗] [Status]\n\nSTAKEHOLDER MAP:\n• Economic Buyer: [Name or \"Not engaged\"]\n• Champion: [Name or \"Not identified\"]\n• Technical: [Name or \"Engaged\u002FNot engaged\"]\n• Users: [Status]\n\nCOMPETITIVE CONTEXT:\n• Competitors: [Mentioned\u002FNone detected]\n• Risk Level: [Low\u002FMedium\u002FHigh]\n\n════════════════════════════════════════════════════\n🎯 RECOMMENDED NEXT ACTION\n════════════════════════════════════════════════════\n\n[Specific action with reasoning]\n\nBASED ON:\n• [X] similar won deals analyzed\n• Success pattern: [Key insight]\n• Risk mitigation: [What this prevents]\n\nEXECUTION STEPS:\n1. [Step 1]\n2. [Step 2]\n3. [Step 3]\n\nEXPECTED OUTCOME:\n• [What this should achieve]\n• Target timeline: [X days]\n\n════════════════════════════════════════════════════\n\nShall I create this activity for you? [Yes\u002FNo]\n```\n\n### Dataverse Tables Used\n| Table | Purpose |\n|-------|---------|\n| `opportunity` | Current opportunity and similar won deals |\n| `account` | Customer context |\n| `contact` | Stakeholder information |\n| `activitypointer` | Activity history analysis |\n| `appointment` | Create recommended meetings |\n| `phonecall` | Create recommended calls |\n| `task` | Create recommended tasks |\n| `email` | Create recommended emails |\n\n### Key Fields Reference\n**opportunity:**\n- `salesstage` (CHOICE) - Qualify(0), Develop(1), Propose(2), Close(3)\n- `stepname` (NVARCHAR) - Current business process step\n- `estimatedvalue` (MONEY) - Deal size for matching\n- `actualvalue` (MONEY) - Actual revenue (closed deals)\n- `estimatedclosedate` (DATE) - Expected close date\n- `actualclosedate` (DATE) - When deal closed (won\u002Flost deals)\n- `closeprobability` (INT) - Win probability percentage (0-100)\n- `budgetstatus` (CHOICE) - No Budget(0), May Buy(1), Can Buy(2), Will Buy(3)\n- `need` (CHOICE) - Must have(0), Should have(1), Good to have(2), No need(3)\n- `purchasetimeframe` (CHOICE) - Immediate(0), This Quarter(1), Next Quarter(2), This Year(3), Unknown(4)\n- `msdyn_opportunityscore` (INT) - AI predictive score (0-100)\n- `msdyn_opportunitygrade` (CHOICE) - Grade A(0), B(1), C(2), D(3)\n- `msdyn_scorereasons` (MULTILINE TEXT) - JSON with scoring factors\n- `msdyn_similaropportunities` (MULTILINE TEXT) - Similar deals data\n- `statecode` (STATE) - Open(0), Won(1), Lost(2)\n- `statuscode` (STATUS) - In Progress(1), On Hold(2) [Open]; Won(3) [Won]; Canceled(4), Out-Sold(5) [Lost]\n\n**activitypointer:**\n- `activitytypecode` (NVARCHAR) - phonecall, email, appointment, task\n- `createdon` (DATETIME) - Activity timestamp\n- `actualstart`, `actualend` (DATETIME) - Actual activity times\n- `regardingobjectid` (LOOKUP) - Polymorphic link to opportunity\n- `statecode` (STATE) - Open(0), Completed(1), Canceled(2), Scheduled(3-appointments)\n\n**contact:**\n- `accountrolecode` (CHOICE) - Decision Maker(1), Employee(2), Influencer(3)\n- `msdyn_decisioninfluencetag` (CHOICE) - Decision maker(0), Influencer(1), Blocker(2), Unknown(3)\n- `jobtitle` (NVARCHAR) - For role inference\n- `accountid` (LOOKUP → account) - Parent account relationship\n\n**msdyn_opportunitykpiitem (Sales Insights - Relationship Analytics):**\n- `msdyn_relationshiphealthscorevalue` (INT) - Health score (0-100)\n- `msdyn_relationshiphealthscorestate` (CHOICE) - Good(0), Fair(1), Poor(2)\n- `msdyn_emailssent`, `msdyn_emailsreceived` (INT) - Email counts\n- `msdyn_phonecallsmade`, `msdyn_phonecallsreceived` (INT) - Call counts\n- `msdyn_meetingssent` (INT) - Meeting counts\n\n### Next Best Action Categories\n\n| Stage | Top Actions | Trigger Conditions |\n|-------|-------------|-------------------|\n| Qualify | Discovery call, Demo | New lead, incomplete BANT |\n| Develop | Technical deep-dive, Proof of concept | Requirements gathering needed |\n| Propose | Proposal presentation, ROI review | Solution validated |\n| Close | Contract review, Executive alignment | Verbal commitment obtained |\n\n### Success Metrics to Track\n- Time to next stage after action taken\n- Win rate correlation with action types\n- Average activities by stage for won vs lost\n- Stakeholder engagement depth at each stage\n\n## Examples\n\n### Example 1: Stalled Deal Recommendation\n\n**User says:** \"What should I do next on the Contoso Enterprise deal?\"\n\n**Actions:**\n1. Retrieve opportunity details and activity history\n2. Identify current stage (Propose) and last activity (14 days ago)\n3. Compare to won deals - identify missing stakeholder engagement\n4. Generate prioritized recommendation\n\n**Result:**\n```\nNEXT BEST ACTION: Schedule Executive Alignment Meeting\n\nCURRENT SITUATION:\n- Stage: Propose (14 days, above average)\n- Last Activity: Email sent 14 days ago\n- Missing: No C-level engagement identified\n\nWHY THIS ACTION:\n- Won deals at this stage had 85% executive engagement\n- Economic buyer (CFO) not yet contacted\n- Similar deals that stalled here won after exec meeting\n\nSUGGESTED APPROACH:\n\"Hi [Champion], I'd like to connect with [CFO Name] to discuss how our solution aligns with your strategic priorities. Could you facilitate an introduction?\"\n```\n\n### Example 2: Early Stage Deal Coaching\n\n**User says:** \"How do I move the Fabrikam deal forward?\"\n\n**Actions:**\n1. Analyze current qualification status\n2. Identify BANT gaps\n3. Recommend discovery activities\n\n**Result:**\n```\nNEXT BEST ACTION: Schedule Discovery Call\n\nGAPS IDENTIFIED:\n- Budget: Not confirmed\n- Timeline: Unknown\n\nRECOMMENDED QUESTIONS:\n1. \"What's your budget range for this initiative?\"\n2. \"When do you need a solution in place?\"\n\nSCHEDULE: Suggested times sent to contact\n```\n\n### Example 3: Close Stage Acceleration\n\n**User says:** \"What's blocking the Alpine deal from closing?\"\n\n**Actions:**\n1. Analyze close stage opportunity\n2. Check for missing elements vs. won deals\n3. Identify potential blockers\n\n**Result:**\n```\nPOTENTIAL BLOCKERS IDENTIFIED:\n1. No legal contact engaged (90% of won deals had legal by now)\n2. Procurement not in activity history\n3. Close date is Friday but no contract sent\n\nRECOMMENDED ACTIONS:\n1. Request introduction to procurement contact\n2. Send contract for review today\n3. Offer implementation timeline to address concerns\n```\n\n## Troubleshooting\n\n### Error: Opportunity not found\n**Cause:** Invalid opportunity ID or deal has been closed\n**Solution:**\n- Search by opportunity name instead\n- Check statecode to see if deal is already won\u002Flost\n- Verify user has access to the record\n\n### Error: No similar won deals found\n**Cause:** Unique deal characteristics or limited history\n**Solution:**\n- Expand matching criteria (industry, size range)\n- Use generic stage-based best practices\n- Increase date range for historical comparison\n\n### Error: Activity history incomplete\n**Cause:** Activities not linked to opportunity\n**Solution:**\n- Query activities for related account as well\n- Check team member activities (not just owner)\n- Advise user on proper activity 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Level",{"type":47,"tag":204,"props":205,"children":206},"tbody",{},[207,226,243,261],{"type":47,"tag":184,"props":208,"children":209},{},[210,216,221],{"type":47,"tag":211,"props":212,"children":213},"td",{},[214],{"type":52,"value":215},"Meeting\u002FAppointment",{"type":47,"tag":211,"props":217,"children":218},{},[219],{"type":52,"value":220},"appointment",{"type":47,"tag":211,"props":222,"children":223},{},[224],{"type":52,"value":225},"High",{"type":47,"tag":184,"props":227,"children":228},{},[229,234,239],{"type":47,"tag":211,"props":230,"children":231},{},[232],{"type":52,"value":233},"Phone Call",{"type":47,"tag":211,"props":235,"children":236},{},[237],{"type":52,"value":238},"phonecall",{"type":47,"tag":211,"props":240,"children":241},{},[242],{"type":52,"value":225},{"type":47,"tag":184,"props":244,"children":245},{},[246,251,256],{"type":47,"tag":211,"props":247,"children":248},{},[249],{"type":52,"value":250},"Email",{"type":47,"tag":211,"props":252,"children":253},{},[254],{"type":52,"value":255},"email",{"type":47,"tag":211,"props":257,"children":258},{},[259],{"type":52,"value":260},"Medium",{"type":47,"tag":184,"props":262,"children":263},{},[264,269,274],{"type":47,"tag":211,"props":265,"children":266},{},[267],{"type":52,"value":268},"Task",{"type":47,"tag":211,"props":270,"children":271},{},[272],{"type":52,"value":273},"task",{"type":47,"tag":211,"props":275,"children":276},{},[277],{"type":52,"value":278},"Low (internal)",{"type":47,"tag":55,"props":280,"children":281},{},[282],{"type":47,"tag":91,"props":283,"children":284},{},[285],{"type":52,"value":286},"2.3 Calculate Engagement Metrics:",{"type":47,"tag":97,"props":288,"children":291},{"className":289,"code":290,"language":52},[100],"Activity Summary:\n- Total Activities: [count]\n- Last 30 Days: [count]\n- Activity Types: [breakdown]\n- Last Activity: [date and type]\n- Days Since Last Activity: [N]\n\nEngagement Trend:\n- Week 1: [count]\n- Week 2: [count]\n- Week 3: [count]\n- Week 4: [count]\n- Trend: [Increasing\u002FStable\u002FDeclining]\n",[292],{"type":47,"tag":104,"props":293,"children":294},{"__ignoreMap":106},[295],{"type":52,"value":290},{"type":47,"tag":55,"props":297,"children":298},{},[299,304],{"type":47,"tag":91,"props":300,"children":301},{},[302],{"type":52,"value":303},"2.4 Analyze Activity Content:",{"type":52,"value":305},"\nLook for key themes in activity descriptions and subjects:",{"type":47,"tag":307,"props":308,"children":309},"ul",{},[310,316,321,326,331],{"type":47,"tag":311,"props":312,"children":313},"li",{},[314],{"type":52,"value":315},"Competitor mentions",{"type":47,"tag":311,"props":317,"children":318},{},[319],{"type":52,"value":320},"Objection indicators",{"type":47,"tag":311,"props":322,"children":323},{},[324],{"type":52,"value":325},"Positive signals (\"interested\", \"excited\", \"moving forward\")",{"type":47,"tag":311,"props":327,"children":328},{},[329],{"type":52,"value":330},"Negative signals (\"concern\", \"budget freeze\", \"competitor\")",{"type":47,"tag":311,"props":332,"children":333},{},[334],{"type":52,"value":335},"Stakeholder engagement (who was involved)",{"type":47,"tag":144,"props":337,"children":339},{"id":338},"step-3-assess-stakeholder-engagement",[340],{"type":52,"value":341},"Step 3: Assess Stakeholder 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Y\u002FN]\n- Technical Evaluator: [Engaged? Y\u002FN]\n- End User: [Engaged? Y\u002FN]\n- Procurement: [Engaged? Y\u002FN] (for late-stage deals)\n- Champion: [Identified? Y\u002FN]\n\nRecommended stakeholders to engage: [List]\n",[372],{"type":47,"tag":104,"props":373,"children":374},{"__ignoreMap":106},[375],{"type":52,"value":370},{"type":47,"tag":55,"props":377,"children":378},{},[379],{"type":47,"tag":91,"props":380,"children":381},{},[382],{"type":52,"value":383},"3.3 Analyze Contact Roles:",{"type":47,"tag":97,"props":385,"children":388},{"className":386,"code":387,"language":52},[100],"SELECT c.contactid, c.fullname, c.jobtitle, c.accountrolecode,\n       c.msdyn_decisioninfluencetag\nFROM contact c\nWHERE c.accountid = '[accountid]'\n",[389],{"type":47,"tag":104,"props":390,"children":391},{"__ignoreMap":106},[392],{"type":52,"value":387},{"type":47,"tag":55,"props":394,"children":395},{},[396],{"type":52,"value":397},"Map job titles to buying roles:",{"type":47,"tag":307,"props":399,"children":400},{},[401,406,411],{"type":47,"tag":311,"props":402,"children":403},{},[404],{"type":52,"value":405},"CEO, CFO, VP → Economic Buyer",{"type":47,"tag":311,"props":407,"children":408},{},[409],{"type":52,"value":410},"Director, Manager → Influencer\u002FChampion",{"type":47,"tag":311,"props":412,"children":413},{},[414],{"type":52,"value":415},"Engineer, Analyst → Technical Evaluator\u002FUser",{"type":47,"tag":144,"props":417,"children":419},{"id":418},"step-4-find-similar-won-opportunities",[420],{"type":52,"value":421},"Step 4: Find Similar Won Opportunities",{"type":47,"tag":55,"props":423,"children":424},{},[425,430],{"type":47,"tag":91,"props":426,"children":427},{},[428],{"type":52,"value":429},"Important: Dataverse SQL Limitations",{"type":52,"value":431},"\nDataverse SQL does NOT support: subqueries, DATEADD(), GETUTCDATE(), HAVING, DISTINCT, UNION, CASE.\nCalculate date filters programmatically (e.g., '2024-03-01' for 2 years ago).",{"type":47,"tag":55,"props":433,"children":434},{},[435],{"type":47,"tag":91,"props":436,"children":437},{},[438],{"type":52,"value":439},"4.1 Query Successful Deals:",{"type":47,"tag":97,"props":441,"children":444},{"className":442,"code":443,"language":52},[100],"SELECT opportunityid, name, accountid, estimatedvalue, actualvalue,\n       salesstage, actualclosedate, createdon,\n       budgetstatus, need, purchasetimeframe\nFROM opportunity\nWHERE statecode = 1\nAND actualclosedate > '2024-03-01'\n",[445],{"type":47,"tag":104,"props":446,"children":447},{"__ignoreMap":106},[448],{"type":52,"value":443},{"type":47,"tag":55,"props":450,"children":451},{},[452],{"type":52,"value":453},"To get industry from related account, use a JOIN:",{"type":47,"tag":97,"props":455,"children":458},{"className":456,"code":457,"language":52},[100],"SELECT o.opportunityid, o.name, o.estimatedvalue, a.industrycode, a.numberofemployees\nFROM opportunity o\nJOIN account a ON o.accountid = a.accountid\nWHERE o.statecode = 1\nAND o.actualclosedate > '2024-03-01'\n",[459],{"type":47,"tag":104,"props":460,"children":461},{"__ignoreMap":106},[462],{"type":52,"value":457},{"type":47,"tag":55,"props":464,"children":465},{},[466],{"type":47,"tag":91,"props":467,"children":468},{},[469],{"type":52,"value":470},"4.2 Define Similarity Criteria:",{"type":47,"tag":176,"props":472,"children":473},{},[474,495],{"type":47,"tag":180,"props":475,"children":476},{},[477],{"type":47,"tag":184,"props":478,"children":479},{},[480,485,490],{"type":47,"tag":188,"props":481,"children":482},{},[483],{"type":52,"value":484},"Factor",{"type":47,"tag":188,"props":486,"children":487},{},[488],{"type":52,"value":489},"Weight",{"type":47,"tag":188,"props":491,"children":492},{},[493],{"type":52,"value":494},"Matching Logic",{"type":47,"tag":204,"props":496,"children":497},{},[498,516,534,551,569],{"type":47,"tag":184,"props":499,"children":500},{},[501,506,511],{"type":47,"tag":211,"props":502,"children":503},{},[504],{"type":52,"value":505},"Deal Size",{"type":47,"tag":211,"props":507,"children":508},{},[509],{"type":52,"value":510},"25%",{"type":47,"tag":211,"props":512,"children":513},{},[514],{"type":52,"value":515},"Similar estimated value (±30%)",{"type":47,"tag":184,"props":517,"children":518},{},[519,524,529],{"type":47,"tag":211,"props":520,"children":521},{},[522],{"type":52,"value":523},"Industry",{"type":47,"tag":211,"props":525,"children":526},{},[527],{"type":52,"value":528},"20%",{"type":47,"tag":211,"props":530,"children":531},{},[532],{"type":52,"value":533},"Same industry code",{"type":47,"tag":184,"props":535,"children":536},{},[537,542,546],{"type":47,"tag":211,"props":538,"children":539},{},[540],{"type":52,"value":541},"Sales Stage",{"type":47,"tag":211,"props":543,"children":544},{},[545],{"type":52,"value":528},{"type":47,"tag":211,"props":547,"children":548},{},[549],{"type":52,"value":550},"Currently in same stage",{"type":47,"tag":184,"props":552,"children":553},{},[554,559,564],{"type":47,"tag":211,"props":555,"children":556},{},[557],{"type":52,"value":558},"Company Size",{"type":47,"tag":211,"props":560,"children":561},{},[562],{"type":52,"value":563},"15%",{"type":47,"tag":211,"props":565,"children":566},{},[567],{"type":52,"value":568},"Similar employee count",{"type":47,"tag":184,"props":570,"children":571},{},[572,577,581],{"type":47,"tag":211,"props":573,"children":574},{},[575],{"type":52,"value":576},"Qualification",{"type":47,"tag":211,"props":578,"children":579},{},[580],{"type":52,"value":528},{"type":47,"tag":211,"props":582,"children":583},{},[584],{"type":52,"value":585},"Similar BANT profile",{"type":47,"tag":55,"props":587,"children":588},{},[589,594],{"type":47,"tag":91,"props":590,"children":591},{},[592],{"type":52,"value":593},"4.3 Score Similarity:",{"type":52,"value":595},"\nFor each won deal, calculate similarity to current opportunity:",{"type":47,"tag":97,"props":597,"children":600},{"className":598,"code":599,"language":52},[100],"similarity_score = (\n  size_match_score * 0.25 +\n  industry_match_score * 0.20 +\n  stage_match_score * 0.20 +\n  company_match_score * 0.15 +\n  qualification_match_score * 0.20\n)\n",[601],{"type":47,"tag":104,"props":602,"children":603},{"__ignoreMap":106},[604],{"type":52,"value":599},{"type":47,"tag":55,"props":606,"children":607},{},[608],{"type":52,"value":609},"Select top 5-10 most similar won opportunities.",{"type":47,"tag":144,"props":611,"children":613},{"id":612},"step-5-analyze-winning-patterns",[614],{"type":52,"value":615},"Step 5: Analyze Winning Patterns",{"type":47,"tag":55,"props":617,"children":618},{},[619,624],{"type":47,"tag":91,"props":620,"children":621},{},[622],{"type":52,"value":623},"5.1 Activity Pattern Analysis:",{"type":52,"value":625},"\nFor each similar won deal, get activity history:",{"type":47,"tag":97,"props":627,"children":630},{"className":628,"code":629,"language":52},[100],"SELECT activitytypecode, COUNT(*) as count, \n       MIN(createdon) as first_activity,\n       MAX(createdon) as last_activity\nFROM activitypointer\nWHERE regardingobjectid = '[won_opportunity_id]'\nGROUP BY activitytypecode\n",[631],{"type":47,"tag":104,"props":632,"children":633},{"__ignoreMap":106},[634],{"type":52,"value":629},{"type":47,"tag":55,"props":636,"children":637},{},[638,643],{"type":47,"tag":91,"props":639,"children":640},{},[641],{"type":52,"value":642},"5.2 Identify Stage-Specific Success Actions:",{"type":52,"value":644},"\nFor deals that were in the same stage:",{"type":47,"tag":97,"props":646,"children":649},{"className":647,"code":648,"language":52},[100],"Calculate for each similar won deal at this stage:\n- What activity type came next?\n- How long did they spend in this stage?\n- What was the outcome?\n- Which stakeholders were engaged?\n",[650],{"type":47,"tag":104,"props":651,"children":652},{"__ignoreMap":106},[653],{"type":52,"value":648},{"type":47,"tag":55,"props":655,"children":656},{},[657,662],{"type":47,"tag":91,"props":658,"children":659},{},[660],{"type":52,"value":661},"5.3 Build Action Recommendations:",{"type":52,"value":663},"\nAggregate patterns from successful deals:",{"type":47,"tag":97,"props":665,"children":668},{"className":666,"code":667,"language":52},[100],"When similar deals were in [Current Stage]:\n- 75% had a demo\u002Fpresentation next\n- 60% engaged the economic buyer\n- 50% sent a proposal within 2 weeks\n- Average time in stage: 14 days\n",[669],{"type":47,"tag":104,"props":670,"children":671},{"__ignoreMap":106},[672],{"type":52,"value":667},{"type":47,"tag":144,"props":674,"children":676},{"id":675},"step-6-generate-recommendations",[677],{"type":52,"value":678},"Step 6: Generate Recommendations",{"type":47,"tag":55,"props":680,"children":681},{},[682],{"type":47,"tag":91,"props":683,"children":684},{},[685],{"type":52,"value":686},"6.1 Primary Recommendation Engine:",{"type":47,"tag":55,"props":688,"children":689},{},[690],{"type":52,"value":691},"Based on opportunity state and winning patterns, recommend:",{"type":47,"tag":55,"props":693,"children":694},{},[695],{"type":47,"tag":91,"props":696,"children":697},{},[698],{"type":52,"value":699},"If Stage = Qualify:",{"type":47,"tag":97,"props":701,"children":704},{"className":702,"code":703,"language":52},[100],"Priority Actions:\n1. Complete qualification (BANT gaps identified)\n2. Identify and engage decision maker\n3. Schedule discovery meeting\n4. Understand competitive landscape\n",[705],{"type":47,"tag":104,"props":706,"children":707},{"__ignoreMap":106},[708],{"type":52,"value":703},{"type":47,"tag":55,"props":710,"children":711},{},[712],{"type":47,"tag":91,"props":713,"children":714},{},[715],{"type":52,"value":716},"If Stage = Develop:",{"type":47,"tag":97,"props":718,"children":721},{"className":719,"code":720,"language":52},[100],"Priority Actions:\n1. Demonstrate product\u002Fsolution fit\n2. Expand stakeholder map\n3. Address technical requirements\n4. Build internal champion\n",[722],{"type":47,"tag":104,"props":723,"children":724},{"__ignoreMap":106},[725],{"type":52,"value":720},{"type":47,"tag":55,"props":727,"children":728},{},[729],{"type":47,"tag":91,"props":730,"children":731},{},[732],{"type":52,"value":733},"If Stage = Propose:",{"type":47,"tag":97,"props":735,"children":738},{"className":736,"code":737,"language":52},[100],"Priority Actions:\n1. Present formal proposal\n2. Handle objections\n3. Engage procurement\u002Flegal\n4. Negotiate terms\n",[739],{"type":47,"tag":104,"props":740,"children":741},{"__ignoreMap":106},[742],{"type":52,"value":737},{"type":47,"tag":55,"props":744,"children":745},{},[746],{"type":47,"tag":91,"props":747,"children":748},{},[749],{"type":52,"value":750},"If Stage = Close:",{"type":47,"tag":97,"props":752,"children":755},{"className":753,"code":754,"language":52},[100],"Priority Actions:\n1. Finalize contract details\n2. Get verbal commitment\n3. Process signatures\n4. Address last-minute concerns\n",[756],{"type":47,"tag":104,"props":757,"children":758},{"__ignoreMap":106},[759],{"type":52,"value":754},{"type":47,"tag":55,"props":761,"children":762},{},[763],{"type":47,"tag":91,"props":764,"children":765},{},[766],{"type":52,"value":767},"6.2 Specific Action Recommendation:",{"type":47,"tag":55,"props":769,"children":770},{},[771],{"type":52,"value":772},"Based on analysis, provide ONE primary next action:",{"type":47,"tag":97,"props":774,"children":777},{"className":775,"code":776,"language":52},[100],"NEXT BEST ACTION RECOMMENDATION\n════════════════════════════════════════════════════\n\nOPPORTUNITY: [Name]\nCURRENT STAGE: [Stage]\nTIME IN STAGE: [X days]\nHEALTH SCORE: [X\u002F100]\n\n════════════════════════════════════════════════════\nRECOMMENDED NEXT ACTION\n════════════════════════════════════════════════════\n\n📌 [SPECIFIC ACTION]\n\nExample: \"Schedule a meeting with Sarah Chen (VP Operations) to present ROI analysis\"\n\nWHY THIS ACTION:\n• Similar won deals had [X% higher close rate] when economic buyer was engaged at this stage\n• Sarah Chen is the VP Operations and likely economic buyer (not yet engaged)\n• You've had 4 interactions with technical team but none with leadership\n• Competitive intelligence suggests prospect is evaluating alternatives\n\nWHAT SUCCESSFUL DEALS DID:\n• 78% of similar won deals engaged executive sponsor before Propose stage\n• Average of 2.3 executive meetings before close\n• Deals with VP+ engagement closed 40% faster\n\nHOW TO EXECUTE:\n1. Ask your champion [Contact Name] for an introduction to Sarah Chen\n2. Prepare executive-level ROI summary (attach template)\n3. Propose 30-minute business value discussion\n4. 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Meeting counts",{"type":47,"tag":68,"props":1457,"children":1459},{"id":1458},"next-best-action-categories",[1460],{"type":52,"value":1461},"Next Best Action Categories",{"type":47,"tag":176,"props":1463,"children":1464},{},[1465,1486],{"type":47,"tag":180,"props":1466,"children":1467},{},[1468],{"type":47,"tag":184,"props":1469,"children":1470},{},[1471,1476,1481],{"type":47,"tag":188,"props":1472,"children":1473},{},[1474],{"type":52,"value":1475},"Stage",{"type":47,"tag":188,"props":1477,"children":1478},{},[1479],{"type":52,"value":1480},"Top Actions",{"type":47,"tag":188,"props":1482,"children":1483},{},[1484],{"type":52,"value":1485},"Trigger Conditions",{"type":47,"tag":204,"props":1487,"children":1488},{},[1489,1507,1525,1543],{"type":47,"tag":184,"props":1490,"children":1491},{},[1492,1497,1502],{"type":47,"tag":211,"props":1493,"children":1494},{},[1495],{"type":52,"value":1496},"Qualify",{"type":47,"tag":211,"props":1498,"children":1499},{},[1500],{"type":52,"value":1501},"Discovery call, Demo",{"type":47,"tag":211,"props":1503,"children":1504},{},[1505],{"type":52,"value":1506},"New lead, incomplete BANT",{"type":47,"tag":184,"props":1508,"children":1509},{},[1510,1515,1520],{"type":47,"tag":211,"props":1511,"children":1512},{},[1513],{"type":52,"value":1514},"Develop",{"type":47,"tag":211,"props":1516,"children":1517},{},[1518],{"type":52,"value":1519},"Technical deep-dive, Proof of concept",{"type":47,"tag":211,"props":1521,"children":1522},{},[1523],{"type":52,"value":1524},"Requirements gathering needed",{"type":47,"tag":184,"props":1526,"children":1527},{},[1528,1533,1538],{"type":47,"tag":211,"props":1529,"children":1530},{},[1531],{"type":52,"value":1532},"Propose",{"type":47,"tag":211,"props":1534,"children":1535},{},[1536],{"type":52,"value":1537},"Proposal presentation, ROI review",{"type":47,"tag":211,"props":1539,"children":1540},{},[1541],{"type":52,"value":1542},"Solution validated",{"type":47,"tag":184,"props":1544,"children":1545},{},[1546,1551,1556],{"type":47,"tag":211,"props":1547,"children":1548},{},[1549],{"type":52,"value":1550},"Close",{"type":47,"tag":211,"props":1552,"children":1553},{},[1554],{"type":52,"value":1555},"Contract review, Executive alignment",{"type":47,"tag":211,"props":1557,"children":1558},{},[1559],{"type":52,"value":1560},"Verbal commitment obtained",{"type":47,"tag":68,"props":1562,"children":1564},{"id":1563},"success-metrics-to-track",[1565],{"type":52,"value":1566},"Success Metrics to Track",{"type":47,"tag":307,"props":1568,"children":1569},{},[1570,1575,1580,1585],{"type":47,"tag":311,"props":1571,"children":1572},{},[1573],{"type":52,"value":1574},"Time to next stage after action taken",{"type":47,"tag":311,"props":1576,"children":1577},{},[1578],{"type":52,"value":1579},"Win rate correlation with action types",{"type":47,"tag":311,"props":1581,"children":1582},{},[1583],{"type":52,"value":1584},"Average activities by stage for won vs lost",{"type":47,"tag":311,"props":1586,"children":1587},{},[1588],{"type":52,"value":1589},"Stakeholder engagement depth at each stage",{"type":47,"tag":61,"props":1591,"children":1593},{"id":1592},"examples",[1594],{"type":52,"value":1595},"Examples",{"type":47,"tag":68,"props":1597,"children":1599},{"id":1598},"example-1-stalled-deal-recommendation",[1600],{"type":52,"value":1601},"Example 1: Stalled Deal Recommendation",{"type":47,"tag":55,"props":1603,"children":1604},{},[1605,1610],{"type":47,"tag":91,"props":1606,"children":1607},{},[1608],{"type":52,"value":1609},"User says:",{"type":52,"value":1611}," \"What should I do next on the Contoso Enterprise deal?\"",{"type":47,"tag":55,"props":1613,"children":1614},{},[1615],{"type":47,"tag":91,"props":1616,"children":1617},{},[1618],{"type":52,"value":1619},"Actions:",{"type":47,"tag":1621,"props":1622,"children":1623},"ol",{},[1624,1629,1634,1639],{"type":47,"tag":311,"props":1625,"children":1626},{},[1627],{"type":52,"value":1628},"Retrieve opportunity details and activity history",{"type":47,"tag":311,"props":1630,"children":1631},{},[1632],{"type":52,"value":1633},"Identify current stage (Propose) and last activity (14 days ago)",{"type":47,"tag":311,"props":1635,"children":1636},{},[1637],{"type":52,"value":1638},"Compare to won deals - identify missing stakeholder engagement",{"type":47,"tag":311,"props":1640,"children":1641},{},[1642],{"type":52,"value":1643},"Generate prioritized recommendation",{"type":47,"tag":55,"props":1645,"children":1646},{},[1647],{"type":47,"tag":91,"props":1648,"children":1649},{},[1650],{"type":52,"value":1651},"Result:",{"type":47,"tag":97,"props":1653,"children":1656},{"className":1654,"code":1655,"language":52},[100],"NEXT BEST ACTION: Schedule Executive Alignment Meeting\n\nCURRENT SITUATION:\n- Stage: Propose (14 days, above average)\n- Last Activity: Email sent 14 days ago\n- Missing: No C-level engagement identified\n\nWHY THIS ACTION:\n- Won deals at this stage had 85% executive engagement\n- Economic buyer (CFO) not yet contacted\n- Similar deals that stalled here won after exec meeting\n\nSUGGESTED APPROACH:\n\"Hi [Champion], I'd like to connect with [CFO Name] to discuss how our solution aligns with your strategic priorities. Could you facilitate an introduction?\"\n",[1657],{"type":47,"tag":104,"props":1658,"children":1659},{"__ignoreMap":106},[1660],{"type":52,"value":1655},{"type":47,"tag":68,"props":1662,"children":1664},{"id":1663},"example-2-early-stage-deal-coaching",[1665],{"type":52,"value":1666},"Example 2: Early Stage Deal Coaching",{"type":47,"tag":55,"props":1668,"children":1669},{},[1670,1674],{"type":47,"tag":91,"props":1671,"children":1672},{},[1673],{"type":52,"value":1609},{"type":52,"value":1675}," \"How do I move the Fabrikam deal forward?\"",{"type":47,"tag":55,"props":1677,"children":1678},{},[1679],{"type":47,"tag":91,"props":1680,"children":1681},{},[1682],{"type":52,"value":1619},{"type":47,"tag":1621,"props":1684,"children":1685},{},[1686,1691,1696],{"type":47,"tag":311,"props":1687,"children":1688},{},[1689],{"type":52,"value":1690},"Analyze current qualification status",{"type":47,"tag":311,"props":1692,"children":1693},{},[1694],{"type":52,"value":1695},"Identify BANT gaps",{"type":47,"tag":311,"props":1697,"children":1698},{},[1699],{"type":52,"value":1700},"Recommend discovery activities",{"type":47,"tag":55,"props":1702,"children":1703},{},[1704],{"type":47,"tag":91,"props":1705,"children":1706},{},[1707],{"type":52,"value":1651},{"type":47,"tag":97,"props":1709,"children":1712},{"className":1710,"code":1711,"language":52},[100],"NEXT BEST ACTION: Schedule Discovery Call\n\nGAPS IDENTIFIED:\n- Budget: Not confirmed\n- Timeline: Unknown\n\nRECOMMENDED QUESTIONS:\n1. \"What's your budget range for this initiative?\"\n2. \"When do you need a solution in place?\"\n\nSCHEDULE: Suggested times sent to contact\n",[1713],{"type":47,"tag":104,"props":1714,"children":1715},{"__ignoreMap":106},[1716],{"type":52,"value":1711},{"type":47,"tag":68,"props":1718,"children":1720},{"id":1719},"example-3-close-stage-acceleration",[1721],{"type":52,"value":1722},"Example 3: Close Stage Acceleration",{"type":47,"tag":55,"props":1724,"children":1725},{},[1726,1730],{"type":47,"tag":91,"props":1727,"children":1728},{},[1729],{"type":52,"value":1609},{"type":52,"value":1731}," \"What's blocking the Alpine deal from closing?\"",{"type":47,"tag":55,"props":1733,"children":1734},{},[1735],{"type":47,"tag":91,"props":1736,"children":1737},{},[1738],{"type":52,"value":1619},{"type":47,"tag":1621,"props":1740,"children":1741},{},[1742,1747,1752],{"type":47,"tag":311,"props":1743,"children":1744},{},[1745],{"type":52,"value":1746},"Analyze close stage opportunity",{"type":47,"tag":311,"props":1748,"children":1749},{},[1750],{"type":52,"value":1751},"Check for missing elements vs. won deals",{"type":47,"tag":311,"props":1753,"children":1754},{},[1755],{"type":52,"value":1756},"Identify potential blockers",{"type":47,"tag":55,"props":1758,"children":1759},{},[1760],{"type":47,"tag":91,"props":1761,"children":1762},{},[1763],{"type":52,"value":1651},{"type":47,"tag":97,"props":1765,"children":1768},{"className":1766,"code":1767,"language":52},[100],"POTENTIAL BLOCKERS IDENTIFIED:\n1. No legal contact engaged (90% of won deals had legal by now)\n2. Procurement not in activity history\n3. Close date is Friday but no contract sent\n\nRECOMMENDED ACTIONS:\n1. Request introduction to procurement contact\n2. Send contract for review today\n3. Offer implementation timeline to address concerns\n",[1769],{"type":47,"tag":104,"props":1770,"children":1771},{"__ignoreMap":106},[1772],{"type":52,"value":1767},{"type":47,"tag":61,"props":1774,"children":1776},{"id":1775},"troubleshooting",[1777],{"type":52,"value":1778},"Troubleshooting",{"type":47,"tag":68,"props":1780,"children":1782},{"id":1781},"error-opportunity-not-found",[1783],{"type":52,"value":1784},"Error: Opportunity not found",{"type":47,"tag":55,"props":1786,"children":1787},{},[1788,1793,1795],{"type":47,"tag":91,"props":1789,"children":1790},{},[1791],{"type":52,"value":1792},"Cause:",{"type":52,"value":1794}," Invalid opportunity ID or deal has been closed\n",{"type":47,"tag":91,"props":1796,"children":1797},{},[1798],{"type":52,"value":1799},"Solution:",{"type":47,"tag":307,"props":1801,"children":1802},{},[1803,1808,1813],{"type":47,"tag":311,"props":1804,"children":1805},{},[1806],{"type":52,"value":1807},"Search by opportunity name instead",{"type":47,"tag":311,"props":1809,"children":1810},{},[1811],{"type":52,"value":1812},"Check statecode to see if deal is already won\u002Flost",{"type":47,"tag":311,"props":1814,"children":1815},{},[1816],{"type":52,"value":1817},"Verify user has access to the record",{"type":47,"tag":68,"props":1819,"children":1821},{"id":1820},"error-no-similar-won-deals-found",[1822],{"type":52,"value":1823},"Error: No similar won deals found",{"type":47,"tag":55,"props":1825,"children":1826},{},[1827,1831,1833],{"type":47,"tag":91,"props":1828,"children":1829},{},[1830],{"type":52,"value":1792},{"type":52,"value":1832}," Unique deal characteristics or limited history\n",{"type":47,"tag":91,"props":1834,"children":1835},{},[1836],{"type":52,"value":1799},{"type":47,"tag":307,"props":1838,"children":1839},{},[1840,1845,1850],{"type":47,"tag":311,"props":1841,"children":1842},{},[1843],{"type":52,"value":1844},"Expand matching criteria (industry, size range)",{"type":47,"tag":311,"props":1846,"children":1847},{},[1848],{"type":52,"value":1849},"Use generic stage-based best practices",{"type":47,"tag":311,"props":1851,"children":1852},{},[1853],{"type":52,"value":1854},"Increase date range for historical comparison",{"type":47,"tag":68,"props":1856,"children":1858},{"id":1857},"error-activity-history-incomplete",[1859],{"type":52,"value":1860},"Error: Activity history incomplete",{"type":47,"tag":55,"props":1862,"children":1863},{},[1864,1868,1870],{"type":47,"tag":91,"props":1865,"children":1866},{},[1867],{"type":52,"value":1792},{"type":52,"value":1869}," Activities not linked to opportunity\n",{"type":47,"tag":91,"props":1871,"children":1872},{},[1873],{"type":52,"value":1799},{"type":47,"tag":307,"props":1875,"children":1876},{},[1877,1882,1887],{"type":47,"tag":311,"props":1878,"children":1879},{},[1880],{"type":52,"value":1881},"Query activities for related account as well",{"type":47,"tag":311,"props":1883,"children":1884},{},[1885],{"type":52,"value":1886},"Check team member activities (not just owner)",{"type":47,"tag":311,"props":1888,"children":1889},{},[1890],{"type":52,"value":1891},"Advise user on proper activity linking",{"items":1893,"total":1993},[1894,1911,1925,1938,1954,1966,1978],{"slug":1895,"name":1895,"fn":1896,"description":1897,"org":1898,"tags":1899,"stars":28,"repoUrl":29,"updatedAt":1910},"account-briefing-generator","generate account briefings for sales meetings","Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says \"prep me for my call\", \"brief me on this account\", \"meeting prep\", \"I have a meeting with [company]\", \"account briefing\", \"customer briefing\", or \"prepare for customer meeting\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1900,1901,1902,1905,1906,1907],{"name":13,"slug":14,"type":15},{"name":26,"slug":27,"type":15},{"name":1903,"slug":1904,"type":15},"Meetings","meetings",{"name":9,"slug":8,"type":15},{"name":20,"slug":21,"type":15},{"name":1908,"slug":1909,"type":15},"Summarization","summarization","2026-04-06T18:36:32.277939",{"slug":1912,"name":1912,"fn":1913,"description":1914,"org":1915,"tags":1916,"stars":28,"repoUrl":29,"updatedAt":1924},"account-risk-early-warning","identify account churn risks from engagement signals","Identifies accounts showing warning signs of churn by analyzing activity trends, support cases, and engagement signals. Scores risk and prioritizes intervention targets. Use when user asks \"which accounts are at risk\", \"churn risk analysis\", \"find accounts that might leave\", \"customer health check\", \"at-risk customers\", \"retention warning signs\", or \"account health score\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1917,1918,1919,1920,1923],{"name":13,"slug":14,"type":15},{"name":26,"slug":27,"type":15},{"name":9,"slug":8,"type":15},{"name":1921,"slug":1922,"type":15},"Risk Assessment","risk-assessment",{"name":20,"slug":21,"type":15},"2026-04-06T18:36:28.462732",{"slug":1926,"name":1926,"fn":1927,"description":1928,"org":1929,"tags":1930,"stars":28,"repoUrl":29,"updatedAt":1937},"competitive-intelligence","generate competitive intelligence from sales data","Analyzes opportunity data and activity notes to generate competitive intelligence including win\u002Floss rates by competitor, patterns, and rep-ready battlecard talking points. Use when user asks \"how are we doing against [competitor]\", \"competitive analysis\", \"competitor win rate\", \"battlecard for [competitor]\", \"competitive landscape\", \"why are we losing to [competitor]\", or \"competitor intelligence\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1931,1933,1934,1935,1936],{"name":1932,"slug":1926,"type":15},"Competitive Intelligence",{"name":13,"slug":14,"type":15},{"name":26,"slug":27,"type":15},{"name":9,"slug":8,"type":15},{"name":20,"slug":21,"type":15},"2026-04-06T18:36:23.280253",{"slug":1939,"name":1939,"fn":1940,"description":1941,"org":1942,"tags":1943,"stars":28,"repoUrl":29,"updatedAt":1953},"create-an-asset","generate customized sales assets from Dataverse","Generates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says \"create a one-pager\", \"draft a proposal\", \"generate executive summary\", \"build ROI summary\", \"create mutual action plan\", \"sales asset for [account]\", \"proposal outline\", or \"customer-facing document\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1944,1947,1948,1951,1952],{"name":1945,"slug":1946,"type":15},"Content Creation","content-creation",{"name":26,"slug":27,"type":15},{"name":1949,"slug":1950,"type":15},"Marketing","marketing",{"name":9,"slug":8,"type":15},{"name":20,"slug":21,"type":15},"2026-04-06T18:36:24.562421",{"slug":1955,"name":1955,"fn":1956,"description":1957,"org":1958,"tags":1959,"stars":28,"repoUrl":29,"updatedAt":1965},"cross-sell-target-identifier","identify cross-sell targets from customer patterns","Analyzes successful product customers to identify patterns, then finds similar accounts that are good cross-sell candidates with fit scores and reasoning. Use when user asks \"who should I pitch this product to\", \"find cross-sell opportunities\", \"which customers should buy Product X\", \"identify upsell targets\", \"product expansion candidates\", or \"who else would buy this\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1960,1961,1962,1963,1964],{"name":23,"slug":24,"type":15},{"name":13,"slug":14,"type":15},{"name":26,"slug":27,"type":15},{"name":9,"slug":8,"type":15},{"name":20,"slug":21,"type":15},"2026-04-06T18:36:37.380929",{"slug":1967,"name":1967,"fn":1968,"description":1969,"org":1970,"tags":1971,"stars":28,"repoUrl":29,"updatedAt":1977},"daily-briefing","prepare daily business briefings from Dataverse","Delivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says \"what's on my plate today\", \"daily briefing\", \"morning summary\", \"what do I need to focus on today\", \"start my day\", \"daily digest\", \"today's priorities\", or \"what's happening today\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1972,1973,1974,1975,1976],{"name":13,"slug":14,"type":15},{"name":26,"slug":27,"type":15},{"name":9,"slug":8,"type":15},{"name":20,"slug":21,"type":15},{"name":1908,"slug":1909,"type":15},"2026-04-06T18:36:31.028078",{"slug":1979,"name":1979,"fn":1980,"description":1981,"org":1982,"tags":1983,"stars":28,"repoUrl":29,"updatedAt":1992},"draft-outreach","draft personalized sales outreach from Dataverse","Generates personalized outreach messages by pulling context from Dataverse records. Creates tailored emails for new prospects, re-engagement, follow-ups, or cross-sell. Use when user says \"draft an email to [contact]\", \"write outreach for\", \"help me reach out to\", \"compose email\", \"re-engage this contact\", \"follow-up email\", \"prospecting email\", or \"outreach message for\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1984,1985,1986,1987,1988,1991],{"name":13,"slug":14,"type":15},{"name":26,"slug":27,"type":15},{"name":250,"slug":255,"type":15},{"name":9,"slug":8,"type":15},{"name":1989,"slug":1990,"type":15},"Outreach","outreach",{"name":20,"slug":21,"type":15},"2026-04-06T18:36:36.103544",16,{"items":1995,"total":2188},[1996,2018,2039,2058,2073,2090,2101,2114,2129,2144,2163,2176],{"slug":1997,"name":1997,"fn":1998,"description":1999,"org":2000,"tags":2001,"stars":2015,"repoUrl":2016,"updatedAt":2017},"rushstack-best-practices","manage Rush monorepos with best practices","Provides best practices and guidance for working with Rush monorepos. Use when the user is working in a Rush-based repository, asks about Rush commands (install, update, build, rebuild), needs help with project selection, dependency management, build caching, subspace configuration, or troubleshooting Rush-specific issues.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2002,2005,2008,2009,2012],{"name":2003,"slug":2004,"type":15},"Engineering","engineering",{"name":2006,"slug":2007,"type":15},"Local Development","local-development",{"name":9,"slug":8,"type":15},{"name":2010,"slug":2011,"type":15},"Project Management","project-management",{"name":2013,"slug":2014,"type":15},"Rush","rush",6484,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Frushstack","2026-04-06T18:34:44.965032",{"slug":2019,"name":2019,"fn":2020,"description":2021,"org":2022,"tags":2023,"stars":2036,"repoUrl":2037,"updatedAt":2038},"azure-ai-agents-persistent-dotnet","build AI agents with Azure .NET SDK","Azure AI Agents Persistent SDK for .NET. Low-level SDK for creating and managing AI agents with threads, messages, runs, and tools. Use for agent CRUD, conversation threads, streaming responses, function calling, file search, and code interpreter. Triggers: \"PersistentAgentsClient\", \"persistent agents\", \"agent threads\", \"agent runs\", \"streaming agents\", \"function calling agents .NET\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2024,2027,2030,2033],{"name":2025,"slug":2026,"type":15},".NET","net",{"name":2028,"slug":2029,"type":15},"Agents","agents",{"name":2031,"slug":2032,"type":15},"Azure","azure",{"name":2034,"slug":2035,"type":15},"LLM","llm",2804,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Fskills","2026-07-03T16:32:10.297433",{"slug":2040,"name":2040,"fn":2041,"description":2042,"org":2043,"tags":2044,"stars":2036,"repoUrl":2037,"updatedAt":2057},"azure-ai-anomalydetector-java","build anomaly detection applications with Java","Build anomaly detection applications with Azure AI Anomaly Detector SDK for Java. Use when implementing univariate\u002Fmultivariate anomaly detection, time-series analysis, or AI-powered monitoring.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2045,2046,2047,2050,2053,2054],{"name":23,"slug":24,"type":15},{"name":2031,"slug":2032,"type":15},{"name":2048,"slug":2049,"type":15},"Data Analysis","data-analysis",{"name":2051,"slug":2052,"type":15},"Java","java",{"name":9,"slug":8,"type":15},{"name":2055,"slug":2056,"type":15},"Monitoring","monitoring","2026-05-13T06:14:16.261754",{"slug":2059,"name":2059,"fn":2060,"description":2061,"org":2062,"tags":2063,"stars":2036,"repoUrl":2037,"updatedAt":2072},"azure-ai-contentsafety-java","build content moderation applications with Azure AI","Build content moderation applications with Azure AI Content Safety SDK for Java. Use when implementing text\u002Fimage analysis, blocklist management, or harm detection for hate, violence, sexual content, and self-harm.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2064,2067,2068,2069],{"name":2065,"slug":2066,"type":15},"AI Infrastructure","ai-infrastructure",{"name":2031,"slug":2032,"type":15},{"name":2051,"slug":2052,"type":15},{"name":2070,"slug":2071,"type":15},"Security","security","2026-07-07T06:53:31.293235",{"slug":2074,"name":2074,"fn":2075,"description":2076,"org":2077,"tags":2078,"stars":2036,"repoUrl":2037,"updatedAt":2089},"azure-ai-contentsafety-py","detect harmful content with Azure AI Content Safety","Azure AI Content Safety SDK for Python. Use for detecting harmful content in text and images with multi-severity classification.\nTriggers: \"azure-ai-contentsafety\", \"ContentSafetyClient\", \"content moderation\", \"harmful content\", \"text analysis\", \"image analysis\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2079,2080,2083,2084,2085,2088],{"name":2031,"slug":2032,"type":15},{"name":2081,"slug":2082,"type":15},"Compliance","compliance",{"name":2034,"slug":2035,"type":15},{"name":9,"slug":8,"type":15},{"name":2086,"slug":2087,"type":15},"Python","python",{"name":2070,"slug":2071,"type":15},"2026-07-18T05:14:23.017504",{"slug":2091,"name":2091,"fn":2092,"description":2093,"org":2094,"tags":2095,"stars":2036,"repoUrl":2037,"updatedAt":2100},"azure-ai-language-conversations-py","implement conversational language understanding with Python","Implement Conversational Language Understanding (CLU) using the azure-ai-language-conversations Python SDK. Use when working with ConversationAnalysisClient to analyze conversation intent and entities, building NLP features, or integrating language understanding into applications.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2096,2097,2098,2099],{"name":23,"slug":24,"type":15},{"name":2031,"slug":2032,"type":15},{"name":2034,"slug":2035,"type":15},{"name":2086,"slug":2087,"type":15},"2026-07-31T05:54:29.068751",{"slug":2102,"name":2102,"fn":2103,"description":2104,"org":2105,"tags":2106,"stars":2036,"repoUrl":2037,"updatedAt":2113},"azure-ai-translation-text-py","translate text using Azure AI services","Azure AI Text Translation SDK for real-time text translation, transliteration, language detection, and dictionary lookup. Use for translating text content in applications.\nTriggers: \"text translation\", \"translator\", \"translate text\", \"transliterate\", \"TextTranslationClient\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2107,2110,2111,2112],{"name":2108,"slug":2109,"type":15},"API Development","api-development",{"name":2031,"slug":2032,"type":15},{"name":9,"slug":8,"type":15},{"name":2086,"slug":2087,"type":15},"2026-07-18T05:14:16.988376",{"slug":2115,"name":2115,"fn":2116,"description":2117,"org":2118,"tags":2119,"stars":2036,"repoUrl":2037,"updatedAt":2128},"azure-ai-vision-imageanalysis-py","analyze images with Azure AI Vision","Azure AI Vision Image Analysis SDK for captions, tags, objects, OCR, people detection, and smart cropping. Use for computer vision and image understanding tasks.\nTriggers: \"image analysis\", \"computer vision\", \"OCR\", \"object detection\", \"ImageAnalysisClient\", \"image caption\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2120,2121,2124,2127],{"name":2031,"slug":2032,"type":15},{"name":2122,"slug":2123,"type":15},"Computer Vision","computer-vision",{"name":2125,"slug":2126,"type":15},"Images","images",{"name":2086,"slug":2087,"type":15},"2026-07-18T05:14:18.007737",{"slug":2130,"name":2130,"fn":2131,"description":2132,"org":2133,"tags":2134,"stars":2036,"repoUrl":2037,"updatedAt":2143},"azure-appconfiguration-java","manage configuration with Azure App Configuration","Azure App Configuration SDK for Java. Centralized application configuration management with key-value settings, feature flags, and snapshots.\nTriggers: \"ConfigurationClient java\", \"app configuration java\", \"feature flag java\", \"configuration setting java\", \"azure config java\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2135,2136,2139,2142],{"name":2031,"slug":2032,"type":15},{"name":2137,"slug":2138,"type":15},"Configuration","configuration",{"name":2140,"slug":2141,"type":15},"Feature Flags","feature-flags",{"name":2051,"slug":2052,"type":15},"2026-07-03T16:32:01.278468",{"slug":2145,"name":2145,"fn":2146,"description":2147,"org":2148,"tags":2149,"stars":2036,"repoUrl":2037,"updatedAt":2162},"azure-cosmos-rust","build applications with Azure Cosmos DB","Azure Cosmos DB library for Rust (NoSQL API). Document CRUD, containers, and globally distributed data.\nTriggers: \"cosmos db rust\", \"CosmosClient rust\", \"document crud rust\", \"NoSQL rust\", \"partition key rust\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2150,2153,2156,2159],{"name":2151,"slug":2152,"type":15},"Cosmos DB","cosmos-db",{"name":2154,"slug":2155,"type":15},"Database","database",{"name":2157,"slug":2158,"type":15},"NoSQL","nosql",{"name":2160,"slug":2161,"type":15},"Rust","rust","2026-07-31T05:54:27.021432",{"slug":2164,"name":2164,"fn":2146,"description":2165,"org":2166,"tags":2167,"stars":2036,"repoUrl":2037,"updatedAt":2175},"azure-cosmos-ts","Azure Cosmos DB JavaScript\u002FTypeScript SDK (@azure\u002Fcosmos) for data plane operations. Use for CRUD operations on documents, queries, bulk operations, and container management. Triggers: \"Cosmos DB\", \"@azure\u002Fcosmos\", \"CosmosClient\", \"document CRUD\", \"NoSQL queries\", \"bulk operations\", \"partition key\", \"container.items\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2168,2169,2170,2171,2172],{"name":2151,"slug":2152,"type":15},{"name":2154,"slug":2155,"type":15},{"name":9,"slug":8,"type":15},{"name":2157,"slug":2158,"type":15},{"name":2173,"slug":2174,"type":15},"TypeScript","typescript","2026-07-03T16:31:19.368382",{"slug":2177,"name":2177,"fn":2178,"description":2179,"org":2180,"tags":2181,"stars":2036,"repoUrl":2037,"updatedAt":2187},"azure-data-tables-java","build table storage applications with Java","Build table storage applications with Azure Tables SDK for Java. Use when working with Azure Table Storage or Cosmos DB Table API for NoSQL key-value data, schemaless storage, or structured data at scale.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[2182,2183,2184,2185,2186],{"name":2031,"slug":2032,"type":15},{"name":2151,"slug":2152,"type":15},{"name":2154,"slug":2155,"type":15},{"name":2051,"slug":2052,"type":15},{"name":2157,"slug":2158,"type":15},"2026-05-13T06:14:17.582229",267]