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SkillsMP has collected 16 skills from microsoft/dataverse-business-skills. Open a skill to review its source and details.
Showing 16 of 16 collected skills.
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",…
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…
Analyzes opportunity data and activity notes to generate competitive intelligence including win/loss rates by competitor, patterns, and rep-ready battlecard talking points. Use when user asks "how are we doing against [competitor]", "competitive analysis",…
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…
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…
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",…
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…
Identifies potential duplicate Accounts, Contacts, or Leads in Dataverse using intelligent fuzzy matching that catches nicknames, abbreviations, phone format variations, and address similarities. Use when user says "find duplicates", "check for duplicate…
Processes expense receipts and creates expense report entries following company policies with approval thresholds and validation rules. Use when user says "log this expense", "process this receipt", "create expense entry", "submit expense", "add to expense…
Generates a weighted sales forecast from Dataverse opportunity data. Calculates committed, best-case, and pipeline views by rep and team; compares to quota; flags risks and upside. Use when user asks "what's my forecast", "quarterly forecast", "pipeline…
Creates comprehensive handoff documentation for sales reps going on vacation or transitioning deals. Generates structured briefs with deal status, activities, next steps, contacts, and risks. Use when user says "I'm going on vacation", "create handoff brief",…
Guides sales reps through structured lead qualification using BANT+ methodology. Evaluates leads, suggests discovery questions, scores quality, and recommends next steps. Use when user says "qualify this lead", "help me qualify", "BANT analysis", "score this…
Analyzes sales call transcripts to extract key information and automatically logs the call as a Phone Call activity in Dataverse. Use when user says "log this call", "process this transcript", "save this call to CRM", "create a phone call record from this…
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…
Reviews opportunities in the sales pipeline to identify stuck deals, missing next steps, weak qualification, and unbalanced stages. Use when user asks "how is my pipeline looking", "analyze pipeline health", "which deals are stuck", "pipeline review", "find…
Analyzes closed opportunities to identify patterns between won and lost deals. Compares sales cycles, activities, stakeholder engagement, and deal characteristics for actionable playbook insights. Use when user asks "why are we losing deals", "win loss…