菜单
SkillsMP 已收集 microsoft/dataverse-business-skills 中的 16 个 Skill。打开任一 Skill 可查看来源和详情。
已展示 16 / 16 个已收集 Skill。
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",…
原文语言：英语
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…
原文语言：英语
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",…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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",…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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",…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语