Deal Room Auto-Provisioning on Qualification

Trigger: Opportunity stage changes to Qualified in Dynamics 365.

What this automates: Every qualified deal gets a structured collaboration space from day one.

  1. Qualification stage change detected
  2. Microsoft 365 Group created: Deal — [Account] — [Opportunity]
  3. Teams Deal Room provisioned from the group
  4. 4 standard channels created: Customer Communications, Proposals and Docs, Competitive Intel, Internal Strategy
  5. Deal team members added (AE, SE, manager)
  6. SharePoint document folder created in Deals library
  7. Copilot opportunity summary posted to General channel with CRM and SharePoint links