Trigger: Opportunity stage changes to Qualified in Dynamics 365.
What this automates: Every qualified deal gets a structured collaboration space from day one.
- Qualification stage change detected
- Microsoft 365 Group created: Deal — [Account] — [Opportunity]
- Teams Deal Room provisioned from the group
- 4 standard channels created: Customer Communications, Proposals and Docs, Competitive Intel, Internal Strategy
- Deal team members added (AE, SE, manager)
- SharePoint document folder created in Deals library
- Copilot opportunity summary posted to General channel with CRM and SharePoint links