New Contact Added — LinkedIn and News Enrichment Brief

Trigger: New contact or lead record created in Dynamics 365 or Dataverse.

What this automates: Instant pre-outreach research for every new contact. Reps never make first contact without context.

  1. New contact record created triggers the workflow
  2. Associated account details retrieved
  3. Recent news searched via Bing connector
  4. 5-bullet intelligence brief generated by Copilot from search results
  5. Brief written back to CRM contact record
  6. Rep notified via Teams: "New contact [Name] at [Company] — account brief is ready in CRM"