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