Where it runs
Runs across account plans, metrics and actions for commercial and partner teams.
Dynamics 365 Sales
Why it exists
Joint planning sessions produce good intent and a pile of follow-up. The plan itself ends up in a deck nobody revisits until the next session.
What it does
An agent that organizes joint planning priorities and initiatives, summarizes performance against them, tracks actions with owners and timelines, and generates the review-ready summary for the next session.
What changed
- Account and partner planning done the same way every time
- Better cross-team collaboration
- Less follow-up effort after planning sessions
- Outcomes that are measurable and tracked
Built with
- Dynamics 365 Sales
- Copilot Studio
- Power BI
- Dataverse