create-an-asset

Create an Asset

Reps waste time reformatting generic templates for each prospect. This skill pulls real Dataverse data — deal context, pain points, products, account details, and relationship history — to generate tailored sales documents that feel specific to the buyer. Assets are saved back to Dataverse as annotations so the full team has access.

Instructions

Step 1: Identify Asset Type and Target

Accept input from the user:

• Asset type: One-pager, proposal outline, executive summary, ROI summary, mutual action plan (MAP), competitive battlecard, or meeting follow-up summary
• Target: Opportunity name, account name, or contact name
• Audience: Economic buyer, technical evaluator, end user, executive sponsor

Step 2: Retrieve Opportunity Context

SELECT opportunityid, name, estimatedvalue, estimatedclosedate, salesstage,
       closeprobability, budgetstatus, need, purchasetimeframe, purchaseprocess,
       decisionmaker, description, currentsituation, customerneed,
       customerpainpoints, msdyn_forecastcategory, ownerid, customerid, accountid
FROM opportunity
WHERE opportunityid = '[opportunityid]'

If searching by name:

SELECT opportunityid, name, estimatedvalue, estimatedclosedate, salesstage,
       customerid, ownerid
FROM opportunity
WHERE statecode = 0
AND name LIKE '%[search_term]%'

Step 3: Retrieve Account Details

SELECT accountid, name, industrycode, revenue, numberofemployees, description,
       address1_city, address1_stateorprovince, address1_country,
       customertypecode, accountcategorycode, websiteurl
FROM account
WHERE accountid = '[accountid]'

Step 4: Retrieve Key Contacts and Stakeholders

SELECT contactid, fullname, jobtitle, emailaddress1, description
FROM contact
WHERE accountid = '[accountid]'
ORDER BY createdon DESC

Identify stakeholder roles from jobtitle field (Economic Buyer, Technical Evaluator, Champion, End User) for use in asset personalization.

Step 5: Retrieve Products Under Consideration

SELECT opportunityproduct.productid, product.name, product.description,
       opportunityproduct.quantity, opportunityproduct.priceperunit,
       opportunityproduct.tax, opportunityproduct.baseamount
FROM opportunityproduct
JOIN product ON opportunityproduct.productid = product.productid
WHERE opportunityproduct.opportunityid = '[opportunityid]'