daily-briefing

Daily Briefing

Sales reps lose time each morning deciding what to work on. This skill queries Dataverse to surface the day's agenda, flag urgent pipeline issues, highlight overdue commitments, and recommend a prioritized action list. It replaces manual CRM scanning with a structured, actionable daily digest.

Instructions

Step 1: Determine Scope

Accept optional parameters from the user:

• Owner filter: Specific rep (systemuserid or name) or default to current user
• Date: Today (default) or a specified date

Calculate the target date range:

• Day start: [target_date]T00:00:00Z
• Day end: [target_date]T23:59:59Z

Step 2: Fetch Today's Scheduled Meetings

SELECT appointmentid, subject, scheduledstart, scheduledend, description,
       regardingobjectid, regardingobjecttypecode, location, ownerid
FROM appointment
WHERE statecode = 0
AND scheduledstart >= '[day_start]'
AND scheduledstart <= '[day_end]'
AND ownerid = '[ownerid]'
ORDER BY scheduledstart ASC

For each appointment, fetch the regarding record name (account or opportunity) and attendees:

SELECT partyid, participationtypemask
FROM activityparty
WHERE activityid = '[appointmentid]'

Step 3: Fetch Overdue and Due-Today Tasks

Overdue tasks (past due, still open):

SELECT taskid, subject, description, scheduledend, prioritycode,
       regardingobjectid, regardingobjecttypecode, ownerid
FROM task
WHERE statecode = 0
AND scheduledend < '[day_start]'
AND ownerid = '[ownerid]'
ORDER BY scheduledend ASC

Due today:

SELECT taskid, subject, description, scheduledend, prioritycode,
       regardingobjectid, regardingobjecttypecode, ownerid
FROM task
WHERE statecode = 0
AND scheduledend >= '[day_start]'
AND scheduledend <= '[day_end]'
AND ownerid = '[ownerid]'
ORDER BY prioritycode ASC

Priority codes: 0 = High, 1 = Normal, 2 = Low

Step 4: Pipeline Alerts

Identify opportunities requiring immediate attention today.

Deals closing this month with no recent activity:

SELECT opportunityid, name, estimatedvalue, estimatedclosedate, salesstage,
       closeprobability, msdyn_forecastcategory, ownerid, customerid
FROM opportunity
WHERE statecode = 0
AND ownerid = '[ownerid]'
AND estimatedclosedate <= '[end_of_month]'
ORDER BY estimatedclosedate ASC