Dynamics 365 Automation Claude skill

Deal SourcingPE deal sourcing workflow — discover target companies, check CRM for existing.

Investment ProposalCreates professional investment proposals.

Attio AutomationAutomates Attio CRM operations.

Capsule CRM AutomationManages contacts, tasks, and projects in Capsule CRM.

Gong AutomationRetrieves Gong call recordings, transcripts, and analytics in plain language.

Competitive IntelligenceCompetitive analysis two ways - the in-deal play against a named competitor, and.

CRM Hygiene CheckRead-only audit of your CRM opportunities for missing fields, stale dates, and stage.

Deal Advance GapIdentifies what's missing to advance deals.

Dynamics 365 Automation