Create An Asset

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]'

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

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

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

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]'

SELECT activityid, activitytypecode, subject, actualend, description
FROM activitypointer
WHERE regardingobjectid = '[opportunityid]'
AND statecode = 1
ORDER BY actualend DESC

SELECT product.name, opportunityproduct.quantity, opportunity.actualclosedate
FROM opportunityproduct
JOIN opportunity ON opportunityproduct.opportunityid = opportunity.opportunityid
JOIN product ON opportunityproduct.productid = product.productid
WHERE opportunity.customerid = '[accountid]'
AND opportunity.statecode = 1
ORDER BY opportunity.actualclosedate DESC

[ACCOUNT NAME] + [YOUR COMPANY]
[Date]

THE CHALLENGE
[2-3 sentences from opportunity.customerpainpoints and currentsituation]

OUR SOLUTION
[Products being considered with 1-line value prop each, from product.description]

WHY IT MATTERS FOR [ACCOUNT NAME]
[Industry-specific benefit framing based on account.industry]
[Reference estimatedvalue savings or outcomes if quantified in notes]

WHAT WE'VE HEARD FROM YOU
• [Key pain point from customerpainpoints]
• [Need from opportunity.need field context]
• [Timeline urgency from purchasetimeframe]

NEXT STEPS
[3 bullets: immediate action, validation step, decision checkpoint]

[Rep Name] | [Title] | [Contact Info]

PROPOSAL: [Opportunity Name]
Prepared for: [Contact Name], [Title] | [Account Name]
Date: [Today]

1. EXECUTIVE SUMMARY
   [2 sentences: problem + proposed solution]

2. UNDERSTANDING YOUR SITUATION
   Current state: [currentsituation]
   Key challenges: [customerpainpoints]
   Desired outcome: [customerneed]

3. PROPOSED SOLUTION
   [Product 1 — name, description, quantity, price]
   [Product 2 — if applicable]

   Total investment: $[baseamount sum from opportunityproduct]

4. IMPLEMENTATION APPROACH
   [Phased rollout based on complexity and timeline from purchasetimeframe]
   Timeline: [Estimated based on purchasetimeframe field]

5. WHY [YOUR COMPANY]
   [Differentiation narrative — customize based on industry and deal context]

6. INVESTMENT SUMMARY
   [Pricing table from opportunityproduct records]
   [Payment terms if discussed]

7. NEXT STEPS
   [ ] [Action 1 with owner and date]
   [ ] [Action 2 with owner and date]
   [ ] Decision date: [estimatedclosedate]

EXECUTIVE SUMMARY
[Account Name] | [Opportunity Name]
[Date]

BUSINESS OBJECTIVE
[1 sentence on what the customer is trying to achieve]

RECOMMENDED APPROACH
[Products/solution in plain business language — no technical jargon]

EXPECTED OUTCOMES
• [Outcome 1 with estimated value/impact if available]
• [Outcome 2]
• [Outcome 3]

INVESTMENT
Total: $[estimatedvalue]
Timeline to value: [Based on purchasetimeframe and implementation estimate]

DECISION TIMELINE
Target close: [estimatedclosedate]
Key milestone: [Next step from most recent activity]

Prepared by: [Rep Name] | [Date]

ROI SUMMARY: [Account Name]
[Opportunity Name] | $[estimatedvalue]

CURRENT SITUATION
[currentsituation from opportunity record]

COST OF INACTION
[If pain points mention productivity, manual work, errors — quantify where possible]
Estimated annual cost without solution: [If data available in notes]

PROJECTED VALUE
[Frame around pain points + products under consideration]
• [Benefit 1 — e.g., hours saved × hourly rate if mentioned]
• [Benefit 2 — e.g., error reduction]
• [Benefit 3 — e.g., revenue opportunity]

Estimated annual value: [Calculate if sufficient data]
Payback period: [estimatedvalue / annual value]

EXISTING RELATIONSHIP
[Reference products already owned, tenure as customer, relationship value]

Prepared by: [Rep Name] | [Date]

MUTUAL ACTION PLAN
[Account Name] ↔ [Your Company]
Opportunity: [Opportunity Name] | Target Close: [estimatedclosedate]

SHARED GOAL
[One sentence agreed outcome]

OPEN ITEMS
Item                    | Owner         | Due Date    | Status
───────────────────────────────────────────────────────────────
[From open tasks in Dataverse, listed per regardingobjectid]

UPCOMING MILESTONES
Date        | Milestone               | Owner
[Series of steps leading to estimatedclosedate]

DECISION CRITERIA
[ ] [Criterion 1]
[ ] [Criterion 2 — from customerneed or notes]
[ ] Budget approved (budgetstatus target)
[ ] Stakeholders aligned (decisionmaker = true)

CONTACTS
[Your team]: [Rep Name, title, email]
[Their team]: [Contacts from Dataverse with jobtitle]

MEETING SUMMARY
[Meeting subject] | [Date] | [Attendees]

KEY DISCUSSION POINTS
• [From appointment.description]

DECISIONS MADE
• [From notes if available]

OPEN ITEMS / COMMITMENTS
[From tasks created from appointment regardingobjectid]

AGREED NEXT STEPS
[From open tasks due after meeting date]

RELEVANT DEAL: [Opportunity name, stage, close date]

Follow-up sent by: [Rep Name] | [Date]

Use create_record tool with tablename: annotation
- subject: "[Asset Type] — [Account Name] — [Date]"
- notetext: [Full generated asset content]
- objectid: [Opportunity ID or Account ID]
- objecttypecode: "opportunity" or "account"

FABRIKAM + CONTOSO
March 2026

THE CHALLENGE:
Fabrikam's current on-premise infrastructure creates
operational risk and limits their expansion plans.

OUR SOLUTION:
• Cloud Migration Platform ($65,000)
• Managed Support Package ($20,000/yr)

WHAT WE'VE HEARD FROM YOU:
• Reliability issues creating operational risk
• Timeline: decision by end of Q1
• Budget allocated at $85,000

NEXT STEPS:
[ ] Review updated SOW (this week)
[ ] API connector pilot (1 week)
[ ] Sign-off: March 31

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Saved: Annotation created on Fabrikam opportunity

MUTUAL ACTION PLAN
Alpine Ski House + Contoso

GOAL: Go-live by April 15, 2026

MILESTONES:
| Date    | Action                    | Owner      |
|---------|---------------------------|------------|
| Mar 7   | Technical requirements    | Lisa (ASH) |
| Mar 14  | Security review complete  | IT Team    |
| Mar 21  | Contract redlines         | Legal      |
| Mar 28  | Final sign-off            | CFO        |
| Apr 15  | Go-live                   | Joint team |

SUCCESS CRITERIA:
• 95% uptime SLA met
• Training complete for 50 users
• Integration with existing ERP

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Saved: Annotation created on Alpine Ski House opportunity

ROI SUMMARY: NORTHWIND TRADERS

CURRENT STATE:
• Manual order processing: 2 hours/day
• Error rate: 3.5%
• Customer complaints: 12/month

PROJECTED BENEFITS:
| Metric            | Current | Projected | Savings  |
|-------------------|---------|-----------|----------|
| Processing time   | 2 hr/day| 30 min    | $18K/yr  |
| Error rate        | 3.5%    | 0.5%      | $12K/yr  |
| Customer sat      | 72%     | 90%       | Retention|

INVESTMENT: $45,000
ANNUAL SAVINGS: $30,000
PAYBACK: 18 months

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Gaps: Need actual infrastructure costs from Emily
Saved: Annotation created on Northwind opportunity