This continues from Part ②.
Does any of this sound familiar?
After a customer meeting, activity entries in the SFA get missed — materials don't get sent, follow-ups slip through the cracks.
The ideal flow looks like this:
Hold a customer meeting (Outlook appointment exists) → Link meeting notes and slide URLs to D365 Sales → Issue follow-up action tasks in Sales from the notes → Set reminders in Sales
Zone A — Next Action: Scheduled Flow Running Every Morning at 8:00
| # | Trigger | Condition | Generated Task (Message) | Priority | Notify |
|---|---|---|---|---|---|
| A-1 | Daily 8:00 AM (Scheduled) |
cr917_stage_changed_date is 7+ days ago AND status is Open |
"[Opportunity name] stage has been stalled for 7+ days. Please check for follow-up." | High | Owner |
| A-2 | Daily 8:00 AM (Scheduled) |
cr917_last_activity_date is 30+ days ago AND there is an open opportunity |
"No activity toward [Account name] for 30 days. Consider reaching out." | High | Owner |
| A-3 | Daily 8:00 AM (Scheduled) |
estimatedclosedate is in the past AND status is not Won/Lost |
"[Opportunity name] close date has passed. Please update the date or confirm status." | High | Owner |
Zone B — Opportunity Velocity Monitoring: Mix of Scheduled and Event Triggers
| # | Trigger | Condition | Generated Task (Message) | Priority | Notify |
|---|---|---|---|---|---|
| B-1 | Daily 8:00 AM (Scheduled) |
estimatedvalue >= 5,000,000 AND cr917_stage_changed_date is 14+ days ago |
"[Opportunity name] is a large deal but has had no progress in 14+ days." | High | Owner + Manager |
| B-2 | On opportunity update (Event) | Stage (stagename) changes from "Proposal" → "Negotiation" |
"[Opportunity name] has entered the Negotiation stage. Please confirm the PO receipt deadline." | Medium | Owner |
| B-3 | Daily 8:00 AM (Scheduled) |
closeprobability >= 80 AND estimatedclosedate is within 7 days |
"[Opportunity name] closes in 7 days. Please do a final review." | High | Owner |
Zone C — Churn Prevention: Threshold Switching by Customer Type
| # | Trigger | Condition | Generated Task (Message) | Priority | Notify |
|---|---|---|---|---|---|
| C-1 | Daily 8:00 AM (Scheduled) |
cr917_customer_type = License-continuation OR Support (term contract) AND cr917_last_activity_date is 60+ days ago AND no active opportunities |
"[Account name] may be a churn risk (License type — 60 days no activity). Please do a health check." | High | Owner |
| C-2 | Daily 8:00 AM (Scheduled) |
cr917_customer_type = Project OR Support (spot) OR Support (time-purchase) AND cr917_last_activity_date is 90+ days ago AND no active opportunities |
"[Account name] may be a churn risk (Project type — 90 days no activity). Consider seeding the next engagement." | High | Owner |
| C-3 | 1st of each month (Scheduled) |
cr917_renewal_date is within 90 days AND not before the 90-day window |
"[Account name] contract renews in 90 days. Please start preparing the renewal proposal." | Medium | Owner |
| C-4 | 1st of each month (Scheduled) |
cr917_renewal_date is within 30 days |
"[Account name] contract renews in 30 days. Please expedite PO receipt." | High | Owner + Manager |
| C-5 | On opportunity update (Event) |
statecode changes to Won (no task generated) |
Auto-set cr917_renewal_date to close date + 365 days |
Internal | — |
| C-6 | On activity create/update (Event) | A completed activity (statecode = 1) is added or updated (no task generated) |
Write back cr917_last_activity_date to current date/time |
Internal | — |
Zone D — Chained Tasks Triggered by Yes/No Flag Changes
| # | Trigger | Condition | Generated Task (Message) | Priority | Notify |
|---|---|---|---|---|---|
| D-1 | On opportunity update (Event) |
cr917_proposal_sent changes false → true |
"[Opportunity name] Proposal sent. Please confirm the expected PO receipt date." | Medium | Owner |
| D-2 | On opportunity update (Event) |
cr917_po_received changes false → true |
"[Opportunity name] PO received. Please send the order acknowledgment and prepare to issue the invoice." | Medium | Owner |
| D-3 | On opportunity update (Event) |
cr917_invoice_sent changes false → true |
"[Opportunity name] Invoice issued. Please register the acceptance confirmation deadline (30 days from now) as a task." | Medium | Owner |
| D-4 | Daily 8:00 AM (Scheduled) |
cr917_invoice_date is 30+ days ago AND cr917_acceptance_done = false |
"[Opportunity name] Acceptance is unconfirmed (30 days since invoice). Please follow up with the customer." | High | Owner + Manager |
Configuring these flows can significantly reduce the operational overhead of sales management.
Depending on your industry, you may need additional flows. If you have questions like "what should we do in this situation?", please feel free to leave a comment!
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