Sales & CRM
Sales-to-Delivery Handoff Agent
Human-approved · Standard · High severity
Works with: D365 Sales, SharePoint, Teams, Planner/Project
The problem
The classic gap: what sales sold isn't what operations hears. Promises live in email threads and call notes, special terms get lost, and the delivery team rediscovers scope in front of the customer.
What the agent does
- Trigger: opportunity marked Won in D365.
- Gathers the quote/contract, CRM notes, email threads, special terms, pricing, promised dates, and stakeholders.
- Drafts a structured handoff packet: scope, commitments made, risks, open questions for sales.
- Human approval: the selling rep confirms/corrects the packet.
- On approval: posts the packet to the delivery Teams channel, creates the kickoff task set in Planner, and files the packet in the customer's SharePoint folder.
You need this if
- Delivery teams "find out" about commitments from customers
- Kickoffs are delayed waiting for information sales already has
- Rework or credits issued because scope was misunderstood
Who uses it
Sales reps, delivery/ops manager, project leads.
What goes in, what comes out
In: won opportunity, quote, notes, emails. Out: approved handoff packet, kickoff tasks, filed documentation.
Why it pays
Cuts kickoff delay and prevents scope surprises — the most expensive kind of rework. Strong fit for project-based clients (construction, manufacturing, services).
Built to be trusted
- Rep must approve the packet — the agent never asserts commitments unverified
- Customer-facing nothing: this is an internal workflow
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.