Daily AI Sales Brief by Masao
Daily AI Sales Brief by Masao
Get your personalised sales action plan every morning
Benefit from an intelligent agent that automatically analyses your Dynamics 365 Sales portfolio and sends you a personalised email every morning with sales risks, priority opportunities and the actions to take during the day.
No more browsing through multiple CRM views: your daily action plan arrives straight in Outlook, ready to be carried out.
The Daily AI Sales Brief in action
Turn your emails into business actions
Model
Azure OpenAI to understand email content, detect intent and generate contextual recommendations
Trigger
Automatic when a new email arrives in Outlook or Exchange
Agent type
Autonomous
Technology
Microsoft Dynamics 365
Microsoft Dataverse
Microsoft Copilot Studio
Azure OpenAI
Power Automate
Outlook / Exchange
How it works:
Every morning, the agent automatically analyses your Dynamics 365 Sales data to identify the actions that will have the greatest impact on your sales performance.
It matches open activities with their related opportunities, detects delays, assesses risks and generates a personalised brief sent straight to Outlook.
Sales reps receive a clear summary so they can start their day with the right priorities, without having to browse multiple CRM views.
Result: every morning, sales reps have a personalised action plan in Outlook, helping them prioritise the right opportunities, reduce sales risks and act faster on the highest-value deals.
Why choose the Daily AI Sales Brief?
Unlike a traditional dashboard, the Daily AI Sales Brief turns CRM data into recommendations you can act on straight away.
Every morning, your sales reps know immediately:
- which opportunities to work on
- which risks to watch
- which activities to complete
- where to focus their efforts.
They spend less time looking for information and more time selling.
Managers, for their part, strengthen team management by encouraging more consistent use of sales best practices and making better use of Dynamics 365 data.
An experience built into Outlook
The Daily AI Sales Brief integrates directly into the tools your sales teams use every day.
Each email includes:
- a portfolio summary;
- the opportunities that need immediate attention;
- the main risks detected;
- the three priority actions for the day;
- the amounts, due dates and sales stages needed to make decisions.
No new interface is needed: sales reps receive their brief straight in Outlook.
Ready to get started?
Give your sales teams the right direction every morning.
The Daily AI Sales Brief turns your Dynamics 365 Sales data into a true daily management assistant.
