Tag collection

#dataverse

3 solutions tagged “dataverse”.

Workflows

Built by Microsoft

Invoice Processing

Finance

Two invoice-processing workflows: log extracted email attachments to a self-provisioning Excel ledger, or use a Dataverse ledger with extraction status and duplicate tracking. Choose based on your use case and licensing.

JL PB

Isha Gautam, Jasmita Lamba, and Pulkit Bhagat

Workflows

Built by Microsoft

Sales Lead Qualifier

Sales & marketing

Two shared-inbox workflows that qualify sales enquiries with BANT: log leads to tiered Excel tables, or create structured Dataverse records with linked hot-lead alerts. Choose based on your use case and licensing.

JL PB

Isha Gautam, Jasmita Lamba, and Pulkit Bhagat

Agents + workflows

Agent CoE Front Door

Operations

A governance front door for agent ideas: a reuse-first intake agent that checks your agent inventory before anyone builds, a CoE triage app for reviewers, and automatic decision emails back to requesters.

Sandra Boucenna