A sales pipeline watcher in Teams + Dynamics 365

VYRA reads your CRM, drafts the deal brief when the stage advances, and pings the AE in Teams with the recommended next action: before the deal goes cold.

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The work that needs an owner

AEs work the deals they see this morning. The deals that need a follow-up Wednesday get forgotten. Sales managers run pipeline reviews on Friday with stale data. Deals slip not because the team is bad but because the pipeline-watching part of the work does not fit in a calendar.

This route fits when

VPs of Sales, RevOps leads, and AE managers running mid-market and enterprise pipelines in Microsoft Dynamics 365 or Salesforce, with the team in Microsoft Teams. Especially useful for teams with 50+ active opportunities and AE/CSM headcount under 30.

What gets finished each week

· Reads CRM activity for every active opportunity: stage changes, last contact, next step due
· Drafts the deal brief when a stage advances or quota slips off track
· Pings the AE in Teams with the brief and a recommended next action
· Posts a Monday morning pipeline summary in the revops channel: deals at risk, deals stalled, deals worth pushing
· Drafts follow-up emails after every meeting, queued in Outlook for the AE to send
· Files notes back into the CRM so the manager's pipeline review has fresh data

First useful output

A Monday morning pipeline brief in the revops Teams channel: deals at risk, stalled, and worth pushing today.

Time to first output

Same day

How the work moves

Trigger	Action	Outcome
Opportunity stage advances in Dynamics 365 or Salesforce	VYRA reads the recent activity, drafts a deal brief, pings the AE	AE opens Teams to a brief explaining what changed, what to do next, and which collateral to send
Last contact older than the deal stage's expected cadence	VYRA drafts a touch-base email in the AE's voice, queued in Outlook	Deal stays warm; AE confirms or edits the draft and clicks send
Monday 7am Eastern	VYRA posts a pipeline summary in the revops channel: at-risk, stalled, worth pushing	Manager arrives at a triage list, not a 200-record CRM report
Customer meeting ends with a Teams transcript	VYRA drafts the follow-up email and files notes back into the CRM	AE confirms the draft and approves the CRM update; pipeline review Friday has fresh data

Connections this work requires

Recommended fidelic agent

AI Sales Engagement Coordinator

What the work costs

VYRA costs a small fraction of what a mid-market sales operations analyst costs. The agent does the parts of revops that scale: reading every deal every day, drafting briefs, pinging owners. A senior RevOps lead runs $8 to 12K/month fully loaded; the AE-to-AE conversations and the strategic pipeline calls stay with them. See the math on /pricing.

→ See the math on /pricing

The boundary around this connection

VYRA currently does not:

Send emails to customers without AE approval. Drafts queue in Outlook; the AE clicks send.
Make pricing or discount commitments. The agent surfaces the deal context; the AE and manager negotiate.
Replace the Friday pipeline review. The agent makes the review faster; it does not eliminate the human conversation about strategy.

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