AI-Agents for Deal Desk Analysts in Evidence Checking working with Microsoft Dynamics 365 CRM
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
List each quote departure alongside the approved deal value.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsShow exact term differences before commercial approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsList price and term changes against the approved deal.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsPut the latest deal scope beside the draft quote you review.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsVerify buyer purchase orders before clearing quotes for signature.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 tools
