AI-Agents for Deal Desk Analysts working with Microsoft Dynamics 365 CRM

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.

Works with20 tools

Show 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.

Works with27 tools

List 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.

Works with18 tools

Document quote variances for commercial approval reviews.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools

Put 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.

Works with6 tools

Verify buyer purchase orders before clearing quotes for signature.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools