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create-an-asset

Generate customized sales assets from Dataverse opportunity, account, contact, product, and activity data.

44|9|Updated Mar 6, 2026
Search Tags:#document generation#CRM#proposal#one-pager#sales asset#Dataverse#sales productivity
One-click install
npx skills add https://github.com/microsoft/dataverse-business-skills --skill create-an-asset-microsoft
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: create-an-asset
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/create-an-asset
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill create-an-asset-microsoft

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill eliminates the time sales representatives spend reformatting generic templates by automatically generating tailored sales documents using real Dataverse data.

Core Features & Use Cases

  • Personalized Asset Generation: Creates one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans.
  • Data-Driven Content: Pulls specific deal context, account details, product information, and activity history from Dataverse.
  • Use Case: When a user asks to "create a one-pager for the Fabrikam Cloud Migration opportunity," the skill will pull relevant data about Fabrikam and the migration opportunity to generate a customized document.

Quick Start

Use the create-an-asset skill to generate a one-pager for the Fabrikam Cloud Migration opportunity.

Frequently Asked Questions about create-an-asset

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a sales proposal using Dataverse opportunity data?▼

You can generate one-pagers, executive summaries, ROI summaries, proposals, and mutual action plans. The Skill uses real Dataverse data to pull deal context, account details, and activity history to populate these tailored sales assets.

Can I create a one-pager for a specific CRM account directly from Dataverse?▼

The Skill requires Dataverse to query opportunity, account, contact, product, and activity data. Without this underlying CRM data, the document generation process cannot pull the necessary deal context to populate tailored sales assets.

Does generated sales asset content get saved back to CRM?▼

Generated sales assets are saved back to CRM as Dataverse annotations. This ensures your customized proposals, one-pagers, and executive summaries remain linked to the relevant opportunity records within your sales productivity workflow.

Why use automated document generation instead of formatting sales templates manually?▼

Automated document generation eliminates the time sales representatives spend reformatting generic templates. By pulling real Dataverse data, it ensures proposals and one-pagers are instantly tailored with accurate deal context and account details.

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