next-best-action-engine

Analyze sales opportunity data to recommend next best actions.

44|9|Updated Mar 6, 2026
One-click install
npx skills add https://github.com/microsoft/dataverse-business-skills --skill next-best-action-engine
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: next-best-action-engine
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/next-best-action-engine
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill next-best-action-engine

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill helps sales representatives overcome the common challenge of knowing the most effective next step to take on an opportunity, preventing deals from stalling and increasing win rates.

Core Features & Use Cases

  • Data-Driven Recommendations: Analyzes opportunity stage, engagement history, and compares against won deals to suggest the optimal next action.
  • Stakeholder Analysis: Identifies key stakeholders and engagement gaps.
  • Pattern Recognition: Learns from past successful deals to inform future strategies.
  • Use Case: When a sales rep asks "What should I do next on the Contoso Enterprise deal?", the skill will analyze its current stage, recent activities, and compare it to similar won deals to recommend engaging the economic buyer with a specific ROI-focused talking point.

Quick Start

Ask "What should I do next on the [Opportunity Name] opportunity?" to get a tailored recommendation.

Frequently Asked Questions about next-best-action-engine

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

FAQPage Schema
How do I determine the next best action for a sales opportunity to prevent deal stalling?

To determine the next best action for a sales opportunity, analyze its current stage, engagement history, and stakeholder gaps, then compare these patterns against similar won deals to recommend the optimal step. This prevents deals from stalling and increases win rates.

What is data-driven sales coaching and how does it identify stakeholder engagement gaps?

Data-driven sales coaching uses opportunity stage analysis and historical engagement data to identify key stakeholders and engagement gaps. It learns from past successful deal patterns to inform future stakeholder engagement strategies.

How do I get recommendations for deal progression on a specific opportunity?

To get recommendations for deal progression on a specific opportunity, ask what to do next on that named opportunity. The system analyzes recent activities and compares them to won deals to suggest engaging the economic buyer with specific ROI talking points.

Does Dataverse opportunity management support pattern recognition from won deals?

Yes, Dataverse opportunity management supports pattern recognition by analyzing your won deals. It compares current opportunity states and engagement histories against these successful patterns to generate context-aware sales guidance.

What is the best way to improve close rates using sales strategy recommendations?

The best way to improve close rates using sales strategy recommendations is to apply proactive, context-aware suggestions derived from comparing current deals against similar won opportunities. This ensures reps take optimal actions tailored to specific deal stages.