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log-call-transcripts

Official

Log sales calls automatically.

Marketing & Sales#crm#transcript analysis#activity tracking#dataverse#sales productivity#call logging
Authormicrosoft
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the process of logging sales call details into Dataverse, eliminating manual data entry and ensuring consistent record-keeping.

Core Features & Use Cases

  • Transcript Analysis: Extracts key information like participants, topics, action items, and pain points from call transcripts.
  • Dataverse Integration: Automatically creates 'Phone Call' activity records and optionally 'Task' records for follow-ups.
  • Record Linking: Matches extracted information to existing Account, Contact, Lead, or Opportunity records in Dataverse.
  • Use Case: After a sales demo, you can provide the call transcript, and the skill will create a detailed Phone Call activity, link it to the relevant account, and create a follow-up task for sending a proposal.

Quick Start

Use the log-call-transcripts skill to process the provided call transcript and create a phone call record in Dataverse.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: log-call-transcripts
Download link: https://github.com/microsoft/dataverse-business-skills/archive/main.zip#log-call-transcripts

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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