Your AI companion for Microsoft Dynamics 365 Sales.

Put the evidence beside the opportunity before changing its stage.

A late-stage deal can look healthy in a pipeline view while the last customer interaction says procurement stalled weeks ago. A stage update is only useful when it reflects the actual conversation.

Strawberry can compare the visible opportunity with call notes, email threads, and account material already open in your browser, then prepare a reasoned record change rather than a blind cleanup.

Let the next activity carry the deal forward.

“Follow up” is not a next step when nobody knows what should be sent, to whom, or why now is the right moment.

Strawberry can read the latest activity trail and prepare a specific task or email draft grounded in the customer’s open question, commercial timing, and prior commitments.

Research the account without losing the CRM thread.

Account details often live on the company site, a leadership page, a press release, or a tab someone opened before a discovery call. Copying fragments into a CRM field makes them hard to trust later.

Strawberry can consolidate relevant account facts with the existing Dynamics record and preserve the sources so a seller can decide what belongs in the record.

Audit the pipeline once a week, before forecast calls make omissions expensive.

A Monday pass gives sales leaders enough time to resolve mismatched dates and missing activity before the week’s forecast conversation, without pestering sellers every day.

Capture the review rules as a skill, then schedule a Monday routine that creates a private exception list for stage, close-date, and activity anomalies. The routine prepares the questions; the account owner decides the edits.

Frequently asked questions