Every sales call contains structured data. The problem is it's trapped in conversation, buried in a recording or a transcript nobody reads twice. Meanwhile, your CRM remains incomplete, your pipeline reporting remains unreliable, and your reps are burdened with manual data entry that shouldn't be their job.
This session shows you how to close that gap using tools you already have: AI Builder, Power Automate, and Dataverse. We'll walk through a real implementation that extracts structured CRM fields, accounts, contacts, opportunities, and next steps directly from sales call transcripts and writes them back to Dynamics 365 automatically.
But we won't stop at the demo. We'll cover the prompt engineering decisions that make this work in production, not just in a slide deck, but also why most AI Builder demos use the wrong prompt type for automation and what to do instead. You'll leave with a five-layer architecture you can adapt, a clear crawl/walk/run build path, and a realistic picture of what this takes to deploy reliably.
This is non-zero effort. But it's buildable, and it solves a real problem.