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Synthetic demo data
Report 001 · Commercial Data Strategy · Dynamics 365

Raw objects in.
Revenue moves out.

Dynamics 365 is not a CRM — it is the sensor grid of the commercial value chain. Every Outlook thread, call report, SharePoint contract, lead, and opportunity is telemetry. This report lays out the operating model that turns a 40-object raw layer into governed signal, MCP-grounded agents, and — the only output that matters — decisions someone acts on this quarter.

S1

The raw object layer

The 40-entity model, grouped by what each object does for revenue — not by where Microsoft filed it. Click any object: what it is, how it joins, what it feeds, and the move it powers.

ObjectSelect an object above
What it is
Key joins
Action it powers
S2

Signal flow

From source of truth to point of decision in five moves. REST/OData and Graph pull the raw layer, the medallion refines it, and the MCP layer is what lets agents answer questions against governed gold — never against a screenshot of a stale export.

Dataverse → DecisionHover or tap any block
↔ Scroll the diagram sideways
17 components · sources → extract → refine → activate → decide
S3

Funnel physics

A year of synthetic pipeline through the object layer. Toggle the scenario: what the funnel does when engagement capture and response SLAs are instrumented — the two plays that cost the least and pay the fastest.

Lead → Won · trailing 12 months
Hover a stage for conversion, cycle time, and the unblocking action
Won value
$48.6M
Median cycle
92 days
Modeled uplift
S4

Instrument panel

Eight gauges that tell you whether the commercial data engine is healthy — each with its current reading, target, and the single action that moves it. Statuses are triage: FIX now, BUILD next, WATCH always.

S5

The value chain

Where every object earns its keep. Five stages, each instrumented by the layer above it — and stage five is where this report hands off to Finance and the digital twin.

V1

Engage

Every touch captured without asking a rep to type.

Email / OutlookAppointmentPhone CallCall Report
V2

Qualify

Signal-scored leads routed inside the response SLA.

LeadCampaignTerritory
V3

Commit

Opportunities with complete data or they don't advance.

OpportunityQuoteProductPrice List
V4

Fulfill

Orders to invoices to margin — commercial truth meets Finance.

OrderInvoice→ Finance
V5

Learn

Agent-summarized outcomes feed the enterprise ontology.

MCP agents→ Digital twin→ Palantir
Handoff

V4–V5 are the seam where this strategy meets RPT-002 (EHS metrics command) and RPT-003 (value-chain twin): the same governed spine, one ontology, no parallel truths.

S6

Action plan

Six plays, sequenced by physics not politics: cheapest telemetry first, agents once the gold layer deserves them. Hover a play to place it on the impact / effort matrix.

Impact vs effort
Recommended sequence

P2 → P1 → P3 → P5 → P4 → P6