Our autonomous geological report agent sometimes finds interesting information that our users should be notified about, and given the opportunity (…) to create an opportunity in CRM without having to burn more calories than neccessary.

To achieve this, and to comply with the strict guardrails implemented by the company we work for, we had to utilize a quite alternative approach. 

In addition to creating a file in one our trusted SharePoint libraries, a record is written to a table in a storage account in a seperate – more relaxed – tenant… All this is done in a flow:

The flow:

Our awesome proactive bot – created using Teams SDK 2.0 in M365 Agents Toolkit  (🪦TeamsFX) will poll this table to see if there have been any new reports made. It will then send messages to users, and making sure a user only receives this notification once – to avoid spam…

Using adaptive cards, the user can choose to either ignore the findings or act upon them by creating an opportunity in CRM.

Adaptive Cards with limitless possibilities (once our map-generating service is ready)