account-risk-early-warning Skill

Source

• Creator: microsoft
• Repository: microsoft/dataverse-business-skills
• Skill file: skills/account-risk-early-warning/SKILL.md

What it does

Identifies accounts showing warning signs of churn by analyzing activity trends, support cases, and engagement signals. Scores risk and prioritizes intervention targets. Use when user asks "which accounts are at risk", "churn risk analysis", "find accounts that might leave", "customer health check", "at-risk customers"

Skill instructions

Account Risk Early Warning Retaining existing customers is more cost-effective than acquiring new ones. This skill monitors key accounts for early warning signals that indicate potential churn or relationship issues, enabling proactive intervention before problems escalate. Instructions Step 1: Determine Scope When user asks "Which of my top accounts are showing warning signs?": 1.1 Define Account Set: Options: A) All active accounts owned by user B) Specific account list (e.g., enterprise tier) C) Accounts with revenue above threshold D) Accounts up for renewal in next X months 1.2 Query Target Accounts: SELECT accountid, name, revenue, numberofemployees, industrycode, createdon, ownerid, customertypecode, territoryid, openrevenue, openrevenuedate FROM account -- Note: openrevenue and openrevenuedate are rollup fields that may not exist in all orgs. -- If absent, calculate open pipeline value by querying the opportunity table directly. WHERE statecode = 0 AND ownerid = '[currentuserid