# Reference build — state as of 2026-08-27 A snapshot of one real Caldova build, kept so a later session (or another seller) can see what "done" actually looks like, and what was still outstanding when the session ended. **Org:** `.crm.dynamics.com` · **F&O:** `caldovaf-odemo.operations.dynamics.com` **Sales Hub appid:** `` **CI – Journeys appid:** `` **CI – Data instanceId:** `` **Environment id (PPAC):** `` **Tenant admin:** `admin@.onmicrosoft.com` --- ## ✅ Complete | Area | State | |---|---| | Environment | Production, 24 apps, connections + connection references bound | | Branding | Custom header applied | | Demo data reskin | CPG portfolio (Vireo, Kestrel, Orchard Press, Saltbrook, Nomad, Brightly, Nova Care) across 8 fictional retailers | | **Leads** | **421** — 120 Qualified, 205 Disqualified, 96 Open | | **Opportunities** | **133** — 49 Won, 41 Lost, 43 Open | | **Cases** | **72** — 47 Resolved, 25 Active | | Knowledge articles | 118, reskinned | | **Field Service** | 13 incident types · 5 WO types · 45 assets · 45 work orders | | **Field Service scheduling** | **8 bookable resources + 45 bookings**, Aug 19 – Sep 4. WO status auto-cascaded: 27 Scheduled / 16 Completed / 2 In Progress. Zero Unscheduled | | **Predictive lead scoring** | **Published / Model Active** — 10 of 537 attributes | | **Predictive opportunity scoring** | **Published / Model Active** — 7 of 382 attributes | | **Customer Service** | **8 Active entitlements** (Premier 500 / Standard 250 / Essentials 100) + **3 Active SLAs**, cross-linked, now on a **`Caldova Service Hours` business-hours calendar**. **25 active cases routed** across 2 queues | | **Service queues** | `Caldova Trade & Order Support` (13 cases) · `Caldova Consumer Care` (12 cases) | | **Sales lifecycle** | **56 quotes / 135 quote lines / 35 orders / 20 invoices** off the 49 won opportunities, plus **60 products priced** on `Caldova Trade Price List` | | **Territories & goals** | 4 territories (US East / Central / West / National Accounts) + 4 FY26 revenue goals on the stock `Revenue` metric | | **Field Service agreements** | 4 recurring-maintenance agreements on accounts that already have work orders | | **Reskin config layer** | Queues, case subjects and the price list renamed off `Contoso Coffee` — see `04-demo-data-reskin.md` | | **CI – Data** | 11 sources, ~6,800 rows, **unified: 408 profiles / 262 matched / 0 duplicates** | | **CI – Data activities** | `CaldovaTransactions` — retyped **Purchase → SalesOrder** and given the full **semantic field map** (Sales order ID / Order date / **Sales amount**). Joined on CustomerId. Run **Successful** | | **CI – Data measures** | **5 Active**: `Total customer spend` (Sum TotalAmount), `Average order value` (Avg TotalAmount), `Purchase frequency` (Count TransactionId), `Last purchase date` (Max OrderDate), `Total units purchased` (Sum Quantity) | | **CI – Data segment** | `Platinum loyalty members` — **Successful, 16 members** | | **CI – Data segment** | `High value customers` (Total customer spend > 200) — **Successful, 50 members** | | **CI – Data segment** | `Champions high RFM` — created from an AI suggestion (High R / High F / High M, ~29 members) | | **CI – Data segment** | `Frequent low spenders` — created from an AI suggestion (High R / Med F / Low M, ~7 members) | | **CI – Data segment suggestions** | **Successful — 22 RFM suggestions**, from `SalesOrder` / All time / All customers | | **CI – Data segment insight** | `High value vs Platinum differentiators` — **Successful**, 10 attributes | | **CI – Data predictions** | `Caldova customer lifetime value` (CLV, 12-month) — **Successful** · `Caldova transaction churn` (90-day window / 120-day churn def) — **Completed with warnings** | | **F&O — foundation** | Built from scratch over OData: **USD** currency · legal entities **USRT** (Caldova Retail USA) + **USMT** (Caldova Manufacturing USA) · fiscal calendar `Caldova` + FY2025/26/27 · chart of accounts `Caldova` with **45 main accounts** · ledger bound (COA + calendar + USD) for both companies | | **F&O — posting profiles** | Both companies: customer posting profile `GEN` → AR summary **110200**; automatic transaction accounts `ErrorAccount`→990100, `YearResult`→320100, `CustBalance`→110200, `VendBalance`→210100; customer + vendor groups | | **CI – Data predictions** | **2 OOB models configured and running**: `Caldova transaction churn` (Transaction churn — 90-day prediction window / 120-day churn definition → `CaldovaTransactionChurn`) and `Caldova customer lifetime value` (CLV — 12-month horizon, model-calculated active interval and high-value percentile → `CaldovaCLV`). Both set to re-import **Monthly**. Training takes a few hours | | **CI – Journeys journey** | **LIVE and delivered** — 40 sent, 40 delivered, 0 blocked, 0 failed. Branch fired: 39 → follow-up email | | **Journey emails** | B2C 01 / 03 / 05 all **Ready to send** (statuscode 2) | | **Sales agents** | ✅ **4 of 5 On** — `Caldova Lead Qualification Agent` (SQA Research) · `Caldova Opportunity Insights Agent` (Sales Opportunity) · `Data Enrichment` (Conversation / Sales Interaction Enrichment) · `Recommended Actions Agent` (auto-provisioned by SYSTEM). Entra app + Dataverse app user + AISalesperson role all in place | | **Sales Close Agent** | ⚙️ **Fully configured and saved — cannot be started (product-side blocker).** `Caldova Deal Close Agent`. Six of seven sections green: agent user `# Caldova Sales Agent`, CKEditor signature, 8 products across all four brands with page URLs + descriptions, `Follow-Up to Our Meeting` template, Caldova CPG tone instructions, all 4 prerequisites ticked. **`Knowledge sources` spins forever**, which permanently greys `Start agent`. Uploading a PDF knowledge source (`Ready`), confirming Copilot Studio consent, and **publishing the bot** all failed to clear it — see the blocker section in `08-agents-and-sales-insights.md`. Target set verified as **5 opportunities, all contacts on `.example` domains** (RFC 2606, non-routable), so it is safe if it ever does start | ## ⏳ Watch - **✅ CORRECTED — Sales agent start is not flaky.** The earlier "silently reverts to `Draft` overnight, just retry" note was a **misdiagnosis**. `Start agent` opens a **second confirmation prompt below the fold** — two identically-named buttons; you must click the **last in DOM order**. The agent was never actually starting. See the correction section in `08-agents-and-sales-insights.md`. Verify status in the **agent list grid**, not the record header. If it genuinely will not take after that, then suspect the app user's missing Exchange mailbox. ## 📬 Journey delivery — solved, and worth reading The live send **worked**: 40 sent, 40 delivered, 0 blocked, 0 failed, and the engagement branch routed 39 contacts to the follow-up email. **The mail was in Junk Email**, not the demo folder — junk filtering runs *before* inbox rules, so the plus-addressing rig's folder stayed empty and it looked like a total failure. The 40 first-touch welcome emails never appeared at all (almost certainly Defender-quarantined as first contact from an unknown domain); the 39 follow-ups reached Junk. **Add the sending address to Safe Senders before demoing.** ⚠️ The reported **97.5% open rate is not real** — 44 opens, all from "Unknown" email clients, are Defender scanning the tracking pixel. That is also what pushed 39 contacts down the *Email Opened* branch. Branch on **Email Link Clicked** if you need believable behaviour. Full detail in `06-customer-insights.md`. ## ❌ Outstanding | Item | Note | |---|---| | CI – Data activities (8 tables) | Only Transactions has a usable key **in the currently loaded data**. The generator is now fixed — see below | | CI – Data enrichment | Not started | | **CI – Data segments** | **4 built.** More are cheap now: the suggestions job produced **22 RFM cells**, each with a one-click `Create segment`. That is the reliable path — see `06-customer-insights.md`; the quick-segment builder is flakier | | **Churn model quality** | `Caldova transaction churn` finished **"Completed with warnings"** — almost certainly the thin training set (291 joinable customers). Open the model and read the warning before demoing it | | **F&O — account structure** | 🚨 `Caldova P&L` **still `Draft` 70+ minutes after activation was queued**. The batch service is idle on this environment — this is now confirmed, not suspected. Check **System administration → Inquiries → Batch jobs** | | **F&O — fiscal periods** | `LedgerFiscalPeriods` = **0**. Years exist, periods do not. Generate at **General ledger → Calendars → Fiscal calendars** | | **F&O — vendor posting profiles** | No OData entity exists — **UI only** | | **F&O — inventory posting** | No OData entity exists — **UI only**, and mandatory for anything touching stock (the key one for USMT) | | **F&O — number sequences** | A company created over OData has none; they gate customer / vendor / sales-order creation | | **F&O demo data** | ⭐ **Ask Murray Fife for a template first** (`{{USER_EMAIL}}`) — see `07-finance-and-operations.md`. The from-scratch OData build below is the fallback | | **F&O MCP server** | ✅ **Live and Scout-enabled, nothing to do.** `/mcp` → 401 + `WWW-Authenticate`; `/.well-known/oauth-protected-resource` → 200. `Microsoft Scout` (``) was already in the seeded first-party allow-list. **Useful only once the ERP has data** | > **The F&O honest status:** the foundation is real and verified, but **no journal has been posted > yet**. Five things gate that (account structure activation, fiscal periods, vendor posting > profiles, inventory posting, number sequences) and each fails at a different layer with a > different error. Don't call the GL done until a test journal actually posts. ## 🔧 CDP source data — generator fixed, re-upload is a judgement call `gen-ci-data.py` now assigns every person a canonical `custid` (`WEB-1000NN`) and stamps a **`CustomerId` column on all 9 activity sources**, so they can all join to `CaldovaEcommerceCustomers` on its primary key. Regenerated and verified: | | | |---|---| | Row counts | unchanged | | loyalty ∩ ecom overlap | still 262 — identity-resolution difficulty preserved | | Join coverage | Transactions and Subscriptions **100%**; the other 7 land **76–80%** (those people exist only in loyalty, which is realistic) | **The tenant was deliberately NOT reloaded.** Doing so means re-ingesting 11 CSVs through Power Query and re-running unification, which puts the verified **408 / 262 / 0** result at risk for the gain of 8 extra timeline activity types. Worth doing on the next clean build; think twice about doing it to a working demo. --- ## 🔑 The three findings that unblocked this build ### 1. API-created emails need their placeholder bindings written by hand Emails authored via the Web API declare `CompanyAddress` / `PreferenceCenter` but never **bind** them, so `Ready to send` silently does nothing and journey publish fails. Get the correct shape by creating one email **in the designer** and reading its `msdynmkt_placeholders`: ```json "binding": { "source": "LegalDataSource", "inputs": { "sourceType": { "value": "Default" } }, "outputPath": "companyaddress", // or "preferencescenterurl" "outputType": "unspecified" }, "touched": true ``` Also set **`msdynmkt_to` to `null`** — a designer-made email has no To token; the journey supplies the recipient. Full detail in `06-customer-insights.md`. ### 2. The Sales agent needs `AISalesperson`, not System Administrator And `Manual setup` is the click that unlocks the config sections. Full chain in `08-agents-and-sales-insights.md`. ### 3. Activity tables join on the target's PRIMARY KEY `CaldovaEcommerceCustomers` keys on **CustomerId**, `CaldovaLoyaltyMembers` on **LoyaltyId**. Only `CaldovaTransactions` carries a matching key (291/291 verified); the other 8 are email-keyed, so no valid path exists and they were deselected. The dialog will still let you build an `Email → CustomerId` join and enable **Apply** — it matches nothing. **Permanent fix:** regenerate the CSVs so every activity row carries a stable customer key. --- ## Suggested next order 1. **Add the CI – Journeys sender to Safe Senders**, then re-run the journey for a clean demo. 2. **Read the churn model's warning** before demoing it — "Completed with warnings" on 291 joinable customers is probably a training-volume complaint. 3. **Finish the segments** — four more planned. One at a time; see the automation caveat. 4. **Check the F&O batch service** — the account-structure activation has been queued and unrun for 40+ minutes, which blocks everything else in the GL. 5. **⭐ Email Murray Fife** (`{{USER_EMAIL}}`) for F&O templates — cheapest path to a populated ERP by a wide margin, and it needs lead time. 6. **Demo the Sales agent** against the 96 open leads — it is On and running at Research level. 7. **Reload the CDP sources from the fixed generator** on the next clean build to recover all 9 activity tables. ## 🔑 The one thing to read first if you only read one thing **The CI-Data semantic field map.** It gates measures templates, every prediction model, and the segment-suggestions wizard. An activity typed `Purchase` instead of `SalesOrder`, or one missing its `Sales amount` binding, silently makes all three unavailable — with error messages that point at your data rather than at the mapping. Full detail in `06-customer-insights.md`.