dataverse-business-skills
Sales forecasting, pipeline health, and CRM automation for Dataverse
All Skills in This Repository (16)
Pure Emerald Level Indicators
microsoftforecast
Generate weighted sales forecasts from Dataverse opportunity data by rep and team.
microsoftwin-loss-pattern-analyzer
Analyze closed Dataverse opportunities to identify patterns differentiating won and lost deals.
microsoftdraft-outreach
Generate personalized outreach emails from Dataverse contact, lead, and account data.
microsoftcreate-an-asset
Generate customized sales assets from Dataverse opportunity, account, contact, product, and activity data.
microsoftlog-call-transcripts
Analyze sales call transcripts and create Phone Call activities in Dataverse.
microsoftdaily-briefing
Generate prioritized daily sales briefings from Dataverse meetings, tasks, opportunities, and leads.
microsoftaccount-risk-early-warning
Analyze customer activity, support cases, and engagement to score account churn risk.
microsoftnext-best-action-engine
Analyze sales opportunity data to recommend next best actions.
microsoftcompetitive-intelligence
Analyze opportunity data and activity notes to generate competitive intelligence.
microsoftpipeline-health-analyzer
Analyze sales pipeline health using Dataverse opportunity and activity records.
microsoftcross-sell-target-identifier
Score existing accounts for cross-sell and upsell opportunities using Dataverse data.
microsoftexpense-entry
Extract receipt data and create policy-compliant expense entries in Dataverse.
Frequently Asked Questions
FAQPage SchemaHow to install Dataverse Business Skills?▼
Run `npx skills add microsoft/dataverse-business-skills --all -g -y` in your terminal to install all skills globally. Alternatively, import the managed solution file from the solutions folder into your Power Apps environment.
What can Dataverse Business Skills do for sales teams?▼
It automates sales forecasting, pipeline health reviews, lead qualification, win-loss analysis, and competitive intelligence directly from your Dataverse data. It also drafts outreach emails, logs call transcripts, and generates meeting briefings.
Do I need Dynamics 365 to use these skills?▼
Yes. You need a Microsoft Dataverse environment with Dynamics 365 Sales entities like opportunity, lead, and account provisioned, plus System Administrator or Customizer rights for solution import.
Can non-developers use these business skills?▼
Yes. Skills are plain natural-language instructions, so reps just ask questions like 'what's my forecast' or 'prep me for my call' and the agent handles the data queries.
Does it work with Copilot and Claude Code?▼
Yes. Any agent connected to Dataverse through the Dataverse MCP Server, including GitHub Copilot and Claude Code, can read and execute these SKILL.md definitions.
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