Create or modify Dataverse tables, columns, relationships, forms, and views. USE WHEN: "add column", "create table", "add relationship", "lookup column", "create form", "create view", "modify form", "FormXml", "SavedQuery", "option set", "picklist", "MetadataService", "EntityDefinitions". DO NOT USE WHEN: reading/writing data records (use dataverse-python-sdk), exporting solutions (use dataverse-solution).
Create, export, unpack, pack, import, and validate Dataverse solutions. USE WHEN: "export solution", "import solution", "pack solution", "unpack solution", "create solution", "pull from environment", "push to environment", "validate import", "check import errors", "check if table exists", "check if form is published", "verify deployment". DO NOT USE WHEN: creating tables/columns/forms/views (use dataverse-metadata).
Next.js 16 Cache Components - PPR, use cache directive, cacheLife, cacheTag, updateTag
Creates comprehensive handoff documentation for sales reps going on vacation or transitioning deals. Generates structured briefs with deal status, activities, next steps, contacts, and risks. Use when user says "I'm going on vacation", "create handoff brief", "coverage brief for my deals", "vacation handoff", "out of office brief", "transition my deals", or "backup documentation".
Use the official Microsoft Dataverse Python SDK for data operations. USE WHEN: "use the SDK", "query records", "create records", "bulk operations", "upsert", "Python script for Dataverse", "read data", "write data", "upload file", "bulk import", "CSV import", "load data", "data profiling", "data quality", "analyze data", "Jupyter notebook", "pandas", "notebook". DO NOT USE WHEN: creating forms/views (use dataverse-metadata with Web API), exporting solutions (use dataverse-solution with PAC CLI).
Capture and classify learnings from a build/eval/fix session. Compares discoveries against existing knowledge, presents a classified table, and writes approved items to the learnings system.
Identifies potential duplicate Accounts, Contacts, or Leads in Dataverse using intelligent fuzzy matching that catches nicknames, abbreviations, phone format variations, and address similarities. Use when user says "find duplicates", "check for duplicate accounts", "are there any duplicate contacts", "duplicate detection", "clean up duplicates", "merge duplicates", or "data quality check".
Create a modernization plan based on a user prompt for Java or .NET projects. USE FOR: create plan, make migration plan, plan modernization, plan upgrade, modernize plan create, design migration strategy, plan .NET upgrade, plan Java migration, containerization plan, Azure migration plan. DO NOT USE FOR: running assessments (use modernize-assess), executing existing plans (use modernize-plan-execute).
Report a bug conversationally — Claude gathers details, previews, and creates a GitHub issue via gh CLI.
Reviews opportunities in the sales pipeline to identify stuck deals, missing next steps, weak qualification, and unbalanced stages. Use when user asks "how is my pipeline looking", "analyze pipeline health", "which deals are stuck", "pipeline review", "find at-risk deals", "identify stalled opportunities", or "audit my open deals".
Generate reports from brief.json on demand — without running a build. Four report types for different audiences: brief (design state), build (status + deviations), customer (simplified, zero jargon), deployment (checklists + env mapping).
Generates personalized outreach messages by pulling context from Dataverse records. Creates tailored emails for new prospects, re-engagement, follow-ups, or cross-sell. Use when user says "draft an email to [contact]", "write outreach for", "help me reach out to", "compose email", "re-engage this contact", "follow-up email", "prospecting email", or "outreach message for".
Run assessment and generate summary report for Java or .NET projects. USE FOR: assess project, analyze codebase, modernization assessment, identify migration issues, modernize assess, scan for upgrade problems, evaluate .NET project, evaluate Java project, find legacy dependencies, generate assessment report. DO NOT USE FOR: creating modernization plans (use modernize-plan-create), executing plans (use modernize-plan-execute).
Browse, analyze, and contribute to the team's SharePoint solution library. Uses agent teams for intelligent tagging and pattern extraction.
Refresh knowledge cache files and solution library with live research from MS Learn, WebSearch, SharePoint, and MCS UI snapshots. Use to keep inventories current.
Delivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says "what's on my plate today", "daily briefing", "morning summary", "what do I need to focus on today", "start my day", "daily digest", "today's priorities", or "what's happening today".
Submit a feature suggestion conversationally — Claude gathers details, previews, and creates a GitHub issue via gh CLI.
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", "retention warning signs", or "account health score".
Generates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says "create a one-pager", "draft a proposal", "generate executive summary", "build ROI summary", "create mutual action plan", "sales asset for [account]", "proposal outline", or "customer-facing document".
Next.js best practices - file conventions, RSC boundaries, data patterns, async APIs, metadata, error handling, route handlers, image/font optimization, bundling