Analyzes sales call transcripts to extract key information and automatically logs the call as a Phone Call activity in Dataverse. Use when user says "log this call", "process this transcript", "save this call to CRM", "create a phone call record from this transcript", uploads a call recording transcript, or pastes meeting/call notes to be logged.
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".
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.
Refresh knowledge cache files and solution library with live research from MS Learn, WebSearch, SharePoint, and MCS UI snapshots. Use to keep inventories current.
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).
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".
Report a bug conversationally — Claude gathers details, previews, and creates a GitHub issue via gh CLI.
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).
Execute an existing modernization plan for Java or .NET projects. USE FOR: run plan, execute plan, apply changes, modernize plan execute, start migration, run modernization, apply upgrade, implement plan, carry out migration. DO NOT USE FOR: running assessments (use modernize-assess), creating new plans (use modernize-plan-create).
Initialize a Dataverse workspace on a new machine or new repo. USE WHEN: ".env is missing", "setting up on a new machine", "starting a new project", "initialize workspace", "new repo", "first time setup", "configure MCP server", "MCP not connected", "load demo data", "sample data", "create a new environment", "select environment", "which environment". DO NOT USE WHEN: installing tools (use dataverse-setup).
Analyze images using LLM vision APIs (Anthropic Claude, OpenAI GPT-4, Google Gemini, Azure OpenAI). Use when tasks require: (1) Understanding image content, (2) Describing visual elements, (3) Answering questions about images, (4) Comparing images, (5) Extracting text from images (OCR). Provides ready-to-use scripts - no custom code needed for simple cases.
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".
Analyzes opportunity data and activity notes to generate competitive intelligence including win/loss rates by competitor, patterns, and rep-ready battlecard talking points. Use when user asks "how are we doing against [competitor]", "competitive analysis", "competitor win rate", "battlecard for [competitor]", "competitive landscape", "why are we losing to [competitor]", or "competitor intelligence".
Deploy agents from dev to prod environments. Two modes: agent-level (fast, replicate-agent.js) and solution-level (PAC CLI export/import, ALM-ready). Includes pre-deploy validation, connection mapping, post-deploy smoke test.
Initialize a new MCS agent project with folder structure and template files.
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).
ALWAYS LOAD THIS SKILL FIRST for any Dataverse task. Contains hard rules that override all other skills. USE WHEN: ANY request involving Dataverse, Dynamics 365, Power Platform, tables, columns, solutions, records, queries, CRM, metadata, plugins, SDK, Web API, PAC CLI, or environment operations. Also use for: "how do I", "what tool", "which skill", "where do I start", "help with Dataverse", "create table", "create column", "build solution", "query data", "bulk import", "sample data", "support agent", "customer table", "ticket table". This skill MUST be loaded before any other Dataverse skill. Read the Hard Rules section first.
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".