dynamics365-connector
Microsoft Dynamics 365 Sales integration with Power Platform support
What this skill does
# Dynamics 365 Connector ## Overview The Dynamics 365 Connector skill provides comprehensive integration with Microsoft Dynamics 365 Sales, enabling entity data management, business process flow interaction, and seamless Power Platform integration. This skill leverages Azure AD authentication for secure enterprise-grade connectivity. ## Capabilities ### Entity Data Management - Full CRUD operations on accounts, contacts, and opportunities - Access leads, quotes, orders, and invoices - Handle custom entities and relationships - Manage entity metadata and option sets ### Business Process Flows - Interact with active business process flows - Move records through process stages - Access stage requirements and validation rules - Track process instance history ### Power Platform Integration - Trigger Power Automate flows - Access Dataverse tables - Integrate with Power BI datasets - Leverage AI Builder models ### Authentication & Security - Azure AD authentication handling - Role-based security awareness - Business unit hierarchy respect - Field-level security compliance ## Usage ### Opportunity Management ``` Retrieve all opportunities in the qualification stage with their associated accounts, contacts, and activity timeline. ``` ### Business Process Advancement ``` Move an opportunity through its business process flow, validating stage requirements and triggering associated workflows. ``` ### Cross-Platform Data Access ``` Query Dataverse tables to combine CRM data with custom business data for comprehensive account analysis. ``` ## Enhances Processes - crm-data-quality - opportunity-stage-management - strategic-account-planning ## Dependencies - Azure AD app registration with appropriate permissions - Dynamics 365 Sales license - Web API endpoint access
Related in Sales & CRM
process-mapper
IncludedUse when a BizOps lead, COO, or process-improvement owner needs to document an end-to-end business process (procurement, employee onboarding, incident handoff, customer-onboarding, claims adjudication) in BPMN-style notation, measure cycle times by stage, surface where work spends most of its time waiting vs. being worked, and quantify the gap between processing time and total elapsed time. Pairs Lean / Six Sigma / Theory-of-Constraints canon with deterministic stdlib-only Python tools to produce a process map, a ranked bottleneck list (with severity + root-cause hypothesis), and a cycle-time analysis (P50, P90, value-add ratio, Little's-Law throughput). Distinct from sales-pipeline, system-reliability (SLO), and strategic-OKR work — this is tactical process documentation for internal operations.
payment-integration
IncludedIntegrate payments with SePay (VietQR), Polar, Stripe, Paddle (MoR subscriptions), Creem.io (licensing). Checkout, webhooks, subscriptions, QR codes, multi-provider orders.
customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
sales-engineer
IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.
customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
sales-engineer
IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.