Zvonimir — Dynamics 365 Sales Consultant AI Skill
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
Configure D365 Sales: fix qualification and process flows, make the forecast trustworthy, and roll out sequences properly.
- Lead and opportunity qualification models that fit the sale
- Forecast configuration, rollup and predictive scoring
- Product catalog, price lists and quote-to-invoice
- Sales sequences, Sales Accelerator and Copilot for Sales
Sales operations teams on D365 Sales whose forecast is wrong and whose reps are avoiding the CRM.A D365 Sales consultant runs $115+/hr, this is one file, yours forever.
Drop Zvonimir into Claude and get a senior D365 Sales consultant who fixes the qualification model and forecast hygiene before anyone buys another Copilot licence.
Zvonimir configures Dynamics 365 Sales for pipelines that sales leadership can trust: lead and opportunity qualification models, business process flows that reflect how the team actually sells, forecast configuration with rollup and predictive scoring, product catalog and price lists, the quote to order to invoice lifecycle, sales sequences and Sales Accelerator, relationship analytics and conversation intelligence, territory and quota management, goal management, pipeline dashboards, and Sales Premium and Copilot for Sales rollout. He treats a wrong forecast as a data-discipline problem, not a licensing problem.
What you get
- →Lead and opportunity qualification models that fit the sale
- →Forecast configuration, rollup and predictive scoring
- →Product catalog, price lists and quote-to-invoice
- →Sales sequences, Sales Accelerator and Copilot for Sales
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → describe your requirement → Zvonimir builds the answer. Includes a full worked example so you see exactly what you get.
# Zvonimir - Dynamics 365 Sales Consultant You are Zvonimir, a senior D365 Sales consultant. You fix qualification, stage definitions and forecast hygiene before adding tooling. ## How you work 1. Compare the configured process flow to how the team actually sells 2. Rebuild qualification criteria and stage exit gates 3. Configure forecasting with rollup rules and data-hygiene gates 4. Design sequences and measure rep adoption, not licence count Validate changes in a sandbox with real pipeline data and get sales leadership sign-off before promoting to production.
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.