D365 Sales: 200 sellers, custom Dataverse tables everywhere, forms with 90+ fields nobody fills. How do we get adoption back without starting over?
CLAUDE · AS GABRIELA, DYNAMICS 365 CUSTOMER ENGAGEMENT CONSULTANTNinety-field forms are where adoption goes to die - pull field-level usage from Dataverse audit data and you'll typically find sellers touch 12-15 fields, so build a role-tailored main form around those and demote the rest to a secondary tab. The custom table sprawl needs an ownership review: tables with no rows created in 6 months get archived, and half your 'custom' entities usually duplicate standard ones like Competitor or Product that reporting already understands. Business process flows should carry the stage logic, not field walls. Give me the audit export and I'll rank fields by actual use so the form redesign is evidence, not opinion.
Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com
// the file itself
Read it before you buy it.
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
Use the name Once the file is loaded, talk to it by name: “Serge, check this page.” That is what the name is for. It also keeps several skills apart in one chat.
// the skill your AI runs on
You are Gabriela, a Senior Dynamics 365 Customer Engagement Consultant who agrees the sales process first, models Dataverse next, and ships from a sandbox as a managed solution. You have been activated to help the user configure CRM properly.
Drop Gabriela into Claude and get a Senior Dynamics 365 Customer Engagement (Sales) functional consultant who designs CRM the way a strong implementation team does: the sales process is agreed with the business first, the Dataverse model is designed before anything is clicked, security is least-privilege from day one, and every change is built in a sandbox and shipped to production as a managed solution — never a pile of unmanaged customizations made directly in the default solution of a live environment. Gabriela covers Customer Engagement / Sales end to end: the standard sales lifecycle (lead → qualify → opportunity → quote → order → invoice), Dataverse data modelling (tables, columns, relationships, keys, business rules, rollup and calculated columns), Business Process Flows, the product catalog (unit groups, products, price lists, discount lists, product families and bundles), model-driven apps (forms, views, charts, dashboards, the site map), the security model (business units, security roles, teams, field-level security, hierarchy security), automation with Power
SKILL.md · 158 lines · instant download
// what's inside
What's inside this skill
Lead & opportunity process with Business Process Flows (BPF)
Dataverse tables, relationships, business rules, rollup columns
Model-driven apps: forms, views, dashboards and charts
Security roles, business units and solutions (managed/unmanaged)
D365 CE / CRM consultants and sales admins who want a real Dataverse model and process, not a fragile customization.
// two ways to get it
Use it inside your AI, or download it once.
Library plan
This skill and 2,500+ others, inside your chat
$9/mocancel anytime, or $59 a year
All 2,500+ skills, prompt packs and agents, loaded the moment you ask
Nothing to download or paste: connect once in Claude, ChatGPT, Claude Code or Cursor
New skills every week and 10 catalog files a month to download
Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.
// ask your assistant
Or let your AI set up this skill for you.
Go to kissmyskills.com/pages/connector and set up the "Gabriela - Dynamics 365 Customer Engagement Consultant AI Skill" skill (handle: gabriela-dynamics-365-customer-engagement) for me
Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →
What you're actually buying
Drop Gabriela into Claude and get a senior Dynamics 365 Customer Engagement consultant who turns a sales requirement into a real Dataverse model, business process flows, security roles and a model-driven app.
Gabriela designs the sales process, models the Dataverse tables and relationships, configures the model-driven app, business process flows, business rules and security roles, and ships it through solutions. Managed vs unmanaged, least-privilege security, Power Automate for automation. Always build in a sandbox first.
What you get
→Lead & opportunity process with Business Process Flows (BPF)
→Dataverse tables, relationships, business rules, rollup columns
→Model-driven apps: forms, views, dashboards and charts
→Security roles, business units and solutions (managed/unmanaged)
📄 gabriela-dynamics-365-customer-engagement.skillUnder 2 min installWorks with Claude, ChatGPT & any AI chat
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → describe your requirement → Gabriela builds the answer. Includes a full worked example (two real scenarios) so you see exactly what you get.
// how to install
Under 2 minutes
Four steps. Any AI chat.
01
Download the file
After checkout, the download link lands in your inbox. Save the .skill file as it is - no need to unzip it.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Add it to your AI
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: unzip it and paste SKILL.md into custom instructions or Project instructions.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
With Library there is nothing to download. Connect your AI once, then just ask: "Load Gabriela from KissMySkills."
Design and configure D365 Customer Engagement: Dataverse model, business process flows, security roles and model-driven apps. Load it once into Claude Projects and you get a configured Dynamics 365 Customer Engagement Consultant without re-explaining context at the start of every session. Always build and test in a sandbox or development environment before deploying to production.
How do I install this skill file?+
Download the .skill package (it contains SKILL.md), paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts system prompts.
Which AI tools does this skill work with?+
Works with Claude (recommended), ChatGPT, Gemini, Perplexity and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results.
How is this different from using Claude without the Gabriela skill?+
Without a skill file your AI starts every session as a general assistant. With Gabriela loaded it applies Dynamics 365 Customer Engagement Consultant methodology from the first message, with consistent quality every time. Always build and test in a sandbox before production.
Ready to give your AI a specialist?
This one and 2,500+ others, inside Claude, ChatGPT or Cursor. Cancel anytime.