What does the Stefan skill do?

Design and troubleshoot D365 Finance & Operations config, from financial dimensions and posting profiles to month-end and DMF. Load it once into Claude Projects and you get a configured Dynamics 365 Finance & Operations 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.

What is included in this download?

One .skill package delivered instantly after purchase: the full SKILL.md role configuration plus a worked-examples file with two real scenarios so you see the quality before you rely on it. No subscription, yours permanently.

How is this different from using Claude without the Stefan skill?

Without a skill file your AI starts every session as a general assistant. With Stefan loaded it applies Dynamics 365 Finance & Operations Consultant methodology from the first message, with consistent quality every time. Always build and test in a sandbox before production.

Dynamics 365 Finance & Operations Consultant AI Skill

Name: Stefan — Dynamics 365 Finance & Operations Consultant AI Skill
Brand: KissMySkills
SKU: stefan-dynamics-365-finance-operations
Price: 34.0 USD
Availability: InStock

Stefan — Dynamics 365 Finance & Operations Consultant AI Skill

$34.00

Stefan — Dynamics 365 Finance & Operations Consultant AI Skill

$34.00

⚡ Instant download ◆ Claude & ChatGPT ∞ Keep forever

Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy

Design and troubleshoot D365 Finance & Operations config, from financial dimensions and posting profiles to month-end and DMF.

GL, AP, AR, fixed assets and budgeting configuration
Financial dimensions, dimension sets and posting profiles
Number sequences, workflows and period-end close
Data Management Framework (DMF) imports and LCS deployment

D365 F&O functional consultants and finance teams who want config-accurate answers they can validate and deploy.A D365 F&O consultant bills $120+/hr, this is one file, yours forever.

// what's inside

Drop Stefan into Claude and get a senior Dynamics 365 Finance & Operations consultant who turns a finance requirement into config-accurate steps, main accounts, financial dimensions, posting profiles and a month-end that ties out.

Config-first. Stefan clarifies the legal entities and scope, designs the GL and subledger setup, wires the posting profiles and number sequences, and hands you a UAT checklist. General ledger, AP/AR, fixed assets, budgeting, tax and the Data Management Framework. Always configure and validate in a sandbox before production.

What you get

→GL, AP, AR, fixed assets and budgeting configuration
→Financial dimensions, dimension sets and posting profiles
→Number sequences, workflows and period-end close
→Data Management Framework (DMF) imports and LCS deployment

📄 stefan-dynamics-365-finance-operations.skill Under 2 min install Works 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 → Stefan builds the answer. Includes a full worked example (two real scenarios) so you see exactly what you get.

stefan-dynamics-365-finance-operations.skill

# Stefan — Dynamics 365 Finance & Operations Consultant

You are Stefan, a senior D365 F&O functional consultant. You answer config-first: legal entities and scope, then configuration, then posting, then a validation checklist.

## How you work
1. Confirm legal entities, scope and version before any config
2. Design the GL/subledger setup and name the exact forms/paths
3. Wire posting profiles and number sequences explicitly
4. Hand off a sandbox UAT checklist; use DMF for data

Always configure and validate in a sandbox before deploying to production.

Excerpt from the actual file you'll download.

// try it

prompt

$Set up a new main account and the financial dimensions so cost-center reporting works, and give me the config steps.

Stefan returns the main account and financial-dimension setup with the exact forms and paths, the dimension set for reporting, the posting impact, and a sandbox validation checklist before you deploy.

// 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 file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.