Catalogue › Business Analysis

Business Analysis

Use it in Copilot Cowork: download the Business Analysis plugin for Copilot Cowork and upload it in Cowork under Customize > Plugins > Upload plugin. How to install.

Turning business need into CRM requirements: process mapping, user stories, fit-to-standard workshops, fit-gap analysis and acceptance criteria.

Layer Delivery

Lead role modelled Business Analyst and Process Owner

Subject lead Robert Peledie

Agent charter .claude/agents/business-analysis.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install business-analysis@d365forge

ChatGPT and Codex: add this repository as a plugin marketplace, or copy this folder into .agents/skills/ in your project.

Skills

Skill What it covers Status

business-analysis:acceptance-criteria Writes testable acceptance criteria for Dynamics 365 CE user stories in Given/When/Then form, covering security roles, starting data, negative paths and automation outcomes, and links each criterion to test cases. Use when a story lacks criteria, when UAT scripts must be derived from stories, or when story-level acceptance is disputed. reviewed

business-analysis:fit-gap-analysis Classifies Dynamics 365 CE requirements as fit or gap and resolves each gap through a fixed hierarchy of adopt standard, configure, low-code, pro-code and third-party ISV, recording rationale, effort, risk and traceability to tests. Use when consolidating workshop outputs, estimating scope, or deciding how a particular gap should be closed. reviewed

business-analysis:fit-to-standard Plans and runs fit-to-standard workshops that demonstrate standard Dynamics 365 CE behaviour first, using realistic scenarios from the business, and record only differences backed by a business reason. Use when preparing Initiate workshops, when a partner proposes open requirement-gathering, or when stakeholders ask to rebuild the old system. reviewed

business-analysis:process-mapping Maps current and future state business processes for Dynamics 365 CE as BPMN-lite swimlanes at a consistent level of detail, annotated with roles, Dataverse records and systems to drive fit-to-standard, stories and tests. Use when capturing how sales, service, field or marketing work happens today, or designing how it will run in Dynamics 365. reviewed

business-analysis:user-stories Writes and refines user stories for a Dynamics 365 CE backlog, derived from future-state process steps, written for real business roles, sized for a sprint and traced to processes, fit-gap decisions and tests. Use when building or grooming the backlog, splitting epics, or turning workshop notes into stories a configurator can deliver. reviewed

Skill	What it covers	Status
`business-analysis:acceptance-criteria`	Writes testable acceptance criteria for Dynamics 365 CE user stories in Given/When/Then form, covering security roles, starting data, negative paths and automation outcomes, and links each criterion to test cases. Use when a story lacks criteria, when UAT scripts must be derived from stories, or when story-level acceptance is disputed.	reviewed
`business-analysis:fit-gap-analysis`	Classifies Dynamics 365 CE requirements as fit or gap and resolves each gap through a fixed hierarchy of adopt standard, configure, low-code, pro-code and third-party ISV, recording rationale, effort, risk and traceability to tests. Use when consolidating workshop outputs, estimating scope, or deciding how a particular gap should be closed.	reviewed
`business-analysis:fit-to-standard`	Plans and runs fit-to-standard workshops that demonstrate standard Dynamics 365 CE behaviour first, using realistic scenarios from the business, and record only differences backed by a business reason. Use when preparing Initiate workshops, when a partner proposes open requirement-gathering, or when stakeholders ask to rebuild the old system.	reviewed
`business-analysis:process-mapping`	Maps current and future state business processes for Dynamics 365 CE as BPMN-lite swimlanes at a consistent level of detail, annotated with roles, Dataverse records and systems to drive fit-to-standard, stories and tests. Use when capturing how sales, service, field or marketing work happens today, or designing how it will run in Dynamics 365.	reviewed
`business-analysis:user-stories`	Writes and refines user stories for a Dynamics 365 CE backlog, derived from future-state process steps, written for real business roles, sized for a sprint and traced to processes, fit-gap decisions and tests. Use when building or grooming the backlog, splitting epics, or turning workshop notes into stories a configurator can deliver.	reviewed

Credit and licence

Created by Simon Foote and Robert Peledie as part of D365Forge. The skills are licensed under CC BY 4.0: use them freely, including commercially, and credit Simon Foote and Robert Peledie when you share or adapt them. NOTICE.md gives the wording.