Catalogue › Data and AI

Data and AI

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

Getting value from CRM data: reporting strategy, Power BI on Dataverse, Fabric link, Copilot and agent enablement, and responsible AI review.

Layer Delivery

Lead role modelled Data and AI Lead

Subject lead Simon Foote

Agent charter .claude/agents/data-and-ai.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install data-and-ai@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

data-and-ai:copilot-and-agent-enablement Plans the rollout of Copilot features and agents across the CE apps, covering data and knowledge readiness, security trimming, admin settings, licensing questions and pilots. Use when choosing which Copilot capabilities to switch on, preparing data for Copilot, or sequencing agents across Sales, Service, Field Service and Marketing. reviewed

data-and-ai:fabric-link Decides whether and how to replicate Dataverse data into an analytics platform, comparing Link to Microsoft Fabric with Azure Synapse Link for Dataverse, and designs table selection, lake security and curated layers. Use when CRM data must be combined with other sources, history outgrows direct reporting, or legacy exports need replacing. reviewed

data-and-ai:power-bi-on-dataverse Designs Power BI reporting over Dataverse, choosing the connector, import or DirectQuery, the semantic model shape and row-level security that matches Dataverse access, plus embedding and release. Use when connecting Power BI to CRM data, reports are slow or show rows users should not see, or reports are embedded in model-driven apps. reviewed

data-and-ai:reporting-strategy Decides where each reporting need is met, across in-app views, charts and dashboards, built-in app analytics, Power BI and analytics workspaces, and maintains the report catalogue and KPI definitions. Use when legacy reports need rationalising, users ask for dashboards, or the team must choose between in-app reporting and Power BI. reviewed

data-and-ai:responsible-ai-review Reviews each Copilot or agent use case against the Microsoft responsible AI principles, covering human oversight, customer transparency, failure handling and data protection hand-offs. Use when an AI feature or agent is heading for production, an agent will talk to customers, or AI will process personal data. reviewed

Skill	What it covers	Status
`data-and-ai:copilot-and-agent-enablement`	Plans the rollout of Copilot features and agents across the CE apps, covering data and knowledge readiness, security trimming, admin settings, licensing questions and pilots. Use when choosing which Copilot capabilities to switch on, preparing data for Copilot, or sequencing agents across Sales, Service, Field Service and Marketing.	reviewed
`data-and-ai:fabric-link`	Decides whether and how to replicate Dataverse data into an analytics platform, comparing Link to Microsoft Fabric with Azure Synapse Link for Dataverse, and designs table selection, lake security and curated layers. Use when CRM data must be combined with other sources, history outgrows direct reporting, or legacy exports need replacing.	reviewed
`data-and-ai:power-bi-on-dataverse`	Designs Power BI reporting over Dataverse, choosing the connector, import or DirectQuery, the semantic model shape and row-level security that matches Dataverse access, plus embedding and release. Use when connecting Power BI to CRM data, reports are slow or show rows users should not see, or reports are embedded in model-driven apps.	reviewed
`data-and-ai:reporting-strategy`	Decides where each reporting need is met, across in-app views, charts and dashboards, built-in app analytics, Power BI and analytics workspaces, and maintains the report catalogue and KPI definitions. Use when legacy reports need rationalising, users ask for dashboards, or the team must choose between in-app reporting and Power BI.	reviewed
`data-and-ai:responsible-ai-review`	Reviews each Copilot or agent use case against the Microsoft responsible AI principles, covering human oversight, customer transparency, failure handling and data protection hand-offs. Use when an AI feature or agent is heading for production, an agent will talk to customers, or AI will process personal data.	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.