Catalogue › Sales

Sales

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

Dynamics 365 Sales delivery: lead to opportunity, sales process stages, products and price lists, quotes and orders, forecasting, sequences, Copilot in Sales and the Outlook and Teams experience.

Layer Module

Lead role modelled Sales Functional Consultant

Subject lead Robert Peledie

Agent charter .claude/agents/sales.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install sales@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

sales:copilot-in-sales Plans Copilot enablement for sellers in Dynamics 365 Sales and in Outlook and Teams, covering use cases, data readiness, security, admin settings, piloting and measuring value. Use when a customer wants Copilot for the sales team, asks why summaries or drafts are poor, or needs a readiness check before AI features are switched on. reviewed

sales:forecasting Configures sales forecasting in Dynamics 365 Sales, including the forecast hierarchy, periods, columns, quotas, forecast categories, adjustments and permissions. Use when setting up forecasts for the first time, choosing between a manager or territory hierarchy, loading quotas, or working out why the forecast does not match the pipeline report. reviewed

sales:lead-to-opportunity Designs how leads are captured, qualified, disqualified and converted into accounts, contacts and opportunities in Dynamics 365 Sales. Use when deciding whether to use leads at all, defining qualification evidence, setting what qualify creates and how duplicates are caught, or tidying lead ownership and disqualify reasons. reviewed

sales:outlook-and-teams-integration Designs server-side synchronisation, the Dynamics 365 App for Outlook and Teams collaboration for CRM users, covering mailbox setup, tracking rules, contact and appointment sync and record collaboration in Teams. Use when connecting mailboxes, deciding what gets tracked, or fixing sync errors and duplicate contacts. reviewed

sales:products-and-price-lists Designs the product catalogue in Dynamics 365 Sales, including product families, bundles, unit groups, price lists, discount lists and currencies, and decides whether CRM or ERP owns products and pricing. Use when structuring products, setting up price lists per market, or planning catalogue synchronisation with an ERP. reviewed

sales:quotes-and-orders Designs the quote to order to invoice flow in Dynamics 365 Sales, covering quote revisions, discount approvals, document output, order capture and the point where an ERP takes over pricing, fulfilment or invoicing. Use when building quoting, deciding what CRM and ERP each own, or designing quote approval and generation. reviewed

sales:sales-process-stages Designs the opportunity sales process in Dynamics 365 Sales, covering business process flows, stage gates, required evidence, probability and close outcomes. Use when turning a sales methodology into stages, deciding gate rules, choosing between branches and separate flows, or fixing a pipeline that sellers and managers do not trust. reviewed

sales:sequences-and-sales-accelerator Designs seller cadences with sales accelerator sequences, the work list, segments and assignment rules in Dynamics 365 Sales. Use when building outreach sequences for new leads or renewals, configuring the work list, automating lead and opportunity assignment, or deciding what belongs in a sequence rather than a marketing journey. reviewed

Skill	What it covers	Status
`sales:copilot-in-sales`	Plans Copilot enablement for sellers in Dynamics 365 Sales and in Outlook and Teams, covering use cases, data readiness, security, admin settings, piloting and measuring value. Use when a customer wants Copilot for the sales team, asks why summaries or drafts are poor, or needs a readiness check before AI features are switched on.	reviewed
`sales:forecasting`	Configures sales forecasting in Dynamics 365 Sales, including the forecast hierarchy, periods, columns, quotas, forecast categories, adjustments and permissions. Use when setting up forecasts for the first time, choosing between a manager or territory hierarchy, loading quotas, or working out why the forecast does not match the pipeline report.	reviewed
`sales:lead-to-opportunity`	Designs how leads are captured, qualified, disqualified and converted into accounts, contacts and opportunities in Dynamics 365 Sales. Use when deciding whether to use leads at all, defining qualification evidence, setting what qualify creates and how duplicates are caught, or tidying lead ownership and disqualify reasons.	reviewed
`sales:outlook-and-teams-integration`	Designs server-side synchronisation, the Dynamics 365 App for Outlook and Teams collaboration for CRM users, covering mailbox setup, tracking rules, contact and appointment sync and record collaboration in Teams. Use when connecting mailboxes, deciding what gets tracked, or fixing sync errors and duplicate contacts.	reviewed
`sales:products-and-price-lists`	Designs the product catalogue in Dynamics 365 Sales, including product families, bundles, unit groups, price lists, discount lists and currencies, and decides whether CRM or ERP owns products and pricing. Use when structuring products, setting up price lists per market, or planning catalogue synchronisation with an ERP.	reviewed
`sales:quotes-and-orders`	Designs the quote to order to invoice flow in Dynamics 365 Sales, covering quote revisions, discount approvals, document output, order capture and the point where an ERP takes over pricing, fulfilment or invoicing. Use when building quoting, deciding what CRM and ERP each own, or designing quote approval and generation.	reviewed
`sales:sales-process-stages`	Designs the opportunity sales process in Dynamics 365 Sales, covering business process flows, stage gates, required evidence, probability and close outcomes. Use when turning a sales methodology into stages, deciding gate rules, choosing between branches and separate flows, or fixing a pipeline that sellers and managers do not trust.	reviewed
`sales:sequences-and-sales-accelerator`	Designs seller cadences with sales accelerator sequences, the work list, segments and assignment rules in Dynamics 365 Sales. Use when building outreach sequences for new leads or renewals, configuring the work list, automating lead and opportunity assignment, or deciding what belongs in a sequence rather than a marketing journey.	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.