D365Forge

Profile builder

Describe your organisation, its goals, its current systems and the team, then download a profile for the project-tailoring department. Everything runs in your browser: nothing you type is sent anywhere.

After you download it: save the profile in your own OneDrive (for Copilot Cowork) or in the input/ folder of your copy of the repository. Then attach it and ask: "Validate this profile, recommend the edition, propose the role mapping for me to confirm, then build the project pack." The pack is built only after you have confirmed the edition and who holds each role, so that no document is built on guesses.
Organisation
Goals
Modules
Channels
Current estate

Systems to retire or migrate from

Integrations

Use the same system names as above, so the documents agree. Pick "Not sure yet" rather than guessing.

Team

With "Use aliases" on (the default), people appear only by alias, such as "Analyst A" or "Simon F", and no names are written. Skills come from the shared vocabulary so they match the role catalogue.

Constraints and preferences
Output formats

Your profile