| name | conversational-erp-crm-layer |
| description | Use when designing a dialog-first ERP or CRM operating layer over Dataverse, Dynamics, or Power Platform apps. Produces architecture and interaction guidance only; it does not replace or control live applications. |
Conversational ERP CRM Layer
Purpose
Design how Dataverse-based ERP and CRM processes can be operated through natural language instead of classic forms, ribbons, menus, and table navigation.
Use this skill for:
- Dynamics or Dataverse command experiences
- CRM pipeline actions by conversation
- service and operations workflows by chat
- process-first app modernization
- natural-language alternatives to form-heavy workflows
V1 Boundary
This skill provides design and implementation guidance only. It does not control Dynamics, Power Apps, or Dataverse at runtime.
Workflow
- Identify the business process that should become conversational.
- Replace screen navigation with user intents, commands, confirmations, and generated task views.
- Map each conversational action to Dataverse records, business process flows, cloud flows, approvals, and reports.
- Define how the user sees state: summary, next action, blockers, approvals, and audit evidence.
- Preserve enterprise controls: permissions, approvals, DLP, logging, and rollback paths.
Output Format
Return:
Conversational process: process name, users, and target outcomes.Intent catalog: user utterances and supported commands.Dataverse mapping: tables, processes, flows, and reports involved.Interaction model: questions, confirmations, generated views, and status responses.Enterprise controls: security, audit, approvals, and failure handling.
