impax-crm

Plugin impax-crm from marketplace impax-skills in JoyyCLangat/skills. Commands read from the repo's manifest — 27 days ago.

Skills (20)

• client-comms

  Drafts client-facing emails and messages for CRM projects and support: status updates, UAT invitations, go-live and downtime notices, incident updates and RCAs, change-request replies, scope pushback, and support-ticket replies. Use when the user asks to draft or reply to a client email, write a go-

• crm-data-migration

  Plans and runs data migration into Dynamics 365 / Dataverse from legacy CRMs, Excel, ERPs, or core systems: source analysis, field mapping, cleansing and de-duplication, load order, alternate keys and upserts, owners and dates, tool choice (Import wizard, Configuration Migration Tool, Dataflows, Kin

• crm-impact-analysis

  Maps the blast radius of a Dynamics 365 / Dataverse change before it is made: deleting, renaming, or retyping a column, table, choice, relationship, security role, business process flow, plugin step, flow, or form. Use when the user plans to change or remove anything that reports, flows, code, integ

• crm-integrations

  Designs and builds integrations between Dynamics 365 / Dataverse and other systems: ERPs (Business Central, Finance and Operations, Sage), core banking or insurance systems, M-Pesa (Daraja API), SMS gateways, websites and portals, using the Dataverse Web API with app registrations, webhooks, Azure S

• crm-release-notes

  Writes release notes for a Dynamics 365 / Power Platform deployment: a client-facing what's-new note for end users and an internal deployment note with solutions, versions, steps, and rollback plan. Use when a batch of CRM work is ready to deploy or has been deployed, or the user asks for release no

• crm-requirements-discovery

  Turns a client brief, workshop notes, call transcript, RFP, or email thread into a CRM requirements register with a fit-gap analysis against out-of-the-box Dynamics 365 and Power Platform features, then stress-tests the design. Use when starting a CRM implementation or change request, preparing a di

• crm-security-model

  Designs, reviews, and troubleshoots Dynamics 365 / Dataverse security: business units, security roles and privilege depth, owner, access, and Entra ID group teams, field-level and hierarchy security, sharing, app access, auditing, and data-protection duties such as the Kenya Data Protection Act. Use

• dataverse-queries

  Writes and debugs queries against Dataverse / Dynamics 365: FetchXML (joins, aggregates, paging), Web API OData URLs, Power Automate Filter rows expressions, and read-only SQL over the TDS endpoint. Use when the user needs a query, report data, record counts, a view filter, a blast-radius count, or

• dataverse-solution-alm

  Guides application lifecycle management for Dynamics 365 / Dataverse solutions: solution and publisher setup, managed versus unmanaged, segmentation, upgrades and patches, environment variables and connection references, source control with the pac CLI, and Dev to Test to Prod deployments with pipel

• diagnosing-crm-issues

  Diagnoses Dynamics 365 / Dataverse / Power Platform problems with a reproduce-first, hypothesis-driven method: plugin errors, failing Power Automate flows, form script errors, users who cannot see or edit records, slow forms or views, and integration failures. Use when the user reports something bro

• dynamics-plugin-development

  Writes, registers, debugs, and tests C# plugins and Custom APIs for Dynamics 365 / Dataverse: pipeline stages, pre and post images, filtering attributes, recursion and depth, tracing, sandbox limits, plugin packages, and unit tests. Use when the user is writing or reviewing a plugin, registering a s

• functional-spec-to-tickets

  Converts agreed CRM requirements or a functional design into build-ready user stories for Azure DevOps or Jira, with Dataverse design, Given-When-Then acceptance criteria, and test notes, then reviews them as a technical lead, functional consultant, and end user would. Use when the user wants to gro

• grilling

  Interviews the user in structured rounds about a plan, client requirement, solution design, estimate, or decision, recommending an answer to each question, until nothing is left assumed. Use when the user wants to stress-test their thinking, says grill me, or is about to commit to a CRM design or es

• impax-crm-context

  Sets the working context for Impax Africa CRM work: loads the Impax playbook of learned conventions, explains things plainly for someone new to the role, enforces safe defaults (no Production changes or client emails without approval), routes to the right impax-crm skill, and records newly learned I

• loose-ends

  Sweeps a work session for loose ends such as follow-ups, temporary changes left in place, client questions, and half-made decisions, verifies each is still real, then drafts the survivors for the team's tracker. Use when closing out a long session, or when the user asks about loose ends, what was le

• model-driven-app-customization

  Customises Dynamics 365 model-driven apps: forms, views, business rules, business process flows, the command bar with Power Fx or JavaScript, JavaScript web resources using formContext and Xrm.WebApi, and PCF controls. Use when the user asks to change a form, show, hide, require, or default a field,

• power-automate-flows

  Designs, builds, reviews, and fixes Power Automate cloud flows on Dataverse / Dynamics 365: triggers and trigger conditions, try-catch error handling, loops and concurrency, pagination, child flows, connection references, run-only users, API limits, infinite-loop prevention, and keeping credentials

• session-handoff

  Writes a pickup note that compacts the current session so a fresh session or a colleague can continue the work: goal, state per environment, next action, decisions, open questions, and gotchas, with secrets and personal data redacted. Use when the user asks to hand off, park, or log where the work i

• uat-test-scripts

  Writes User Acceptance Testing scripts and a test tracker from CRM user stories, acceptance criteria, or a release scope, and triages UAT feedback into bugs, environment issues, training needs, and change requests. Use when preparing UAT, writing test cases, building a test plan for a Dynamics 365 r

• writing-great-skills

  Sets the authoring standard for skills in this repository: Anthropic's Agent Skills frontmatter rules, description writing, progressive disclosure, pruning, evals, and the repo's validation tooling. Use when creating, editing, reviewing, or pruning a skill or its SKILL.md.

Hooks (1)

• PreToolUse

  bash "${CLAUDE_PLUGIN_ROOT}/hooks/run-guard.sh"

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