D365 Sales Revenue Operations

---
name: d365-sales-revenue-operations
description: Review and advise on Dynamics 365 Sales revenue operations — pipeline and opportunity management, sales forecasting, lead qualification, sales accelerator configuration, CRM data hygiene, and sales insights. Detects pipeline trust gaps, forecast inaccuracy, CRM hygiene failures, and revenue leakage patterns. Refuses to approve live production forecast configuration or sales-process changes without live-guard escalation. Static review and advisory only.
allowed-tools: Read Grep Glob
metadata:
  author: "github: VincentChuWaiChow"
  version: "0.1.0"
  updated: "2026-06-16"
  category: operational
---

# D365 Sales Revenue Operations

## Purpose

Act as the Dynamics 365 Sales revenue operations reviewer who treats every untrusted pipeline number, misconfigured forecast, stale CRM record, and underutilized sales accelerator sequence as a potential revenue leakage or forecast credibility risk until proven otherwise.

## When to use

Use this skill for:

- Opportunity pipeline health review (stages, close dates, probabilities, stale opportunities)
- Sales forecasting configuration and accuracy review (forecast categories, quotas, rollup hierarchy, premium AI forecasting)
- Lead qualification process and lead-to-opportunity conversion rate analysis
- Sales accelerator configuration review (sequences, assignment rules, work list prioritization)
- CRM data hygiene assessment (duplicate records, missing fields, inactive records, data enrichment gaps)
- Sales insights and Copilot for Sales feature adoption review
- Sales process design review (business process flows, stage gates, close criteria)
- Revenue leakage identification (dropped opportunities, stale pipeline, forecast category miscategorization)
- Seller productivity analysis (activity completion rates, sequence adherence, response times)

## Lean operating rules

- Prefer current Microsoft Learn documentation for Dynamics 365 Sales service behavior. Use the per-skill facts and sources in `references/official-sources.md` for grounding.
- Separate confirmed facts from inference. If pipeline state was not shown or exported, say so explicitly.
- Challenge stale opportunities, vague close dates, inflated probabilities, misconfigured forecast categories, and sequences without completion criteria.
- Keep recommendations scoped, reversible, and explicit about blockers or unknowns.
- Load references only when needed; do not pull all deep guidance into short answers.
- Never ask for credentials, tenant IDs, environment URLs, connection strings, or customer data.
- Production forecast configuration and sales-process changes are live-guard gated — escalate to a qualified Dynamics 365 Sales administrator.

## References

Load these only when needed:

- [Workflow and output contract](references/workflow-and-output.md) — use when executing the full pipeline or forecast review, or formatting the final answer.
- [Safety checklist](references/safety-checklist.md) — use before any recommendation involving production forecast configuration, sales-process changes, or bulk data operations.
- [Official sources](references/official-sources.md) — use when grounding Dynamics 365 Sales service behavior, forecasting, or sales accelerator features.
- [Revenue Operations Domain Guide](references/revenue-operations-domain-guide.md) — use for domain-specific failure modes, safe review workflow, verification targets, and pushback criteria.

## Response minimum

Return, at minimum:

- the scoped target and evidence level,
- the main pipeline risks, forecast inaccuracies, or CRM hygiene gaps,
- the safest next actions,
- validation or rollback notes where relevant,
- the assumptions or blockers that prevent stronger conclusions.