Your Dynamics 365 CRM project team as installable AI agents: roles, skills and tailored templates for Sales, Marketing, Customer Service and Field Service, from SMB to enterprise.
Reviewed. All 100 skills are marked reviewed.
17
Installable departments
Each delivery discipline is a plugin. Install only what your project needs, and the right specialist loads when you ask.
100
Skills
Practitioner judgement for Sales, Marketing, Customer Service and Field Service projects, with SMB and Enterprise notes in every one.
12
Tailored templates
Describe your team, goals and estate once to get project roles filled from your team's skills and ready-to-complete documents.
31
Cited sources
Microsoft Learn, licensing resources, the ICO and W3C. Skills cite the authority; they never copy it.
What it is
D365Forge models the team you need to deliver a Microsoft Dynamics 365 Customer Engagement project as an agent organisation.
Four module departments hold the application expertise, ten delivery departments hold the disciplines every CRM project needs, two
reviewer-class departments can block work that breaks design or security standards, and a tailoring department turns your organisation's
profile into a starting pack. It runs in Claude Code, ChatGPT, Codex and Microsoft Copilot Cowork from the same files.
The organisation
Module
Delivery
Reviewer
Tailoring
Search every skill
How it works
- Install the departments you need. A Field Service rollout with an ERP might install
field-service, integration-and-data, solution-architecture and design-authority.
- Ask in plain language. "How should we set up offline profiles for engineers in poor coverage?" loads
field-service:mobile-and-offline, which asks the questions that decide the answer before it advises.
- Get a tailored pack. Describe your organisation in a profile; the
project-tailoring department recommends an edition, proposes who holds each role from declared skills, shows the gaps, and writes Word and Excel templates for you to complete.
Install
Claude Code:
/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install customer-service@d365forge
ChatGPT and Codex: add the repository as a plugin marketplace, or copy the department folders you want into .agents/skills/ in your project.
See the getting-started guide for a starter set for each kind of project.
Use it in Microsoft Copilot Cowork
- Download the departments you need from the downloads page: one plugin archive per department.
- Upload them in Cowork: Customize > Plugins > Upload plugin. Cowork converts each archive into a plugin with its skills, and you can share it with your project team.
- Add the suggested custom instructions from cowork/custom-instructions.md, then ask your questions, or attach your organisation profile and ask Cowork to build your project pack as Word and Excel files in your OneDrive.
The Copilot Cowork guide covers single skills, tailored packs, sharing and organisation-wide rollout.
Built for real projects, at both scales
SMB
One or two apps, a small partner-led team, one consultant covering several roles, and mostly standard configuration. The skills say what can be simplified and what must not be skipped.
Enterprise
Several modules in parallel, a workstream per module, a design authority, automated pipelines and formal SIT and UAT. The skills say what extra roles and controls the scale demands.
Your data stays yours
Profiles are built in your browser or kept in a git-ignored folder. Role mapping uses only declared skills and availability; it never ranks people.
Authors
Robert Peledie
Solution and Enterprise Architect. TOGAF certified. Managing Director of 365Knowledge.
LinkedIn profile
Rob has designed and delivered Microsoft Dynamics CRM and Dynamics 365 solutions since 2008. He began as a CRM consultant on projects across the UK and Europe, led CRM delivery for more than 300 users across the UK, US and Asia-Pacific offices of GDS Group, and was development lead and Scrum Master for the Dynamics CRM and AX team at OVO Energy. As head of Dynamics CRM at Chorus he managed consultants, developers and support analysts serving more than 2,000 users.
Since 2016 he has run 365Knowledge, an independent solution and enterprise architecture consultancy. Its clients have included the University of Bath, Hodge Bank, the Jersey Financial Services Commission, London Marathon Events, Walsall Council, Cycling UK, Barratt Developments and Unite Students, with work spanning sales, marketing, portals, chatbots, APIs and integration with product information and CPQ systems. He specialises in end-to-end architecture across CRM, ERP, analytics and custom applications, and in connecting systems through APIs, middleware and messaging. A TOGAF-certified enterprise architect and Certified Scrum Master, he has also written about Dynamics 365 for TechTarget since 2014.
On this project: Designs the capabilities, specifies each department, reviews every skill and template, and leads testing.
D365Forge is also shaped by its contributors.
Use it freely, credit the authors
D365Forge is free to use, including commercially and on client projects. The skills, templates and documentation are licensed under
CC BY 4.0 and the code under MIT. When you share, republish or adapt them, credit the authors:
"D365Forge" by Simon Foote and Robert Peledie (https://github.com/SimonFoote-greensparx/D365Forge), licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).
Documents you complete for your own project from the templates need no credit. NOTICE.md has the full wording, and
CITATION.cff holds the citation details.
Credits and independence
The structure follows headcount by Chris Brock. All content is original.
D365Forge is an independent community project, not affiliated with, endorsed by or sponsored by Microsoft. Microsoft, Dynamics 365,
Power Platform, Dataverse and Copilot are trademarks of the Microsoft group of companies. Nothing here is legal, licensing or data-protection advice.
