Dataverse Business Skills is a collection of natural-language instructions that teach AI agents how to follow business processes, policies, and domain knowledge for Microsoft Dataverse. Organizations use the skills with Dataverse environments connected to products such as Power Apps, Dynamics 365, or Power Platform. The catalogue entries are skills from this collection.
Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add microsoft/dataverse-business-skills --skill account-briefing-generatorgit clone --depth 1 https://github.com/microsoft/dataverse-business-skillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/microsoft/dataverse-business-skills/account-briefing-generator)<a href="https://agentmods.dev/skills/microsoft/dataverse-business-skills/account-briefing-generator"><img src="https://agentmods.dev/badge/skills/microsoft/dataverse-business-skills/account-briefing-generator/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/microsoft/dataverse-business-skills/account-briefing-generator"><img src="https://agentmods.dev/badge/skills/microsoft/dataverse-business-skills/account-briefing-generator.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00083 | $0.06295 |
| Opus 5 | $0.00042 | $0.03148 |
| Sonnet 5 | $0.00017 | $0.01259 |
| Haiku 4.5 | $0.00008 | $0.00630 |
Grade A, and why
account-briefing-generator scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 689 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Account Briefing Generator
Sales reps often have meetings scheduled with little prep time. This skill rapidly synthesizes all available Dataverse information about an account into a concise, actionable meeting brief. In Quick Prep mode, it identifies the specific meeting and attendees and generates a targeted agenda with BANT-gap discovery questions. In Full Briefing mode, it delivers a comprehensive account view with relationship health scoring, stakeholder mapping, and deal history.
Instructions
Mode Detection
| Trigger | Mode | Focus |
|---|---|---|
| "Prep me for my call with Fabrikam at 2pm" | Quick Prep | Specific meeting — attendees, agenda, BANT gaps, discovery questions |
| "I have a meeting with Contoso in 30 minutes" | Quick Prep | Specific meeting — fast, scannable, action-oriented |
| "Brief me on Contoso" | Full Briefing | Full account — health score, stakeholder map, LTV, strategic context |
| "Give me a full briefing on Fabrikam" | Full Briefing | Full account — all sections |
If a specific appointment is identified, always include the Quick Prep section. Full Briefing sections are added when time permits or explicitly requested.
Workflow
Step 1: Identify the Account and Meeting Context
1.1 Find the Account:
SELECT accountid, name, telephone1, emailaddress1, websiteurl,
address1_line1, address1_city, address1_stateorprovince, address1_postalcode,
industrycode, numberofemployees, revenue, ownershipcode,
description, createdon, primarycontactid, ownerid
FROM account
WHERE name LIKE '%[account_name]%'
AND statecode = 0
Confirm account with user if multiple matches.
1.2 Find Upcoming Appointment (Quick Prep mode or if available):
SELECT appointmentid, subject, scheduledstart, scheduledend,
location, description, regardingobjectid, regardingobjecttypecode, ownerid
FROM appointment
WHERE statecode = 0
AND scheduledstart >= '[today]'
ORDER BY scheduledstart ASC
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 11d ago First seen · 689 lines · 83 tokens per session scan A c537026136a5
account-briefing-generator is a skill published in the GitHub repository microsoft/dataverse-business-skills (50 stars, last pushed 6mo ago), licensed MIT. It adds 83 tokens to every session and 6,295 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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