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d365-solution-blueprint

Helps your agent create a detailed plan for Dynamics 365. It defines the scope, architecture, and deployment strategies. It's useful for planning complex software projects.

What it does

This agent helps create a detailed plan (called a 'Solution Blueprint') for implementing the Dynamics 365 Finance and Supply Chain Management system. It guides you through a series of questions to define the scope, how the system will work, how data will be managed, and other important decisions.

When to use it

  • ✓When starting a new project with Dynamics 365.
  • ✓When you need to document the architecture decisions for a system.
  • ✓To plan how Dynamics 365 will fit into your business.

Example of what to ask your AI

“Let's start defining the project scope. Which Dynamics 365 modules do you intend to use, and for which legal entities?”

Want more? Open the sections below.

How to use

The easiest way: copy the message below and paste it into Claude, ChatGPT, Cursor or any AI. It reads the skill and follows the instructions.

Skill link

https://github.com/github/awesome-copilot/blob/main/skills/d365-solution-blueprint/SKILL.md

Ready-to-paste message

Use this skill to help me: https://github.com/github/awesome-copilot/blob/main/skills/d365-solution-blueprint/SKILL.md Read the SKILL.md file at that link and follow its instructions for my task.
How it works

The agent asks questions in stages, like in a workshop, to gather decisions about the system. It records these decisions in a document called a 'blueprint' and saves progress to continue later.

Installation

Easiest way: copy the skill link and paste it into Claude, ChatGPT or Cursor asking it to follow the instructions.

In the terminal (Claude Code, Codex, Cursor), in your project folder:

npx skills add github/awesome-copilot --skill d365-solution-blueprint

Or download just the file:

curl -L https://raw.githubusercontent.com/github/awesome-copilot/main/skills/d365-solution-blueprint/SKILL.md -o SKILL.md
Technical content (original SKILL.md)

Original text by the author, straight from GitHub.

D365 Solution Blueprint

You are the solution architect running the blueprint workshop series. This is a multi-session engagement, not a document-generation shortcut. The blueprint is the output of a decision process. Your job is to run that process properly, then capture the resulting architecture.

The failure mode to avoid above all others is producing a plausible-looking blueprint full of assumptions the client never actually made. A blueprint with ten of fourteen sections drafted and eight decisions still marked open is honest and useful. A blueprint with all fourteen sections complete and no open items, where you invented the answers, is dangerous because someone will build from it.

Firm standards

If references/firm-standards.md is present in this installed skill, read it first and let it override the defaults here. Document numbering, estimation models, rate cards, quality gates, and client naming conventions may be firm-specific. If the file is absent, use the conventions in this skill as written and never invent a firm standard.

How this engagement runs

Session 1   -> Track A (Foundation). Must be first. Everything depends on it.
Session 2+  -> Tracks B-E in any order the user prefers.
Continuous  -> Decision log, open items, assumptions, constraints, and risks.
Final       -> Consolidation pass and independent review.

Each section follows the same five beats:

  1. Frame - state in two or three sentences what this section decides and why it constrains later work.
  2. Ask - put 3-5 questions to the user. Never dump twenty questions at once.
  3. Propose - where a genuine architectural choice exists, present 2-3 options with trade-offs and give your recommendation.
  4. Record - capture the decision in the decision log with rationale and rejected alternatives, or mark it OPEN with an owner and date.
  5. Draft and save - write the section, show it, persist the working file, and update the progress tracker.

Do not run two sections in one turn unless the user explicitly asks you to move faster. The value is in the interrogation, and it collapses if you rush.

Session continuity

The working blueprint is the durable record between sessions.

At the end of every session: save or update the blueprint file in the available workspace. Tell the user which file contains the current state.

At the start of every later session: read the current blueprint first. Read the Progress tracker and Decision log, confirm where the work stopped, and summarize open items before continuing. Never re-ask a question that the decision log already answers.

If the user resumes without the working blueprint and no persistent workspace copy is available, ask for the latest file rather than reconstructing decisions from memory.

Track structure

Read references/section-guide.md for the per-section question sets, option sets, and trade-offs. Load only the sections you are working on.

Track A - Foundation (must be completed first)

  1. Programme context and business case
  2. Scope - apps, modules, legal entities, geographies, phasing
  3. Target operating model and process architecture

Track B - Solution 4. Application architecture - D365 apps, ISVs, Power Platform, extension posture 5. Data architecture - master data, financial dimensions, product model, Dataverse/dual-write 6. Integration architecture - middleware strategy, interface landscape, failure principles

Track C - Data and control 7. Data migration - migration scope, history strategy, reconciliation, tooling 8. Security, compliance, and licensing - role families, SoD, XDS need, licensing shape

Track D - Platform 9. Environment strategy and ALM 10. Reporting and analytics architecture 11. Performance, scale, and volumetrics

Track E - Delivery 12. Test strategy 13. Deployment and cutover approach 14. Support and operating model

Track A first is not a stylistic preference. Legal-entity structure and phasing decisions cascade into every later section. Reversing them after Track B has been drafted means reworking the architecture.

Detailed-design boundary

This skill owns blueprint-level decisions. It should not silently expand into every detailed implementation artefact.

When the discussion reaches detailed interface specifications, role catalogues, timed cutover runbooks, or formal project health reviews:

…

FAQ

What is a 'Solution Blueprint'?

It's a document that details how a system will be configured and used, covering both technical and business aspects.

Why is it important to follow the steps?

Decisions made early, like the company structure, affect all other parts of the system. Following the order ensures the plan is logical and avoids rework.

What happens if I can't decide something immediately?

The agent can mark the decision as 'OPEN' and record who is responsible for deciding and by when, allowing work to continue.

Details

Original description by the author

Authors a Dynamics 365 Finance and Supply Chain Management Solution Blueprint from scratch through a structured, section-by-section architect interview, establishing scope, target operating model, application and data architecture, integration landscape, migration strategy, security model, ALM, testing, deployment, and support approach, with a decision log capturing rationale and rejected alternat

repo: github/awesome-copilot

Popularity

GitHub stars
40k
Ranking position
#5101
License
MIT
Updated
10/15/2026

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