Process

The user wants a summary or report from Dynamics 365.

Argument provided: $ARGUMENTS

Process

1. Select environment — call list_environments, ask the user, call select_environment.

2. Understand the schema — before querying data, call get_entity_attributes and get_entity_relationships to know:

   • What fields exist and their types
   • Which fields are lookups (so you can $expand them for readable names)
   • What option sets mean (so you can translate integer values to labels)

3. Determine the summary type:

   • Single record → get_record with $select and $expand for related data
   • Set of records / pipeline view → query_records or execute_fetchxml for aggregates

4. For account summaries, fetch:

   • Account details (name, industry, revenue, owner) via get_record
   • Open opportunities via query_records on opportunities filtered by _parentaccountid_value
   • Open cases via query_records on incidents filtered by _customerid_value
   • Resolve statecode and statuscode labels via get_picklist_options

5. For pipeline summaries, use FetchXML:

<fetch aggregate="true">
  <entity name="opportunity">
    <attribute name="stepname" alias="stage" groupby="true"/>
    <attribute name="estimatedvalue" alias="total_value" aggregate="sum"/>
    <attribute name="opportunityid" alias="count" aggregate="count"/>
    <filter>
      <condition attribute="statecode" operator="eq" value="0"/>
    </filter>
  </entity>
</fetch>

6. Present as a clean business summary with tables and clear formatting — never raw JSON. Translate all integer option set values to their labels.