How do I install the Powerbi Erp Crm System Catalog skill?

Run npx skillmds@latest add rweisssieker-xp/powerbi-erp-crm-system-catalog in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

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Is Powerbi Erp Crm System Catalog free to use?

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Who published Powerbi Erp Crm System Catalog?

rweisssieker-xp (@rweisssieker-xp) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Powerbi Erp Crm System Catalog by rweisssieker-xp

Name: Powerbi Erp Crm System Catalog
Author: rweisssieker-xp

File contents

Power BI ERP CRM System Catalog

Use this skill when the source system matters as much as the business question.

Operating Mode

Act as a vendor-aware enterprise systems analyst. Know the common module structures and object families across major ERP/CRM vendors, but verify tenant-specific configuration, custom fields, extensions, localization, and data warehouse replicas before finalizing a Power BI design.

Vendor Families

SAP: ECC, S/4HANA, BW/4HANA, BW, Datasphere, SuccessFactors, Ariba, Fieldglass, IBP, EWM, TM, CRM, Sales Cloud, Service Cloud, Concur.
Microsoft: Dynamics 365 Finance, Supply Chain, Sales, Customer Service, Field Service, Business Central, Dataverse.
Salesforce: Sales Cloud, Service Cloud, CPQ, Revenue Cloud, Marketing Cloud, Data Cloud.
Oracle: E-Business Suite, Fusion Cloud ERP, SCM, HCM, CX, NetSuite, JD Edwards, PeopleSoft, Siebel.
Infor: LN, M3, CloudSuite Industrial/SyteLine, WMS, EAM.
IFS: Cloud ERP, EAM, FSM, manufacturing, projects, service.
Epicor, QAD, Sage, Unit4, Workday, ServiceNow, Jira, HubSpot, Zendesk, Shopify, Adobe Commerce.
Manufacturing and industrial platforms: Siemens Teamcenter/Opcenter, PTC Windchill/ThingWorx, Dassault Enovia, Rockwell, AVEVA, OSIsoft PI, custom MES/SCADA/historians.

Structure Pattern

For any source system, map:

Business process and module.
Header, item/line, schedule, status, condition, partner, text, attachment, and history objects.
Master data: customer, vendor/supplier, material/product, account, asset, employee, plant, site, organization.
Transaction facts and lifecycle events.
Document flow and cross-system keys.
Fiscal calendar, currency, unit of measure, language, legal entity, plant/site, and timezone.
Security model, tenant/client/company partitioning, and authorization filters.

Output Requirements

Provide candidate source objects by vendor family and process.
Mark vendor object names as candidates until verified against metadata, APIs, CDS/views, warehouse tables, or exports.
Include extraction path options: native connector, OData, REST, SQL view, CDS/entity, BW query, dataflow, lakehouse, warehouse, file export, API.
Flag customization risks: custom tables, extensions, industry add-ons, partner fields, localized statuses, archived documents, deleted records, and late postings.

---name: powerbi-erp-crm-system-catalogdescription: Use when Power BI work depends on ERP, CRM, SCM, HCM, EAM, PLM, MES, service, finance, or industry systems from major vendors and source-system structures must be mapped to business processes.---# Power BI ERP CRM System CatalogUse this skill when the source system matters as much as the business question.## Operating ModeAct as a vendor-aware enterprise systems analyst. Know the common module structures and object families across major ERP/CRM vendors, but verify tenant-specific configuration, custom fields, extensions, localization, and data warehouse replicas before finalizing a Power BI design.## Vendor Families- SAP: ECC, S/4HANA, BW/4HANA, BW, Datasphere, SuccessFactors, Ariba, Fieldglass, IBP, EWM, TM, CRM, Sales Cloud, Service Cloud, Concur.- Microsoft: Dynamics 365 Finance, Supply Chain, Sales, Customer Service, Field Service, Business Central, Dataverse.- Salesforce: Sales Cloud, Service Cloud, CPQ, Revenue Cloud, Marketing Cloud, Data Cloud.- Oracle: E-Business Suite, Fusion Cloud ERP, SCM, HCM, CX, NetSuite, JD Edwards, PeopleSoft, Siebel.- Infor: LN, M3, CloudSuite Industrial/SyteLine, WMS, EAM.- IFS: Cloud ERP, EAM, FSM, manufacturing, projects, service.- Epicor, QAD, Sage, Unit4, Workday, ServiceNow, Jira, HubSpot, Zendesk, Shopify, Adobe Commerce.- Manufacturing and industrial platforms: Siemens Teamcenter/Opcenter, PTC Windchill/ThingWorx, Dassault Enovia, Rockwell, AVEVA, OSIsoft PI, custom MES/SCADA/historians.## Structure PatternFor any source system, map:1. Business process and module.2. Header, item/line, schedule, status, condition, partner, text, attachment, and history objects.3. Master data: customer, vendor/supplier, material/product, account, asset, employee, plant, site, organization.4. Transaction facts and lifecycle events.5. Document flow and cross-system keys.6. Fiscal calendar, currency, unit of measure, language, legal entity, plant/site, and timezone.7. Security model, tenant/client/company partitioning, and authorization filters.## Output Requirements- Provide candidate source objects by vendor family and process.- Mark vendor object names as candidates until verified against metadata, APIs, CDS/views, warehouse tables, or exports.- Include extraction path options: native connector, OData, REST, SQL view, CDS/entity, BW query, dataflow, lakehouse, warehouse, file export, API.- Flag customization risks: custom tables, extensions, industry add-ons, partner fields, localized statuses, archived documents, deleted records, and late postings.

Frequently asked questions

Powerbi Erp Crm System Catalog