nickmeron/skills/query-records

The user wants to query data from Dynamics 365. Your job is to translate their natural language request into an effective OData query — using actual metadata from their environment to get the field names right.

Argument provided: $ARGUMENTS

Process

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

2. Identify the entity — if the name is ambiguous, call list_entities to find the correct one. Remember: query_records needs the EntitySetName (plural, e.g. accounts), not the LogicalName.

3. Discover the schema — call get_entity_attributes on the entity to see the actual field names, types, and which are required. This is critical — don't guess field names.

4. For picklist filters — if the user says something like "active accounts" or "open opportunities", call get_picklist_options for the relevant status field (e.g. statecode, statuscode) to get the correct integer values for filtering.

5. Build the OData query using the real field names:

   • $select — only the fields you need (use LogicalName from metadata)
   • $filter — conditions using correct field names and types
   • $orderby — sorting
   • $top — limit (default 20 unless user specifies)
   • $expand — for lookups, use the navigation property name from relationships

6. Call query_records and present results in a clean, readable table — NOT raw JSON.

Common entities

| User says | EntitySetName | LogicalName | |---|---|---| | accounts / companies | accounts | account | | contacts / people | contacts | contact | | leads | leads | lead | | opportunities / deals | opportunities | opportunity | | cases / tickets | incidents | incident | | orders | salesorders | salesorder | | invoices | invoices | invoice | | products | products | product | | activities / tasks | activitypointers | activitypointer | | emails | emails | email |

OData filter patterns

• Active records: statecode eq 0
• By name: contains(name,'Contoso') or name eq 'Contoso'
• Date range: createdon ge 2024-01-01T00:00:00Z
• Null check: emailaddress1 ne null
• Lookup: _parentaccountid_value eq {guid}
• Option set: look up the integer value first via get_picklist_options

Important

• Always check metadata first — don't assume field names. Custom fields differ per environment.
• String values in filters use single quotes: name eq 'Contoso'
• Lookup fields in $filter use the _fieldname_value format
• Lookup fields in $expand use the navigation property name (from relationships)