Chapter 2: Configuring Your AI Dev Team

npm install -g @anthropic-ai/claude-code
claude --version   # verify

# Windows PowerShell — add to $PROFILE
$env:ANTHROPIC_API_KEY = "sk-ant-api03-..."

# macOS / Linux — add to ~/.zshrc or ~/.bashrc
export ANTHROPIC_API_KEY="sk-ant-api03-..."

claude auth login

// ~/.claude/settings.json
{
  // Default model for all sessions
  "model": "claude-sonnet-4-6",

  // MCP servers — covered in full detail in Part 2 of this chapter
  "mcpServers": { ... },

  // Permissions — commands Claude Code can run without asking
  "permissions": {
    "allow": [
      "Bash(pac:*)",
      "Bash(npm:*)",
      "Bash(git status)",
      "Bash(git diff:*)",
      "Bash(git log:*)",
      "Bash(git add:*)",
      "Bash(git commit:*)"
    ],
    "deny": [
      "Bash(rm -rf:*)",
      "Bash(git push --force:*)"
    ]
  }
}

// .claude/settings.json  (committed to git)
{
  // Override MCP server to use this project's specific environment
  "mcpServers": {
    "dataverse": {
      "command": "dataverse-mcp-server",
      "args": [],
      "env": {
        "DATAVERSE_URL": "https://contosodev.crm.dynamics.com"
        // Credentials come from settings.local.json — not here
      }
    }
  },

  // Project-specific allowed commands
  "permissions": {
    "allow": [
      "Bash(pac solution:*)",
      "Bash(pac canvas:*)",
      "Bash(pac pages:*)",
      "Bash(pac auth:*)"
    ]
  }
}

// .claude/settings.local.json  (gitignored)
{
  "mcpServers": {
    "dataverse": {
      "env": {
        "DATAVERSE_URL": "https://contosodev.crm.dynamics.com",
        "DATAVERSE_CLIENT_ID": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "DATAVERSE_CLIENT_SECRET": "your-actual-secret-here",
        "DATAVERSE_TENANT_ID": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
      }
    }
  }
}

# My Development Standards

## General Preferences
- Always explain what you're about to do before doing it
- When generating files, show a summary of what was created
- Prefer small, targeted edits over large rewrites when modifying existing files
- Ask before deleting any file

## Power Platform Standards (apply to all projects)
- All flows use connection references — never direct connection names
- All sensitive configuration values go in environment variables
- Canvas apps: Tablet layout (1920×1080) unless told otherwise
- Dataverse columns: use schema names in all expressions and queries

## Communication Style
- Be concise. Skip preamble.
- If something is ambiguous, ask one clarifying question before proceeding
- When reviewing generated output, lead with what's correct, then flag issues

# Project: Contoso Field Service App

## Environment
- Dev:  https://contosodev.crm.dynamics.com
- UAT:  https://contosouat.crm.dynamics.com
- Prod: https://contoso.crm.dynamics.com
- Solution name: FieldServiceApp
- Publisher prefix: fs_
- Publisher name: Contoso

## Connection References (use these exact names in all flows)
- Dataverse: shared_commondataservice
- Office 365 Outlook: shared_office365
- Microsoft Teams: shared_teams
- SharePoint: shared_sharepointonline

## Environment Variables (never hardcode these values)
- DispatcherEmail — email address of the duty dispatcher
- ManagerEmail — email address of the operations manager
- ModelDrivenAppUrl — URL to the model-driven app (for deep links in emails)
- ReorderThresholdDays — days before expiry to trigger reorder

## Key Tables and Schema Names
| Display Name      | Schema Name          | Key Columns                            |
|-------------------|----------------------|----------------------------------------|
| Work Order        | fs_workorder         | fs_name, fs_status, fs_priority, fs_scheduleddate |
| Technician        | fs_technician        | fs_name, fs_skilllevel, fs_availabilitystatus |
| Service Location  | fs_servicelocation   | fs_name, fs_addressline1, fs_restrictedaccess |
| Parts Used        | fs_partsused         | fs_quantity, fs_unitcost               |

## Canvas App Standards
- Layout: Tablet 1920×1080
- Naming: scrScreenName, galGalleryName, btnButtonName, txtInputName
- Colors: Primary #1B3A6B, Accent #E87722, Surface #F8F9FA
- Every gallery must have an empty-state message: "No records found"
- Every Patch() must have error handling via IfError()

## Flow Standards
- Name format: "Contoso - [Trigger Table] - [Purpose]"
- All Dataverse columns referenced by schema name, not display name
- Error handling required on: HTTP, email send, approval actions
- Approval flows: 7-day timeout with escalation branch

## Power Pages Standards
- Publisher prefix: fs_
- All FetchXML must include account filter for the authenticated user
- All Web API calls must include CSRF token
- User input must be escaped with | escape filter

## Do Not
- Do not use App.OnStart for data loading in Canvas apps
- Do not create tables without Status and Status Reason columns
- Do not hardcode GUIDs anywhere
- Do not use text fields for fixed-choice data
- Do not commit .claude/settings.local.json

{
  "permissions": {
    "allow": [
      // PAC CLI — all Power Platform operations
      "Bash(pac solution:*)",
      "Bash(pac canvas:*)",
      "Bash(pac pages:*)",
      "Bash(pac auth:*)",
      "Bash(pac dataverse:*)",
      "Bash(pac flow:*)",
      "Bash(pac pcf:*)",
      "Bash(pac copilot:*)",

      // npm — package management
      "Bash(npm install:*)",
      "Bash(npm run:*)",
      "Bash(npm build:*)",

      // git — read-only and safe write operations
      "Bash(git status)",
      "Bash(git diff:*)",
      "Bash(git log:*)",
      "Bash(git add:*)",
      "Bash(git commit:*)",
      "Bash(git pull:*)",
      "Bash(git checkout:*)",
      "Bash(git branch:*)"
    ],
    "deny": [
      // Never allow without explicit confirmation
      "Bash(rm -rf:*)",
      "Bash(git push --force:*)",
      "Bash(git reset --hard:*)",
      "Bash(pac solution delete:*)"
    ]
  }
}

~/.claude/skills/           # Global — available in every project
.claude/skills/             # Project — available only in this project, 
                            # overrides global if same name

/help

ls ~/.claude/skills/power-platform/
ls .claude/skills/

Think step by step about what you'd need to do to generate the Technician Canvas app 
from the requirements in requirements.md, then tell me your plan before writing anything.

npm install -g @microsoft/dataverse-mcp-server

{
  "mcpServers": {
    "dataverse": {
      "command": "dataverse-mcp-server",
      "args": [],
      "env": {
        "DATAVERSE_URL": "https://yourorg.crm.dynamics.com",
        "DATAVERSE_CLIENT_ID": "your-app-id",
        "DATAVERSE_CLIENT_SECRET": "your-secret",
        "DATAVERSE_TENANT_ID": "your-tenant-id"
      }
    }
  }
}

{
  "mcpServers": {
    "canvas-authoring": {
      "command": "npx",
      "args": ["-y", "@microsoft/canvas-authoring-mcp"]
    }
  }
}

{
  "mcpServers": {
    "power-pages-docs": {
      "command": "npx",
      "args": ["-y", "@microsoft/power-pages-mcp"]
    }
  }
}

{
  "mcpServers": {
    "microsoft-docs": {
      "command": "npx",
      "args": ["-y", "@microsoft/learn-mcp"]
    }
  }
}

{
  "mcpServers": {
    "context7": {
      "command": "npx",
      "args": ["-y", "@context7/mcp"]
    }
  }
}

{
  "model": "claude-sonnet-4-6",

  "mcpServers": {
    "dataverse": {
      "command": "dataverse-mcp-server",
      "args": [],
      "env": {
        "DATAVERSE_URL": "https://yourorg.crm.dynamics.com",
        "DATAVERSE_CLIENT_ID": "your-client-id",
        "DATAVERSE_CLIENT_SECRET": "your-secret",
        "DATAVERSE_TENANT_ID": "your-tenant-id"
      }
    },
    "canvas-authoring": {
      "command": "npx",
      "args": ["-y", "@microsoft/canvas-authoring-mcp"]
    },
    "power-pages-docs": {
      "command": "npx",
      "args": ["-y", "@microsoft/power-pages-mcp"]
    },
    "microsoft-docs": {
      "command": "npx",
      "args": ["-y", "@microsoft/learn-mcp"]
    },
    "context7": {
      "command": "npx",
      "args": ["-y", "@context7/mcp"]
    }
  },

  "permissions": {
    "allow": [
      "Bash(pac solution:*)",
      "Bash(pac canvas:*)",
      "Bash(pac pages:*)",
      "Bash(pac auth:*)",
      "Bash(pac dataverse:*)",
      "Bash(pac flow:*)",
      "Bash(pac pcf:*)",
      "Bash(npm install:*)",
      "Bash(npm run:*)",
      "Bash(git status)",
      "Bash(git diff:*)",
      "Bash(git log:*)",
      "Bash(git add:*)",
      "Bash(git commit:*)"
    ],
    "deny": [
      "Bash(rm -rf:*)",
      "Bash(git push --force:*)",
      "Bash(git reset --hard:*)"
    ]
  }
}

npm install -g @microsoft/powerplatform-cli
pac --version   # verify

# Create a profile for each environment
pac auth create --name "Dev" \
  --url https://contosodev.crm.dynamics.com \
  --kind CdsOrg

pac auth create --name "UAT" \
  --url https://contosouat.crm.dynamics.com \
  --kind CdsOrg

pac auth create --name "Prod" \
  --url https://contoso.crm.dynamics.com \
  --kind CdsOrg

# List all profiles
pac auth list

# Switch active profile
pac auth select --name "Dev"

> Switch to the UAT environment and run solution checker

pac auth create --name "Pipeline" \
  --url https://contosodev.crm.dynamics.com \
  --applicationId "your-app-id" \
  --clientSecret "your-secret" \
  --tenant "your-tenant-id"

# GitHub Copilot Instructions — Contoso Field Service App

## Project Overview
Power Platform solution for field service management.
Publisher prefix: fs_
Primary tables: fs_workorder, fs_technician, fs_servicelocation, fs_partsused, fs_part

## Dataverse Column Reference
When writing Power Fx, OData filters, or FetchXML, use these schema names:
- Work Order: fs_workorderid, fs_name, fs_status (Choice: 1=Scheduled, 2=InProgress, 3=Completed, 4=Cancelled), fs_priority (Choice: 1=Low, 2=Medium, 3=High, 4=Critical), fs_scheduleddate, fs_completiondate
- Technician: fs_technicianid, fs_name, fs_skilllevel, fs_availabilitystatus, fs_email
- Service Location: fs_servicelocationid, fs_name, fs_addressline1, fs_city, fs_postcode, fs_restrictedaccess (Boolean)

## Canvas App Conventions
- Naming: scrScreenName, galName, btnName, txtName, lblName, drpName
- Variables: varVariableName (Set), colCollectionName (Collect)
- Use App.Formulas for repeated expressions
- Never use App.OnStart for data loading — use OnVisible on each screen

## Flow Conventions  
- Connection references: shared_commondataservice, shared_office365, shared_teams
- Environment variables: DispatcherEmail, ManagerEmail, ModelDrivenAppUrl
- Error handling required on all HTTP and email actions

## TypeScript / React (Code Apps)
- Framework: React 18 + TypeScript + Fluent UI React v9
- Use async/await (not .then() chains)
- Custom hooks in src/hooks/, services in src/services/, types in src/types/

## Do Not
- Do not hardcode GUIDs
- Do not use deprecated Fluent UI v8 APIs (use v9)
- Do not use App.OnStart in Canvas apps
- Do not use direct connections in flows (use connection references)

// .vscode/settings.json
{
  // Copilot inline completions
  "github.copilot.enable": {
    "*": true,
    "yaml": true,       // for .pa.yaml Canvas app files
    "markdown": true,   // for CLAUDE.md, skill files
    "liquid": true,     // for Power Pages templates
    "xml": true         // for PCF manifest, FetchXML
  },

  // Show inline suggestions automatically
  "editor.inlineSuggest.enabled": true,
  "editor.suggestSelection": "first",

  // Associate Power Platform file types
  "files.associations": {
    "*.pa.yaml": "yaml",
    "*.pa.yml": "yaml",
    "ControlManifest.Input.xml": "xml"
  },

  // Copilot Chat
  "github.copilot.chat.localeOverride": "en"
}

// .vscode/extensions.json
{
  "recommendations": [
    // GitHub Copilot
    "GitHub.copilot",
    "GitHub.copilot-chat",

    // Power Platform
    "microsoft-IsvExpTools.powerplatform-vscode",

    // Language support
    "redhat.vscode-yaml",
    "ms-vscode.vscode-typescript-next",

    // Markdown
    "yzhang.markdown-all-in-one",
    "bierner.markdown-mermaid",    // render Mermaid diagrams

    // Git
    "eamodio.gitlens",

    // Formatting
    "esbenp.prettier-vscode",
    "dbaeumer.vscode-eslint"
  ]
}

MyProject/
│
├── .claude/
│   ├── settings.json          # Project MCP config + permissions (committed)
│   ├── settings.local.json    # Secrets and local overrides (gitignored)
│   └── skills/                # Project-specific skills
│       └── my-custom-skill.md
│
├── .github/
│   └── copilot-instructions.md    # GitHub Copilot project context
│
├── .vscode/
│   ├── settings.json              # Workspace editor + Copilot settings
│   └── extensions.json            # Recommended extensions
│
├── CLAUDE.md                      # Project context for Claude Code
│
├── .gitignore                     # Must include: .claude/settings.local.json
│
├── solutions/
│   └── MySolution/                # PAC CLI solution folder
│
├── canvas-apps/
│   └── MyApp/                     # Unpacked Canvas app (.pa.yaml files)
│       ├── App.pa.yaml
│       └── Src/
│           ├── Screen1.pa.yaml
│           └── Screen2.pa.yaml
│
├── pages/                         # Power Pages site (pac pages download)
│   ├── website.yml
│   ├── web-templates/
│   ├── web-files/
│   └── basic-forms/
│
├── flows/                         # Exported flow JSON files
│   └── WorkOrderAssignment.json
│
├── connectors/                    # Custom connector definitions
│   └── anthropic-claude.json
│
├── code-apps/                     # React + Vite Code Apps
│   └── DispatcherDashboard/
│       ├── package.json
│       ├── vite.config.ts
│       └── src/
│
└── scripts/                       # Deployment + utility scripts
    ├── deploy-dev.ps1
    ├── deploy-uat.ps1
    └── run-solution-checker.ps1

# Claude Code secrets — never commit
.claude/settings.local.json

# PAC CLI auth cache
.pac/

# Node modules
node_modules/

# Build output
dist/
build/
*.msapp

# Anthropic API key (if stored in .env)
.env
.env.local

# OS files
.DS_Store
Thumbs.db

## Setup Verification

### Claude Code
- [ ] `claude --version` returns a version number
- [ ] `claude` opens an interactive session
- [ ] Ask "list my Dataverse tables" — returns actual table names (not generic)
- [ ] Ask "what Canvas controls are available?" — returns control list (Canvas MCP)
- [ ] Ask "show me the Power Pages Web API documentation" — returns doc content (Pages MCP)
- [ ] `pac --version` runs from within a Claude Code session without a permission prompt

### PAC CLI
- [ ] `pac auth list` shows at least one environment profile
- [ ] `pac auth select --name "Dev"` switches without error
- [ ] `pac solution list` returns solutions from your dev environment

### GitHub Copilot
- [ ] Inline suggestions appear when typing in a .pa.yaml file
- [ ] `Ctrl+Shift+I` opens Copilot Chat
- [ ] `@workspace` in Copilot Chat returns answers referencing your project files
- [ ] `.github/copilot-instructions.md` content is reflected in Copilot answers
    (ask: "what is the publisher prefix for this project?" — should answer fs_)

### Skills
- [ ] `/help` inside Claude Code lists available skills including Power Platform ones
- [ ] `/generate-canvas-app` starts the Canvas app generation workflow
- [ ] `/dv-metadata` shows Dataverse table metadata

CLAUDE CODE
  Start session:        claude
  Non-interactive:      claude "your prompt" 
  Pipeline mode:        claude --print "prompt"
  List skills:          /help (in session)
  
  Global config:        ~/.claude/settings.json
  Global memory:        ~/.claude/CLAUDE.md
  Global skills:        ~/.claude/skills/
  
  Project config:       .claude/settings.json      (commit)
  Project secrets:      .claude/settings.local.json (gitignore)
  Project context:      CLAUDE.md                   (commit)
  Project skills:       .claude/skills/             (commit)

PAC CLI
  Auth profiles:        pac auth create / list / select
  Canvas pack/unpack:   pac canvas pack / unpack
  Pages upload:         pac pages upload / download
  Solution:             pac solution export / import / check

GITHUB COPILOT (VS CODE)
  Accept suggestion:    Tab
  Dismiss:              Esc
  Next suggestion:      Alt+]
  Open Chat:            Ctrl+Shift+I
  Inline chat:          Ctrl+I
  
  Project context:      .github/copilot-instructions.md
  Workspace settings:   .vscode/settings.json
  Chat participants:    @workspace  @vscode  @terminal  @github