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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Simple formula for better prompt engineering in Any AI tool

June 14, 2026 by alirazazaidi

Act as a [Role].
Your task is to [Task].

Context: [Background, audience, goals, and constraints]

Output Requirements: [Format, tone, length, and specific instructions]


1. Role

Tell the AI who it should act as.

Examples:

  • Act as a Senior Software Architect.
  • Act as a Chief Financial Officer (CFO).
  • Act as a Digital Marketing Expert.
  • Act as a Dynamics 365 Finance & Operations Solution Architect.

The more specific the role, the better the AI can tailor its response.


2. Task

Clearly describe what you want the AI to do.

Examples:

  • Write an article.
  • Create a project plan.
  • Analyze a business problem.
  • Compare different solutions.
  • Design a system architecture.

Example Task:

Write a detailed article explaining why Dynamics 365 Finance & Operations is an excellent ERP solution for inventory management and financial operations.


3. Context

Provide the necessary background information.

Include:

  • Target audience
  • Business goals
  • Industry
  • Constraints
  • Relevant assumptions

Example Context:

The audience consists of CFOs, Financial Advisors, CTOs, and CEOs. The goal is to help decision-makers understand how Dynamics 365 Finance & Operations improves inventory visibility, financial control, operational efficiency, and business scalability.


4. Output Requirements

Specify exactly how you want the response presented.

Include:

  • Format
  • Tone
  • Length
  • Structure
  • Special requirements

Example Output Requirements:

  • Write approximately 3,000 words.
  • Use a professional and executive-friendly tone.
  • Include an executive summary.
  • Explain key business benefits.
  • Compare traditional ERP systems with Dynamics 365 Finance & Operations.
  • Present pros and cons in a table.
  • Use bullet points where appropriate.
  • Include a conclusion with recommendations for business leaders.

Complete Example Prompt

Act as a Senior Dynamics 365 Finance & Operations Solution Architect.

Your task is to write a comprehensive article explaining why Dynamics 365 Finance & Operations is one of the best ERP solutions for inventory management and financial operations.

Context:
The target audience includes CFOs, Financial Advisors, CTOs, and CEOs. The article should help business leaders understand the strategic, operational, and financial benefits of implementing Dynamics 365 Finance & Operations.

Output Requirements:

  • Write approximately 3,000 words.
  • Use a professional yet easy-to-understand tone.
  • Include an executive summary.
  • Explain inventory management capabilities.
  • Explain financial management capabilities.
  • Compare Dynamics 365 Finance & Operations with traditional ERP systems.
  • Include a pros and cons table.
  • Use headings, subheadings, and bullet points.
  • End with practical recommendations for executives evaluating ERP solutions.

A simple way to remember this framework is:

R-T-C-O = Role → Task → Context → Output

Most weak prompts miss one or more of these four elements. The more clearly you define them, the better the AI’s response will be.

Filed Under: AI Tagged With: ChatGPT, Claude

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

Legal

Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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