Get the whole customer relationship on one page before you call

**Objective:** Produce a one-page brief on the account `{account-name}` covering the last `{lookback-days}` days (default 90), for someone about to talk to this customer.

**Step 1: Identify the account**

Call `dynamics-365-sales-get-accounts` with `account-name` = `{account-name}`. If nothing matches, retry with `account-name.contains`. If more than one account matches, list them (name, account number, city, owner) and stop so the user can pick.

**Step 2: Gather the relationship**

Using the exact account name from Step 1, call:

* `dynamics-365-sales-get-contacts` with `parent-customer` = the account name
* `dynamics-365-sales-get-opportunities` with `potential-customer` = the account name
* `dynamics-365-sales-get-quotes` with `potential-customer` = the account name, `created-on.from` = the lookback start
* `dynamics-365-sales-get-salesorders` and `dynamics-365-sales-get-invoices` with `customer` = the account name, `created-on.from` = the lookback start
* `dynamics-365-sales-get-incidents` with `customer` = the account name
* `dynamics-365-sales-get-contracts` and `dynamics-365-sales-get-entitlements` with `customer` = the account name

**Step 3: Recent touchpoints**

Call `dynamics-365-sales-get-activitypointers` and `dynamics-365-sales-get-annotations` with `regarding` = the account name, limited to the lookback window. Also check activities regarding each open opportunity's topic.

**Step 4: Report**

* **Snapshot:** owner, industry, annual revenue, credit limit, primary contact, status.
* **People:** the contacts, with job title, email and phone.
* **Open business:** open opportunities (topic, stage, est. revenue, close date) and active quotes.
* **Money:** orders and invoices in the window, and any invoice with an `amount-due` above 0 and a `due-date` in the past.
* **Service:** open cases by priority, and contracts or entitlements ending within 90 days.
* **Last contact:** the three most recent activities or notes, with date and owner.
* **Watch-outs:** anything a caller should know before the conversation (overdue invoices, high-priority open cases, a stalled deal, an expiring contract).

**Rules & Guidelines:**

* This prompt is read-only. Do NOT call any create or update tool: `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-opportunity`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-phone-call`, `dynamics-365-sales-update-account`, `dynamics-365-sales-update-contact`, `dynamics-365-sales-update-lead`, `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-update-case`.
* Filters on related records (customer, potential customer, regarding, opportunity, quote, order, invoice) match the record's display name exactly. If an exact match returns nothing, retry once with the matching `.contains` filter and say you did.
* Keep it to one page. Leave out empty sections with a single line saying none were found.

**Validation:**

* If the account is not found at all, say so and stop.
* If `{lookback-days}` is blank or invalid, use 90.