Deploy Custom Copilot to Teams as an App

January 26, 2025January 26, 2025 priyeshwagh777 microsoft copilot Bot Framework, custom copilot, microsoft azure open ai, Project Operations

Here’s how you can deploy a Custom Copilot to a Teams Chat given that your Custom Copilot is ready and Published.

In case you are also looking to create your first Copilot, this post might help you [although it has a different use case: Create your first custom Copilot for Customer Service Hub – Part 1 | Create Copilot]

Let’s see how you can now deploy your Copilot to Teams chat. One of the first ways to deploy your Copilot!

Custom Copilot in Copilot Studio

Here’s your custom copilot and here’s how you can publish it to Teams chat –

Go to the Channels section in the Custom Copilot. Make sure it is already Published.
When Copilot for Teams is yet not enabled, you’ll see a button to enabled for Teams called as “Turn On Teams” as shown below.
When you turn it on, it takes a few moments and the Bot is then ready to be opened in Teams.
You also have preferences to set around it’s access and whom do you want to share it with.
First, you can click Open agent and make sure it’s letting you add to your own Teams as an App.
When you click on Open agent, it’ll redirect you to your Teams asking you to confirm if you want to add it to Teams as an App.
Once you click Add, you can see it appear in the chat as well as an App which you can pin.
And that’s how the interaction with your Bot will be.
In my Use Case, I’m simply mentioning the name of the Project and who the new PMO should be for that project.
So, based on the above chat, I’m setting Abhishek Kumar as the new PM for the BH Road Project and I can see it reflect in Project Operations. Behind the scenes, my Custom Copilot is using Flow to update the Project Manager on the Project, simple!
Coming back to settings on availability of the bot, you can click on Availability Options and see the below settings.

and then, you can either share a link, share it with the org or download and manually upload to Teams.

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Project Estimate updates feature in Project Operations parameters

January 20, 2025January 20, 2025 priyeshwagh777 Project Operations dynamics 365 crm, dynamics 365 power platform, project estimates, Project Operations, project operations configuration, time and material

If you’ve worked on Project Operations for a while and are used to managing a Project and adding Expense and Material Estimates to a Project, you might have gotten used to putting things into the Materials and Expense Estimates tab – but this is now further simplified using Project estimate updates feature.

Let’s look at how this works!

Default Layout of Estimates on a Project

Let’s see below how the default Estimates appear on a project before the feature is enabled –

If you open a Project, you’ll find your Estimates tab here. It shows the distribution of time-phased estimates and this is non-editable
And the Material Estimates and Expense Estimates are their own separate tabs.

Expense Estimates

Material Estimates
Now, let’s go ahead and enable the Project estimate updates feature and look at the changes thereon.

You’ll be asked for confirmation before proceeding as this feature cannot be turned off.

Project estimate updates

Now, let’s look at how the Project estimate updates will appear –

The original Estimates tab which was static is now renamed as Time phased estimates
And the Material Estimates and Expense Estimates are consolidated under the Estimates tab.
Expense Estimates are seen as below

And there’s a way to switch between Expenses and Materials

And the Material Estimates are as below –

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Allocate Storage Capacity for Dataverse environments | Power Platform Admin Center

January 5, 2025January 5, 2025 priyeshwagh777 Power Platform Admin Center database storage space in dynamics 365, Power Platform Admin Center, resources in power platform admin center, storage space

As Dynamics 365 storage capacity is expensive and need to meticulously manage the same is of prime importance, Microsoft is providing a way to allocate the storage capacity amongst the Dataverse environments.

So, here’s a way to allocate capacity between Database, File and Log types for each Dataverse environment and get take corrective actions when the capacity is reached.

Manage Capacity

Given you have correct rights in the Power Platform Admin Center, you’ll be able to see the Capacity under Resources –

On the left hand menu in Power Platform Admin Center, look for Resources as shown below –
When you see the list of all the environments, select any one to see the option to go to the Storage Allocation page as shown below.
Once you are in this page, you’ll see the total consumption of Database, Log and File types across all environments – and you’ll see the button to manage this capacity amongst the environments.
Now, when I click the Manage Capacity button, I’ll see a list of the environments and whether they are already within capacity or not. I can then select the environment which want to allocate/review the allocated capacity for –
When I select the environment here, I’ll see that by default nothing has been allocated under this new model – but I can then enter thresholds for each type within the available space and not less than what is already consumed.

By default, the values are blank.
Now, since I have some numbers and made sure to draw from the available capacity if the thresholds are exceeded, I’ll click save for the consumption meters to show up indicating that the allocation is now saved.

This way, you can keep the environment consumption in check and make other environments take up the unallocated space and take corrective actions.

Best is to keep less used sandbox environments consume lesser space.

Hope this was useful!

Here are some Power Automate posts you want to check out –

Thank you!

Project Contract Price List Defaulting Behavior in Project Operations

January 4, 2025January 4, 2025 priyeshwagh777 Project Operations dynamics 365 crm, price list in project operations, price lists, Project Operations

In Project Operations, if you are creating Project Contracts, you must be adding them explicitly to the created Project Contract. Also, the ways to create a Project Contract might be different in your case.

Let’s review some options on how you can configure Project Operations to create attach a Project Price List to a Project Contract in Project Operations –

Project Parameters for Price Lists Defaults

Here are some options on how you can set preferences for Project Price List Contract creation in Project Operations –

If you navigate to Project Parameters in Project Operations, you’ll see the below section where you can set Defaults for setting Price Lists on the Project Contract.
If you notice, the Price List Defaulting behavior applies to when the Project Contract is created as Project Contract controls the Pricing in project operations.

Below are the two scenarios in which Project Contract can be created –
1. Direct Project Contract Creation
2. Project Contract Creation from Quote.

And option on how Custom Pricing should apply is provided.

Default Behavior

Let’s look at the scenario of what happens when you create a Project Contract directly or through a Quote or without a Quote and create it directly –

The Project Contract will be created without associating a Project Price List and you’ll see this notification on the Project Contract asking you to associate a Project Contract Price List to the Contract for Pricing to be calculated –

For Direct Project Contract Creation

Let’s see what options we have for direct Contract creation and implications of each –

Below are the 2 options available when creating Project Contracts directly i.e. not going from a Quote being marked as Won.
And if we select the first option i.e. to Associate existing applicable standard price lists to project contracts, we have to also set a Price List in the Project Parameter itself to be defaulted.
You’ll see a Pricelist tab on the project parameter record itself and you can add a Price List which you want to be considered as default.
Now, when you create a Project Contract, the same Price List will be defaulted to the Project Price List tab and you won’t see the notification.
And when you choose to associate a “copy” of the Default Price List set in the Project Parameter.
And when you now create a Project Contract directly, you’ll rather see a new Project Price List created by copying the one defaulted.

For Project Contract Created from Quote

Let’s see what options we have for Contract creation from Quote and implications of each option available –

This is the parameter to configure for Project Contracts created from Quote.
And below are the options available when creating Project Contracts from Quotes on what types of Price Lists should be associated/created for Contracts.
When we choose the first option to associate the Quote Price List to Project Contract, as below –

we’ll see in second screenshot how the Price List is associated to the created Contract.
I have the below Quote Price List associated with the Quote

Now when I mark the Quote as Won, this Price List will be associated with the created Contract, this Price List is associated with the Contract itself without creating a new copy of any other Price List.
When I select the second option to associate quote price list to project contract with contract-specific price overrides for components estimated on the Quote.
So what this does is, for example, I’ve quoted some hours for Supervisor on the Quote and overridden the Price of one of the Quote Line Details

And when I create a Project Contract out of this Quote,
For the next option, as it states, you can simply create a Copy of the Prict List associated on the Quote Price List to the Contract Price list so that the reference can be of the Quote’s Price List but the Contract will have it’s own copy and not reference the one on the Quote already.

Now, let’s say I have this Price List on the Quote

Custom Pricing Options

Let’s look at some Custom Pricing Options –

We have the below 2 options for how Custom Pricing should be calculated. If none is selected, the Custom Pricing button on the Quote Lines and Contract Lines won’t function.
Now, when the Option 1 is selected i.e. Create full copy of the standard price lists – this will work how it used to in PSA. It’ll create a timestamped copy of the Project Price List which is already associated with the Contract.

See below –
It’ll create a new Price List and will retain all the Price List items which were part of the original Price List.

And this is the timestamped copy of the Price List which includes full Price List Items included.

And the items are included as well –
Now, when you select the second option i.e. Create protected price overrides for price list components used on the quote or contract.
It’ll create a copy but with only the items referenced in the Contract Line / Quote Line.

It’ll create a Price Override record in the referenced Price List itself. So, if you open the Price List, you’ll find the Override as below –