Deploy Copilot for Sales in your organization – Part 1 | Provisioning

May 6, 2025May 18, 2025 priyeshwagh777 microsoft copilot copilot, copilot for sales setup, microsoft ai, microsoft copilot

Here’s how you can setup Copilot for Sales in your organization given that you have the correct privileges –

Make sure Copilot for Sales license is assigned to the User who will be using it.
Then, in the Admin Center, go to Integrated Apps under Settings and look for Get Apps.
Search for Copilot for Search in the box on the top right and Copilot For Sales will show up as follows.
Once you click Get it now, you’ll need to confirm the same.
It’ll then continue to setup and show the App that is getting deployed which is part of the Apps setup in M365 itself.
It’ll also let you either select the Entire Organization or select the Users whom you want to deploy this to.
Finally, Accept the permissions listed in case of no objections based on your orgs’ policies.
You’ll need to re-authenticate with the Admin User you are using to set this up with.
Once done, you’ll see that the permissions are accepted.
And finally you can Finish the deployment.
This is when the Deployment is completed.
And you can confirm that the App is now enabled for the said user.

In the next post [Releasing on 8th May 2025], we’ll see how you can setup Copilot for Sales under it’s own Settings through a Tenant Administrator!

Hope this was useful!

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

Thank you!

Project Task Progress Update in Project Operations & Mark Task as Completed

March 29, 2025March 29, 2025 priyeshwagh777 Project Operations Dynamics 365, Project Operations, project progress

Up until now, you had to do Time Entries to mark a Project Task as completed. But, this makes difficult to gauge the progress of the project in actuality as some tasks might need to be marked as completed without having to do remaining Time Entries on them.

Here’s when marking Project Task as Completed comes in handy.

Default Behavior for Project Tasks in Project Operations

By default, you won’t be able to edit the % of the task in the Project Task Grid –

Till now, you are able to directly mark a Task as complete by using the below option –
And it’ll mark the task as Completed to 100%. But, when hover over the % completed, it’ll say that it’s a read-only and can’t be edited to put your custom % in there.
So, let’s see how this feature will let you edit the % complete to your desired number.

Enable marking Project Tasks as completed

In Project Parameters, you can find the Feature to mark Project Task as completed –

Drop down on the Feature Control and you’ll see that Task C

Mark Project Tasks as completed

When you enable this, you’ll see the below on the Project –

The Project form will have the field to allow Project Tasks to have custom progress % option.
Once you do this, you’ll then be able to hover over the Project Task and enter the % you desire.

Hope this was useful!

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

Thank you!

Cost Plus Billing in Project Operations

March 23, 2025March 23, 2025 priyeshwagh777 CRM with .NET Web Applications cost plus pricing, dynamics 365 project operations, Project Operations

Here’s how your Project Contract can be setup for Cost Plus Billing in Project Operations –

So how does Cost Plus Pricing work? Simple Answer – Specify a Markup for the Sales price in terms of % based on what the Cost Price is.

So, when you enter the Sales Prices without having Cost Plus Pricing Enabled, you’ll see that you simply can enter the Sales Price of the Resource as shown below

Now, let’s see how you specify the Cost Plus pricing in Sales Price Lists so that it is driven off of the Markup of the % of the Cost Price.

Enable Cost Plus Pricing from Project Parameters

First, you need to enable Cost Plus Pricing in your Project Operations environment –

Given you have the correct access, navigate to Project Parameters settings in your environment and look for the Feature Control where it says that you can enable Cost Plus Pricing –
It’ll give you a warning that once this is enabled, you cannot disable it for the organization –
Now, when you try to add Role Prices in the Sales Price List, you can select this option –
And enter the % of the Markup you want to setup for Cost Plus Pricing.
In this case, my Markup is 25% of the Cost Price.
Now, my Cost Price for the Marketing Manager Role is $200.
Now, given that my Project Contract has Project Contract Line is this Role, the Amount will be determined based on this Markup. Here, I’ve quoted 100 hours for the Marketing Manager Role which makes the Cost Price as $20,000 and the Sale Price as $25,000.
Now, when the Unbilled Actuals is created, it’ll consider the 25% Markup for the Marketing Manager role and calculate the Billing Amount i.e. $250 which is a Markup of 25% on top of $200.

Hope this was useful!

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

Thank you!

Multi-currency Cost Price List in Project Operations Lite

March 11, 2025March 11, 2025 priyeshwagh777 Project Operations finance and operations, Project Operations

Here’s how you can have a Global Price List under an Org Unit without tying it to the currency of the base Org Unit which is the Default use case.

Currently, here’s how the default behavior is without having the multi-currency cost price list disabled –

Now, let’s see how this will change when we have the Multi-currency cost price list enabled for your environment.

Multi-currency Cost Price List

This can be enabled from Project Parameters. Here’s how you do this provided you have the correct access –

Go to Project Parameter record in PO Lite, you’ll see this – which you can select Yes and save to enable it.
When you enable, it’ll show this message before you confirm –
“You are changing the way a Cost Price List is selected by system. The setting you are choosing indicates that the system will no longer select a cost price by matching the currency of the price list with the currency of the contracting unit. Any cost price list irrespective of currency could be selected as long as it is applicable for the date. Please ensure that you understand the impact before making this change. Please note that this will impact cost price list defaulting for ongoing projects as well.“
Now, when you have the same enabled, you’ll be able to add a Cost Price list of different currency than that of the Organization Unit.
If you see above, the different currencies can exist for the Organization which has a certain currency.

Behavior

Here’s a caveat when you select a multi-currency Cost Price List still

You cannot have the Start and End Dates overlap each other even when you have different currencies. When you try to do this, it’ll give you the below error.
When Time Entries are made, the Inter-Organizational Sales Actuals are also created based on the Cost Price from that Price List.

Being able to schedule for Resources across multiple geographies

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

Thank you!

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 –

Hope this was useful!

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

Thank you!

Hide Resources from Schedule Board in Project Operations [Quick Tip]

December 1, 2024December 1, 2024 priyeshwagh777 CRM with .NET Web Applications

In case you want a Resource to not be visible for Resource Managers to find and book, here’s how you can choose to hide them without having to work through filters

Default Behavior

Here’s what the default behavior will work for all Resource where you see a Resource like below – We are considering the example “Priyesh Wagh” as a Bookable Resource.

Now, let’s hide Priyesh Wagh as a Bookable Resource from the Schedule Board.

Hide Bookable Resources from Schedule Board

Fortunately, here’s how you hide Bookable Resources from appearing on the Schedule Board-

Go to Resources table in the Resources area in the Project Operations sitemap. And look for the Resource you want to hide.
And, go to the Scheduling tab and look for the below highlighted option called ‘Display On Schedule Board‘ which would be set to Yes. Set it to No and then save the record.
Once this is set to No, then go back and Refresh the Schedule Board and Resource would be hidden. Even if you find the Resource, you won’t be able to find it.

Hope this was useful!

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

Thank you!

Power Platform Tools for Visual Studio

October 31, 2024October 31, 2024 priyeshwagh777 CRM with .NET Web Applications Power Platform, power platform tools, power platform tools for visual studio

Here’s how you can quickly deploy and debug Dynamics 365 CRM plugins using Power Platforms Tools in Visual Studio

This is the first post in the series and once complete setting up Power Platform Tools for Visual Studio, I’ll follow up with writing and deploying C# CRM Plugins through Power Platform Tools for Visual Studio!

Let’s setup Power Platform Tools for Visual Studio first!

Getting Power Platform Tools in Visual Studio

Here’s how you can configure Power Platform Tools in Visual Studio from the Marketplace –

In your Visual Studio, under Extensions, click on Manage Extensions.
Then, search for Power Platform Tools and you’ll find on in the top few results itself which you will be able to identify as highlighted below.
Click to install the “Power Platform Tools for VS 2022“
You’ll need to close Visual Studio for the installation to be proceed.
Then, it’ll continue as a VSIX Installer and continue to install this extension for your VS.
And this will be completed in a few moments.
Once done, when you open Visual Studio back again, you’ll find “Connect to Dataverse” under Tools section in Visual Studio
It’ll ask you to authenticate into your Dataverse environment. This doesn’t work with accounts using MFA – so for this demonstration, I turned off MFA temporarily for my trial environment.
Then, I was asked to select the environment within the tenant.
Now, I was asked to choose the Solution within the selected environment.
Now, I could see all the Tables expanded in the Power Platform Explorer view.
When you minimize, this is what you’ll see. You’ll see all items available to work with.

Next, I’ll demonstrate on registering a Plugin Assembly from Visual Studio Tools and registering a plugin. Watch this space!

Hope this was useful!

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

Thank you!

D365 Demystified

A closer look at Microsoft Dynamics 365.

Deploy Copilot for Sales in your organization – Part 1 | Provisioning

Like this:

Project Task Progress Update in Project Operations & Mark Task as Completed

Default Behavior for Project Tasks in Project Operations

Enable marking Project Tasks as completed

Mark Project Tasks as completed

Like this:

Cost Plus Billing in Project Operations

Enable Cost Plus Pricing from Project Parameters

Like this:

Multi-currency Cost Price List in Project Operations Lite

Multi-currency Cost Price List

Behavior

Like this:

Deploy Custom Copilot to Teams as an App

Custom Copilot in Copilot Studio

Like this:

Project Estimate updates feature in Project Operations parameters

Default Layout of Estimates on a Project

Project estimate updates

Like this:

Allocate Storage Capacity for Dataverse environments | Power Platform Admin Center

Manage Capacity

Like this:

Project Contract Price List Defaulting Behavior in Project Operations

Project Parameters for Price Lists Defaults

Default Behavior

For Direct Project Contract Creation

For Project Contract Created from Quote

Custom Pricing Options

Like this:

Hide Resources from Schedule Board in Project Operations [Quick Tip]

Default Behavior

Hide Bookable Resources from Schedule Board

Like this:

Power Platform Tools for Visual Studio

Getting Power Platform Tools in Visual Studio

Like this:

Share this:

Like this:

Default Behavior for Project Tasks in Project Operations

Enable marking Project Tasks as completed

Mark Project Tasks as completed

Share this:

Like this:

Enable Cost Plus Pricing from Project Parameters

Share this:

Like this:

Multi-currency Cost Price List

Behavior

Share this:

Like this:

Custom Copilot in Copilot Studio

Share this:

Like this:

Default Layout of Estimates on a Project

Project estimate updates

Share this:

Like this:

Manage Capacity

Share this:

Like this:

Project Parameters for Price Lists Defaults

Default Behavior

For Direct Project Contract Creation

For Project Contract Created from Quote

Custom Pricing Options

Share this:

Like this:

Default Behavior

Hide Bookable Resources from Schedule Board

Share this:

Like this:

Getting Power Platform Tools in Visual Studio

Share this:

Like this: