copilot for project operations

Project Status Update Reports on Projects using Copilot in Project Operations

priyeshwagh777 Project Operations , , , , , , ,

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations]

Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage.

Enable Copilot For Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Project Status Update Report

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. When you navigate to a Project, you’ll see Copilot appear on the Ribbon given that you have enabled it for your Project Operations instance.

  2. Once you select Status Report, it’ll give you option to generate either an Internal or an External Report. Then it runs in the background and takes a few minutes till Copilot will gather all the information for you and generate a report.




  3. External Report generated is as below –



  4. Internal Report generated is as below –



Here’s Microsoft’s Full Documentation on how Project Status Update Reports are generated in Project Operations’ Copilot (Preview) – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/generate-project-status-reports-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this was useful!

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

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
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  6. Create a Power Apps Per User Plan Trial | Dataverse environment
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  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Risk Assessments on Projects using Copilot in Project Operations

priyeshwagh777 Project Operations , , , , , ,

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations]

Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage.

Enable Copilot For Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Risk Assessment

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. When you navigate to a Project, you’ll see Copilot appear on the Ribbon given that you have enabled it for your Project Operations instance.

  2. Once you select Risk Assessment, it runs in the background and takes a few minutes till Copilot will populate the Risks for you.



  3. Once this is generated in a few moments, it appears in the Risks tab on the Project itself.


  4. Additionally, you are free to use this in reporting as well

Here’s Microsoft’s Full Documentation on how Risk Assessments work in Project Operations’ Copilot (Preview) – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/assess-issues-risks-project-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this was useful!

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

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Create Project Plan using Copilot in Project Operations

priyeshwagh777 Project Operations , , , , , ,

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations]

Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage.

Enable Copilot For Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Task Plan

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. Before you proceed to trying to create a Task Plan, the Copilot in Project Operations will look for data on the Project record such as the Description of the Project, Start Dates, End Dates etc as reference point in order to understand what type of Tasks are to be created.


    The sample Description I put for this Project is – “This project will be a 3-month implementation for Microsoft Dynamics 365 Project Operations with integration to F&O system. This project will involve developers to design, architect, develop code, test and deploy the same.“

  2. Once Project details are in place and the Project doesn’t have a Project Plan yet. It should look something like this and having Copilot button on the ribbon visible.

  3. If you expand the menu, you’ll see that it has an option called as Task Plan. Click on it and it’ll begin processing operations and show loading screen while it processes in the background.


    And the loading screen will keep showing messages like Computing, Collecting, analysing etc.

  4. In a few moments, it’ll process successfully and you’ll see Tasks being generated in the Tasks pane on the Project. Note that it’ll only segment into tasks and sub-tasks based on the Description and Start/End Dates – it won’t assign anyone or estimate any hours.

Here’s Microsoft Documentation on how the Task Plan feature works. Please note that this in Preview at the time of writing this post – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/generate-project-plans-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this post was useful!

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

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!