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Dynamics 365 Project Operations

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Jun 21, 2024

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AI Summary

  • The article discusses the introduction of Resource Recommendations in Project Operations, powered by AI and heuristics-based recommendation engines.
  • To enable Resource Recommendations, users need to ensure they are using Project Operations version 4.91.x and enable the feature in the system settings.
  • Users must also activate Dataflows in the maker portal to facilitate the functioning of the Resource Recommendation engine.
  • Dataflows such as Daily KPE, Weekly Score Indexing, Weekly Add Time Summary, and Weekly Update Summary need to be enabled and published for the feature to work effectively.
  • Once all Dataflows are published, they need to run at least once to fetch the necessary data for Resource Recommendations.
  • The article suggests waiting for the initial refresh of the Dataflows, which may take up to 24 hours depending on the volume of data.
  • The engine generates resource suggestions based on factors like skills, experience, time entries, and past projects to provide the best match for tasks.
  • The article concludes with a demonstration of how to use the feature by creating a project, setting up the team, and requesting resource recommendations based on various data factors.

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