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How to install and use Copilot for Project Operations in CE

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#ai-enabledfeatures

#copilot

#projectoperations

#riskassessment

Dynamics 365 Project Operations

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Dec 20, 2023

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AI Summary

  • The article discusses the history of artificial intelligence (AI) and its development over the years.
  • It introduces Microsoft Dynamics 365 Copilot in Project Operations and explains how to enable it in the environment.
  • Dynamics 365 Copilot provides features such as suggestions and task generation, internal and external status reports, and risk assessment for Project Operations.
  • To enable Copilot, users need to go to the settings in the Project Operations app, select Parameters, and enable Copilot (Preview).
  • After enabling Copilot, users can access it by clicking on the Copilot icon on the left side of the project form.
  • Copilot offers a chat-like experience where users can ask questions and get help with creating task plans, risk assessments, and status reports.
  • Internal status reports include budget tracking and breakdown, while external reports provide insights into overall task metrics.
  • Risk assessments in Copilot help project managers assess potential risks, provide suggested mitigation plans, and track ongoing issues within their projects.

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