
How AI Is Taking Over Project Management Work
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This episode explores how Microsoft Planner is evolving into a practical, AI-assisted project management tool for modern teams. Cindy Lewis explains how Planner fits into daily work through Microsoft Teams, how AI agents support planning, reporting, and risk assessment, and why small usability improvements matter. The discussion also covers Copilot, Dataverse, Power BI, and the shift from automation to agent-style AI that actively helps manage work.
👉What you’ll learn
https://www.microsoftinnovationpodcast.com/828
🎙️ What you’ll learn
• How Microsoft Planner fits into modern, collaborative project management
• Where AI adds value in planning, reporting, and risk management
• Differences between Planner basic and premium plans and why they are merging
• How Copilot supports everyday productivity beyond automation
• Why data, feedback, and adoption timing matter for real-world AI impact
👉 Chapters
• 03:42 Why Project Management Is Being Rewritten by AI
• 03:42 How Microsoft Planner Quietly Became the Centre of Work
• 10:40 The Hidden Design Choice That Prevents Project Failure
• 11:41 Meet the Planner AI Agent That Thinks For Your Project
• 12:37 Why Most Teams Are Not Using AI Nearly Enough
• 13:27 From Reports to Insight: Dataverse and Power BI Change the Game
• 16:56 The Real Future of Work Is an AI That Follows You
✅ Find Cindy Online:
• LinkedIn: https://www.linkedin.com/in/cindylewis2/
• X:https://x.com/LewisCindy
• LinkedIn learning: https://www.linkedin.com/learning/instructors/cindy-m-lewis?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BomnzkZ1cQtecdmJtPzea6Q%3D%3D
• Facebook: https://www.facebook.com/people/Cindy-Talks-PM/61580460992966/
• Threads: https://www.threads.com/@cindytalkspm
• BlueSky: https://bsky.app/profile/cindytalkspm.bsky.social
• TikTok: https://www.tiktok.com/@cindytalkspm?_t=ZT-8zOkfPTJc5H&_r=1
• YouTube: https://www.youtube.com/@CindyTalksPM
• Instagram: https://www.instagram.com/cindytalkspm?igsh=MTc3MHV0MjkyenIzNg%3D%3D&utm_source=qr
🔴Highlights
• “Everybody starts with a plan, whether or not you’re trained in project management.”
• “The future is collaboration and artificial intelligence, not desktop-only tools.”
• “We need to be able to ask a question of my plan and get the answer back.”
• “AI is doing a really nice status report that used to take hours of work.”
• “The average person doesn’t even know enough to know what it could do.”
• “They’ve made it so you can’t make the most common project management mistakes.”
• “Power BI is the winner if you want resource capacity across portfolios.”
• “Most companies are not ready, even though the future is already here.”
🧰 Mentioned
• Microsoft Planner: https://www.microsoft.com/microsoft-365/planner
• Microsoft To Do: https://to-do.microsoft.com (https://to-do.microsoft.com/)
• Planner Agent: https://support.microsoft.com/office/access-planner-agent-86bf60a1-239d-4c37-b7b6-9a4111e1cc02
• Microsoft MVP YouTube Series – How to Become a Microsoft MVP – https://www.youtube.com/playlist?list=PLzf0yupPbVkqdRJDPVE4PtTlm6quDhiu7
✅ Keywords
microsoft planner, project management, ai agents, copilot, microsoft teams, dataverse, power bi, task management, productivity, automation, collaboration, planning
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✅ Recommended Playlist: MVP Show. Hear the latest from Microsoft MVPs – https://www.youtube.com/playlist?list=PLzf0yupPbVkoKTBGm46RlGnCwVLLPKvsT
✅ Want to become a Microsoft MVP? You need to watch these: How to Become a Microsoft MVP https://www.youtube.com/playlist?list=PLzf0yupPbVkqdRJDPVE4PtTlm6quDhiu7
✅ Let’s Connect:
Collaborate with me here – https://cloverbase.com
YouTube – https://www.youtube.com/nz365guy
Website – https://podcast.nz365guy.com/
LinkedIn – https://www.linkedin.com/in/nz365guy
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Facebook – https://www.facebook.com/nz365guy
Instagram – https://www.instagram.com/nz365guy
Pinterest – https://www.pinterest.nz/nz365guy
I’m Mark Smith – nz365guy – Helping people reach their full potential
I have been a Microsoft Business Applications MVP for over 14 years. I am passionate about helping people reach their full potential, through training, coaching and mentorship.
Accelerate your Microsoft career with the 90 Day Mentoring Challenge (https://www.90daymc.com/)
Support the show (https://www.buymeacoffee.com/nz365guy)
If you want to get in touch with me, you can message me here on LinkedIn (https://www.linkedin.com/in/nz365guy).
Thanks for listening 🚀 – Mark Smith
Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM
This episode explores how Microsoft Planner is evolving into a practical, AI-assisted project management tool for modern teams. Cindy Lewis explains how Planner fits into daily work through Microsoft Teams, how AI agents support planning, reporting, and risk assessment, and why small usability improvements matter. The discussion also covers Copilot, Dataverse, Power BI, and the shift from automation to agent-style AI that actively helps manage work.
👉What you’ll learn
https://www.microsoftinnovationpodcast.com/828
🎙️ What you’ll learn
• How Microsoft Planner fits into modern, collaborative project management
• Where AI adds value in planning, reporting, and risk management
• Differences between Planner basic and premium plans and why they are merging
• How Copilot supports everyday productivity beyond automation
• Why data, feedback, and adoption timing matter for real-world AI impact
👉 Chapters
• 03:42 Why Project Management Is Being Rewritten by AI
• 03:42 How Microsoft Planner Quietly Became the Centre of Work
• 10:40 The Hidden Design Choice That Prevents Project Failure
• 11:41 Meet the Planner AI Agent That Thinks For Your Project
• 12:37 Why Most Teams Are Not Using AI Nearly Enough
• 13:27 From Reports to Insight: Dataverse and Power BI Change the Game
• 16:56 The Real Future of Work Is an AI That Follows You
✅ Find Cindy Online:
• LinkedIn: https://www.linkedin.com/in/cindylewis2/
• X:https://x.com/LewisCindy
• LinkedIn learning: https://www.linkedin.com/learning/instructors/cindy-m-lewis?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BomnzkZ1cQtecdmJtPzea6Q%3D%3D
• Facebook: https://www.facebook.com/people/Cindy-Talks-PM/61580460992966/
• Threads: https://www.threads.com/@cindytalkspm
• BlueSky: https://bsky.app/profile/cindytalkspm.bsky.social
• TikTok: https://www.tiktok.com/@cindytalkspm?_t=ZT-8zOkfPTJc5H&_r=1
• YouTube: https://www.youtube.com/@CindyTalksPM
• Instagram: https://www.instagram.com/cindytalkspm?igsh=MTc3MHV0MjkyenIzNg%3D%3D&utm_source=qr
🔴Highlights
• “Everybody starts with a plan, whether or not you’re trained in project management.”
• “The future is collaboration and artificial intelligence, not desktop-only tools.”
• “We need to be able to ask a question of my plan and get the answer back.”
• “AI is doing a really nice status report that used to take hours of work.”
• “The average person doesn’t even know enough to know what it could do.”
• “They’ve made it so you can’t make the most common project management mistakes.”
• “Power BI is the winner if you want resource capacity across portfolios.”
• “Most companies are not ready, even though the future is already here.”
🧰 Mentioned
• Microsoft Planner: https://www.microsoft.com/microsoft-365/planner
• Microsoft To Do: https://to-do.microsoft.com (https://to-do.microsoft.com/)
• Planner Agent: https://support.microsoft.com/office/access-planner-agent-86bf60a1-239d-4c37-b7b6-9a4111e1cc02
• Microsoft MVP YouTube Series – How to Become a Microsoft MVP – https://www.youtube.com/playlist?list=PLzf0yupPbVkqdRJDPVE4PtTlm6quDhiu7
✅ Keywords
microsoft planner, project management, ai agents, copilot, microsoft teams, dataverse, power bi, task management, productivity, automation, collaboration, planning
🔴 Subscribe for all the latest Microsoft MVP News: https://www.youtube.com/nz365guy?sub_confirmation=1
🔴 Share this video with a Youtuber friend: https://youtu.be/xtajnWL6zWg
✅ Recommended Playlist: MVP Show. Hear the latest from Microsoft MVPs – https://www.youtube.com/playlist?list=PLzf0yupPbVkoKTBGm46RlGnCwVLLPKvsT
✅ Want to become a Microsoft MVP? You need to watch these: How to Become a Microsoft MVP https://www.youtube.com/playlist?list=PLzf0yupPbVkqdRJDPVE4PtTlm6quDhiu7
✅ Let’s Connect:
Collaborate with me here – https://cloverbase.com
YouTube – https://www.youtube.com/nz365guy
Website – https://podcast.nz365guy.com/
LinkedIn – https://www.linkedin.com/in/nz365guy
X – https://twitter.com/nz365guy
Facebook – https://www.facebook.com/nz365guy
Instagram – https://www.instagram.com/nz365guy
Pinterest – https://www.pinterest.nz/nz365guy
I’m Mark Smith – nz365guy – Helping people reach their full potential
I have been a Microsoft Business Applications MVP for over 14 years. I am passionate about helping people reach their full potential, through training, coaching and mentorship.
Accelerate your Microsoft career with the 90 Day Mentoring Challenge (https://www.90daymc.com/)
Support the show (https://www.buymeacoffee.com/nz365guy)
If you want to get in touch with me, you can message me here on LinkedIn (https://www.linkedin.com/in/nz365guy).
Thanks for listening 🚀 – Mark Smith
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