Dynamics 365 Project Operations serves as a comprehensive platform tailored for efficient project planning, expense tracking, and time management. It facilitates resource booking and allocation while providing tools to identify and manage project estimates, streamlining processes, and enhancing overall work quality.
In this blog, we will explore the ways Copilot in Project Operations has enhanced efficiency, empowering organizations to streamline project management, minimize risk, and make well-informed decisions.
To enable the Copilot feature in Project Operations, go to the Parameter record located in the Settings group. Click on the Feature Control button on the ribbon bar, as shown below.
After enabling the Copilot feature, you will notice the Copilot button appearing on the ribbon bar of the Project entity, as shown below.
With this feature, you can perform the following tasks more efficiently,
1. Task plan – Click the Task plan button, as indicated below,…
More About This Author
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
- Dyn365CE1 March 2024Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
- Dyn365CE29 February 2024Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM
- Dyn365CE28 February 2024Utilize a model for work classification based on sentiment prediction in Dynamics 365
- Dyn365CE27 February 2024Metaverse and Customer Experience – Reimagining Engagement in a Virtual World