Create Project Plan using Copilot in Project Operations

Create Project Plan using Copilot in Project Operations

by | Jan 3, 2024 | Dynamics 365, Microsoft, Technology

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 – ] 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 … Continue reading Create Project Plan using Copilot in Project Operations

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Create Project Plan using Copilot in Project Operations

Enable OneNote Integration for Dynamics 365 Sales environment

by | Jan 2, 2024 | Dynamics 365, Microsoft, Technology

Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance – Settings Given that you are a Dynamics 365 Administrator, you can navigate to Power Platform Admin Center of your environment – Hope this post helps! Here are some Power … Continue reading Enable OneNote Integration for Dynamics 365 Sales environment

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Create Project Plan using Copilot in Project Operations

Setting up Project Operations Lite | Blog Series

by | Jan 1, 2024 | Dynamics 365, Microsoft, Technology

I felt that I should document steps to setup a Project Operations Lite Trial environment for everyone who’s trying to spin up a Project Operations Instance and trying to get the basic setup done as of January 2024. Hopefully, this blog series will help you to quickly access and understand the info you need to … Continue reading Setting up Project Operations Lite | Blog Series

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Create Project Plan using Copilot in Project Operations

Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations

by | Jan 1, 2024 | Dynamics 365, Microsoft, Technology

Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite, let’s look at what Roles (or Resource Roles) are and how you can add them to the Price Lists Resource Roles … Continue reading Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Create Project Plan using Copilot in Project Operations

Enable Copilot for Project Operations

by | Jan 1, 2024 | Dynamics 365, Microsoft, Technology

Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operations too being no exception! Here’s how you can get the same Enable Copilot in Project Operations Here’s how you can enable Copilot in Project Operations – Disable Copilot Here’s how you can disable Copilot if … Continue reading Enable Copilot for Project Operations

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Create Project Plan using Copilot in Project Operations

Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite

by | Jan 1, 2024 | Dynamics 365, Microsoft, Technology

One of the first things to do when starting a new Project Operations Lite environment is to start setting up organizational data for your environment and in that, setting up Organizational Units, Price Lists and Roles is one of the first things to start setting up – Let’s see on how you can start the … Continue reading Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.