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Project Status Update Reports on Projects using Copilot in Project Operations

https://dynamicscrmclub.files.wordpress.com/2024/02/intreport.png

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 – 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 Project Operations

First, you need to ensure that Copilot is enabled for your Project Operations environment – Enable Copilot for Project Operations

Once this is enabled, you’ll be able to see Copilot on the ribbon button on the Project. Let’s look at the same in the below section.

Project Status Update Report

Now that you have Copilot enabled for Project Operations, you can now create Task Plans for a Project in Project Operations –

  1. When you navigate to a Project, you’ll see Copilot appear on the Ribbon given that you have enabled it for your Project Operations instance.
  2. Once you select Status Report, it’ll give you option to generate either an Internal or an External Report. Then it runs in the background and takes a few minutes till Copilot will gather all the information for you and generate a report.
  3. External Report generated is as below –
  4. Internal Report generated is as below –

Here’s Microsoft’s Full Documentation on how Project Status Update Reports are generated in Project Operations’ Copilot (Preview) – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/finance-operations/dynamics365-project-operations/generate-project-status-reports-using-project-manager-copilot?WT.mc_id=DX-MVP-5003911

Hope this was useful!

Thank you!

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