Task plans

Completed

With the Task plans functionality, project managers can access practical, AI-generated task plan suggestions. The functionality provides recommended durations and effort for each task, helping you expedite project creation. The Task plans functionality uses machine learning algorithms, particularly natural language processing that's powered by Microsoft Azure OpenAI Service. It scrutinizes the project name and description to formulate tasks, which the project manager can adjust as needed.

The project manager or designated user must enter the project name if they want the Task plans functionality to generate suggested task plans for a project. The specificity and relevance of the tasks improve with the inclusion of extra details in the project description.

  1. Select New project on the Projects command bar.

  2. Enter the name of the project in the Name field and a description of the project in the Description field.

  3. Enter the Estimated start date and Finish date.

    Note

    If you don't enter an estimated start date, Copilot uses the project creation date and time as the estimated start date.

  4. Enter Owning company and then select Save.

  5. Select Copilot in the command bar and then select Task plan.

    Screenshot of Dynamics 365 Project Operations with the Copilot command highlighted showing Task plans were created with AI.

All tasks that AI creates for you have suggested by AI as the label. Your organization can customize the tasks to align them with the specific requirements of the project.