Tasha's Top 10 New Features for D365 Project Operations: Feature 10!

Copilot in PO: Enhanced Quote Experience and AI Quote Summary in D365 Project Operations

Ope! I couldn’t get away without saying Copilot at least once in this series… so here we are!

Last, but not least, on Tasha’s Top 10 New Features for D365 Project Operations: Copilot in PO: Enhanced Quote Experience and AI Quote Summary. This feature is designed to streamline quote management and provide deeper insights, making your job easier and more efficient.

Business Value

By enabling users to add or edit quote line details directly from a unified grid interface, this feature significantly reduces manual effort and minimizes errors. The inclusion of customer schedules, margins, and budgets within the quote line details offers deeper insights and better financial oversight. This means you can manage your quotes more effectively and make informed decisions with ease.

The advanced quote summary, generated using language learning models (LLM), ensures comprehensive overviews. This aids in informed decision-making and strategic planning, giving you a clear picture of your quotes and what actions need to be taken next.

Special Details

In the 2024 release wave 2, Microsoft updated the Modern Quote user interface. Here are some of the coolest enhancements:

• Unified Grid Interface: Users can add or edit quote line details directly from a unified grid interface, with cost details accessible.

• Insightful Details: The feature provides various insightful details such as customer schedules, margins, and budgets in the quote line detail, and allows seamless addition of new lines.

• Advanced Quote Summary: An advanced quote summary, generated using LLM, provides comprehensive overviews and indicates upcoming actions and various other actionable insights.

These improvements streamline quote management, enhancing functionality, accuracy, and efficiency.

Using Copilot in PO: Enhanced Quote Experience and AI Quote Summary

Here’s a quick guide to help you get started on the REALLY good stuff:

1. Open Quote: Go to the Quotes section.

2. Edit Details: Add or edit quote line details directly from the unified grid interface.

3. View Summary: Use the AI-generated quote summary for comprehensive overviews and actionable insights.

By following these steps, you can leverage the full potential of this feature, ensuring that your quote management process is both efficient and accurate.

Conclusion

The enhanced quote experience and AI quote summary in D365 Project Operations is a powerful feature that enhances quote management. By reducing manual effort, minimizing errors, and providing deeper insights, it significantly improves functionality and efficiency. If you have any questions or need further assistance, feel free to reach out!

Happy quoting!