Productivity Across Borders: Localized Content now on Microsoft Release Planner 

Productivity Across Borders: Localized Content now on Microsoft Release Planner 

This article is contributed. See the original author and article here.

We are excited to announce that starting August 7th, 2023, Microsoft Release Planner will support the content in 11 new languages. Users around the world can now view the release plans of Dynamics 365 and Power Platform in Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, Swedish, and English. 

This update underscores our commitment to inclusivity. We at Microsoft strongly believe that language should not be a barrier to accessing tools and information. With this update, we aim to provide a more personalized, standardized, and intuitive user experience regardless of where you are in the world. 

How to view and manage plans in your preferred language?  

Our user-friendly design ensures that the Release Planner automatically loads in your preferred language based on your browser settings. Additionally, you can switch to your desired language through the language switcher in the header.  

The Release Planner advantage 

The Release planner for Microsoft Dynamics 365 and Microsoft Power Platform allows customers to view and manage release plans across all active release waves in a unified and interactive interface while giving them the option to personalize, filter, sort, and collaborate on release plans. 

Under the hood, the Release Planner is powered by the Power Apps portal. It is created based on customer feedback to address the constraints of content suitability, discoverability, and personalization. Our goal is to improve the release planning and change management process where it matters most – help customers identify and track their salient capabilities, included in both the current and upcoming release waves. 

Here are some of its key features: 

Content personalization through ‘My Release plans’ 

Create a curated list of release plans you would like to follow. All the release plans across various products can be viewed in a unified view. 

Collaborate on plans effortlessly and securely 

Share your curated list and effortlessly and securely with your stakeholders. Collaborate on individual plans using notes and comments all within the Release Planner experience. Your comments are displayed only to the stakeholders with whom you have shared the plan. The owner of the comment has complete control over editing and deleting the comment.

Filter, sort and group plans based on multiple criteria 

Customize your view by using multiple filters, sorting, and grouping criteria. These criteria are available for both ‘All release plans’ and ‘My release plans’ views. You can also view the plans grouped by product theme or timeline.  

Thank you for your continued support as we work to make our product more accessible worldwide. We hope this update sparks more creativity and productivity across our global community! Stay tuned for more exciting updates.  

Here’s to breaking down barriers and welcoming a world of new possibilities! 

The post Productivity Across Borders: Localized Content now on Microsoft Release Planner  appeared first on Microsoft Dynamics 365 Blog.

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

Export to Azure Logic Apps Standard feature reaches General Availability

This article is contributed. See the original author and article here.

We are delighted to announce that the export to Azure Logic Apps Standard functionality, available in our Logic Apps (Standard) VS Code extension, has reached general availability. This tool provides customers planning to migrate from Integration Services Environment (ISE) or Azure Logic Apps Consumption with a streamlined way to move workflows from those tiers into a Logic Apps Standard project. You can then locally update, test, and debug your workflows to get them ready for redeployment. When you’re ready, you can deploy either directly from Visual Studio Code or through your own DevOps process.


 


Common usage scenarios 


 


Exporting Logic Apps workflows from ISE to Standard 


 


With ISE being retired on August 31st 2024, customers need a reliable tool to streamline the process of grouping and exporting workflows to Logic Apps Standard. You can find more information on how to use the tool to export workflows from ISE to Logic Apps Standard here. And you can learn more about ISE Retirement and implications on this FAQ. 


 


Exporting Logic Apps workflows from Consumption to Standard 


 


Some customers currently using Logic Apps Consumption are interested in moving their workflows to Logic Apps Standard, to take advantage of a series of benefits that Logic Apps Standard brings, including: native networking integration and isolation, a group of enterprise connectors that runs natively within the Logic Apps runtime, improving performance and removing throttling limits imposed by Azure Connectors, among others benefits. You can learn more about exporting Logic Apps Consumption workflows to Logic Apps Standard here. 


 



  • native network integration and isolation,  

  • connector isolation, which removes the throttling limits imposed Azure Connectors

  • Compute isolation, when paired with ASE V3

  • Elastic, more predictable pricing model 

Microsoft Edge for Business FAQ

Microsoft Edge for Business FAQ

This article is contributed. See the original author and article here.

Microsoft Edge for Business, the new, dedicated work experience currently in preview for the Microsoft Edge browser, is planned to be released with Microsoft Edge stable version 116 (scheduled for the week of August 17, 2023). All customers who sign into Edge using Microsoft Entra ID (formerly Azure Active Directory) will automatically be transitioned to Microsoft Edge for Business as part of the release.  


 


What to expect with Microsoft Edge for Business 



  • Policies, settings, and configurations previously set by an organization and its Entra ID connected users will be automatically transitioned to Edge for Business. 

  • IT maintains full control over policy and feature management and configuration with Edge for Business. 

  • The icon will be updated to include a briefcase.  

  • An optional personal browsing window, Microsoft Edge, is enabled so users with a personal profile can separate their work and personal browsing and take advantage of the full feature set of Edge for personal use. This will also enable automatic switching from the personal to work browser window when work sites are accessed. The personal browser window is lightly managed, with IT maintaining control over security, compliance, and update policies. 


 


From the beginning, Microsoft Edge was designed with the specific needs of businesses and organizations in mind, with enterprise grade security, productivity, management, and now AI, built in. Microsoft Edge for Business is the next step in the journey to deliver the best browser for business across desktop and mobile, with enhanced separation of work and personal browsing, unmanaged device support, and more coming soon.     


 


General 


Is this a new browser? 


No, this is not a new browser. This is a new, dedicated Microsoft Edge experience built for work that enables organizations to configure it to maximize productivity and security. It has the same functionality that you’re already familiar with in Microsoft Edge in addition to optional automatic switching built to help meet the evolving needs of users and businesses. Signing in with Microsoft Entra ID will automatically enable Microsoft Edge for Business.  


 


How is Edge for Business differentiated from regular Microsoft Edge? 


Microsoft Edge for Business is a dedicated work browsing experience. It’s distinguished through visual elements such as an adjusted icon and other minor visual cues.  


 


IT maintains full control over policy and feature management and configuration with Edge for Business. Meanwhile, Microsoft Edge is lightly managed, with IT maintaining control over security and compliance policies of the personal browsing window.  With users separating their work and personal browsing and content, personal data can be excluded from enterprise sync in the work browser window, giving users the privacy they want.  


 


What benefit does Microsoft Edge for Business provide? 


For IT, Microsoft Edge for Business can reduce the surface area for cyberattacks, heightening the organization’s security posture, since it offers the opportunity to streamline down to one browser for all use cases. For end users who are signed in with work and personal profiles, Edge for Business can provide a better browsing experience with automatic switching, which has security and privacy benefits.  


 


Does Microsoft Edge for Business require a separate download? 


No. Microsoft Edge for Business is automatically triggered by signing in with a Microsoft Entra ID. 


 


 


User experience 


What will the user experience be when Edge for Business becomes available? 


After Edge stable version 116 release is deployed, and the browser is restarted: 



  • The Microsoft Edge icon will be updated to the Edge for Business icon 

  • When the user launches Edge for Business, Microsoft Entra ID users will automatically be signed in 

  • A one-time banner will appear at the top of the browser after first launching Edge for Business informing the user of the change with a link to learn more  


 


What impact will the change to Edge for Business have on users? 


Users who are only signed in with Microsoft Entra ID 


After Edge stable version 116 release is deployed, and the browser is restarted, all users who sign in with Microsoft Entra ID will be transitioned to Edge for Business. Edge for Business inherits all configurations and policies previously set for Microsoft Edge, so the main difference users will see at this time is the Microsoft Edge for Business icon and a new location for their profile photo.  


 


Users who are signed in with both Microsoft Entra ID and Microsoft Account (MSA) 


Users who are also signed in with a personal profile (using their Microsoft account (MSA)) can experience automatic switching between their work browser window (Microsoft Edge for Business) and their personal browser window (Microsoft Edge).  


 


With the Edge stable version 116 release: 



  • Switching from the personal browser window to the work browser window will be on by default with the option to turn off by the user 

  • Switching from the work browser window to the personal browser window will be off by default with the option to turn on by the user. Switching from the work browser window to the personal browser window will be default on in future versions of Edge for Business.  

  • To turn on/off automatic switching, visit Edge settings and toggle on/off “Automatic profile switching”. 


 


Work-related sites, such as Microsoft 365 apps and services and sites requiring work login, automatically open in the work browser window. A growing set of popular sites open in the personal browser window once enabled by the user in Edge settings. Users can designate additional sites for work or personal use in settings. (Note: user site designation cannot be overwritten by IT administrators at this time.) 


 


What happens to favorites, passwords, etc.? 


Passwords, favorites, and data currently associated with the user’s work profile will be maintained in Edge for Business. Passwords, favorites, and data are not shared between the work browser window and the personal browser window.  


 


What impact will this cause to my default browser settings? 


There is no impact to users’ default browser settings.  


 


Will users see both the Edge and Edge for Business icons on the taskbar? 


Users that are only signed in with Entra ID will see the Edge for Business icon and not the Edge icon. 


 


Are there materials I can share with my end users to prepare them? 


Yes! A downloadable email draft is available and is linked at the bottom of this post.  


 


 


IT management and controls 


Will all policies and configurations previously set by IT be applied to Edge for Business? 


Yes, all policies and configurations currently in place will be inherited by Edge for Business.  


 


What controls will IT admins have? 


IT maintains control over the security and compliance posture of both Microsoft Edge and Microsoft Edge for Business. Edge is lightly managed, with users able to access all features, while in Edge for Business, IT can control which features are available to users. 


 


IT admins can disable the personal browser window so that their users can only access Edge for Business. Please note that in this case, users will not be able to use Microsoft account based personal profiles and will not experience automatic switching between work and personal browsing.  


 


What policies will be enabled in the personal browser window? 


The Microsoft Edge personal browser window is lightly managed, with all security, compliance, and Edge update policies applied, without the additional overhead of managing another browser. To learn more, please visit this site. 


 


How does my organization turn off the personal browser window? 


To turn off the personal browser window, please follow the steps listed in this document. 


 


Does Edge for Business support unmanaged devices? 


Yes, Edge for Business includes support for unmanaged devices, currently available in preview. Please use these steps to access this preview.  


 


Is Edge for Business available on mobile? 


Yes. Edge for Business on mobile is built with enterprise grade security, productivity, management, and now AI, built in. An updated icon, automatic switching, and management via Edge management service in the Microsoft 365 admin center will be available for Edge for Business on mobile the future. 


 


Can anyone with a Microsoft Entra ID (formerly known as Azure Active Directory) can get Microsoft Edge for Business? 


Microsoft Edge for Business will be the standard experience for all users with a Microsoft Entra ID.  


 


Will my sites and apps that work in Microsoft Edge work in Microsoft Edge for Business? 


Yes, sites and apps that currently work in Microsoft Edge will work in Microsoft Edge for Business.  


 


Are there any functional changes to the Entra ID profile? 


No. There are not any functional changes to the Entra ID profile. 


 


 


Automatic Switching 


How do I switch between the Microsoft Edge for Business browser window and the Microsoft Edge browser window? 


With the Edge stable version 116 release, URLs entered into the personal browser window that are for work-related sites, such as Microsoft 365 apps and services and sites requiring work login, will automatically open in the work browser window. 


 


Do I need to enable automatic switching? 


With this release, switching from the personal browser window to the work browser window will be on by default with the option to turn off by the user. Switching from the work browser window to the personal browser window will be off by default with the option to turn on by the user. This will be enabled by default in a future release. To turn on/off automatic switching, visit Edge settings and toggle on/off “Automatic profile switching”. 


 


Are the work and personal browser window connected? 


The work browser window (Microsoft Edge for Business) and personal browser window (Microsoft Edge) will have their own separate caches and storage locations, so information stays separate. This feature does not create any link between the user’s Microsoft Entra ID account and their MSA account, and the organization settings related to linking work and personal accounts are unaffected. There are no functional changes to the Entra ID profile. 


 


How does a user customize the work and personal URL list?  


To designate sites to open automatically in the work and personal browser windows, go to edge://settings/profiles/multiProfileSettings and select “Choose preferred browser for sites” to turn off or select a preferred profile for the applicable site. 


 


Is there a group policy to customize the work and personal URL list?  


Not at this time. 


 


Is there a group policy to turn on/off automatic switching? 


At this time, only users will be able to turn switching between work and personal browser windows on and off. 


 


For organizations that do not want automatic switching or personal profile usage, there is a group policy to turn off multiple profiles 


 


Is there a group policy to add sites to the site list? 


Not at this time. 


 


When the user switches between work and personal browser windows, are they logged out of sites and apps? 


No, switching between the work and personal browser windows will not log the user out of sites and apps.   


 


How do I adjust which browser window a site is opened in? 


There are two ways to change which browser window is used to open a website: 



  • Click the Switching icon, pictured below, to switch back to the preferred browser window. This action makes the browser remember your choice for that URL. 


RickTurner_0-1691190441444.png


 


 



  • Go to edge://settings/profiles/multiProfileSettings and select “Choose preferred browser for sites” to turn off or select a preferred profile for the applicable site. 

20 Tips for Successfully Delivering Your Virtual Event with Microsoft Teams

20 Tips for Successfully Delivering Your Virtual Event with Microsoft Teams

This article is contributed. See the original author and article here.

SarahGilbert_0-1690994738924.png


 


The Microsoft 365 Commercial Support Team resolves customer support cases and provides support to help you be successful and realize the full potential and value of your purchase. Our support services extend across the entire lifecycle and include pre-sales, onboarding and deployment, usage and management, accounts and billing, and break-fix support. We also spend a considerable amount of time working to improve the supportability of Microsoft 365 services to reduce the number of issues you experience as well as minimize the effort and time it takes to resolve your issues if they do occur. 


 


Today, we’re excited to share more about some of our supportability work with Microsoft Teams Live Events. 


 


Microsoft Teams Live Events and the full capabilities of Microsoft 365 make it easy for you to deliver small, medium, or large-scale virtual events to connect with employees and customers.  For the past few years, a small team within our Microsoft 365 Commercial Support organization has been helping customers prepare for, set up, and run webinars, events, and large virtual meetings as part of the Microsoft 365 Live Event Assistance Program. The team has helped deliver thousands of virtual events and engages regularly with a wide range of customers, including some of the largest enterprises. 


 


Today, I’m excited to welcome three members of our support team who work on this program to share some of their guidance, insights, and best practices for delivering successful virtual meetings using Microsoft Teams. 


 


Brian: Welcome Susheel, Saurabh, and Sylvie! Tell us a little bit about your roles and what you’ve been working on. 


 


Susheel: I am a Microsoft live events assistance engineer, and, in my role, I help customers globally make their events successful. I support them from the initial stage through to the last minute.  


 


Saurabh: I am a Microsoft virtual events assistance engineer, and, in my role, I can help you get more familiar with setting up and running an event, webinar, or large meeting and be available during the event to help if any questions or issues come up. 


 


Sylvie: I am a Support Planner, and I focus on Microsoft Teams. In my role, I get to design and enable end to end support experiences for our customers.  


 


Brian: Ok, so there are a few different meeting types with Microsoft Teams… how do you know which one is best suited to your needs? 


 


Susheel: You’re right and it really depends on the meeting size and desired capabilities. Here’s a table we use to help guide our customers in the selection. Note that this table may change as new Teams features are released. 


 


 
































































































Option 



Teams Meeting 



Webinars 



Live events



Registration feature



Not available  



Included – Can be customized  



Not available  



Attendee count 



1,000  


(If View only mode is enabled then up to 10,000 (1001-10000) users with view only permissions) 



Fully interactive audience (can talk, answer polls, etc) – up to 1,000 users.  



20,000 users in view only mode, with capabilities for Q&A  



Max Participation 



10,000  



1,000  



20,000 (Special request 100k)  



Attendee microphone 



Microphone can be disabled (which prevents attendees from enabling their microphone)  



Microphone can be disabled (which prevents attendees from enabling their microphone)  



Disabled for attendees  



Attendee camera 



All cameras can be disabled, or individual cameras can be enabled/disabled  



All cameras can be disabled, or individual cameras can be enabled/disabled  



Disabled for attendees  



Audience participation 



Interaction level can be customized by the organizer  



Interaction level can be customized by the organizer  



Limited interaction  



Join by phone (attendee) 



Yes  



Yes  



Yes  



Breakout rooms 



Can be done for only 300 attendees  



Can be done for only 300 attendees  



Not available  



Recording 



Available in Meeting Chat/ OneDrive  



Available in Meeting Chat/ OneDrive  



Stored in Azure Media Services(valid for 180 days)  



Interaction with Attendees 



Meeting Chat & Raise Hand  



Meeting Chat & Raise Hand  



Moderated Q&A  



Multiple people on Screen 



Spotlight Feature  



Spotlight Feature  



Using encoders  



MS Polls 



Yes  



Yes  



No  



Live Captions 



No  



No  



Yes  



Attendance Report 



Yes  



Yes  



Yes  



 


 


Brian: Wow, this is great. So, you’ve helped customers prepare for and deliver thousands of online events, what’s the typical event size and format? 


 


Saurabh: I am glad you asked, I have worked with customers where the size has been anything between 1k – 100k, and for simple live events the Teams Quick start events would be the first choice and for the customized events, we go for Teams encoder-based events.  These are both part of the Live Events option in the table above. 


 


Brian: What are some of the tips and tricks you’d recommend for putting on a successful event? 


 


Susheel: There’s great information to help with planning your event in: Guidance for delivering virtual events – Microsoft Adoption. 


And here are a few things that have helped our customers and are considered good practices for any meeting that you run: 


 


[1] Whenever presenters are sharing content or audio, they need to make sure their Microsoft Teams status is set to Do not disturb to avoid unwanted notifications and notification sounds from popping up and getting delivered to attendees. 


 


[2] If you are presenting or producing an event, make sure that you close out of all your unused background applications to avoid the utilization of laptop memory/processor internet load. 


 


[3] For the highest audio quality, we recommend that on-camera presenters avoid using Bluetooth audio devices as this can cause delays in audio and video sync. We suggest using hard-wired headsets and equipment. 


 


[4] One of the ways to test that the tech is ready for a live event is to create a short welcome video with audio and check with a test attendee account to ensure that audio and video are working fine. 


 


[5] Make sure to test the internet connection for presenters and producers. The bandwidth requirements can be reviewed here – Prepare your organization’s network for Teams – Microsoft Teams | Microsoft Learn 


 


SarahGilbert_1-1690997504681.png


 


 


[6] If you are running a live event from home or a remote place, make sure that no other streaming services are being used in that location at the same time (for example – Netflix, YouTube). 


 


[7] If possible, we recommend using a hardwired internet connection instead of a wireless connection to ensure high quality signal strength. 


 


[8] Make sure none of your producers or presenters are forwarding the meeting links that they receive in the mailbox (email) from the event’s organizer. This is because the role of each event member needs to be defined and forwarding links may cause permissions issues. It’s best to share the list of producers and presenters with the event organizer so the organizer can accurately define everyone’s role. 


 


[9] For audio/video content, include the system audio whenever you have a video or PowerPoint with embedded audio in it.  Details can be found in: Share sound from your computer in a Teams meeting or live event – Microsoft Support 


 


SarahGilbert_2-1690997504682.png


 


 


[10] If you forget to include system audio while you’re already presenting, you can still navigate to the top center of the screenshare (Active Screenshare) and look for the below pop-up: 


SarahGilbert_3-1690997504683.png


 


 


When including system audio, make sure no other audio programs are being played in the background. Otherwise, the audio system will include that as well.   


 


[11] Once the live event starts, the producer should mute everyone and each presenter should un-mute themselves before they start speaking. This will help to minimize disruptions during the meeting. 


 


[12] Avoid touching the END button during the live event. If you restart the live event, all the live event resources (recording, attendance report, Questions & Answers report) will be replaced with new ones.   


 


[13] If you are in pre-live mode and encounter any technical issues, you can click the RESTART button to refresh the services on the backend (allow a couple minutes for this to happen) and then rejoin the event. 


 


SarahGilbert_4-1690997504684.png


 


 


[14] All of the producers and presenters need to join the live event using the Microsoft Teams desktop application for Windows or MAC, not the web version or on a mobile device.   


 


[15] If a producer or presenter joins the live event on a mobile device, they will get redirected to the attendee link because joining as a producer or presenter on a mobile device is not supported.  Presenter roles are now supported on select IPad devices. Find more information in: Get started with Microsoft Teams live events – Microsoft Support 


 


[16] Producer and presenter roles and views are not currently supported for Linux, including Chromebooks. 


 


[17] Ensure attendees have installed the latest versions of Microsoft Teams and web browsers for highest quality results. 


 


[18] Make sure Microsoft Teams is the only meeting application running during the live event. Close out of other meeting applications (Zoom, WebEx, etc.) to avoid echo issues and resources conflicts during the event. 


 


[19] If you plan to use an encoder during your event, we recommend using the full paid versions and not the trial or free versions to ensure highest stability and support from the encoder provider. More on producing events with an encoder can be found in: Produce a Teams Live Event using Teams Encoder – Microsoft Support  And you can find the list of compatible encoders in: Encoder setup for streaming in Microsoft Teams – Microsoft Teams | Microsoft Learn 


 


[20] Details on IP, URL usage and considerations for VPN environments for live events and encoder usage can be found in:  Special considerations for Stream and live events in VPN environments – Microsoft 365 Enterprise | Microsoft Learn 


 


Brian: Great list and super helpful – thank you for sharing! The Microsoft 365 Live Events Assistance Program seems like a valuable resource, can you tell us a bit more about it? 


 


Sylvie: The Live Events Assistance Program is a unique support program. It is designed to assist customers in preparation for their large event. If you need assistance with setting up and running an event, webinar or large meeting, the team can help you configure and set up your event. They can also be available during the event if you have any questions. Check out the Microsoft 365 Live Event Assistance Program for more information. 


 


Brian: Thank you Susheel, Saurabh, and Sylvie for sharing all these great insights and information! 


 



 


SarahGilbert_5-1690997504685.png


Susheel Dogra is a Support Engineer in the CSS Modern Work Support Team focused on supporting live events using Microsoft Teams and Microsoft 365. 


 


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Saurabh D. Singh is a Support Engineer in the CSS Modern Work Support Team focused on supporting live events using Microsoft Teams and Microsoft 365. 


 


20Tips-8.png


Sylvie Bousquet-Kadackal  is a Senior Support Planner in the CSS Modern Work Supportability Team working on end-to-end support experience design for Microsoft Teams releases and programs. 


 


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Brian Stoner  is a Director in the CSS Modern Work Supportability Team where he leads a team of technical and business program managers. 


 


The CSS Modern Work Supportability Team delivers innovative self-help solutions and diagnostics, in-service enhancements, and support programs to help customers get maximum value from their Microsoft 365 commercial subscriptions and create an easy-to-use, connected support experience. 

Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management

Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management

This article is contributed. See the original author and article here.

Introduction

In today’s fast-paced business landscape, supply chain disruptions are a common occurrence, leading to rapid shifts in supply and demand. This poses challenges for procurement professionals and buyers, who must deal with a significant volume of purchase order change responses on a daily basis. To address these challenges and streamline the process, intelligent and agile tools are required. To meet this need, Microsoft has introduced Copilot support for procurement in Dynamics 365 Supply Chain Management.

The Copilot support for procurement is an advanced tool that empowers users to efficiently manage and assess changes to purchase orders on a large scale. By providing insights into the impact and risk associated with these changes, it greatly enhances procurement decision-making. With this tool, users can swiftly identify high-impact or low-impact alterations, enabling prompt actions to mitigate potential risks.

The technology behind Copilot support for procurement offers a concise overview of purchase order modifications, including adjustments in quantities and delivery dates. It also highlights any potential downstream effects that may arise from these changes. Leveraging the powerful Text-davinci-003 generative AI model, Copilot generates natural-language summaries of these modifications, making it easier to understand and communicate their implications through emails and Teams conversations.

Supply Chain Management Copilot in action:

Procurement: Confirmed Purchase Orders with Changes

The latest addition to the Copilot support for procurement set of AI-powered tools is the “Confirmed Purchase Orders with Changes” workspace. This feature is particularly valuable as it simplifies the identification and reconfirmation of changes that have minimal downstream impact. Procurement managers can efficiently focus their attention on high-impact changes, thoroughly assessing their effects on downstream orders, and directly communicating with vendors to address any potential issues. Overall, this comprehensive set of features helps optimize the entire procurement process and improves collaboration between stakeholders.

Link to: Confirmed purchase orders with changes workspace

To open the workspace, go to:

Procurement and sourcing > Workspaces > Confirmed purchase orders with changes.

The workspace lists all previously confirmed purchase orders that have been changed since confirmation. It helps the review process by identifying potential impacts on production work, service work orders, and sales orders.

At the top of the workspace, the three tiles summarize groups of changes to confirmed purchase orders and the related downstream impacts.

In preview, the grouping is predefined and limited to pegged orders that have been created by planning.

  • Low impact changes – This tile highlights changes to purchase orders that have no known impact on downstream orders that have been created by planning, also called pegged orders. A summary of changes is generated to help you review and validate the purchase orders.
  • High impact changes – This tile highlights purchase orders that have known downstream impacts on pegged orders. These high-risk changes are summarized together with the detected impacts, to help you investigate further and decide what action to take.
  • Impacted downstream orders – This tile summarizes impacts on pegged orders by the number and type of orders, and it shows the purchase order changes that cause each impact. This information helps you review potential downstream impacts based on the latest master planning run.

Each tile provides a “Show link, which lets you filter the list of purchase orders and purchase order lines. The list includes columns for the original and new quantities, original and new confirmed delivery dates, and so on.

Review changes to confirmed purchase orders

Purchasers use the workspace to review and accept changes to confirmed purchase orders. They typically follow these steps.

  1. Study all changes to confirmed purchase orders and their downstream impact.
  2. Focus on changes that have a low risk of downstream impact.
  3. Review changes that have a high risk of downstream impact.
  4. Review the remaining downstream impact.

The following subsections describe these steps in more detail.

Step 1: Study all changes to confirmed purchase orders and their downstream impact

The purchaser first opens the Confirmed purchase orders with changes workspace and studies all the changes that have been submitted through the purchase order change management process. Vendors can submit these changes through several channels.

When a purchase order that was previously confirmed is changed, it’s moved back to the Approved state. The workspace shows all purchase orders that have been changed after confirmation.

The workspace shows two lists: one for the purchase orders and one for the purchase order lines.

The purchase order list shows the purchase order number, the vendor, and the requested receipt date from the purchase order header. To view the related records, select the purchase order or vendor link in the list.

The purchase order lines list shows information about each line that has proposed changes. This information includes the item number, product name, original quantity, new quantity, original confirmed delivery date, and new confirmed delivery date. The workspace also provides a hierarchical view of any downstream impact. The Reference field indicates the type of downstream impact, such as a planned kanban for a production order, a sales order, or a maintenance work order.

Step 2: Focus on changes that have a low risk of downstream impact

To take action effectively and efficiently, you typically start by focusing on low-impact changes. These changes have no known downstream impact according to the current plan.

The Low impact changes tile at the top of the workspace provides an AI-generated, natural-language summary of the changes that have a low risk of impact. Select the Show link to open the corresponding filtered view.

The purchaser reviews the changes and can then accept them by selecting individual or multiple purchase orders and then selecting Confirm purchase orders on the toolbar above the list. The procedure for confirming the changes is the same as the procedure for confirming a purchase order for the first time, and it supports batch processing. Any extension that’s registered for purchase order confirmation will also be run.

After the selected purchase orders are reconfirmed, they’re moved back to the Confirmed state.

Step 3: Review changes that have a high risk of downstream impact

The purchaser will spend more time on changes that have a high risk of downstream impact. These changes have downstream orders allocated to them, and the downstream impact has been identified.

The High impact changes tile provides an AI-generated, natural-language summary of the changes that have a high risk of impact. Select the Show link to open a filtered view where you can focus on those impacts and take action.

Note: Only direct downstream impacts are considered. Indirect downstream impacts, such as product work that depends on other production work, aren’t yet considered.

From this view, you can reach out to a vendor using email or Microsoft Teams. Using the contact details of the vendor contact person, the system generates a proposed message text and adds it to a new email message or Microsoft Teams chat. You can then review, update, and send the message.

After you’ve communicated with the vendor, you can update the order further and then send it back to the vendor for confirmation. Alternatively, you might cancel the order and plan for alternative supply.

Step 4: Review the remaining downstream impact

After most of the order changes have been addressed, the purchaser can review the overall downstream impact of the remaining open order changes.

The Impacted downstream orders tile provides a summary of the downstream impact. Select the Show link to open a filtered view where you can focus on those impacts and take action.

In this view, you can analyze the changes from the perspective of downstream impact and identify the purchase order changes that are causing the impact. You can then take action on those purchase orders.

A good way to focus on the most pressing downstream impact is to sort and filter the list by the date of impact (the requested date in the downstream order). You can then take action by communicating with downstream stakeholders. Those stakeholders might, in turn, contact affected customers and replan the downstream orders.

Conclusion:

In conclusion, Microsoft’s Copilot support for procurement in Dynamics 365 Supply Chain Management offers a powerful and intelligent solution to address the challenges of managing purchase order changes in today’s fast-paced business landscape. The tool empowers procurement professionals to efficiently assess and manage changes, identifying high-impact alterations and streamlining collaboration with vendors. With its AI-driven capabilities, Copilot optimizes the procurement process, improves decision-making, and enhances communication between stakeholders, ultimately leading to a more agile and responsive supply chain.

Read more in the documentation for the:

Confirmed purchase orders with changes workspace


Supply Chain at Microsoft

Take a tour – Supply Chain Management | Microsoft Dynamics 365

We’re excited to launch Free Trial | Microsoft Supply Chain Center Preview ,
which harnesses generative AI to assist Supply Chain managers in real-time communication with suppliers regarding specific news

Learn more about the latest AI breakthroughs with Microsoft Dynamics 365 Copilot:

Dynamics 365 AI webpage


The post Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.

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