Head in the Clouds Working Wise with the Microsoft Project Operations Approvals Agent
- Alicia King
- 1 day ago
- 2 min read
Angelo Briccetti is a Senior Product Manager on the Project Operations team at Microsoft. In his three years on the team, he has owned the project management, resource management, pricing, approvals, and actuals areas of the product.
What is the Microsoft Project Operations Approvals Agent?
The Approvals Agent in Dynamics 365 Project Operations is an AI‑powered assistant (built using Microsoft Copilot Studio) that helps streamline and automate the review of time, expense, and material submissions before they reach project managers.
Its purpose is to perform an initial policy‑based review of incoming entries and classify them based on compliance with rules defined by your organization.
How It Works
The Approvals Agent:
Analyzes submitted records (time, expense, materials) against policy documents uploaded by administrators.
Classifies each entry as either:
Ready for approval (meets all policy criteria), or
Needs review (violates or conflicts with policy)
Creates a classification record that project managers can view on the Time entries reviewed by Agent page.
You can run it in two modes:
Classify only – managers must still manually approve entries.
Classify and auto‑approve – qualifying entries are automatically approved.
(Microsoft recommends thorough testing before enabling auto‑approval.)
Why It Matters
The Approvals Agent helps project teams by:
Reducing manual time spent validating entries
Minimizing incorrect approvals
Improving overall approval cycle efficiency
Setup Notes
To use the Approvals Agent, an admin must:
Enable the Approvals feature within Project Operations
Configure connections to Microsoft Copilot Studio and Microsoft Dataverse
Upload policy documents for time, expense, and material approvals
Once enabled, a Time and Expense Agent tab appears in Project Parameters for managing policy files and agent settings.
Stay Connected!
Don’t forget to stay connected with me on social media! Let’s share insights, tips, and experiences as we navigate the world of Microsoft Dynamics together. I’m here to help you succeed!
Comments