Today, I spent 6 hours writing this post to give a complete step-by-step process of building this Project bot. So, don’t miss to read this till the end.
Bot: I am waiting!
When the user sends a message, bot matches the message with the right topic based on trigger phrases. In this case, the below topic is matched and the user is greeted with the message “Sure. I can help you. Please login to identify your projects.” . What happens next is important?
This post goes deeper into the authentication process combined with Microsoft Graph and new Project to personalize conversations.
I spent the last two days learning and building bots with power virtual agent (in preview), and how it can talk to the new Project.
What started a simple exploration ended up as a big experience – bots, topics, entities, authentication, openid, tokens, emojis :), app registrations, graph API, channels, team integration wow!
I am very happy to share my first version of new Project PVA bot. This bot first authenticates the user, lists their projects and the user can ask the status of their projects! Great news with few clicks, you can embed these bots in websites, teams, and other channels.
I have a blog coming up to build PVA bot + authentication + integrated with new project. Meanwhile, take a look at this image and get a feel of how PVA simplified the way of managing projects
Project for the web is simple, and this simplicity also creates problems 🙂
In my earlier blog, I discussed about notifying team members of their late tasks. As I started working on the new Project, I observed it is very easy to create a project. If I grant Project Plan 1 / 3 / 5 subscription to users, they may end up creating projects without tasks.
It is important to periodically review all projects and delete zero duration projects. Otherwise, the reports generated either through Power BI or other tools will present wrong information. (Do you know about Project for the web Power BI Template)
Advantage of the new Project is all project data is stored in CDS. I can automate this cleanup process through Power Automate. Yet, I don’t want to risk deleting zero duration projects that might created for future need. So, how about flow asking the project manager for approval through Teams and on approval delete the project.
With data in CDS, you can customize these entities, build new entities, create relationships as per your business needs. Also, you can extend its benefits by building apps in Power Apps, automate tasks in Power Automate (earlier called as Microsoft Flow).
In this blog, I will use CDS, Power Automate and Teams to notify team members when their tasks is late at regular intervals like the one below