AI Feature Settings
Overview
This page provides an overview of the AI tools available in Microsoft Dynamics and how they are leveraged within Altus, including our recommendations for how to setup these features. It also outlines how these features can enhance user experience and productivity in Altus, and provides links to official Microsoft documentation for further details.
AI Features in Microsoft Dynamics
Microsoft Dynamics and Power Platform have introduced a range of AI-powered features, including:
- Copilot and AI Assistance: Embedded AI tools that help users with data entry, summarisation, and insights.
- Form Filling Assistance: AI-driven suggestions to speed up and improve the accuracy of form completion.
- Record Summaries: Automatic generation of summaries for records to help users quickly understand key information.
- Copilot in Model-Driven Apps: Conversational AI that assists users in navigating and using apps more efficiently.
These Settings can be found in: Settings > Product > Features within your environment's the Power Platform admin center.
For a full list of AI features and configuration options, refer to the following Microsoft documentation:
- Power Platform AI Settings and Features
- Form Filling Assistance
- Record Summaries
- Using Copilot in Model-Driven Apps
AI Features
AI insight cards
Warning
The AI insight cards feature currently causes Altus to hang or crash. Please ensure this feature is toggled Off. Do not enable the Project row summary feature until this issue is resolved.
AI Form Fill Assistance/Smart paste
The Show form fill assist button displays in various areas of Altus.
This feature is managed through the AI form fill assistance setting.
The form fill assistant (Smart paste) does not work in all locations where the button appears. The table below lists the Altus locations and indicates whether the feature is supported.
Note
The form fill assistant (Smart Paste) does not support:
- Fields with existing data (e.g. Status or KPIs)
- Toggles or sliders
- Number or Financial fields
- Timezone fields
- Lookup fields
Smart Paste will also skip:
- Text exceeding field length
- Text fields ending in numbers
Tip: You can’t paste multiple records into a table all at once, each record must be pasted individually.
Supported Forms
Smart Paste is supported on the Quick Create and New forms in the following areas of Altus:
- Program, Portfolio, Proposal, or Idea - Details tab
- Key Dates
- Deliverables
- Status Updates
- Issues
- Risks
- Decisions
- Changes
- Lessons
- Stakeholders
- Constraints
- Assumptions
- Resource - Override Sell Rates
- Challenge - Details
- Benefits - Details
- Benefits - Benefit Tracking
- Strategic Themes - Details
- Strategic Goals - Details
- Prioritisation - Details
- Optimisation - Details
Unsupported Forms
Smart Paste is not currently supported on the following forms:
- Project - Details tab. For more detail on this topic please see below
- Dependencies
- Evaluation
- Tasks
- Financials
- Resource Plan
- Benefits - Strategic Goals/Metrics
- Prioritisation - Prioritisation
Enabling Smart Paste on the Project Details Tab
By default, the Project Details tabs are hidden and only appear based on the Project Type (such as Major, Agile, or Operational). Each project type has its own version of the Details tab. If you show all Details tabs by default, Smart Paste will work on these tabs.
Note
Enabling all Details tabs may cause minor flickering when opening a Project, as the form determines which tab to display. Custom scripts or business rules on the form may also affect Smart Paste functionality.
To enable Smart Paste on all project types:
- Open the Main - Information form for Projects in Edit mode.
- Select the Show hidden option to On at the bottom of the screen
- Select the first Details tab (typically for Major projects).
- In the right-hand properties pane, uncheck the option labeled Hide.
- Repeat this process for the Details tabs associated with Agile and Operational project types.
- Save and publish the form once all relevant tabs have been updated.