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Streamlining Batch Task Management in Microsoft Dynamics 365 Finance and Supply Chain Management

Posted on: February 12, 2024 | By: Fred Liu | Microsoft Dynamics AX/365 , Microsoft Dynamics Manufacturing

In this blog we will explore batch task management in Microsoft Dynamics 365. Microsoft Dynamics 365 Finance and Supply Chain Management is a powerful tool for managing a wide range of business operations. A key aspect of ensuring these operations run smoothly is the efficient management of batch tasks. The introduction of features like “Priority Based Scheduling” and “Batch concurrency control” has significantly improved how businesses manage their workload. Let’s delve deeper into these advancements and their impact on operational efficiency.

Before Priority Based Scheduling: The Challenge of Managing Batch Tasks

Initially, managing batch tasks in Microsoft Dynamics 365 (D365) was a straightforward process: tasks were assigned to specific groups of batch servers. This method was effective for handling a large volume of tasks and controlling the number of tasks that could run concurrently. However, this approach had its limitations, especially when it came to preventing system overload.

Example Scenario: Imagine a situation where 60 tasks are scheduled to run at the same “normal” priority level. If all these tasks were to start at the same time, it would lead to full utilization of system resources for an extended period. This could cause delays, slow down other processes, and potentially lead to system crashes, highlighting the importance of effective batch task management.

task management dynamics 365

The Introduction of Batch Concurrency Control

With the release of version 10.0.38, D365 saw the introduction of the “Batch concurrency control” feature. This feature allows administrators to set a limit on the number of tasks that can run concurrently within a batch group, offering a more nuanced approach to managing workload and preventing system overload.

Benefits of Batch Concurrency Control:

  • Prevents System Overload: By setting a cap on the number of concurrent tasks, this feature helps prevent the system from being overwhelmed, ensuring that resources are utilized efficiently.
  • Improves Operational Efficiency: It allows for smoother operation of critical processes by ensuring that essential tasks have the resources they need to run without interruption.
  • Enhances User Experience: A more stable system means fewer disruptions for users, leading to increased satisfaction and productivity.

Activating the “Batch concurrency control” feature introduces a new setting for batch groups, providing clear guidelines for its use:

  • Set the concurrency limit to zero if you do not need to control task concurrency.
  • To halt all tasks in a group, set the limit to -1.
  • For groups with over 5000 tasks ready to run, avoid setting a limit to prevent potential scheduling issues.

This feature is crucial for businesses looking to optimize their batch task management strategy. It builds on the previous strategy of selecting only a few servers for a batch group, thereby improving the ability to manage tasks more effectively.

Challenges:

  • System Overload: Without proper management, the risk of overwhelming the system with too many concurrent tasks is high.
  • Operational Delays: Inefficiencies in task management can lead to delays in critical operations, affecting overall business performance.
  • Reduced Productivity: When the system is strained, users may experience slowdowns or interruptions, reducing productivity and negatively impacting the user experience.

Advantages of Effective Batch Task Management:

  • Optimized Resource Utilization: By controlling the number of concurrent tasks, resources are allocated more efficiently, preventing bottlenecks.
  • Enhanced System Stability: A well-managed system is more stable and reliable, ensuring that business operations can run smoothly without unexpected disruptions.
  • Improved Business Outcomes: With smoother operations, businesses can expect better performance, increased productivity, and higher user satisfaction.

Next Steps:

If you want to learn more about Streamlining Batch Task Management in Microsoft Dynamics 365 Finance and Supply Chain Management , contact us  here  to learn how we can help you grow your business. You can also email us at  [email protected]  or call (312) 345-8817.

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task management dynamics 365

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Malin Martnes

Dynamics 365 and Power Platform

task management dynamics 365

Task Management: Tasks

A task defines a specific piece of work or an action that someone must complete. You can reuse tasks and add them to one or more checklists.

You have to create all the tasks your company is planning on keeping track of.

task management dynamics 365

In the task setup you give it a name and a description, you can set the task group , say if the task is optional or not. You can create a task link, where you can link to either a menu item in D365 HR, a url to any other page or directly to the worker details. This is so the people doing the task will have easy access to where they need to complete the task.

You can assign the task to one of six;

  • Worker (a specific person, don’t recommend ut)
  • Group (this is the group assignment)
  • Employee self service

task management dynamics 365

You set a contact person and a due date for the task. The due date is automatically calculated from the start/end date of the employee.

You can also create some instructions to make it easier for the person doing the task to know what needs to be done.

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Published by Malin Martnes

I have worked with different CRM systems for almost 10 years, and worked as a consultant with Dynamics CRM for 4 years. Since march 2018 I have worked with Microsoft's new HR system, Dynamics 365 for Talent, and gained unique insight in the system and various HR processes. In august 2018 I was the second in the world to pass the MB6-898 Dynamics 365 for Talent certification. View all posts by Malin Martnes

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Dynamics 365 Business Central

Microsoft dynamics 365 business central and microsoft 365: connect data to the tools where work is done.

  • By Mike Morton, Vice President, Microsoft Dynamics Business Central
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The pace of business operations continues to accelerate daily, presenting an ongoing challenge for employees who increasingly struggle to keep up. They often find themselves overwhelmed by the very tools designed to enhance their work, leading to frequent switching between various documents, apps, and websites as they hunt for data.  

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Realize the power of a connected workplace

Harvard Business Review addresses this issue in its article How Much Time and Energy Do We Waste Toggling Between Applications? , where it describes the prevalent “swivel chair” approach to work, which has become the norm for most employees. This is primarily because many software applications weren’t originally designed to connect with each other. Consequently, employees often serve as the connective tissue bridging the gap between these disparate applications. They engage in manual processes of fetching, transforming, and submitting data from one system to another, constantly shifting between apps. This practice is both time-consuming and mentally draining. 

The true cost of this constant app-switching becomes apparent when we consider that the average user toggles between different apps nearly 1,200 times each day, spending approximately four hours per week reorienting themselves after switching to a new application. Annually, this adds up to a staggering five working weeks, accounting for a significant 9% of their total work time. 1   

What’s the solution to this productivity-sapping dilemma? The answer lies in connecting business systems and productivity tools, providing employees with easy access to the information they need without switching between applications. Seamless sharing of data across tools and applications not only simplifies access for employees but also lays the foundation for AI and Microsoft Copilot to offer proactive insights and assistance within their everyday tools. 

With Microsoft Dynamics 365 Business Central and Microsoft 365, businesses can establish a unified experience where data seamlessly connects with productivity apps including Excel, Outlook, and Microsoft Teams. This connectivity ensures that employees can access timely information, gain valuable insights, and collaborate directly within the tools they use daily—all without the need to switch between applications. 

By harnessing connected solutions powered by real-time data, businesses can begin to unlock the full potential of AI-enabled productivity with Microsoft Copilot. With Copilot, businesses can automate tasks and guide users through assisted workflows—saving them time, improving collaboration, enhancing decision-making, and allowing employees to focus on what truly matters—driving business success. 

More collaboration with Business Central and Teams 

Modern workplaces are challenged by fragmented data and communication tools—employees often find themselves juggling various apps and struggling to disseminate timely information, making collaboration difficult. With Teams connected to Business Central, your organization can efficiently share and interact with real-time data, transforming Teams into a centralized hub for your daily operations.  

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With Business Central and Teams, employees can: 

  • Make data accessible and collaborative. With Teams connected to Business Central, timely data can be shared in group chats or channels, transforming Teams into the hub for all and daily operations that unite employees, processes, and the data they need to work together. 
  • Take action from the app they prefer. From Business Central, quickly share data to jumpstart conversations in Teams. From Teams, stay in the flow of work by viewing and editing business data without having to switch apps. 
  •  Streamline collaboration across departments. Empower each department to self-serve by unlocking the data they need to work better together—even without a Business Central license. Get read-only access to Business Central data in Teams at no additional cost with your Microsoft 365 license. 

More productivity with Business Central and Excel 

Employees often find themselves working in specific applications that align with their roles and responsibilities. For finance and operations teams, Excel is a fundamental tool that plays a pivotal role in their daily tasks. Enabling these teams to maximize their productivity within their preferred application can lead to significant productivity gains. 

With Business Central and Excel, employees can: 

  • Simplify daily tasks. Export any Business Central data to an Excel worksheet to capture data snapshots or share for review. Save time by updating records in bulk in Excel and uploading the revised records to Business Central with just a few clicks.  
  •  Go from raw data to insights faster. Get timely operational insights from Business Central as Excel reports and adapt quickly by customizing report layouts as Excel worksheets. Easily analyze transactions and business data using pivot tables, charts, and calculations to get answers quickly. 
  • Collaborate in the tools where teams work best. Streamline team-based activities like budgeting and planning with multi-player co-authorship and functionality. Create, edit, and access Excel documents as a team, then publish the final outcomes back to Business Central. 

More impact with Business Central and Outlook 

At the core of most businesses lies the unwavering commitment to deliver exceptional products and services to its customers. To achieve this goal, businesses must foster strong and meaningful relationships with their clients, vendors, and stakeholders. With Business Central and Outlook working together, employees gain valuable business insights delivered directly to their inbox, so they can save time while staying focused on delivering extraordinary experiences.  

With Business Central and Outlook, employees can: 

  • Enhance customer experience directly from their inbox. Connect real-time data from Business Central to Outlook. Save time with visibility into customer and vendor information like sales, purchase details, and more without leaving their inbox.   
  • Stay in the flow of work. Use templates to quickly send payment reminders, order confirmations, and other emails directly from Business Central connected to a shared mailbox. 
  • Go from quote to cash without leaving Outlook. Set up customers or vendors, create quotes, submit invoices, and more from within Outlook so employees can focus on the task at hand. 

Embrace the future of work with AI and Dynamics 365 Business Central and Microsoft 365 

When Dynamics 365 Business Central and Microsoft 365 work together, small and medium-sized businesses can boost productivity and redefine how work gets done. With data delivered directly to familiar apps like Excel, Outlook, and Teams, employees get the information they need without switching between applications. Using next-generation AI with Microsoft Copilot, employees can further streamline routine tasks like drafting content, summarizing meetings, providing email follow up, and quickly finding answers to questions—all within the tools where they work best. 

Learn more about connecting your data with Business Central.

1 Harvard Business Re view, How Much Time and Energy Do We Waste Toggling Between Applications , 2022 

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task management dynamics 365

Integrating Dynamics 365 With Asana

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Posted on 21 Feb 2024

In this article, we’ll look at how to integrate Asana (a project management tool) with Dynamics 365. We have three scenarios:

Scenario 1 : Tasks made in Dynamics 365 will also be created in Asana. Scenario 2 : Once a task is marked as complete in Asana, it is likewise marked as complete in Dynamics 365. Scenario 3 : Open Asana Task from Dynamics 365 – custom Button. Solution : For these two cases, we will use the Power Automate flow; there are actions available for Asana in Power Automate for Asana task creation and task completion. Now we can see how to solve Scenario 1 using Power Automate. When a task is created in Dynamics 365, we must create a task in Asana.

task management dynamics 365

We are using  “When a row is added, modified or deleted – Microsoft dataverse” as trigger and selected Task table. Following the trigger we can use “Create Task – Asana “ Action to create task in asana. Also create 2 fields in Task table for storing Asana Task Id and Asana Project Id. After the “Create Task “ action we will update the Task Id and Project Id in in dataverse.

task management dynamics 365

So with this flow our first scenario is covered. Now we will check how to solve second scenario, when a task is completed In Asana we need to mark the task completed in dynamics 365. For this Power automate also provide a Asana trigger “ When a task is completed – Asana”, select the trigger and provide the workspace and project.

task management dynamics 365

After the trigger we are using “List rows” action and  filtering the  specific task using the Asana task Id Field we previously created for storing the Asana Task ID. Then We will use an “Update Row ” action to update the Task status as complete in dataverse.

task management dynamics 365

                                                                                                  

task management dynamics 365

                                                                                                                                                                                                                          

So with this flow second scenario is also covered. Now we will check the third scenario Open task In asana from Model driven app. For that we should use Ribbon Workbench to create and customize the button.

task management dynamics 365

                                                                                                                                                                 

For the button Command we will use a JavaScript action with parameter as “FirstPrimaryItemId”. Create a JavaScript web resource which contains the code and add it to the custom JavaScript action.

task management dynamics 365

With this scenario 3 is also finished (button on the form ‘Open Task in Asana’ is available and clicking on it would open the task in Asana .

task management dynamics 365

Task in Asana

task management dynamics 365

Hope this helps!

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5 Benefits of SMS Integration for Microsoft Dynamics 365 CRM

5 Benefits of SMS Integration for Microsoft Dynamics 365 CRM

In the realm of customer relationship management (CRM) and sales, effective communication is the cornerstone of success. As businesses strive to streamline their operations and enhance customer engagement, SMS remains an unparalleled communication tool, boasting a staggering 98% open rate and significantly higher client visibility compared to emails.

When CRM systems and SMS platforms aren't integrated, valuable customer data sits siloed, hindering personalized communication and creating a fractured customer experience.

Here's how this gap manifests:

  • Information Blindspots: Sales reps lack real-time insights into past SMS interactions when engaging with customers through CRM, hindering rapport building and personalized offers.
  • Wasted Manual Efforts: Manually logging SMS conversations into CRM is time-consuming and error-prone, leading to wasted resources and inaccurate data.
  • Inconsistent Communication: Customers might receive disjointed messages, creating confusion and frustration.
  • Missed Opportunities: Without a holistic view, businesses struggle to identify trends and personalize communication for better engagement and lead conversion.

Integrating Text / SMS capabilities within CRM systems is the solution! Leveraging the power of SMS alongside Microsoft Dynamics 365 CRM amplifies sales communication. One such groundbreaking solution facilitating this integration is the new TextSMS4Dynamics app by Inogic.

Here's how TextSMS4Dynamics helps bridge the communication gap by seamlessly integrating SMS functionality within the Dynamics 365 CRM.

Effortless Message User Interface:

TextSMS4Dynamics provides a user-friendly Message User Interface (UI) integrated directly within the CRM environment. This integration allows users to initiate, maintain, and track SMS conversations with customers—all from a single platform. Whether communicating within CRM records or creating new records from SMS messages, the process is streamlined for enhanced efficiency.

SMS Integration for Microsoft Dynamics 365 CRM

Instant SMS Notifications:

Receive instant notifications for incoming SMS messages directly within Dynamics 365 CRM. These real-time notifications ensure prompt responses to customer inquiries and other critical messages, thereby enhancing customer satisfaction and engagement.

SMS Integration for Microsoft Dynamics 365 CRM

Keep Track of Past Conversations:

TextSMS4Dynamics facilitates the storage of complete message history as individual message sessions. This feature enables users to track communication seamlessly, review previous conversations, and maintain comprehensive message records—all within your CRM system.

SMS Integration for Microsoft Dynamics 365 CRM

Create Engaging Messages within CRM:

With TextSMS4Dynamics, businesses can go beyond text-based communication by seamlessly sending multimedia messages, including pictures, directly from CRM environment. This feature enriches customer interactions and fosters deeper engagement.

SMS Integration for Microsoft Dynamics 365 CRM

Message Automation:

Automate messaging tasks with TextSMS4Dynamics through customizable workflows within Dynamics 365 CRM. From sending order confirmations to appointment reminders, this automation saves time, reduces manual effort, and ensures timely communication with clients.

SMS Integration for Microsoft Dynamics 365 CRM

Benefits of SMS and Dynamics 365 CRM Integration

The integration of SMS capabilities with Dynamics 365 CRM through TextSMS4Dynamics unlocks a plethora of benefits for businesses:

  • Seamless Communication: By centralizing SMS communication within the CRM platform, businesses can streamline communication channels and ensure consistency across interactions.
  • Enhanced Customer Engagement: Leveraging the high open rates and personal touch of SMS, businesses can engage customers more effectively, leading to improved satisfaction and loyalty.
  • Efficiency and Productivity: Automation features offered by TextSMS4Dynamics reduce manual effort, saving time and resources for sales, service, and marketing teams.
  • Comprehensive Data Management: With historical message sessions and seamless CRM integration, businesses can maintain comprehensive records of customer communication, facilitating better insights and decision-making.
  • Multi-Language Support: Cater to diverse customer demographics with multi-language support features. TextSMS4Dynamics enables businesses to send SMS messages in multiple languages, ensuring effective communication with customers across different regions and language preferences.

In conclusion, by harnessing the power of SMS alongside CRM functionalities, businesses can elevate their customer engagement strategies, drive efficiency, and ultimately, foster long-term success in today's competitive landscape.

I hope this article helped you comprehend the benefits of SMS and CRM integration.

There is much more to the features of TextSMS4Dynamics than this.

To learn more about the app, you can visit our product documentation site or mail us at [email protected] for a free personalized app demo.

Try the app today for a 15-day free trial from our website or Microsoft Appsource .

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Create task lists and add tasks

  • 5 contributors

This article describes how to create task lists and add tasks to them in Microsoft Dynamics 365 Commerce.

A task defines a specific piece of work or an action that someone must complete on or before a specified due date. In Dynamics 365 Commerce, a task can include detailed instructions and information about a contact person. It can also include links to back-office operations, point of sale (POS) operations, or site pages, to help improve productivity and provide the context that the task owner requires to complete the task efficiently.

A task list is a collection of tasks that must be completed as part of a business process. For example, there might be a task list that a new worker must complete during onboarding, a task list for cashiers who work evening shifts, or a task list that must be completed to prepare the store for an upcoming holiday season. In Commerce, every task list that has a target date can be assigned to any number of stores or employees, and it can be configured to recur.

Both managers and workers can create task lists in Commerce back office, and then assign them to a set of stores.

Create a task list

Before you start the process of creating a task list, make sure you complete the configurations in the Configure task management article. To create a task list, follow these steps.

  • Go to Retail and Commerce > Task management > Task management administration .
  • Select New , and then enter values in the Name , Description , and Owner fields.
  • Select Save .

Add tasks to a task list

To add tasks to a task list, follow these steps.

  • On the Tasks FastTab of an existing task list, select New to add a task.
  • In the Create a new task dialog box, in the Name field, enter a name for the task.
  • In the Due data offset from target date field, enter a positive or negative integer value. For example, enter -2 if the task should be completed two days before the task list's due date.
  • In the Notes field, enter detailed instructions.
  • In the Contact person field, enter the name of a subject matter expert that the task owner can contact if the task owner needs help.
  • In the Task link field, enter a link, based on the nature of the task.

Although you can use the Assigned to field to assign tasks to someone while you're creating a task list, we recommend that you avoid assigning tasks during task list creation. Instead, assign the tasks after the list is instantiated for individual stores.

Use task links to help improve worker productivity

Commerce lets you link tasks to specific POS operations, such as running a sales report, viewing an online training video for new employee orientation, or performing a back-office operation. This feature helps task owners get the information that they need to complete a task efficiently.

To add task links while you create a task, follow these steps.

On the Tasks FastTab of an existing task list, select Edit .

In the Edit task dialog box, in the Task link field, select one or more of the following options:

  • Select Menu item to configure a back-office operation, such as "Product kits."
  • Select POS Operation to configure a POS operation, such as "Sales reports."
  • Select URL to configure an absolute URL.

The following illustration shows the selection of task links in the Edit task dialog box.

Selecting task links in the Edit task dialog box.

Configure a POS operation so that it can be linked to a task

To configure a POS operation so that it can be linked to a task, follow these steps.

  • Go to Retail and Commerce > Channel setup > POS setup > POS > POS operations .
  • Select Edit , find the POS operation, and then select the Enable Task Management check box for it.

Additional resources

Task management overview

Configure task management

Assign task lists to stores or employees

Task management in POS

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  • AI and machine learning

Announcing Microsoft’s open automation framework to red team generative AI Systems

  • By Ram Shankar Siva Kumar, Microsoft AI Red Team Lead
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Today we are releasing an open automation framework, PyRIT (Python Risk Identification Toolkit for generative AI), to empower security professionals and machine learning engineers to proactively find risks in their generative AI systems. At Microsoft, we believe that security practices and generative AI responsibilities need to be a collaborative effort. We are deeply committed to developing tools and resources that enable every organization across the globe to innovate responsibly with the latest artificial intelligence advances. This tool, and the previous investments we have made in red teaming AI since 2019, represents our ongoing commitment to democratize securing AI for our customers, partners, and peers.   

The need for automation in AI Red Teaming

Red teaming AI systems is a complex, multistep process. Microsoft’s AI Red Team leverages a dedicated interdisciplinary group of security, adversarial machine learning, and responsible AI experts. The Red Team also leverages resources from the entire Microsoft ecosystem, including the Fairness center in Microsoft Research; AETHER, Microsoft’s cross-company initiative on AI Ethics and Effects in Engineering and Research; and the Office of Responsible AI. Our red teaming is part of our larger strategy to map AI risks, measure the identified risks, and then build scoped mitigations to minimize them.

Over the past year, we have proactively red teamed several high-value generative AI systems and models before they were released to customers. Through this journey, we found that red teaming generative AI systems is markedly different from red teaming classical AI systems or traditional software in three prominent ways.

1. Probing both security and responsible AI risks simultaneously

We first learned that while red teaming traditional software or classical AI systems mainly focuses on identifying security failures, red teaming generative AI systems includes identifying both security risk as well as responsible AI risks. Responsible AI risks, like security risks, can vary widely, ranging from generating content that includes fairness issues to producing ungrounded or inaccurate content. AI red teaming needs to explore the potential risk space of security and responsible AI failures simultaneously.

A diagram of a generative AI system. The input prompt is processed by App Specific Logic and then passed to the Generative AI Model, which may use additional skills, functions, or plugins if needed. The Generative AI Model’s response is then processed by the App Specific Logic to provide the GenAI Created Content as the system’s response.

2. Generative AI is more probabilistic than traditional red teaming

Secondly, we found that red teaming generative AI systems is more probabilistic than traditional red teaming. Put differently, executing the same attack path multiple times on traditional software systems would likely yield similar results. However, generative AI systems have multiple layers of non-determinism; in other words, the same input can provide different outputs. This could be because of the app-specific logic; the generative AI model itself; the orchestrator that controls the output of the system can engage different extensibility or plugins; and even the input (which tends to be language), with small variations can provide different outputs. Unlike traditional software systems with well-defined APIs and parameters that can be examined using tools during red teaming, we learned that generative AI systems require a strategy that considers the probabilistic nature of their underlying elements.

3. Generative AI systems architecture varies widely 

Finally, the architecture of these generative AI systems varies widely: from standalone applications to integrations in existing applications to the input and output modalities, such as text, audio, images, and videos.

These three differences make a triple threat for manual red team probing. To surface just one type of risk (say, generating violent content) in one modality of the application (say, a chat interface on browser), red teams need to try different strategies multiple times to gather evidence of potential failures. Doing this manually for all types of harms, across all modalities across different strategies, can be exceedingly tedious and slow.

This does not mean automation is always the solution. Manual probing, though time-consuming, is often needed for identifying potential blind spots. Automation is needed for scaling but is not a replacement for manual probing. We use automation in two ways to help the AI red team: automating our routine tasks and identifying potentially risky areas that require more attention.

In 2021, Microsoft developed and released a red team automation framework for classical machine learning systems. Although Counterfit still delivers value for traditional machine learning systems, we found that for generative AI applications, Counterfit did not meet our needs, as the underlying principles and the threat surface had changed. Because of this, we re-imagined how to help security professionals to red team AI systems in the generative AI paradigm and our new toolkit was born.

We like to acknowledge out that there have been work in the academic space to automate red teaming such as PAIR and open source projects including garak .

PyRIT for generative AI Red teaming 

PyRIT is battle-tested by the Microsoft AI Red Team. It started off as a set of one-off scripts as we began red teaming generative AI systems in 2022. As we red teamed different varieties of generative AI systems and probed for different risks, we added features that we found useful. Today, PyRIT is a reliable tool in the Microsoft AI Red Team’s arsenal.

A diagram of interactions between three components, the PyRIT Agent, the Target Gen AI System, and the PyRIT Scoring Engine. The PyRIT Agent first communicates with the Target Gen AI System. Then, it scores the response with the PyRIT Scoring Engine. Finally, it sends a new prompt to the Target Gen AI System based on scoring feedback.

The biggest advantage we have found so far using PyRIT is our efficiency gain. For instance, in one of our red teaming exercises on a Copilot system, we were able to pick a harm category, generate several thousand malicious prompts, and use PyRIT’s scoring engine to evaluate the output from the Copilot system all in the matter of hours instead of weeks.

PyRIT is not a replacement for manual red teaming of generative AI systems. Instead, it augments an AI red teamer’s existing domain expertise and automates the tedious tasks for them. PyRIT shines light on the hot spots of where the risk could be, which the security professional than can incisively explore. The security professional is always in control of the strategy and execution of the AI red team operation, and PyRIT provides the automation code to take the initial dataset of harmful prompts provided by the security professional, then uses the LLM endpoint to generate more harmful prompts.

However, PyRIT is more than a prompt generation tool; it changes its tactics based on the response from the generative AI system and generates the next input to the generative AI system. This automation continues until the security professional’s intended goal is achieved.

PyRIT components

Abstraction and Extensibility is built into PyRIT. That’s because we always want to be able to extend and adapt PyRIT’s capabilities to new capabilities that generative AI models engender. We achieve this by five interfaces: target, datasets, scoring engine, the ability to support multiple attack strategies and providing the system with memory.

An overview of PyRIT components including local and remote targets, static and dynamic datasets, the scoring engine with PyRIT itself or via API, attack strategies for single or multi-turn conversations, and memory with storage and other utilities.

  • Targets :   PyRIT supports a variety of generative AI target formulations—be it as a web service or embedded in application. PyRIT out of the box supports text-based input and can be extended for other modalities as well. ​PyRIT supports integrating with models from Microsoft Azure OpenAI Service, Hugging Face, and Azure Machine Learning Managed Online Endpoint, effectively acting as an adaptable bot for AI red team exercises on designated targets, supporting both single and multi-turn interactions. 
  • Datasets : This is where the security professional encodes what they want the system to be probed for. It could either be a static set of malicious prompts or a dynamic prompt template. Prompt templates allow the security professionals to automatically encode multiple harm categories—security and responsible AI failures—and leverage automation to pursue harm exploration in all categories simultaneously. To get users started, our initial release includes prompts that contain well-known, publicly available jailbreaks from popular sources.
  • Extensible scoring engine : ​ The scoring engine behind PyRIT offers two options for scoring the outputs from the target AI system: using a classical machine learning classifier or using an LLM endpoint and leveraging it for self-evaluation. Users can also use Azure AI Content filters as an API directly.   
  • Extensible attack strategy : PyRIT supports two styles of attack strategy. The first is single-turn; in other words, PyRIT sends a combination of jailbreak and harmful prompts to the AI system and scores the response. It also supports multiturn strategy, in which the system sends a combination of jailbreak and harmful prompts to the AI system, scores the response, and then responds to the AI system based on the score. While single-turn attack strategies are faster in computation time, multiturn red teaming allows for more realistic adversarial behavior and more advanced attack strategies.
  • Memory : PyRIT’s tool enables the saving of intermediate input and output interactions providing users with the capability for in-depth analysis later on. The memory feature facilitates the ability to share the conversations explored by the PyRIT agent and increases the range explored by the agents to facilitate longer turn conversations.

Get started with PyRIT

PyRIT was created in response to our belief that the sharing of AI red teaming resources across the industry raises all boats. We encourage our peers across the industry to spend time with the toolkit and see how it can be adopted for red teaming your own generative AI application.

  • Get started with the PyRIT project here . To get acquainted with the toolkit, our initial release has a list of demos including common scenarios notebooks, including how to use PyRIT to automatically jailbreak using Lakera’s popular Gandalf game.
  • We are hosting a webinar on PyRIT to demonstrate how to use it in red teaming generative AI systems. If you would like to see PyRIT in action, please register for our webinar in partnership with the Cloud Security Alliance.
  • Learn more about what Microsoft’s AI Red Team is doing and explore more resources on how you can better prepare your organization for securing AI.
  • Watch Microsoft Secure online to explore more product innovations to help you take advantage of AI safely, responsibly, and securely. 

Contributors 

Project created by Gary Lopez; Engineering: Richard Lundeen, Roman Lutz, Raja Sekhar Rao Dheekonda, Dr. Amanda Minnich; Broader involvement from Shiven Chawla, Pete Bryan, Peter Greko, Tori Westerhoff, Martin Pouliot, Bolor-Erdene Jagdagdorj, Chang Kawaguchi, Charlotte Siska, Nina Chikanov, Steph Ballard, Andrew Berkley, Forough Poursabzi, Xavier Fernandes, Dean Carignan, Kyle Jackson, Federico Zarfati, Jiayuan Huang, Chad Atalla, Dan Vann, Emily Sheng, Blake Bullwinkel, Christiano Bianchet, Keegan Hines, eric douglas, Yonatan Zunger, Christian Seifert, Ram Shankar Siva Kumar. Grateful for comments from Jonathan Spring. 

To learn more about Microsoft Security solutions, visit our  website.  Bookmark the  Security blog  to keep up with our expert coverage on security matters. Also, follow us on LinkedIn ( Microsoft Security ) and X ( @MSFTSecurity ) for the latest news and updates on cybersecurity.

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COMMENTS

  1. Task management

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  2. Task management overview

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  3. Configure task management

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  6. Synergize task management between Dynamics 365 Commerce and ...

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  8. Task Management for Dynamics 365

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  11. Task Management: Tasks

    Dynamics 365 Human Resources Task Management: Tasks. 09/07/2021 08/07/2021 Malin Martnes. A task defines a specific piece of work or an action that someone must complete. You can reuse tasks and add them to one or more checklists. ... Dynamics 365 for Talent, and gained unique insight in the system and various HR processes. In august 2018 I was ...

  12. Creating and customizing task flows

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  15. Retail Task management

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  16. Track and Manage Tasks

    Task management in Microsoft 365 Easily manage tasks across Microsoft 365 Access and update your tasks as you work, no matter which app you're using. See business plans and pricing See enterprise plans and pricing See your tasks where you work Stay focused and productive wherever you go.

  17. Effortless Task and List Management: The Power of Microsoft 365 CoPilot

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  18. What task management platform is best for me?

    There are a number of ways to manage tasks in Microsoft 365, some of which overlap, while others don't. Where are all the places we can create tasks? Why are there so many options? Microsoft has offered a variety of tools to address different use cases for task management, from personal to enterprise.

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  21. Task management in POS

    The Dynamics 365 Commerce POS application has task management features that let store managers and workers manage tasks and update task status. Store workers can access tasks either by selecting the Tasks tile on the POS home page or by selecting task notifications.

  22. Task Management Software for Microsoft Dynamics 365

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  27. Create task lists and add tasks

    Go to Retail and Commerce > Task management > Task management administration. Select New, and then enter values in the Name, Description, and Owner fields. Select Save. Add tasks to a task list To add tasks to a task list, follow these steps. On the Tasks FastTab of an existing task list, select New to add a task.

  28. Announcing Microsoft's open automation framework to red team generative

    Today we are releasing an open automation framework, PyRIT (Python Risk Identification Toolkit for generative AI), to empower security professionals and machine learning engineers to proactively find risks in their generative AI systems. At Microsoft, we believe that security practices and generative AI responsibilities need to be a collaborative effort.