Copilot Form Fill Assistance in D365 CRM
Inkey Solutions, July 11, 2025957 Views
Copilot Form Fill Assistance is an AI-powered feature in Microsoft Dynamics 365 (Model-driven apps)
that helps users fill in data fields on forms by suggesting relevant values based on:
- Clipboard content
- Previously entered data
- Uploaded files or images (PDFs, Word docs, images)
- Email content
It aims to save time and reduce data entry errors by offering smart suggestions for each form field.
Advantages
- Reduces time spent typing repetitive or similar data
- Understands what you’re working on using clipboard, recent activity, or file content
- Ensures consistency in data entry
- You can choose to accept or reject each suggestion
- Ideal for customer service agents and salespeople entering leads, cases, or contacts
Disadvantages
- Works only with supported fields (text, choice, number, date); doesn’t support file/image upload fields
- Won’t work with fields protected by column-level security
- Some users may find the suggestions intrusive or not relevant
- Under heavy load, suggestions may take longer or not appear temporarily
- File/image support and Smart Paste are in preview and may evolve or break temporarily
How to Enable Copilot Form Fill Assistance in D365 CRM
- Environment-Level Configuration (Admin Step)
- Go to Power Platform Admin Center
- Navigate to your environment → Settings → Product → Features
- Find Copilot or AI Form Fill Assistance
- Turn it ON and choose:
- All users
- Specific security roles
- Or disable completely
- Enable at Field Level (Maker Step)
- Go to Power Apps Maker Portal
- Select your Dataverse table (e.g., Lead, Case, Contact)
- Click on the Column (Field) you want to support Copilot
- In the field’s properties, toggle on “Allow form fill assistance”
- Enable Preview Features (Optional but powerful)
- For clipboard and file support:
- Go to Settings → Product → Copilot Features
- Enable:
- Smart Paste
- File/Image Support
How to Use It in CRM Forms
Basic Usage
- Open a form in CRM (e.g., Lead, Opportunity)
- Copilot will analyze context and show suggestions under empty fields
- You can:
- Click Accept next to the suggestion
- Use the Accept All option to populate all fields at once
- Or Dismiss the suggestions
Smart Paste
- Copy content (e.g., name, email, company info from an email)
- In the form, click the Smart Paste icon
- Copilot analyzes clipboard and fills relevant fields
File/Image Upload
- Drag and drop a file or image (e.g., a business card, PDF form)
- Copilot reads the file and fills in matching form fields
Supported formats: .docx, .pdf, .jpg, .png, .eml, .msg, etc.
Customization Options
- Decide which fields can show AI suggestions
- Limit to specific security roles
- Use company templates or formats to train file-based suggestions (currently limited to known layouts)
- Completely turn off suggestions for specific forms or views if not useful
Data Privacy & Control
- No data is stored until the user explicitly accepts a suggestion
- Suggestions come with tooltips or citations showing where the info was derived (e.g., “From clipboard” or “From uploaded file”)
