Speed Up Form Filling in Dynamics 365 with Copilot’s Files and Form Fill Assist Toolbar
Microsoft Dynamics 365 has introduced a new feature called the Files and Form Fill Assist Toolbar, which uses AI to read files and suggest what details should go into a form. This feature can save time and reduce errors when entering customer details into CRM. The Files and Form Fill Assist Toolbar can analyze uploaded files such as text documents, images, or enquiry forms, and suggest values for form fields. It supports file types like .txt, .docx, .csv, .pdf, and image files like .png, .jpg, .jpeg, .bmp. By using this feature, CRM workflows can be faster, smarter, and more accurate, allowing users to focus on engaging with customers.
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