In today’s fast-paced work environment, entering customer details manually into CRM can feel repetitive and time-consuming. Small tasks like typing in names or contact info from business cards can quickly add up—taking you away from what matters most: closing deals.
To solve this, Microsoft has rolled out a smart new feature in Dynamics 365—Files and Form Fill Assist Toolbar.
What Is It?
This AI-powered tool uses Microsoft Copilot to read files like PDFs, images, or documents and suggests what details should go into your CRM forms. Whether it’s a visiting card or an enquiry form, the system helps you fill in fields accurately and in seconds.
Supported file types include:
Text: .txt, .docx, .csv, .pdf
Images: .png, .jpg, .jpeg, .bmp
Supported field types: Text, numeric, choice, and date.
Real-World Use Case
Imagine you're a car showroom salesperson. A rep from A-One Tours & Travels visits to buy four vehicles. Instead of typing in their contact details from a business card, simply upload the card image using the toolbar.
How to Use It
Open the Lead form in Dynamics 365.
Click the file upload button or drag and drop the card/image onto the toolbar.
Let the AI suggest values for the form fields.
Review and save—done in seconds.
This simple tool speeds up your CRM tasks, reduces errors, and gives you more time to focus on customers.
For instance, I have uploaded the above card...Read More
