Copilot features are being launched rapidly lately. Sometimes in preview and sometimes they are available to you straight away. A while back Microsoft introduced the Copilot form fill suggestions using AI. I blogged about it when it was just released (blog post you can find here) and at that time I was not a big fan. Today I will share an enhancement to this feature which is still in preview but looks very promising, which is the Copilot smart paste feature. In essence, what the feature is doing:
- you copy text from an email about for example an inquiry
- then you create a new record in Dynamics 365 CE, for example, a lead
- use the Copilot smart paste feature and it will analyze the data copied on the clipboard
- the Copilot smart paste feature matches your data to the columns on the form
How to configure Copilot smart paste feature?
In order to enable the Copilot smart paste feature you need to follow the next steps:
- Open the Power Platform Admin Center
- Navigate to Environments
- Select the environment where you want to enable this for
- Select Settings
- Navigate to Features in the Products section
- Find the AI form fill assistance section
- Enable Enable smart paste (preview)
- Press Save
How to use the Copilot smart paste feature?
Imagine you get an inquiry via email like the example below. When you would like to store this information in Dynamics 365 CE you would need to copy the individual data and paste it into the columns in order to save the lead. Now with the Copilot smart paste feature this can be done now a lot more efficient.
In three simple steps, you can now create the lead from your email.
1. Select all the text you would like to use in the email in order to create your lead and select Copy
2. Create a new lead and select Smart paste button from the ribbon
3. Use Accept all suggestions at the top of the form or review by column and Accept individual changes.
Current limitations
At the moment there are a few limitations in order to use this feature and you can find the full details in the documentation from Microsoft here
- Able to use in Main forms and Quick Create forms
- The supported types of columns are: text, numeric, choice, and date
- Columns that have Column Security applied to it are not supported
- A limited number of languages are supported, check out the documentation for the full list.
