KTL SOLUTIONS

Streamline Data Entry with AI: Exploring ‘Form Fill Assistance’ in Microsoft Dynamics

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Written By Mike Gargan

At KTL Solutions, we strive to keep our clients ahead of the curve with the latest tools. One recent addition that’s making waves in Microsoft Dynamics is ‘Form fill assistance.’ This AI-powered feature suggests text for various fields in Dynamics forms, reducing manual data entry and improving accuracy. 

What is ‘Form Fill Assistance’? 

‘Form fill assistance’ uses AI to provide suggestions for form fields as you type. It analyzes surrounding data and past interactions to recommend text, making data entry faster and more consistent. This means you can focus on what really matters, like building customer relationships, rather than repetitive tasks. 

A Personal Discovery 

I recently experienced this firsthand. While working on an activity in Dynamics, I began to type the subject line, and to my surprise, the system auto-filled it with the exact text I had in mind. It felt like the AI had read my mind, pulling from previous interactions with that customer to make a suggestion that was spot-on. This simple yet powerful feature saved me time and ensured consistency across my records. It’s a small change that makes a big difference. 

Key Benefits 

     

      • Saves Time: Eliminates repetitive data entry. 

       

        • Reduces Errors: AI-based suggestions improve accuracy. 

         

          • Consistency: Ensures uniform data entry across records. 

        Why KTL Solutions? 

        As a Microsoft partner, KTL Solutions is here to help you unlock the full potential of Dynamics 365, including new features like ‘Form fill assistance.’ Reach out to us to learn how we can streamline your processes and boost productivity. AI features like ‘Form fill assistance’ are transforming how businesses use Microsoft Dynamics. Ready to experience the benefits yourself? Contact KTL Solutions today for a consultation. 

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