Dynamics 365 Sales – Accelerate data entry using form fill assist toolbar

We are announcing the ability to extract key details, such as names, phone numbers, addresses, and company info from uploaded content, and intelligently map them to the right fields in the sales form in Dynamics 365 Sales. This feature will reach general availability on October 17, 2025.

How does this affect me?
As part of Copilot’s form fill assistance initiatives, the form fill assist toolbar supports the uploading of files, emails, and images, helping eliminate manual data entry. It extracts key details, such as names, phone numbers, addresses, and company info, from uploaded content and maps them to the right fields in the sales form.

What action do I need to take?
This message is for awareness and no action is required.

If you would like more information on this feature, please visit Accelerate data entry using form fill assist toolbar.