Boost Form Filling in Model-Driven Apps with Copilot
Model-Driven App
Apr 16, 2024 8:00 PM

Boost Form Filling in Model-Driven Apps with Copilot

by HubSite 365 about Dian Taylor - [MVP] (Dynamics 365 Talk)

Microsoft MVP | Dynamics 365 CE Presales Engineer - Director at RSM US LLP | LinkedIn Learning Author

Citizen DeveloperModel-Driven AppLearning Selection

Unlock Enhanced Data Entry with Copilot in Model-Driven Apps

Key insights


  • Copilot Assistance for Form Fill in Model-Driven Apps is now generally available, making data entry easier and faster by providing AI-generated suggestions.
  • The feature works by giving suggestions based on the user's app usage, the current form information, and similar past entries, which can be accepted or edited by the user.
  • To enable AI Form Fill Assistance, ensure the Model-Driven app has the modern look and enable the setting in the Power Platform Admin Center.
  • Availability of suggestions depends on the feature rollout in your region, the modern look being enabled, enough historical data, and it currently supports choice, text, numeric, and date fields in main forms only.
  • This innovation, part of a broader integration of AI within Dynamics 365, marks a significant move towards streamlining data management and enhancing user efficiency.

User Efficiency with AI in Dynamics 365

The introduction of Copilot Assistance for Form Fill in Model-Driven Apps represents a transformative step in how users interact with Dynamics 365. By leveraging AI to generate data entry suggestions, this feature significantly reduces manual input effort, making the process not just faster but also potentially more accurate. It tailors suggestions based on the specific usage patterns of the user and the historical data available in the system, illustrating a personalized approach to improving productivity.

Enabling this feature is straightforward and represents Microsoft's commitment to functionality and user experience. The prerequisites ensure that only those with the latest design benefits from this advancement, aligning with Microsoft's strategy of continuous improvement and innovation. By concentrating on main forms and specific field types, the initial rollout provides a focused testing ground for further enhancements.

Copilot Assistance for Form Fill in Model-Driven Apps is now generally available, offering an enhanced data entry experience. This feature allows the application to provide AI-generated suggestions for filling out forms, thereby simplifying the process. It's a significant leap towards automating data entry without fully removing manual oversight.

Previously, integrating systems or manual data entry were the only methods to update records in Dataverse or Dynamics 365. However, the introduction of AI and Copilot to Model-Driven Apps changes this dynamic. By utilizing AI suggestions, users can speed up data input without compromising accuracy, enhancing productivity and data management efficiency.

The AI form fill assistance works by analyzing the user's interaction with the application, existing form data, and historical entries. Suggestions appear in a distinct format and are optional, meaning users retain full control over accepting or modifying the suggested data. This ensures that the AI enhances the data entry process without undermining user decisions.

Activating AI form fill assistance is straightforward, requiring just two steps: enabling the new modern refreshed look for your Model-Driven App and activating the feature in the Power Platform Admin Center. This ease of setup makes it accessible for organizations of all sizes to streamline their data entry processes.

It's important to note that AI suggestions are only available under certain conditions. The feature must be rolled out to your region, the app must sport the modern design, and there needs to be sufficient historical data. Additionally, Copilot's suggestions apply only to main forms and specific field types, including choice, text, numeric, and date fields.

In conclusion, Copilot Assistance for form fill-in is a transformative feature for users of Model-Driven Apps, offering a smarter, more efficient way to manage data entry. By understanding its workings, requirements, and limitations, organizations can effectively leverage AI to enhance their use of Dynamics 365 and similar applications.

Model-Driven App - Boost Form Filling in Model-Driven Apps with Copilot


People also ask

Questions and Answers about Microsoft 365

[Begin Question] "What are the three important areas to focus on when creating model-driven apps?" [End Question] [Begin Answer] Answer: "When crafting model-driven applications, it's crucial to concentrate on three fundamental aspects: modeling business data, outlining business processes, and assembling the application." [End Answer] [Begin Question] "What are the challenges of Powerapps?" [End Question] [Begin Answer] Answer: "PowerApps users often face several challenges. These include issues where automatic Next links don't work as expected for galleries and grids when using action-based connectors. Difficulty arises when sharing a Canvas app that utilizes the SharePoint connector. There's a notable shift with SQL data sources, which now exclude the "[dbo]" prefix from their name. Challenges also extend to integrating custom connectors and Microsoft Dataverse, especially when dealing with column names that contain spaces." [End Answer] [Begin Question] "How do I add a quick view form to model-driven app?" [End Question] [Begin Answer] Answer: "To incorporate a quick view form into a model-driven app, one must follow the specific steps designed for this process." [End Answer] [Begin Question] "Which two components can be added to a model-driven app?" [End Question] [Begin Answer] Answer: "When developing a model-driven app, it incorporates several elements. Notably, two categories of components can be integrated: Artifacts and Table assets." [End Answer]



Copilot Assistance, Form Fill, Model-Driven Apps, AI in Business Applications, User Experience Optimization, Automation in Form Filling, Data Entry Efficiency, Enhanced User Interface