Summary of "Autofill fields with Copilot"
The video provides an overview and practical demonstration of the Autofill Fields feature with Copilot, currently in preview mode, designed to assist users in Microsoft Dynamics 365 Business Central or a similar ERP environment. Key points include:
Technological Concepts & Features:
- Autofill with Copilot is a pre-release feature aimed at automatically suggesting and filling data fields in card pages (e.g., customer card, vendor card, item card, fixed asset card) and document pages (sales orders, purchase orders).
- The feature is not available on list pages, worksheet pages, or setup pages.
- Autofill suggestions are based on:
- Previous entries within the company database.
- Most frequently used or recently used values for specific fields.
- Localization settings (e.g., Australian vs. Indian environments) that influence suggested values.
- Suggestions include corrections like capitalization, completion of incomplete words, and predictive text based on existing data.
- Users receive interactive suggestions with options to:
- Accept or reject individual field suggestions.
- Keep or discard all suggestions before closing a page.
- View the reasoning behind each suggestion (e.g., “most frequent use,” “recent value”).
- The feature supports multiple fields autofilling simultaneously and improves data entry efficiency by reducing manual errors such as spelling or formatting issues.
- It does not fully auto-complete all data in cards or documents but provides helpful partial suggestions.
- Suggestions can be triggered via a clickable icon or a keyboard shortcut (Alt + I).
- The feature is expected to improve with future Microsoft updates.
Product Usage Guide / Tutorial Highlights:
- Enable the autofill feature in the Copilot and agent capabilities settings.
- Demonstrated usage on customer cards and fixed asset cards, showing how to trigger suggestions and interact with them.
- Explanation of how the feature handles multiple fields and enforces user confirmation before saving.
- Examples of how the feature adapts suggestions based on company data and localization.
- Encouragement to start using the feature and anticipate enhancements in future releases.
Main Speaker / Source:
- The video is presented by the creator of the Go Digit YouTube channel, who provides a hands-on tutorial and analysis of the Autofill Fields with Copilot feature.
Category
Technology