From the Microsoft Dynamics 365 CRM Blogs: Copilot form fill assistance; Office & D365 Sales; D365 CRM & Azure Blob Storage; Transform sales processes

In this review of the Dynamics 365 Customer Engagement/CRM blogs:

• [How to] turn off Copilot form fill assistance
• The value of out-of-the-box Microsoft Office integration in Sales
• Simplifying data management with Azure Blob Storage
• Transform sales processes with Copilot in Dynamics 365 Sales effectively

[How to] turn off Copilot form fill assistance in Dynamics 365

On the CRM SoftwareBlog, Brian Begley from enCloud9 wrote that in Dynamics 365 CRM, you might see a message when you're saving a new record, such as an account, prompting you to accept AI suggestions. 

Begley noted that this message, which also appears when you’re editing multiple records, can be confusing since there's no explanation, and you can’t control how it works. Begley stated that this feature, called Copilot form fill assistance, is automatically integrated into D365 Sales, Customer Service, and soon Power Apps.

However, Begley wrote that users are having problems with the AI-generated suggestions feature, which auto fills form fields and causes confusion. He noted that even after turning off Copilot, the feature still runs, disrupting workflow and affecting data accuracy.

In his blog post, Begley explained how to turn off Copilot form fill assistance in Dynamics 365.

The value of out-of-the-box Microsoft Office integration in Dynamics 365 for Sales

Also writing on the CRMSoftwareBlog, an author from Azamba explored how the built-in Microsoft Office 365 integration in D365 Sales helps teams work more efficiently.