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Autofill fields with Copilot (preview)

[This article is prerelease documentation and is subject to change.]

Copilot's autofill feature assists you by automatically filling in editable blank fields on your page. Use autofill when creating or modifying a record. It suggests field values that you can choose to keep or discard. These suggestions are based on your Business Central data, such as frequently or recently used values, or they can be AI-generated based on option values, lookup values, or page context.

When Copilot generates suggestions, it only accesses the business data you can access. Copilot never saves suggestions automatically but presents them for you to decide what to keep. Copilot uses AI, and suggestions might not be correct.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Prerequisites

Autofill is activated, and you have the required permissions to use it. Learn more in Configure Copilot and agent capabilities.

Supported languages

This Copilot feature is validated and supported in English only. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user's interaction or system settings, which might impact accuracy and the user experience. Learn more about geographic and language availability at Copilot international availability.

Availability

Where the autofill feature is available

The autofill feature is available on card and document pages, like a Customer card or a Sales Order. It's available on editable fields within FastTabs on these pages, except those listed in the following section.

Where the autofill feature isn't available

The autofill feature isn't available on these types of pages:

  • List pages like Customers and Sales Orders.
  • Worksheet pages like the Put-away Worksheet.
  • Setup pages, like Company information and General Ledger Setup, and assisted setup pages, like Set up sales tax and Set up outgoing email.
  • Task dialogs.

The autofill feature isn't available on these fields regardless of the page type:

  • Noneditable fields.
  • Fields in the FactBox pane.
  • Fields in rows and columns.
  • Multiline text fields.
  • Masked fields like passwords and secrets.
  • Date and time fields.
  • Toggle switches.
  • Fields that uniquely identify a record like IDs and numbers from a series.
  • Certain fields depending on your country/region. For example, Copilot can't make suggestions for address fields until web search powered by Bing is available in your country/region.

Use autofill on fields

Open the page for editing, select a field, and then select the Shows the Copilot icon for generating suggestions for field values. Suggest a value for this field and related fields icon or press Alt+i. If the icon doesn't appear, autofill isn't available for the field, so try another field.

Shows a card page with a Copilot icon for generating suggestions for field values.

Suggestions are generated only for fields in the FastTab that you are on. When Copilot finds suggestions, they're automatically entered in the fields in italics along with the Shows the details icon for a suggestion Show details icon. Fields remain unchanged if suggestions aren't found or they don't support the autofill feature.

Shows a suggested field with the accept and discard buttons.

When you hover over or select a field that includes a suggestion, the Shows the accept button for a Copilot suggestion Accept the suggestion and Shows the discard button for a Copilot suggestion Discard the suggestion buttons appear.

Review suggestions

Review the suggestion for each field and take appropriate action. Suggestions aren't saved until you accept them.

  • To learn more about a suggestion, select the Shows the details icon for a suggestion Show details icon next to the field, or press Alt+i. The details include the source of the suggestion, like the most frequently or recently used value. Use the thumbs-up and thumbs-down icons to give feedback.
  • To keep a suggestion, select Shows the accept button for a Copilot suggestion Accept the suggestion or press Enter.
  • To reject a suggestion and keep the original value, select Shows the discard button for a Copilot suggestion Discard the suggestion or press Delete.
  • To change a suggestion, select Change in the details or press F2.

You can also use the Keep all button in the upper right corner of the page to accept or discard suggestions on all fields.

When you leave the page while there are unaccepted suggestions, Copilot asks you to accept or discard suggestions first.

Autofill behavior with other data-entry features

Business Central offers many other features that reduce data entry, such as customer templates and business process settings that default values. On some pages, for example, when you specify the value for a field, Business Central validates and automatically sets related fields, like zip code and country. Unlike Copilot, these features don't use AI, and values are saved immediately.

When Copilot suggests a field value and you use any feature that saves a value to the same field, Copilot's suggestion is always discarded in favor of the value set by Business Central.

Responsible AI FAQ for autofill (preview)
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