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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Quick Create Task: Co ...
Service | Customer Service, Contact Center, Fie...
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Quick Create Task: Co Pilot Try Form Fill Assistance

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Posted on by donaldking 30
We have had multiple complaints about the Co Pilot Form Fill Assistance feature that went out recently. It pops up and fills with text we dont need and when we try to close it or not use it the page will lock up. 
 
 
Is there a way to turn this off its disrupting our work and is not useful at all
Categories:
Dynamics 365 Customer Service
I have the same question (0)
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,530 Super User 2025 Season 2 on at
    Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today! 
     

    The Co-Pilot Form Fill Assistance feature is designed to improve productivity, but if it’s causing unnecessary disruptions, you can disable it to streamline your workflow. Here's how to turn it off 

    • Navigate to Feature Settings:
      • Go to the Co-Pilot settings in Dynamics 365.
    • Adjust Form Fill Preferences:
      • Locate the "Form Fill Assistance" feature toggle.
      • Switch it to "Off" to disable the auto-fill functionality.
    • Save Changes:
      • Confirm and save your updates.
     

    This should prevent the feature from interrupting your work. If the page lock-up issue persists even after disabling the feature, it might be related to a system performance issue or a browser cache problem. Clearing the browser cache and ensuring that all systems are updated to the latest version can often resolve such issues.

  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at
    Hello donaldking,
     
    You're encountering a known issue with the CoPilot Form Fill Assistance in Dynamics 365 Sales, specifically the page locking up and the feature not being useful in your workflow.
     
    Understanding the Problem:
    • CoPilot Form Fill Assistance: This feature attempts to automatically fill in form fields based on context and AI-driven suggestions.  
    • Page Lockups and Unwanted Suggestions: The issues you're describing (page lockups, irrelevant suggestions) indicate a potential bug or performance issue with the feature.
     
    How to Disable CoPilot Form Fill Assistance:
    Unfortunately, there is no direct, user-level setting to completely disable the CoPilot Form Fill Assistance feature within Dynamics 365 Sales at this time.
     
    Workarounds and Potential Solutions:
    1. Browser Refresh:
      • As a temporary workaround, you can try refreshing the browser page when the form fill assistance causes a lockup. However, this is not a permanent solution.
    2. Contact Microsoft Support:
      • The best course of action is to report the issue to Microsoft Support.
      • Provide them with detailed information about the problem, including:
        • The specific forms where the issue occurs.
        • The browser you are using.
        • Any error messages you see.
        • Steps to reproduce the issue.
      • Microsoft can investigate the issue and potentially provide a fix or workaround.
    3. Provide Feedback to Microsoft:
      • Use the in-app feedback mechanisms within Dynamics 365 Sales to let Microsoft know about your experience with the CoPilot Form Fill Assistance.
      • This feedback can help Microsoft prioritize improvements and address the issues you're encountering.
    4. Browser Compatibility:
      • Make sure your browser is up-to-date and compatible with Dynamics 365 Sales.
      • Try using a different browser to see if the issue persists.
    5. Clear Browser Cache:
      • Sometimes, clearing your browser's cache and cookies can resolve performance issues.  
     
    Important Considerations:
    • Microsoft Updates: Microsoft is actively working to improve the CoPilot features in Dynamics 365 Sales. The issues you're experiencing might be addressed in future updates.
    • Feature Availability: The availability and behavior of CoPilot features can vary depending on your Dynamics 365 Sales version and region.
     
    Key Recommendation:
    • Contact Microsoft Support: Reporting the issue to Microsoft Support is the most effective way to address the problem and ensure that it's resolved.
     
    I understand that this is a frustrating issue. I hope that Microsoft will provide a solution soon.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak

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