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Dynamics 365 Sales – Streamline data entry with smart paste

From Microsoft 365 Message Center Archive by Merill Fernando · Microsoft may not have sent this notice to your tenant.

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We are announcing the ability to streamline data entry with smart paste in Dynamics 365 Sales. This feature will reach general availability on October 31, 2025. How does this affect me? This feature enables you to use smart paste, which uses AI to analyze data from your clipboard and identify key details that are automatically filled into the appropriate fields. Smart paste updates forms for you, such as emails or a business card, reducing the time required for data entry. The key capabilities include:

  • Automatically get inline field suggestions by copying relevant text or images to your clipboard.
  • Paste using the smart paste icon or the keyboard shortcut (Ctrl+V or Cmd+V) when no field is selected and allow AI to analyze the form and clipboard content to suggest field values.
  • Choose to accept or ignore suggestions and continue editing the form as needed.
  • Paste directly into specific fields as usual by selecting the field first.

What action do I need to take? This message is for awareness and no action is required. If you would like more information on this feature, please visit Streamline data entry with smart paste.

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