AI Form Assistant

Automatically complete forms to boost productivity and reduce data input errors

AI Form Assistant

How AI Form Assistant Helps Your Enterprise to Be More Efficient

A lot of daily business tasks involve recurring administration which focus on capturing, transferring and storing information via forms in ERP and CRM, with challenges in efficiency, accuracy and productivity, impacting the bottom line and causing issues in the supply chain and customer experience.

Prodware AI Form Assistant provides users with real-time suggestions for automatically filling in forms within business applications from a source text such as an email, chat or document.

Cost-effective Transformation Across Business Areas with AI Form Assistance

These are just a few business scenarios where data entry is required, takes time and needs optimum accuracy: AI Form Assistant is fully flexible – the possibilities are endless.

Sales

Reduce CRM administration and bottlenecks to allow commercial teams more time with prospects and customers.

Customer Service

Reduce case admin. and speed up communication by automatically creating requests and updates for colleagues from various data points including chat transcripts.

Human Resources

Streamline employee onboarding and offboarding by completing mandatory forms from data held in documents and emails.

Finance

Reduce ERP data entry errors and administrative effort across finance and procurement, such as purchase order creation or supplier onboarding from email requests.

Cost-effective Transformation Across Business Areas with AI Form Assistance

Smarter Form Completion, Built In

Enable AI-powered form completion directly within your teams’ everyday business applications.

Benefits of AI Form Assistant

Faster Data Capture

AI automates Dynamics 365 form filling, reducing manual entry, speeding submissions, improving accuracy, and requiring minimal training.

Improved Data Quality

Uses intelligent validation and contextual understanding to reduce errors, ensure completeness, and capture standardized, high-quality data at the point of entry across the organization.

Enhanced User Experience

AI guides users through forms with conversational prompts, simplifying fields, reducing effort, and speeding confident completion of work tasks.

Seamless Platform Integration

Integrates natively with Microsoft Dynamics 365, enabling scalable AI-driven forms without custom development, while ensuring governance and security.

Features of AI Form Assistant

Ready-to-go and Accessible

Available out-of-the-box and integrated directly within your familiar Microsoft Dynamics 365 ERP (Business Central and Finance & Supply Chain Management) and CRM (Customer Engagement) applications. Your subscription allows all business app users to benefit from this AI technology.

Real-time Contextual Understanding

AI Form Assistant can interpret user input, anticipate the intended context, and offer near real-time suggestions to populate form fields accordingly.

Multi-lingual Adaptability

When users receive a text in any language, they can ask AI Form Assistant to directly extract the information needed without needing to translate the information in advance.

Handling Unstructured Data

Users can directly paste the text from any source in any format and send it to the AI Form Assistant to extract the desired fields, with no pre-processing needed.

Enhanced User Experience and Error Reduction

AI Form Assistant automates data extraction and cross-referencing from provided text, allowing users to simply input content and then review, approve, or adjust the suggested outputs while the assistant handles the rest.

How AI Form Assistant Helps

  • Paste emails/chats to auto-suggest Lead and Opportunity fields in Dynamics 365.
  • Generate Sales Quotes from unstructured requests: products, quantities, delivery dates.
  • Handle multilingual enquiries without translation; review and approve suggested entries.
Sales Teams
  • Create Case (Incident) records from customer emails with suggested title/category/details.
  • Paste chat transcripts to structure case notes and updates consistently.
  • Extract details from any format, then approve/modify suggestions before saving.
Customer Service Agents
  • Turn service request emails into Work Orders with suggested priority, description, and scheduling details.
  • Populate Customer Asset details from installation/handover emails without pre-processing.
  • Paste technician emails to auto-suggest structured work order notes for full service history.
Field Service
  • Paste supplier onboarding emails to suggest Vendor master data (tax, address, terms).
  • Use invoice emails to suggest Vendor invoice fields (number, totals, dates).
  • Extract billing requests into customer invoicing forms, then validate suggested values.
Finance Teams
  • Create Purchase Orders from supplier quotes: header values, incoterms, delivery dates, lines.
  • Convert customer emails into Sales Orders with suggested items, quantities, and ship dates.
  • Populate Inventory journal entries from warehouse emails; user reviews suggested fields.
Supply Chain & Procurement

FAQ

AI Form Assistant automates data entry in ERP and CRM forms by extracting information from emails, chats, and documents, reducing manual work, errors, and processing bottlenecks across business teams.

AI Form Assistant is available out of the box and integrates directly with Microsoft Dynamics 365 ERP (Business Central, Finance and Supply Chain Management) and CRM (Customer Engagement), with no complex setup required.

Users paste text from any source into AI Form Assistant, which understands context and suggests values to automatically populate form fields in real time, requiring only review and approval.

Yes. AI Form Assistant can extract data from unstructured text in any format and supports multiple languages without requiring translation or pre processing.

No. AI Form Assistant is embedded directly in familiar Dynamics 365 applications and designed for everyday users, making it easy to adopt with minimal change to existing workflows.

Why Choose Prodware?

As leaders in digital transformation, our approach as a trusted advisor for our clients helps you match disruptive technologies with business realities, to meet your challenges. We create AI-infused apps and solutions to answer your needs with competitive advantage and innovation in mind.

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