Quick Fill

Capture field values from one Dynamics 365 record and paste them into another.

Quick Fill copies the field values from one Microsoft Dynamics 365 record and pastes them into another — in a single click. It's the fastest way to duplicate, template, or re-key records without retyping every field by hand. Think of it like a password manager, but for Dynamics 365 forms: capture once, paste anywhere. WHO IT'S FOR Sales and customer service teams, functional consultants, CRM administrators, data-migration and QA teams — anyone who repeatedly recreates similar records in Dynamics 365 Model-Driven Apps. HOW IT WORKS 1. Open a record that already has the data you want. 2. Click Quick Fill → Capture Record. 3. Open the new (or another) record and click Paste Record. That's it. Quick Fill matches the fields and fills them in, then shows you exactly what was filled, skipped, or needs attention. WHAT IT HANDLES - Every common field type: text, multi-line, numbers, currency, dates, yes/no, choices and multi-choices, lookups, owner, email, phone, URL, and more. - Reads and writes through the Dynamics form itself, so business rules and on-change logic still run. - A clear result summary after each run: Filled / Skipped / Unsupported / Failed. - History of your recent captures, so you can switch back to an earlier record anytime. - Settings to skip read-only, hidden, or system fields — you stay in control of what gets copied. WHY YOU'LL WANT IT - Save minutes on every record you recreate — no more field-by-field retyping. - Fewer copy/paste mistakes and missed fields. - No setup, no configuration, no learning curve. PRIVATE BY DESIGN Everything runs locally in your browser. Quick Fill has no server, no account, and no login. It never sends, syncs, or sells your data — captured values stay on your device, and it never reads or stores credentials. Quick Fill is not a bot or automation tool — it simply understands Dynamics forms and moves your data between records when you tell it to.