Create Note

Note

This tool is available by default on the following MCP servers: Dynamics 365 Customer Service. The tools and examples in this documentation illustrate current capabilities. Tool names, descriptions, parameters, response formats, and available functionality can change over time.
When you build agents, integrations, or orchestration logic, don't hard-code dependencies on specific tool names, parameter structures, tool metadata, or response schemas. Instead, design your solution to discover and use available tools at runtime.
As the platform evolves, Microsoft might add, remove, rename, or modify tools and tool metadata. Designing against capabilities rather than specific tool identifiers helps maintain compatibility across service updates.

Use this capability when you want to add a note to a case, account, or other record. Notes are free-form text entries that appear on the record's timeline.

What it does

The assistant creates a note (annotation) and attaches it to the record you specify. The note appears on the record's activity timeline alongside emails, phone calls, and tasks. Notes are useful for recording internal observations, customer interactions, or follow-up reminders.

Try prompts like

• "Add a note to this case"
• "Log a note that the customer called back"
• "Save a note saying we need to follow up"
• "Add a note: contacted the customer via phone, issue is with SSO login"
• "Record a note on this account"
• "Note: customer confirmed the workaround is working"

What you see in chat

The assistant displays the activity timeline as an app-in-chat component, refreshed to show your newly created note in context with other activities on the record.

Helpful tips

• Just type the note content naturally - the assistant creates the note with your text.
• You can include a title by saying something like "add a note titled 'Follow-up needed' with text..."
• Notes are different from tasks. If you need a trackable action item with a due date, say "create a task" instead.
• Notes are attached to the current record context. If you need to add a note to a different record, specify which one.

Tip

After creating a note, you can update it later by saying "update the note" or "fix the typo in my note."

What happens next

After the note is created, you can continue with prompts like:

• "Add another note"
• "Create a follow-up task"
• "Show the timeline"
• "Draft an email to the customer"

Does this change data?

Yes. This creates a note.

A new note (annotation) is created in Dynamics 365 and attached to the record. The assistant asks for confirmation before creating the note.

What you can do from the app-in-chat component

From the timeline in chat, you can:

• See your new note alongside other activities
• Browse the full activity timeline
• Select any activity to view its details
• Open the full record form in Dynamics 365

Prerequisites

This tool is available on the Dynamics 365 Customer Service MCP server. See the availability note at the top of this page for details. No additional configuration is required.

Tool summary

Property	Value
User-facing name	Create Note
Internal tool name	create_note
Purpose	Creates a note (annotation) on a Dynamics 365 record

Tool behavior

Creates a note (annotation) on a Dynamics 365 record. Annotations are free-form text entries attached to a record's timeline. Use when the user asks to add a note, log a note, or save text as a note on a case, account, or other entity. For tasks, emails, phone calls, or appointments, use create_activity instead — those are timeline activities, not annotations.

Annotations

Annotation	Value	Meaning
readOnlyHint	false	This tool creates data — Microsoft 365 Copilot prompts for confirmation.
destructiveHint	false	Creating a note is additive, not destructive.
idempotentHint	false	Each call creates a new note — not safe to retry.
openWorldHint	Not set	Uses default (queries Dataverse).

Input concepts

Record context

Input	Description	Required
entityId, entityType, incident, account	entityId (record GUID to attach the note to, required), entityType (entity logical name such as incident or account).	Yes

Note content

Input	Description	Required
notetext, subject	notetext (note body text, required), subject (optional short title for the note).	Varies

Response and UI behavior

This tool renders the activity timeline to confirm the note was created.

This MCP tool is supported by an MCP app.

Response type

Interactive component (app-in-chat)

The timeline widget refreshes to show the newly created note in the activity feed.

Routing notes

Use create_note for:

• "Add a note", "log a note", "save a note"
• Free-form text annotations attached to a record

Don't use create_note when:

• The user wants to create a task, phone call, appointment, or email — use create_activity
• The user wants to update an existing note — use update_note
• The user wants to view the timeline — use get_activity_timeline

Related tools

Tool	Relationship
update_note	Updates the text of an existing note
create_activity	Creates timeline activities (tasks, phone calls, appointments, emails)
get_activity_timeline	Retrieves the full activity timeline for a record

Data mutation classification

Write / mutation.

This tool creates a new annotation record in Dataverse. Microsoft 365 Copilot prompts the user for confirmation before it runs.