Edit Draft Email

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 have a draft email you started earlier and want to pick up where you left off. The assistant opens the existing draft in a compose form so you can continue editing, then save or send it.

What it does

The assistant finds your most recent draft email on a case (or a specific draft you reference) and opens it in the compose form. The subject, body, recipients, and case context load from the saved draft. Any edits you make update the same draft record - no duplicate drafts are created.

Try prompts like

• "Open my draft email"
• "Edit the draft on this case"
• "Resume my email draft"
• "Open the latest draft"
• "Edit my draft for case CAS-01010-A0A0A0"
• "Continue working on my draft"

What you'll see in chat

The assistant displays the email compose form as an app-in-chat component, pre-filled with the draft's existing subject, body, and recipients. You can continue editing from where you left off.

Helpful tips

• If you have multiple drafts, specify which one by mentioning the case or topic.
• Only your own drafts are shown - you can't edit another agent's draft.
• Only unsent drafts can be opened this way. If the email was already sent, use "view email" instead.
• Saving updates the same draft record - it won't create a duplicate.

Tip

If you want to start a brand-new email instead of editing an existing draft, say "draft a new email" instead.

What happens next

After the draft opens, you can continue with prompts like:

• "Send it now"
• "Save the draft"
• "Add a paragraph about the resolution"
• "Change the subject"

Does this change data?

This step opens an existing draft but doesn't change data by itself.

Saving or sending the email from the compose form updates the draft record in Dynamics 365.

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

From the compose form in chat, you can:

• Edit the email subject and body
• Add or remove recipients
• Save the updated draft
• Send the email directly
• Open the full email form in Dynamics 365

Prerequisites

This tool requires the following:

• Copilot email features

Learn more in Manage Copilot features in Customer Service.

Tool summary

Property	Value
User-facing name	Edit Draft Email
Internal tool name	edit_email_draft
Purpose	Opens an existing draft email in the compose form so the user can resume editing

Tool behavior

Opens an existing draft email in the compose form so the user can resume editing. Loads the subject, body, recipients, and regarding record from Dataverse and pre-fills the form. Save and Send operations update the same draft record — no duplicate drafts are created. Rejects non-draft emails (statecode != 0).

Annotations

Annotation	Value	Meaning
readOnlyHint	true	Microsoft 365 Copilot skips the confirmation prompt. The widget manages persistence.
destructiveHint	Not set	Not applicable (opens existing draft for editing).
idempotentHint	Not set	Not applicable (each call opens a compose session).
openWorldHint	Not set	Uses default (queries Dataverse).

Input concepts

Specific draft

Input	Description	Required
activityId	activityId (email activity GUID of the draft to open). Use when the user references a specific draft, such as clicking the Edit button on a draft row in the timeline. Enforces owner-equality check.	No

Latest draft on record

Input	Description	Required
entityId, entityType, incident	entityId (parent record GUID, typically a case), entityType (entity logical name, defaults to incident). Returns the most-recently-modified draft owned by the current user on that record.	No

Mutual exclusivity

Input	Description	Required
activityId, entityId	activityId and entityId are mutually exclusive — passing both is rejected by the handler. Exactly one must be set.	No

Response and UI behavior

This tool renders an interactive email compose form.

This MCP tool is supported by an MCP app.

Response type

Interactive component (app-in-chat)

The compose form loads the draft's existing content — subject, body, recipients, and regarding context — for continued editing.

Routing notes

Use edit_email_draft for:

• "Open my draft", "resume my draft", "edit the draft"
• Clicking the pencil Edit button on a draft row in the timeline
• "Open the latest draft on case X"

Don't use edit_email_draft when:

• The user wants to compose a new email — use draft_email
• The user wants to view a received or sent email (not a draft) — use view_email
• The user wants to send an email immediately — use send_email

Related tools

Tool	Relationship
draft_email	Creates a new email draft (new compose session)
send_email	Sends an email immediately without compose review
view_email	Displays a received or sent email read-only
get_activity_timeline	Shows the activity timeline where drafts appear

Data mutation classification

Read-only entry point with downstream mutation potential.

The tool is marked readOnlyHint: true. The compose widget manages save and send operations — updates are applied to the same draft record in Dataverse when the user selects Save or Send.