Edit

View account

Applies to: Dynamics 365 Customer Service and Dynamics 365 Sales

Note

  • 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 see the full details of a specific customer account directly in chat.

What it does

The assistant opens a detailed account form for the account you name or specify by ID. You can see all account fields, edit supported fields inline, and navigate to the full form in Dynamics 365.

If you provide an account name and multiple accounts match, the assistant lets you know and suggests using "list accounts" to find the right one.

Try prompts like

  • Show Contoso account details.
  • Open account Adventure Works.
  • View the Fabrikam account.
  • Show me the Northwind Traders account.
  • What are the details for the Litware account?
  • Open this account.

What you'll see in chat

The assistant displays an interactive account form as an app-in-chat component. The form shows account fields such as name, industry, address, phone number, email, and any custom fields configured on the form.

Helpful tips

  • You can use the account name or a GUID to open a specific account.
  • If the assistant says multiple accounts match, try "list accounts" and then select the one you want.
  • For a quick text summary instead of the full form, say "summarize this account" or "brief me about Contoso."

Tip

After the account form appears, you can ask follow-up questions like "show contacts at this account" or "list cases for this account."

What happens next

After the account form appears, you can continue with prompts like:

  • Summarize this account.
  • Show contacts at this account.
  • Update the phone number on this account.
  • List cases for this account.

Does this change data?

No, viewing an account doesn't change data.

The account form is read-only by default. Inline edits from the form can change data. The assistant asks for confirmation before making changes.

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

From the account form in chat, you can:

  • Review all account details.
  • Edit supported fields inline.
  • Open the full account form in Dynamics 365.
  • Continue working with the account in chat using follow-up prompts.

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 View account
Internal tool name get_account
Purpose Opens the full form view of a single CRM account record with inline editing

Tool behavior

Opens the full form view of a single CRM account record with inline editing. Accepts a GUID or account name and resolves unique names automatically. Returns an error when multiple accounts match the name; use list_accounts to disambiguate.

Annotations

Annotation Value Meaning
readOnlyHint Not set Read-only in practice; this tool doesn't modify data directly.
destructiveHint Not set Not applicable (read-only tool).
idempotentHint Not set Not applicable (read-only tool).
openWorldHint Not set Uses default (queries Dataverse).

Input concepts

Record identifier

Input Description Required
recordId recordId (string, required). An account GUID or account name to search for. When a name is provided, the tool resolves it server-side. If multiple accounts match, an error is returned directing the user to list_accounts for disambiguation. Yes

Form selection

Input Description Required
formId formId (string, optional). A system form GUID to use for rendering. Defaults to the primary main form when omitted. No

Response and UI behavior

This tool renders an interactive app-in-chat account form.

This MCP tool is supported by an MCP app.

Response type

Interactive form (detail view)

The form displays the account's fields as defined by the selected system form, including account name, industry, address, phone, email, and custom fields.

Routing notes

Use get_account for:

  • open account X, show account details, view Contoso.
  • Any prompt that names a specific account and wants to see its form.

Don't use get_account when the prompt explicitly says:

  • "List" or "show my accounts"—route to list_accounts.
  • "Summarize" or "brief me about" a company—route to summarize_account.
  • A generic entity by logical name—route to get_entity_record.
Tool Relationship
list_accounts Lists accounts; use to disambiguate when multiple match a name
summarize_account AI text summary of account context
update_entity_record Updates fields on the account record
get_contact Opens a contact form; often used alongside account detail
get_entity_record Generic entity detail for non-account entity types

Data mutation classification

Read-only entry point with downstream mutation potential.

The form view itself doesn't change data. Inline edits trigger write operations through update_entity_record.

  • Last updated on