Edit

View Contact

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 see the full details of a specific contact directly in chat.

What it does

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

If you provide a contact name and multiple contacts match, the assistant lets you know and suggests using "list contacts" to find the right one.

Try prompts like

  • "Open contact Jordan Reyes"
  • "Show me Scarlett Hughes"
  • "View contact details for Alex Johnson"
  • "Open the contact form for Maria Garcia"
  • "What are the details for Jordan?"
  • "Show this contact"

What you'll see in chat

The assistant displays an interactive contact form as an app-in-chat component. The form shows contact fields such as name, email, phone, company, job title, and any custom fields configured on the form.

Helpful tips

  • You can use the contact's name or a GUID to open a specific contact.
  • If the assistant says multiple contacts match, try "list contacts" and then select the one you want.
  • For a quick text summary instead of the full form, say "summarize contact Jordan Reyes."
  • For the parent company's details, say "open account" followed by the company name.

Tip

After the contact form appears, you can ask follow-up questions like "summarize this contact" or "list cases for this contact."

What happens next

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

  • "Summarize this contact"
  • "Show the account for this contact"
  • "List cases for this contact"
  • "Update the email address on this contact"

Does this change data?

No, viewing a contact does not change data.

The contact 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 contact form in chat, you can:

  • Review all contact details
  • Edit supported fields inline
  • Open the full contact form in Dynamics 365
  • Continue working with the contact 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 Contact
Internal tool name get_contact
Purpose Opens the full form view of a single CRM contact record with inline editing

Tool behavior

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

Annotations

Annotation Value Meaning
readOnlyHint Not set Read-only in practice; this tool does not 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). A contact GUID or contact name to search for. When a name is provided, the tool resolves it server-side. If multiple contacts match, an error is returned directing the user to list_contacts 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 contact form.

This MCP tool is supported by an MCP App.

Response type

Interactive form (detail view)

The form displays the contact's fields as defined by the selected system form, including full name, email, phone, company, job title, and custom fields.

Routing notes

Use get_contact for:

  • "open contact X", "show contact details", "view Jordan Reyes"
  • Any prompt that names a specific contact and wants to see their form

Don't use get_contact when the prompt explicitly says:

  • "List" or "show my contacts" - route to list_contacts
  • "Summarize" a contact - route to summarize_contact
  • A generic entity by logical name - route to get_entity_record
Tool Relationship
list_contacts Lists contacts; use to disambiguate when multiple match a name
summarize_contact AI text summary of contact context and case history
update_entity_record Updates fields on the contact record
get_account Opens an account form; often used alongside contact detail
get_entity_record Generic entity detail for non-contact entity types

Data mutation classification

Read-only entry point with downstream mutation potential.

The form view itself does not change data. Inline edits trigger write operations via update_entity_record.

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