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Resolve customer by contact

Applies to: Dynamics 365 Customer Insights

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 already have a Dynamics 365 contact and want the unified Customer Insights profile it was stitched into.

What it does

When you're working from a CRM contact—for example the primary contact on a case—this capability resolves that contact's ID to the matching Customer Insights unified customer ID. It's a shortcut for the common case of a Dataverse contact, so you don't have to specify the source entity name yourself.

Use it to bridge from a contact to Customer Insights before reading the customer's details, segments, measures, or predictions. If the contact has no unified profile, the assistant tells you nothing was found.

Try prompts like

  • What's the Customer Insights customer for this contact?
  • Resolve this CRM contact to its unified Customer Insights profile.
  • Given this contact, which unified Customer Insights customer were they stitched into?
  • Find the Customer 360 profile ID for this contact.
  • Look up the Customer Insights customer behind this contact.

What you'll see in chat

The assistant replies with the unified customer ID that the contact maps to. If the contact isn't linked to a unified profile, it tells you the customer wasn't found.

Helpful tips

  • Provide the contact's Dynamics 365 ID (GUID). The assistant validates it before resolving.
  • This is the contact-specific shortcut; for records from other source systems, use get_customer_by_source_id.
  • Once you have the customer ID, continue with the customer's full 360, segments, measures, or predictions.

What happens next

After the customer resolves, you can continue with prompts like:

  • Show me everything Customer Insights knows about this customer.
  • Which segments is this customer in?
  • What's this customer's total purchases and average order value?

Does this change data?

No, resolving a customer by contact doesn't change data.

This capability only reads the contact-to-unified mapping from Customer Insights. It never creates, updates, or deletes records.

Prerequisites

This tool is available on the Dynamics 365 Customer Insights MCP server. See the availability note at the top of this page for details. Customer Insights must be configured for your environment with contacts ingested as a source, and you need permission to read the source-to-unified key mapping.

Tool summary

Property Value
User-facing name Resolve Customer By Contact
Internal tool name get_customer_by_contact
Purpose Resolves a unified Customer Insights customer ID from a Dynamics 365 contact

Tool behavior

Resolves a Customer Insights unified customer ID from a Dataverse contact ID (msdynci_alternatekey, entity contact). Pass the contact ID; the tool returns the matching unified customer ID, or reports not found when the contact has no unified profile. It's a convenience shortcut over get_customer_by_source_id for the contact entity.

Annotations

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

Input concepts

Contact

Input Description Required
contactId The Dynamics 365 contact's ID (GUID) to resolve to a unified customer ID. Yes

Response and UI behavior

This tool returns a text response.

This MCP tool is not backed by an app-in-chat component.

Response type

Unified customer ID (or not found).

The response contains the unified customer ID the contact maps to, or a not-found result when the contact has no unified profile.

Routing notes

Use get_customer_by_contact for:

  • A prompt that provides a Dynamics 365 contact and needs the matching unified Customer Insights customer.

Don't use get_customer_by_contact when the prompt provides:

  • A person's name—route to find_customer.
  • A source-system record ID from another ingested table—route to get_customer_by_source_id.
  • An already-resolved customer ID and a request for their data—route to get_customer_details or a specialist reader.
Tool Relationship
find_customer Resolves a unified customer from a name
get_customer_by_source_id Resolves a unified customer from a source-system record ID
get_customer_details Returns the full Customer 360 for a resolved customer
get_customer_segments Lists the segments a resolved customer belongs to

Data mutation classification

Read-only.

This tool only reads the contact-to-unified key mapping from Customer Insights and never changes data.

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