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Applies to: 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 a seller needs to understand a lead before qualification or outreach.
What it does
The assistant summarizes one Dynamics 365 Sales lead as a concise brief with lead context, source, need, account fit, engagement signals, and next-step context.
Try prompts like
- Summarize this lead
- Help me understand this lead before I qualify it
- What should I know about this lead?
- Review this lead's context
What you'll see in chat
The assistant displays a text response directly in chat. There is no interactive app-in-chat component for this capability.
Helpful tips
- Use this tool before
qualify_leadwhen the seller asks for lead context or fit. - Use
get_entity_recordwhen the seller wants the full Dataverse record instead of a concise brief.
What happens next
- Qualify this lead
- Disqualify this lead
- Draft a follow-up email
- Open the lead record
Does this change data?
No, get_lead_summary does not change data.
This tool is read-only and doesn't modify records.
Prerequisites
This tool requires permission to read leads in the selected Dynamics 365 environment.
Tool summary
| Property | Value |
|---|---|
| User-facing name | Lead summary |
| Internal tool name | get_lead_summary |
| Purpose | Summarize one lead before seller action. |
Tool behavior
The tool invokes the SalesRecordSummary custom API for the lead record and returns a text-only summary. It doesn't create opportunities, change the lead status, or update ordinary lead fields.
Annotations
| Annotation | Value | Meaning |
|---|---|---|
readOnlyHint |
true |
This tool doesn't modify data. |
destructiveHint |
Not set | Not applicable. |
idempotentHint |
Not set | Not applicable. |
Input concepts
| Input | Description | Required |
|---|---|---|
leadId |
Dataverse GUID of the lead to summarize. Resolve names before calling this tool. | Yes |
appId |
Optional model-driven app ID for the SalesRecordSummary custom API. | No |
Response and UI behavior
Response type
Text-only
No interactive component is rendered.
Routing notes
Use get_lead_summary when the user asks to understand, summarize, review, or prepare to act on a lead. Don't use get_lead_summary for qualification or disqualification actions (use qualify_lead), full-record opening (use get_entity_record), or ordinary field updates (use update_entity_record).
Related tools
| Tool | Relationship |
|---|---|
get_entity_record |
Opens the full Dataverse record form. |
list_entity_records |
Finds leads by entity type. |
qualify_lead |
Qualifies or disqualifies a lead after seller confirmation. |
Data mutation classification
Read-only.