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Opportunity catch-up

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 catch up on recent opportunity context before action.

What it does

The assistant catches the seller up on recent opportunity context before action and returns a text response with structured content for agent orchestration.

Try prompts like

  • Opportunity catch-up.
  • Help me with this sales opportunity.
  • Show the relevant sales data.
  • Continue this Sales steel-thread workflow.

What you'll see in chat

The assistant displays a text response directly in chat. The assistant doesn't display an interactive app-in-chat component for this capability.

Helpful tips

  • Resolve ambiguous record names before calling tools that require identifiers.
  • Use related record-view tools when you need to inspect the full Dataverse form.
  • Confirm write actions before changing opportunity or sales record data.

What happens next

After the response appears, you can continue with prompts like:

  • Open this opportunity.
  • Show customer updates.
  • Add a note.
  • Draft a follow-up email.

Does this change data?

No, get_opportunity_catchup doesn't change data.

This tool is read-only and doesn't modify records.

Prerequisites

This tool requires access to Dynamics 365 Sales records for the selected environment.

Tool summary

Property Value
User-facing name Opportunity catch-up
Internal tool name get_opportunity_catchup
Purpose catches the seller up on recent opportunity context before action.

Tool behavior

The tool catches the seller up on recent opportunity context before action. It is text-only and returns structured content for the requested Sales operation.

Annotations

Annotation Value Meaning
readOnlyHint true This tool doesn't modify data.
destructiveHint Not set Not applicable.
idempotentHint Not set Not applicable.
openWorldHint Not set Uses default (queries Dataverse).

Input concepts

Sales context

Input Description Required
opportunityId Resolved opportunity GUID to catch up on. Resolve names before calling this tool. Yes
since Optional ISO 8601 date-time with an explicit timezone offset (for example, 2026-07-01T00:00:00Z). Bounds the catch-up to opportunity changes after that instant. When omitted, the catch-up covers the last 7 days. No

Note

When you supply since, Dynamics 365 treats it as your last-seen point and phrases the response as changes "since you last logged in" rather than repeating the date. Omit since and the response is phrased as "for the last 7 days".

Response and UI behavior

This tool returns a text-only response with no app-in-chat component.

This MCP tool is supported by an MCP app.

Response type

Text narrative

The response includes structured content from the SalesOpportunityCatchup custom API.

Routing notes

Use get_opportunity_catchup when the user asks for this specific Sales capability. Don't use get_opportunity_catchup for support case workflows or unrelated customer-service records.

Tool Relationship
get_entity_record Opens the full Dataverse record form
list_entity_records Finds sales records by entity type
get_opportunity_summary Provides a stable opportunity brief

Data mutation classification

Read-only.

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