Save a glossary term

Applies to: Dynamics 365 Customer Service

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 to add a new glossary term or update an existing one for the Customer Service question-answering skill.

What it does

Creates a glossary term (a company word plus its definition) or updates an existing one. Adding a definition helps the assistant understand your organization's wording when it answers data questions.

Try prompts like

• Add a glossary term for P1.
• Update the definition of deflection.

What you'll see in chat

This action is normally used from the Manage Customer Service vocabulary editor. After a save, the editor refreshes and the assistant confirms the term was saved.

Helpful tips

• Omit the id to create a new term; include it to update an existing one.
• You can only edit your own (unmanaged) terms. Out-of-the-box managed terms are read-only.
• Keep definitions short and specific so the assistant can apply them reliably.

What happens next

The saved term is used the next time the assistant interprets a data question. You can continue managing vocabulary from the editor.

Does this change data?

Yes. Saving a glossary term creates or updates a configuration record in Dataverse.

Prerequisites

This tool is available on the Dynamics 365 Customer Service MCP server. It requires the maker customize privilege (prvmsdyn_ServiceAgentMakerCustomize) and a provisioned CustomerServiceQnA skill.

Tool summary

Property	Value
User-facing name	Save a glossary term
Internal tool name	save_glossary_term
Purpose	Creates or updates a glossary term (term + definition) for the CustomerServiceQnA skill

Tool behavior

Creates a copilotglossaryterm when no id is supplied, or updates the named term when an id is supplied. Refuses to update out-of-the-box managed terms. Typically invoked by the Manage Customer Service vocabulary editor.

Annotations

Annotation	Value	Meaning
readOnlyHint	false	Writes configuration data.
destructiveHint	false	Creates or updates; doesn't delete.
idempotentHint	false	Omitting id creates a new row on each call, so repeating the request is not guaranteed to yield the same result.
openWorldHint	Not set	Uses default (writes to Dataverse).

Input concepts

Term identity

Input	Description	Required
id	copilotglossarytermid to update; omit to create a new term.	No

Content

Input	Description	Required
term	The term as users say it.	Yes
description	Plain-language definition of the term.	Yes

Response and UI behavior

This tool returns a text result indicating success and the saved id. It doesn't render its own app-in-chat component; it's used by the Manage Customer Service vocabulary editor.

Response type

Text (success + id)

Routing notes

Use save_glossary_term to add or edit a glossary term. To delete terms use remove_glossary_terms; to edit synonyms use save_synonym.

Related tools

Tool	Relationship
manage_service_vocabulary	Opens the editor these saves come from
remove_glossary_terms	Deletes glossary terms

Data mutation classification

Write.

Creates or updates a glossary configuration record. It never deletes.