Save my preference

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 save a personal layout preference that customizes how the Service Agent displays information for you.

What it does

The assistant saves a personal layout preference for your account. This lets you customize how grids, forms, or timelines appear without affecting other users. Your preferences persist across conversations and devices.

Personal preferences take the highest priority in the configuration stack, overriding both organization-level and profile-level configurations.

Try prompts like

• Remember my case grid layout.
• Save this as my preference.
• Always show me the priority column first.
• Save my personal case form layout.
• Set my preferred timeline filter.

What you'll see in chat

The assistant confirms which personal preference was saved, including the entity, configuration type, and a summary of the changes.

Helpful tips

• Your personal preferences override organization-level and profile-level configurations.
• Preferences persist across all your sessions and devices.
• Use list_user_prefs to review your current preferences before adding new ones.

What happens next

• Show my preferences to verify what's saved.
• Delete my preference for the case grid to remove a customization.
• What can I configure? to explore available options.

Does this change data?

Yes, this can change data.

Saving a preference writes or updates your personal preference record in Dataverse.

Only your own preference record is affected. It doesn't change shared organization-level or other users' settings.

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	Save my preference
Internal tool name	save_user_prefs
Purpose	Saves a personal layout preference for the current user

Tool behavior

Saves a personal layout preference for the current user. Persists across conversations and devices, allowing each user to customize their own agent experience without affecting other users or organization-level configurations. Use when the user says "remember this" or "save as my preference."

Annotations

Annotation	Value	Meaning
readOnlyHint	false	This tool modifies data.
destructiveHint	false	Creates or updates preferences without deleting existing data.
idempotentHint	true	Saving the same preference twice produces the same result.
openWorldHint	Not set	Uses default.

Input concepts

Target entity

Input	Description	Required
entityLogicalName	entityLogicalName (string, required). The entity to configure (for example, incident, account).	Yes

Override type

Input	Description	Required
overrideType	overrideType (string, required). Configuration scope prefix: resolution, grid, form, form-section, form-select, form-type, timeline, lookup, picklist.	Yes

Target ID

Input	Description	Required
targetId, *	targetId (string, defaults to *). A specific view or form GUID, or * for entity-wide.	No

Patches

Input	Description	Required
patches	patches (array, required). Ordered array of patch objects discriminated by type.	Yes

Display name

Input	Description	Required
name	name (string, optional). Human-readable name for this preference.	No

Response and UI behavior

Response type

Text-only

No interactive component is rendered. Returns confirmation with the scope key and effective preference summary. The response also includes propagationDelayMinutes—the estimated time before the saved preference takes effect.

Routing notes

Use save_user_prefs when:

• The user asks to save something "for me", "as my preference", or "remember this".
• The customization is personal and should not affect other users.
• The user doesn't have organization admin permissions but wants personal layout tweaks.

Don't use save_user_prefs when:

• The user is an admin saving org-wide configurations. Use save_agent_config instead.
• The user specifies a profile. Use save_agent_config with scope: "profile" instead.
• The user is exploring options. Use browse_agent_config_options first.

Related tools

Tool	Relationship
list_user_prefs	Lists existing personal preferences
delete_user_prefs	Removes a personal preference
save_agent_config	Saves organization-level configurations (admin only)
browse_agent_config_options	Interactive guide to discover what can be configured

Data mutation classification

Write.

Creates or updates a personal layout preference for the current user only. doesn't affect other users.