Edit

Send Email

Note

This tool is available by default on the following MCP servers: Dynamics 365 Customer Service. 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 have a finalized email and want to send it immediately without opening the compose form first. The assistant sends the email directly through Dynamics 365.

What it does

The assistant sends an email right away using the subject, body, and recipients you provide or that were prepared in a previous step. This is for cases where you've already reviewed the content and just want it sent. No compose form opens. For replies, the email is threaded into the original conversation in Dynamics 365.

Try prompts like

  • "Send it now"
  • "Just send the email"
  • "Fire that off"
  • "Send a reply saying we resolved the issue"
  • "Send the email about the status update"

What you see in chat

The assistant shows a text confirmation that the email was sent, including the subject and recipients. No compose form or interactive component appears.

Helpful tips

  • Use this only when the email content is ready to go. If you want to review or edit first, say "draft an email" instead.
  • The assistant asks for your confirmation before sending.
  • For replies, the sent email automatically threads into the existing email conversation on the case timeline.
  • If you change your mind, you can't unsend an email after it's been sent.

Tip

If you're not sure the email is ready, say "draft an email" to preview it in the compose form before sending.

What happens next

After the email is sent, you can continue with prompts like:

  • "Show the timeline for this case"
  • "Add a note that I emailed the customer"
  • "Close this case"
  • "What's the next case?"

Does this change data?

Yes. This sends an email.

The email is sent through Dynamics 365 and recorded as a sent activity on the case timeline. The assistant asks for confirmation before sending.

Prerequisites

This tool requires the following:

  • Email to be configured. The user must have send email privileges in Dataverse.

Learn more in Configure email.

Tool summary

Property Value
User-facing name Send Email
Internal tool name send_email
Purpose Sends an email immediately through Dynamics 365 without opening the compose form for review

Tool behavior

Sends an email immediately through Dynamics 365 without opening the compose form for review. Use only when the subject and body are already finalized and the user explicitly requests immediate send. For compose-and-review flows, use draft_email instead.

Annotations

Annotation Value Meaning
readOnlyHint false This tool sends an email — Microsoft 365 Copilot prompts for confirmation.
destructiveHint false Sending is not destructive (email can be viewed after sending).
idempotentHint false Each call sends a new email — not safe to retry.
openWorldHint Not set Uses default (queries Dataverse).

Input concepts

Record context

Input Description Required
entityId, entityType entityId (record GUID to associate the email with, required), entityType (entity logical name). Yes

Reply threading

Input Description Required
regardingActivityId regardingActivityId (source email's activityId for reply threading — D365 uses this to thread the sent email into the original conversation). No

Recipients

Input Description Required
to, id, logicalName, displayName, cc, bcc to (required, at least one recipient — array of entity references with id, logicalName, displayName), cc (optional), bcc (optional). Varies

Content

Input Description Required
subject, body subject (required, non-empty), body (required, email body text). Yes

Response and UI behavior

Response type

Text-only

No interactive component is rendered. The tool returns a confirmation message with the sent email's details.

Routing notes

Use send_email for:

  • "Send it", "just send", "fire that off" — when content is finalized
  • Immediate send without compose review

Don't use send_email when:

  • The user wants to compose and review before sending — use draft_email
  • The user wants to edit an existing draft — use edit_email_draft
  • The user wants to view an email — use view_email
Tool Relationship
draft_email Opens compose form for review before sending
edit_email_draft Resumes editing an existing draft
view_email Displays a received or sent email read-only
generate_email_content Generates AI content that can feed into send_email

Data mutation classification

Write / mutation.

This tool sends an email through Dynamics 365 immediately. The email is created as a sent activity record in Dataverse. Microsoft 365 Copilot prompts the user for confirmation before sending.