Edit

Update Case

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 want to change a field on a support case, such as its priority, title, description, or other details.

What it does

The assistant updates one or more fields on a case record. You can change the priority level using plain language, or update any other case field by specifying what you want to change. The assistant confirms which fields were updated after the change is applied.

Try prompts like

  • "Set the priority of CAS-01010-A0A0A0 to high"
  • "Change the title of this case to Login issue"
  • "Update the description on this case"
  • "Set priority to low"
  • "Mark this case as waiting for details"
  • "Change the customer on case CAS-01010-A0A0A0"

What you see in chat

The assistant confirms the update with a text response listing the fields that were changed. No interactive component is displayed for this action.

Helpful tips

  • You can refer to the case by its case number (for example, CAS-01010-A0A0A0) or let the assistant use the case you're already working with.
  • For priority changes, use "high", "normal", or "low".
  • You can update multiple fields in a single request.
  • If you want to close a case, use "close this case" instead - that's a separate action with a resolution record.

Tip

Open the case first with "show me case CAS-01010-A0A0A0" to review the current fields before updating.

What happens next

After updating, you can continue with prompts like:

  • "Show me this case"
  • "Summarize this case"
  • "What's the SLA status on this case?"
  • "Reassign this case to Alex"

Does this change data?

Yes. This changes data.

The case record is updated in Dynamics 365. The change takes effect immediately.

Prerequisites

This tool requires the following:

  • Customer service representative role

Tool summary

Property Value
User-facing name Update Case
Internal tool name update_case
Purpose Updates one or more fields on a support case

Tool behavior

Updates one or more fields on a support case. Supports typed shortcuts for common fields like priority, and a generic fields map for arbitrary Dataverse logical-name to value updates including title, description, customer, and status reason.

Annotations

Annotation Value Meaning
readOnlyHint false This tool modifies data.
destructiveHint false The update is non-destructive (fields are overwritten, not deleted).
idempotentHint true Calling with the same inputs produces the same result.
openWorldHint Not set Uses default (queries Dataverse).

Input concepts

Case identifier

Input Description Required
incidentId, caseNumber incidentId (GUID) or caseNumber (e.g. CAS-01010-A0A0A0). At least one is required. When caseNumber is provided, the server resolves it to a GUID. Yes

Priority shortcut

Input Description Required
priority, high, normal, low priority (enum: high, normal, low). Convenience parameter for the most common field update. No

Arbitrary fields

Input Description Required
fields fields (record of Dataverse logical-name to value pairs). Used by the form widget for inline editing of individual fields, or for any field not covered by the typed shortcuts. No

Response and UI behavior

This MCP tool is supported by an MCP app.

Response type

Text confirmation

The tool returns a text confirmation of the updated fields. No interactive component is rendered.

Routing notes

Use update_case for:

  • Any field change on a case record (priority, title, description, status reason, custom fields)
  • Inline edits from the case form widget

Don't use update_case when:

  • Closing/resolving a case - route to close_case (uses the Dataverse CloseIncident action)
  • Reassigning a case - route to reassign_case (handles ownership transfer and handover notes)
  • Updating a non-case entity - route to update_entity_record
Tool Relationship
get_case Opens the case form for inspection before editing
close_case Resolves and closes a case (uses CloseIncident, not a field update)
reassign_case Reassigns a case to another user, team, or queue
list_cases Lists cases to find the one to update
summarize_case Opens the case with an AI summary for triage before editing

Data mutation classification

Write / mutation.

Updates one or more fields on the case record in Dataverse. The operation is idempotent - calling with the same inputs produces the same result.