Update Note

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 fix a typo, add information, or revise an existing note on a case or other record.

What it does

The assistant finds an existing note by its identifier and updates the text with your new content. The updated note replaces the previous version on the record's timeline. This is useful for correcting mistakes or adding details to a note you created earlier.

Try prompts like

• "Fix the typo in my note"
• "Update the note to say the customer confirmed the workaround"
• "Change the note on this case"
• "Revise my last note"
• "Update the note text to include the new phone number"

What you'll see in chat

The assistant displays the activity timeline as an app-in-chat component, refreshed to show the updated note content.

Helpful tips

• The assistant needs to know which note to update. If there are multiple notes, specify by content or title.
• You can say "update the note" and then provide the new text, or include everything in one prompt.
• Only notes you own can be updated.
• If you want to add a completely new note instead of editing an existing one, say "add a note."

Tip

View the timeline first to see existing notes, then tell the assistant which one to update.

What happens next

After the note is updated, you can continue with prompts like:

• "Show the timeline"
• "Add another note"
• "Draft an email to the customer"
• "What else needs to be done on this case?"

Does this change data?

Yes, this updates an existing note.

The note text is replaced with the new content you provide. The assistant asks for confirmation before making the change.

What you can do from the app-in-chat component

From the timeline in chat, you can:

• See the updated note in context
• Browse the full activity timeline
• Select any activity to view its details
• Open the full record form in Dynamics 365

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	Update Note
Internal tool name	update_note
Purpose	Updates the text of an existing note (annotation) in Dynamics 365 by its annotation GUID

Tool behavior

Updates the text of an existing note (annotation) in Dynamics 365 by its annotation GUID. Use when the user wants to fix a typo, revise, or amend an existing note. The annotationId can be obtained from the get_activity_timeline response.

Annotations

Annotation	Value	Meaning
readOnlyHint	false	This tool modifies data - Microsoft 365 Copilot prompts for confirmation.
destructiveHint	false	Updating a note replaces content but is not destructive.
idempotentHint	true	Calling with the same inputs produces the same result - safe to retry.
openWorldHint	Not set	Uses default (queries Dataverse).

Input concepts

Note identifier

Input	Description	Required
annotationId	annotationId (annotation GUID to update, required). Obtain from get_activity_timeline.	Yes

Updated content

Input	Description	Required
notetext, subject	notetext (updated note body text, required), subject (optional updated title).	Varies

Response and UI behavior

This tool renders the activity timeline to confirm the note was updated.

This MCP tool is supported by an MCP App.

Response type

Interactive component (app-in-chat)

The timeline widget refreshes to show the updated note content.

Routing notes

Use update_note for:

• "Fix the note", "update the note", "revise the note"
• Any edit to an existing annotation's text or title

Don't use update_note when:

• The user wants to create a new note - use create_note
• The user wants to update a timeline activity (task, phone call, etc.) - use create_activity with activityId

Related tools

Tool	Relationship
create_note	Creates a new note on a record
get_activity_timeline	Retrieves timeline including notes (source of annotationId)
create_activity	Creates timeline activities (not annotations)

Data mutation classification

Write / mutation.

This tool updates an existing annotation record in Dataverse. M365 Copilot prompts the user for confirmation before execution. The operation is idempotent - retrying with the same inputs produces the same result.