RM577814Dynamics 365 Customer Insights - Data: Agents and Copilot - Increase AI accuracy by grounding agents in customer insights

The Customer Insights MCP server allows AI agents and chat experiences to access and understand insights generated by Customer Insights - Data.

The Customer Insights MCP server uses the industry-standard MCP architecture to securely share unified profiles and insights with AI agents and chat experiences, providing the data context so AI agents can do their best work.

AI tools can use the Customer Insights MCP server to:

Resolve Dataverse contacts and leads to their unified customer profile.

Access extended customer information unified by Customer Insights - Data from external sources not available to Dataverse.

Understand calculated measures for a customer such as their purchase totals over the last 4 months, or the date of their most recent engagement.

Quickly discover what segments the customer is a member of.

See if a customer has multiple redundant contacts in your system, and which is considered authoritative for that customer.

Get predictive insights for the customer such as Customer Lifetime Value (CLV) and Churn risk, giving you greater insights into the customer's current relationships with your company.

Scenario

Sally is a seller who is evaluating a lead named Joe who recently attended a product launch webinar. Sally asks her AI embedded on their Contact and Lead forms if there are any insights about this lead and is delighted to find that the lead Joe is matched to a VIP customer Joseph who has existing paid licenses for several products. Because Customer Insights - Data unifies her company's external Purchase and Rewards data with Dataverse contact and lead data, the agent informs Sally that Joe is a valued Rewards and Loyalty points member, and it is able to provide other AI-generated insights such as the Customer Lifetime Value score, Churn Risk, and the segments Joe is a member of. Armed with a wealth of customer data, Sally is able to engage Joe and upsell Joe on their new product.

Business Value:

Agents give your marketing, sales, and service teams essential insights and can automate many business processes. But agents are only as good as the data they work with. When you give them access to customer insights that unify your customer data sources, you can get more valuable and actionable insights that enable organizational efficiencies that you couldn't achieve before.

Now, more insights generated by Customer Insights - Data can be leveraged from within Microsoft Copilot Studio, allowing you to turn insights into a powerful business asset. Copilot Studio, and even your own custom copilots created in Microsoft Copilot Studio, can now simply and easily get access to more insights, allowing agents to understand, share, analyze, and act on these insights. Every team member gets tailored information and tools to reach their goals efficiently.

Enabled for:

Enabled for admins/makers/marketers automatically

More info: https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/mcp-server-tools

GA date: November CY2026

Preview date: June CY2026