Dynamics 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 re…