Dynamics 365 Customer Insights – Data- Increase agent accuracy by grounding the agent in customer insights [MC1325027]

Message ID: MC1325027
We are announcing the ability to increase agent accuracy by grounding the agent in customer insights in Dynamics 365 Customer Insights – Data. This feature will reach public preview on June 15, 2026.

How does this affect me?
With this feature, more insights generated by Customer Insights – Data can be leveraged from within Microsoft Copilot Studio. The Customer Insights MCP server can be leveraged in chat and agent workflows to quickly obtain key insights such as:

• Access extended customer information unified by Customer Insights – Data from external sources not available to Dataverse.
• Understand processed insights, such as calculated measures of a user’s purchase activity over time, or rewards points.
• Quickly discover what key segments the customer is a member of.
• If a customer has duplicate contacts or leads, determine which contact or lead is considered authoritative for that customer.
• See 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.

What action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Increase agent accuracy by grounding the agent in customer insights.

Source: Microsoft

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