Dynamics 365 Customer Insights – Data- Increase agent accuracy by grounding the agent in customer insights
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. Message ID: MC1325027
The post Dynamics 365 Customer Insights – Data- Increase agent accuracy by grounding the agent in customer insights appeared first on M365 Admin.
Published on:
Learn moreWe can help you with Dynamics 365 Customer Insights – Data- Increase agent accuracy by grounding the agent in customer insights
If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.
Related posts
Microsoft 365 Copilot: Skills in Copilot Chat
Microsoft 365 Copilot Chat now supports customizable skills for task-specific instructions, usable by end users and deployable by admins. Skil...
Microsoft Outlook for Android and iOS: Send Availability functionality restored
The Send Availability feature is restored in Microsoft Outlook for Android and iOS, allowing users to share their meeting availability easily ...
Microsoft Graph: New tenant controls for retirement of non-standard file API tokens
Microsoft will retire pre-authenticated (tempauth) URLs in SharePoint Online and OneDrive by April 1, 2027. New tenant controls will allow adm...
Audio Overview Updates
Microsoft is enhancing Audio Overview with topic-based episodes for easier navigation, support for sensitivity labels when saving to OneDrive,...
Microsoft Planner: Introducing Local Custom Fields
Microsoft Planner introduces Local Custom Fields, allowing users with Planner Premium licenses to add up to 10 customizable fields (Text, Numb...
30-Day Reminder: Windows 11, version 23H2 Enterprise and Education editions reach end of updates on November 10, 2026
On November 10, 2026, Windows 11, version 23H2 Enterprise and Education editions will reach end of updates. The November 2026 Windows security...
Microsoft Outlook: Themes by Copilot retirement
Themes by Copilot in Microsoft Outlook will be retired worldwide from mid- to late October 2026. Users with a Copilot license will lose the ab...
Microsoft Copilot (Microsoft 365): Scheduling with Copilot
Users can now schedule appointments and meetings directly from chat. Simply ask Copilot to create an appointment or schedule a meeting with co...
Microsoft Teams: Events now support up to 20,000 registrations, making it easier to reach and engage larger audiences at scale
Connect with more attendees than ever before with Teams Events, now supporting up to 20,000 registrations for organizers with valid Attendee p...
Dynamics 365 Supply Chain Management: Procurement Agent – Customize the Procurement Agent supplier follow-up criteria
Organizations often use business-specific data and criteria to determine when suppliers require follow-up on purchase orders. The Procurement ...