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Filtering on custom fields in Customer Service Insights

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Posted on by Community Member Microsoft Employee

Hi Community can we map a custom field that is specific and relevant to our project and get insights based on it in customer service insights? When I am trying to use the data mapping the destination fields are already predefined. I need to filter and get insights based on the fields that are required for my project purpose. Is it possible? If not what are the future plans of Microsoft with this?

Thanks.

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Cary265 5 on at

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RE: Filtering on custom fields in Customer Service Insights

[quote user="Zachary Cook"]
Hi Amit!

Do you have an example you could provide of what you're trying to do? Which screen are you seeing fields already predefined, and how would you like to change them?

Thanks!

-Zach
[/quote]
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Zachary Cook on at

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RE: Filtering on custom fields in Customer Service Insights

Also, Amit, I noticed that the title for this has "Customer Service Insights" - can you clarify if that's accurate? If so, this forum is specific to Customer Insights, which is a separate product. You can find Customer Service Insights information here: community.dynamics.com/.../customerservice
Zachary Cook on at

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RE: Filtering on custom fields in Customer Service Insights

Hi Amit!

Do you have an example you could provide of what you're trying to do? Which screen are you seeing fields already predefined, and how would you like to change them?

Thanks!

-Zach