Skip to main content

Notifications

Announcements

No record found.

Customer Service forum
Suggested answer

Omni Channel Conversation Panel

Posted on by 33
Hello,
 
I'd like to know how does the CRM store the messages in the conversation panel? Is the panel a unique CRM field provided by OC? 
 
We would like to store the answer of a Bot in a custom field in the conversation record, is that possible? 
 
Thank you
Categories:
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Omni Channel Conversation Panel
    Hi,
     
    There is no API to get the chat transcripts in the client API provided by the official documentation.

    Therefore, to realize this feature you may need to write a plugin.
    Since I am not a professional developer, it is recommended that you consult a professional developer or raise a support ticket for professional assistance.
    Best Regards,
    Dengliang Li
     
  • Kuku17 Profile Picture
    Kuku17 33 on at
    Omni Channel Conversation Panel
    Thank you. So it is a sort of a unique field in CRM. What about storing an answer to a bot's question in a custom field in the conversation record? Is that achievable?
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Omni Channel Conversation Panel
    Hi,
     
    Chat messages in the Communication panel are stored in the conversation transcript.
    During the chat session, Customers can download chat transcripts at any time.
     
    The records of communication between the customer and the bot are also stored in the chat transcripts.
     
    Best Regards,
    Dengliang Li
     

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,584 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,864 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans