HI All,
Currently the Time Period options on the default KPI Customer Service Insights are Last 1 mth, Last 7 days and Last 24 hours.
We run our call centre over the Harvest period which last 3 months.
Is there a way to extend the reporting period on the Default KPI Customer Service Insights dashboard?
Regards Steve
Hi Steve - great question, CSI currently have a limit of processing cases created in the past 60 days, although we are actively working on extending this time range so it'll be customizable by users, will update as soon as it's available for preview!
Thanks,
alice
Hi Partner
Unfortunately, as of now KPI summary dashboard by default shows up only 1 month data. Here is the reference article docs.microsoft.com/.../use-dashboard-sample-data
Hi Steve,
Customer Service Insights today doesn't support period for last 3 months. It loads last 2 months of data (or up to 1 million cases whichever hit first) for processing. Meanwhile, we are evaluating the requests to extend to longer time period. Could you please submit your request at our Ideas forum? The product team are using it as one of the sources to prioritize the features: https://experience.dynamics.com/ideas/categories/?forum=25ddfb80-8627-e911-a95a-000d3a4f3883&forumName=Dynamics%20365%20AI%20for%20Customer%20Service.
You can find the other service limits from this doc: https://docs.microsoft.com/en-us/dynamics365/ai/customer-service-insights/service-limits. We appreciate your feedback or any other questions.
Thanks!
Xiaoying
Complete the steps in the wizard.In the admin center, go to the Billing > Subscriptions page.On the Subscriptions page, select the trial subscription that you want to extend, and then, under the expiration date, select Extend trial.Complete the steps in the wizard.
I hope this helps!
Regards,
Lewis
developer
apps4rent | o365cloudexperts
You can only observe the record until last 60 days.
Unfortunately as of now you cannot extend the time period on the default KPI customer service Insights dashboard beyond 2 months.
Regards.
Justin.
Apps4Rent
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
MVP-Daniyal Khaleel 60
Tom_Gioielli 16 Super User 2025 Season 2
CU29080825-0 16
