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Dynamics 365 Omnichannel for Customer Service: Fields on the Agent Dashboard View

Posted on by 288

Hello Community,

Does anyone know which form or view is being used on the Omnichannel Agent Dashboard display below? In my example below, we are routing "Emails" as work items to this Omnichannel Agent Dashboard. Out of the box under the work items view below the system displays the subject line of the email, the time stamp, and the status of the email. Is there a way to add or remove these fields from the display? Thanks.

pastedimage1673901937655v2.jpeg

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Dynamics 365 Omnichannel for Customer Service: Fields on the Agent Dashboard View

    Hi Partner,

    Could you click 'Yes' to close the thread if my answer is helpful?

    Thanks in Advance!:)

  • D365EL Profile Picture
    D365EL 288 on at
    RE: Dynamics 365 Omnichannel for Customer Service: Fields on the Agent Dashboard View

    Leah Ju , thanks for the information, much appreciated!

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Dynamics 365 Omnichannel for Customer Service: Fields on the Agent Dashboard View

    Hi Partner,

    In Dataverse, there is no OOB table named work items, and there is no documentation that explicitly states what entity's components the work item is laid out through.

    By searching, I found that conversations and work items were mentioned together in the document.

    pastedimage1673943073788v1.png

    So i tried to customize the card form of the conversation table.

    (1) Go Settings > Customization > Customize the system > Entities > conversations > Forms.

    (2) Open the ‘OCStream Form’ form:

    pastedimage1673943436215v3.png

    The Card form has four sections:

    pastedimage1673943662732v4.png

    You can add fields to the section you want.

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