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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / customer card add-in n...
Customer experience | Sales, Customer Insights,...
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customer card add-in not showing measures

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Posted on by lucasalexander 886

I have a CI trial and D365 Customer Service trial. I have configured several measures in CI. I have configured the customer card add-in in Customer Service and added a control to my contact form. The measures from CI are not showing in Customer Service, but I am seeing some other value that I don't even recognize.

Here's what I see on the Contact form.

pastedimage1649261639629v2.png

Here are my measures in CI.

pastedimage1649261592100v1.png

Here is my field configuration for the form.

pastedimage1649261824446v1.png

What should I do to resolve this?

I have the same question (0)
  • mochimochi Profile Picture
    mochimochi on at

    Hi Lucas

    Please double check the documentation for this feature here: docs.microsoft.com

    You may have missed a prerequisite or also see troubleshooting.

    Best regards,

    Jeff

  • lucasalexander Profile Picture
    lucasalexander 886 on at

    I followed the documentation as I configured the control. Other types of controls do work as expected.

  • Nils Ke Profile Picture
    Nils Ke on at

    Hi Lucas,

    can you confirm that by "other types of controls do work" you mean controls from the Customer insights card add-in?

    We are looking into this further to help you. Thank you for your patience.

  • lucasalexander Profile Picture
    lucasalexander 886 on at

    Yes, that's correct. I was able to add the customer details control and see data show up on the form, so I connectivity is established. With the customer details control, however, only three attributes from the profile were appearing on the form, which also seems a little weird.

  • Nils Ke Profile Picture
    Nils Ke on at

    We would like to investigate this issue ourselves. To be able to share details we ask you to file a support request.

    These are the steps to take to start a support request: 

    1. Sign into the Power Platform admin center with your admin credentials: admin.powerplatform.microsoft.com/ 
    2. Select Help + support > New support request. 

    Please consult this page for details on support requests: docs.microsoft.com/.../get-help-support 

  • lucasalexander Profile Picture
    lucasalexander 886 on at

    Thanks for following up. This is actually for a trial instance, so I don't have the ability to open a support request.

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