web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / customer card add-in n...
Customer experience | Sales, Customer Insights,...
Unanswered

customer card add-in not showing measures

(0) ShareShare
ReportReport
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 Microsoft Employee 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 Microsoft Employee 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 Microsoft Employee 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.

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.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Manoj - ManoVerse Profile Picture

Manoj - ManoVerse 112 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 73

#3
Chris1968 Profile Picture

Chris1968 20

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans