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Service | Customer Service, Contact Center, Fie...
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Using Slugs to Link Conversation with Custom Entity

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Posted on by 15

Hi all,

A customer that I am implementing Omnichannel chat for require each conversation to be linked to a custom entity called 'Quick Enquiry' (think of it as a pre-cursor to a Case).

I have created a new application tab template which opens a new Quick Enquiry form and auto populates some fields (Enquiry title and source channel) using slugs - https://docs.microsoft.com/en-us/dynamics365/app-profile-manager/automation-dictionary-keys#slugs. I have been using the description field as a test field to see if it populates with the conversation GUID but it does not seem to be working:

pastedimage1619102559673v1.png

I would expect the description field to display the GUID of the conversation record but it does not.

Here is what I've got in the data template parameter for the Quick Enquiry tab: {"crimson_sourcechannelid":"5035e439-9a5c-ea11-a811-00224801badc" , "crimson_name":"Live Chat - " , "crimson_longdescription":"{anchor.msdyn_ocliveworkitemid}"}

pastedimage1619102708655v2.png

Any help would be appreciated.

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

    Hi partner,

    Only conversation GUID can’t show in the new application tab? Other general attribute can display or not?

    Or you can try to remove ‘anchor’ from the value, you can use msdyn_ocliveworkitemid to test again.

    pastedimage1619165459572v1.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • JasonA Profile Picture
    15 on at

    Was this ever resolved? I ran into the same issue and tried the suggestion made by  with no success. I also tried different combinations with logical and schema names with no luck. Any suggestions would be apprecitaed

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