Using Slugs to Link Conversation with Custom Entity

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Posted on by a.round

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:

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}"}

Any help would be appreciated.

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JasonA 15 on at

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RE: Using Slugs to Link Conversation with Custom Entity

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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RE: Using Slugs to Link Conversation with Custom Entity

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.

Regards,

Leah Ju

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