How to install CI-D Customer Card Add-in

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Posted on by CU03091316-0

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Has anyone tried installing these preview cards. The documentation in Customer Card Add-in for Dynamics 365 apps (preview) - Dynamics 365 Customer Insights | Microsoft Learn lacks a little detail. When adding the controls to the tabs in the form I want to show them, the control asks me to select a field. Which field is the correct one to input here?

See this screenshot:

Is it the customer profile field (msdynci_lookupfield_customerprofile)? Or another one?

Any other tips on getting these controls to work? I simply get a "Did not find customer error" so far. For all of the controls. I am running in norwegian. Has anone tried using these outside of english? This is the error message I am getting.

The message says Error occured during login. Contact system administrator. I am using a admin account that is also owning the CI-D setup. And I have also assigned the Customer Insights Card Customizer role to the user

Categories:

Dynamics 365 Customer Insights - Data

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