BPF configured for case form not showing in Customer Service Workspace

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Posted on by d365crmkl

Hi,

I've been looking for articles online but found none. We have a BPF for a Case Record that we created in Customer Service Hub app. Microsoft Documentations states that configs for Customer Service Workspace is done in the Customer Service Hub.

But when we view the Case record in Customer Service Workspace app, the BPF does not show.

Any help/advise is appreciated!

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LeoAlt 16,331 Moderator on at

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Hi Partner,

It is possible.

You need to go to Advanced Settings->My apps->Customer Service Workspace->Open in app designer.

And add the BPF you need into the app. For my example I added default BPF "phone to case process".

save and publish.

And now we could see the BPF in customer service workspace now.

Hope it helps.

Best Regards,

Leo

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d365crmkl 15 on at

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Thanks for this. Tried it and it works :)

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